NAHU represents licensed health insurance agents, brokers, consultants and benefit professionals who serve the health insurance needs of employers and individuals seeking health insurance coverage.
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Annual Convention 2014 Professional Development Day

Convention Homepage | Agenda | Hotel/Travel Information | Exhibitor/Sponsor Information | See Who is Attending

9:45 a.m. – 5:00 p.m.

NAHU PPACA Certification

$396 members, $595 non-members

Monday, June 30 from 9:45 a.m. – 5:00 p.m.

Developed by experts in both PPACA and employment law, this high level eleven-hour course instruction will ensure that students understand the key technical components of PPACA and are better prepared to counsel their clients on upcoming required healthcare changes and new options and requirements for health plans.

An overview of all regulations already issued will be presented along with details on specific regulations issued to date. Students will be able to develop client-specific timelines and provided advice to guide clients in planning for the future.

The classroom study is paired with online self-study resources that can be accessed at the student’s convenience through their personal online library. To ensure that students stay current on healthcare reform implementation, they will receive periodic updates as part of their continued subscription.

The PPACA certification course is a certification of expertise in the provisions and implementation of health reform. It does not meet state or federal requirements that may be necessary to sell exchange-based plans.

10:00 a.m. – 11:00 a.m.

The Six Best Practices to Becoming a Value Creator

Featuring: Featuring: Thomas Cates
Level: Intermediate

In 2013, Accenture/CSO Insights research revealed that most producers are seen by their clients as commodity-like vendors, subjecting their companies to significant client defection and leaving substantial revenue growth potential unrealized. By contrast, only 12% of producers have discovered how to become a trusted partner to their clients. These “Value Creators” have learned how to master the Six Dimensions of Sales Equity™ - driving high share of wallet, superior client retention and cross-selling like champions. They no longer leave any money on the table. Join us to learn how to make excellent client relationships your differentiation through these six proven, patented best practices.

Learner Objectives/Outcomes:

Making Ethical Decisions in Underwriting

Featuring: Featuring: Bruce Anderson
Level: Intermediate
CE applied for in all 50 states

Underwriters are challenged to make sense of conflicting and often incomplete information. An ethical decision making framework can inform decisions that are as free from conflict as possible and lead to better outcomes. Using case studies, we will explore different approaches to resolving ethical dilemmas in underwriting.

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ERISA from a non-legal perspective: Pit-falls 101

Featuring: Elliott Dinkin
Level: Intermediate
CE applied for in all 50 states

The content of the presentation will be to teach and education participants on the critical areas of ERISA that are often overlooked that can impact employers through penalties for non-compliance. There will be discussion and samples that identify how what is viewed during a DOL audit and how to avoid audit nightmares through compliance. Finally, there will be discussion as to how employees can report non-compliance and the procedures employers would face as well as penalties involved to correct non-compliance.

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Slicing through the Noise: Powerful Communications for Sales Leadership and Professional Success

Featuring: Barry Maher
Level: Intermediate

Diplomacy has been called the art of telling people to go to hell in a way that they'll actually look forward to the trip. We don't advocate telling your clients, your prospects or anyone else to go anywhere like that, but this outstanding session from Barry Maher shows you how to communicate with and persuade people of all types: to diplomatically, tactfully get what you want and get people to look forward to whatever trip you'd like them to take.

As Selling Power, says: "To his powerful and famous clients, Barry Maher is simply the best sales trainer in the business."

Discover extraordinary powerful tips to help you:

11:15 a.m. – 12:15 p.m.

Compliance & HR Consulting

Featuring: Julie Hulsey
Level: Fundamental

Agent’s commissions have been cut with extra work required to service clients. Employers are very fearful of the compliance issues involved with PPACA; do you have the answers? Learn how to set up a consulting fee business along with your commissioned insurance. HR and employee benefits go together like peanut butter and jelly; become an extension of your client’s HR department.

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The LinkedIn Lead System

Featuring: Mel Schlesinger
Level: Fundamental

This will be a one- hour hands-on workshop.

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The Effective Benefit Delivery of CDH Sales Strategies

Featuring: Steven Jackson
Level: Fundamental

Healthcare consumerism goes beyond the sales strategy. This session will be hyper-focused on the delivery of the benefit offering when incorporating Consumer Directed Health (CDH) sales strategies. Employers and employees alike will need both for a successful benefit open enrollment.

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Understanding Social Security

Featuring: Dana Paulson
Level: Intermediate
CE applied for in all 50 states

Presented by Educate U is an educational workshop on the basics of Social Security benefits.

Social Security is a critical component of retirement planning – one that can be overwhelming and potentially costly if you are uninformed. Today, 74% of retired Americans are collecting reduced Social Security benefits – most likely because they were unaware of options that may have increased their benefit payments.

Since 2013, workshop attendees have gained an understanding of the keys to getting started, when to take action and how to make the most effective Social Security elections.

Learner Objectives/Outcomes:

2:30 p.m. – 5:30 p.m.

New! NAHU Self-Funding Certification

$140 members, $275 non-members (CE applied for in all 50 states)

  • Please note this is a three-hour course.
  • You must complete the entire course to receive certification.

Featuring: Robin Frick, Account Executive, Global Insurance Group, Inc.

Sponsored By:

Developed by experts in the market space, three-hour course instruction will ensure that students understand the key technical components of Self Funding and are better prepared to counsel their clients on the various benefits of elimination of most premium tax, lowering cost of administration, claims/administration and customer service for employees.

Historically, employers have turned to the self-funding of their health plans when traditional insurance programs failed to meet their cost expectations. The many thousands of employers in the U.S. who have implemented self-insured medical programs later discovered the other advantages such as coverage flexibility and client-specific benefit plan administration. Self-funding is one of the most effective ways employers can control the rising costs of healthcare coverage. In understanding self-funding as a concept and how it differs from fully insured products, this course will help provide in detail how it all works and proven methods for communicating this option to employers and employees in a compelling way.

2:30 p.m. – 3:30 p.m.

Fraud in Employee Benefit Plans

Featuring: James E. Bushnell, CLU, CEBS
Level: Intermediate
CE applied for in all 50 states

Join us for a fast-paced, jam-packed, and informative review of Fraud in Employee Benefit Plan$ from a 1,000 foot level. We will address the Good, the Bad and the Ugly as well as relate some actual hilarious stories from real cases.

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How to Create Outrageously Effective Marketing Materials

Featuring: Ron Rosenberg
Level: Intermediate

Getting the same tired results from your marketing materials? It’s probably because your web site, sales letters, ads, and brochures look just like everyone else’s. Isn’t it time to try something different…and incredibly effective?

In this highly interactive and entertaining workshop, you’ll learn how to apply Ron Rosenberg’s outrageous marketing strategies to improve the effectiveness of your own marketing communications.

In this one-of-a-kind session you’ll discover 12 specific elements that MUST be in every marketing piece. Plus, you’ll have the opportunity to bring samples of your materials to the session and get feedback on the spot to help you increase the response and effectiveness of your marketing materials.

This is an incredibly powerful hands-on session you can’t afford to miss! Find out why Ron Rosenberg’s sessions are always filled to capacity and take your marketing communications from adequate to exceptional!

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GroupDividual

Featuring: Scott Mardis, Senior Business Development Consultant for Benefitvault
Level: Intermediate
CE applied for in all 50 states

The transition from group to individual and how brokers can succeed with a strategy of reducing or eliminating employer costs, without increasing employees costs all while maintaining or increasing commissions.

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Using Advanced Reporting to Maximize HSA Results

Featuring: Kevin Robertson, Vice President and National Sales Director for UMB Healthcare Services
Level: Intermediate
CE applied for in all 50 states

This course will directly contribute to the professionalism, ethics and competence of licensed agents in the following manners:

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3:45 p.m. – 4:45 p.m.

State of LTC & Caregiving Health Wellness

Featuring: Kevin Sypniewski
Level: Intermediate
CE applied for in all 50 states

Many of today’s workforce is the “sandwich generation” – caring for both their children and parents. The reality of this dual role causes employees’ health and wellness to rapidly deteriorate and it continues for an average of 4.5 years. A recent study found employees who are caregivers have health problems that cost U.S. Companies $13.4 billion annually, in addition to costing US businesses more than $33 billion in lost productivity each year.

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The Vanguard Council Presents Innovations in Healthcare: Not An Oxymoron

Featuring: David Dickey, CEO of Second Story Sales Company, and members of the Vanguard Council
Level: Intermediate

Interested in learning about what's coming from the marketplace from NAHU's future leaders? Come play games and learn more about the future of healthcare from NAHU members who are impacting our future. This interactive session led by David Dickey will deliver a clear outline of who the Vanguard Council is, why it’s been established and how NAHU is creating a community of people who are going to use innovation, thought leadership to empower and inspire success.

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Compliance Corner Live - Your Compliance Questions Answered

Featuring: Pamela Mitroff, NAHU Senior Director of Health Reform Compliance; Carol Taylor, Employee Benefits Advisor for D&S Agency; Joan Fusco HIA, PAHM, RHU, Director of Research and Education for Savoy Associates; Trey Tompkins, President of Admin America, Inc. and Jessica J. Watts, CEBS, PHR, Vice President of NFP Benefits Compliance.
Level: Intermediate

Join the experts behind NAHU’s Compliance Corner site and webinars as they answer both the most common compliance questions posed to NAHU daily and concerns specific to your clients. Submit questions you’d like to see answered ahead of time to legislative@nahu.org.

A Shopping Basket for Employee Benefits? Understanding Private Exchanges

Featuring: Denise Jewell
Level: Intermediate
CE applied for in all 50 states

Three Key Message Points:

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