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March 19, 2025 @ 10:00 am – 11:00 am

A Free Virtual Meeting

This year’s event, themed Future Forward, was packed with powerful discussions on employer-sponsored healthcare, regulatory changes, and the critical role of brokers in ensuring access to quality coverage. We’ll be highlighting key takeaways, legislative successes, and what it all means for you and your clients.

Don’t miss this chance to connect with fellow professionals, gain exclusive insights from those who attended, and learn how we can continue to drive change in our industry. Let’s keep the momentum going—join us for this informative and engaging discussion!

Register Here: https://us02web.zoom.us/meeting/register/AO7EHGQkRxqk23-090sGUQ

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Helen Ornellas, SAHU President, remarked, “The room was filled with like-minded Brokers and Agents who wanted to know what’s going on firsthand and were not let down, amazing evening.”

Guest speakers Faith Borges, Legislative Advocate, and Rob Stutzman, political commentator, provided updates on California health insurance and the current political landscape. The focus was on the Single Payor system and its status across political lines, highlighting the importance of being involved in shaping healthcare policy.

Faith Borges also spotlighted the pending initiative to implement a mandatory statewide insurance program for long-term care services and supports. Visit Long Term Care Insurance Task Force to learn more. Attendees engaged in discussions with special guests, including CAHIP President Tim Kanter and CAHIP VP of PAC Jack Holder, enriching the evening with valuable insights and expertise.

For those who missed the event, there’s an opportunity to stay involved by attending the upcoming CAHIP Capitol Summit in May. This event offers a chance to connect with industry experts, engage in discussions with legislative speakers and guests as they address the most recent healthcare concerns.

“We invite all members and those in the community to attend the upcoming CAHIP Capitol Summit in May,” said Helen Ornellas, SAHU President. “It’s another opportunity to connect, engage, and drive positive change in our healthcare system.”  For more information about the CAHIP Capitol Summit, visit Capitol Conference details HERE.

SAHU extends its gratitude to its members, event sponsors, and the community for their dedicated support and participation in the PAC event. Together, we are making a difference and driving positive change in healthcare.

Learn more about PAC HERE.

If you would like to support PAC directly, you may do so HERE.

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For over 30 years, SAHU has worked to improve our members’ ability to meet the health, financial and retirement security needs of all Californians and Americans through education, advocacy, and professional development. For more information, please visit: sahu-ca.com. 

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February 21, 2024 @ 10:00 am – 11:15 am

Topic: The impact of social health on employers’ workforce

Speaker: Jennifer Castillo – Workforce Health Consultant at Kaiser Permanente

Learn how social health is connected to employee wellness and gain actionable strategies you can share with customers to support their current employee well-being efforts.

Good Health Goes Beyond Good Health Care

Total health involves more than quality care. Social and economic factors, such as where people are born, live, and work, have a big impact on their health. Understanding employees’ total health will help organizations create wellness solutions to address any social health disparities they may experience.

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2022 – 2023 With another exciting year coming to a close, here are our favorite highlights and major events you might have missed for the 2022-2023 term and beyond!  July 2022 Letter from the 2022 – 2023 President I am excited and honored to work with my industry colleagues who are passionate about their careers and serving their clients through these rapidly changing times.  Now more than ever, we need to join together to inspire one another; work to educate our community as to the importance of working relationships with agents and brokers; and to create a valued presence and relationship with our legislators on the State and Federal level.    As we embark on a new national rebranding of our association to the National Association of Benefits and Insurance Professionals (NABIP); our local   chapter will be able to truly represent our members the way it was intended. And, by doing so, we can help develop a stronger connection amongst one another to grow our presence as a leader in the community.   We are excited to be back in person! With the ever-changing new ways of forward thinking in our health insurance industry; our goal is to inspire and equip us as leaders to be better and do better. We feel a responsibility to strengthen our sense of community and move forward, together.   As a member, look forward this year to seeing more opportunities to connect with each other as we bring back the basics of our prestigious association. Taking what we learned in the past years’ with going virtual allowed us to find new innovative ways to offer more benefits to our members. Creating new hybrid experiences to learn, collaborate, network, advocate and participate as a community of leaders in our insurance industry moving forward. In keeping with our mission to improve its members’ ability to meet the health, financial and retirement security needs of all Americans through education, advocacy, and professional development; we are eager to increase your access to national, statewide, and local Member Benefits this year.   I look forward to serving you,     Rosamaria Marrujo SAHU President 2022-2023   SAHU Business Expo 2022 The SAHU Business Expo 2022 at the Citrus Heights Community Center marked our grand return to in-person events. It was a buzz of activity starting from the early morning with registration and a warm welcome from the SAHU President. A standout moment was the induction of the new board by Kevin Kiley, setting a tone of renewal and forward momentum.   The event packed in some powerhouse sessions, like Lisa Hutcherson’s talk on “Why Investing in Diversity, Equity, and Inclusion Pays Off,” highlighting the tangible benefits of DEI in the workplace. The “Supporting Well-being in the Changing Workplace” session was another hit, focusing on employee wellness in our evolving work environment. Jay Johnson’s take on “Organizational Performance Management” provided valuable insights into enhancing workplace efficiency and productivity. The day also featured an engaging Ancillary Panel, moderated by Josh Keller, discussing the importance of a new class of employee benefits.   The Expo was not just informative but also a great networking opportunity for everyone after such a long time apart. August 2022 SAHU NorCal Medicare Summit 2022 The SAHU Medicare Summit 2022, with a reception held at the Sacramento Hyatt Regency and trainings held virtually, was a blend of crucial updates and interactive sessions. A highlight was the Federal CMS Legislative Update, where agents got the lowdown on new requirements effective from October 1, 2022, including specifics on call recording and marketing Medicare Advantage. Another key session was the Panel Discussion on 2023 Medicare Advantage Benefits, offering diverse insights into the upcoming changes and benefits. The summit wrapped up with closing remarks, encapsulating a day rich in learning and networking for professionals in the field. September 2022 September Member Meeting October 2022 SAHU Coffee Chat (MEDICARE)   October Member Meeting November 2022 November Member Meeting   River Oak Center For Children’s Turkey Dinner Drive 2022 December 2022 River Oak Center for Children’s Holiday Toy Drive 2022 A Letter from River Oak Center for Children     Dear SAHU,   Thank you for your support of the children served by River Oak with your generous donation of toys and gifts for this year’s Santa’s Workshop. Your donation is appreciated by not only the children and families but by the clinical team as they are able to provide support and resources for their families. We helped more than 200 families and 1000 children this year.   We are so fortunate to have such great community partners that allow us to create these memories and moments for our children and youth. It is partnerships like this that help River Oak further our work and create such wonderful community stewardship.   Despite the challenges our families have to overcome, we strive to provide them with comfort and resources. I can assure you that the impact of your gift will be felt by many children and families in need. The knowledge that you truly have made a difference should bring you a tremendous sense of satisfaction and pride. Thank you again for being such an integral part of improving the lives of the children, youth, and families we serve.       Sincerely,   Laurie Clothier Chief Executive Officer River Oak Center for Children January 2023 January Member Meeting   NABIP Capitol Conference What We Lobbied On: Addressing the Cost of Care – Site Neutral rules to deter location-based gaming of coverage Preserving and Strengthening Employer – Sponsored Health Coverage Commonsense Reporting Act Initiatives to innovate HSA – eligible plans Opposition of penalties on employers for network requirements   What We Lobbied On To Improving Medicare: Excluding licensed agents and brokers from burdensome marketing restrictions Allowing COBRA to be treated as credible coverage Observation status to be treated as inpatient status New Part D open-enrollment period   Who We Met With in DC: Kevin Kiley – Visit Ami Bera – Visit Doris Matsui – Visit Josh Harder – Visit Doug LaMalfa – Drop by Tom McClintock –Drop by February 2023 February Member Meeting March 2023 March Coffee Chat   Ellevate Woman’s Leadership Summit The Leadership Summit provides an opportunity for both current and aspiring female leaders in business to advance their career, personal growth, and increase impact and support in their teams as well as their industry. Sacramento Association of Health Underwriters (SAHU) was proud to support our very own Cerrina Jenson, Ellevate Co-Founder and SAHU PAC chair who states, “Given that only 23% of executive leaders in our industry are women, but we make up 67% of entry level staff, Ellevate Foundation believes this annual leadership summit is a timely and critical opportunity to help bridge the gap and fast track both current and aspiring female leaders as their careers unfold.”      Looking Forward to Next Year’s Event https://ellevatefoundation.org/   SAHU Crab Feed Another wonderfully successful event! Hopefully, you were there to see the big show, but if you couldn’t make it this year, here are a few of our favorite highlights and statistics.   380 People Attended 1,000 lbs of Crab 120 lbs of Shrimp 68 Auction Items Sold 10 Auction Items Donated 23 Deserts Donated/Sold    $20K Raised For The American Cancer Society On top of all the fun and games, thanks to our generous attendees, we were able to raise $20,000 for the American Cancer Society     April 2023 April Member Meeting   SAHU Vanguard Cornhole Tournament We are so grateful to everyone who attended our first Cornhole Tournament! Thanks to the amazing response we received, we are making this an annual event. We’ll see you on the court next year! May 2023 CAHIP Capitol Conference Members of SAHU attended the annual Capitol Summit held by California Agents & Health Insurance Professionals, reporting back a warning against the implementation of a state-run health care system.     “Addressing our elected legislators, whether in DC or Sacramento, is such an important part of our governmental system. Being able to meet face to face and let them know who we are, what we do and how we work to make things better is a fundamental part of citizenship in this country!” – Dave Fear Jr., SAHU Legislative Chair   SAHU maintains a steadfast commitment to actively engage and participate in relevant legislative proceedings and keeping the public informed with accurate information.      SAHU Golf Tournament The sun was shining, the greens were immaculate, and the camaraderie was off the charts. Each swing, chip, and putt was filled with laughter, challenge, and unforgettable memories. We reveled in the gorgeous backdrop of the Sierra Nevada foothills while enjoying the fresh, open air and the spirit of friendly competition. Our appreciation goes beyond words for every member, guest, and sponsor who joined us, adding their unique strokes to this grand tapestry of community and sportsmanship. A resounding thank you to all who made this event a hole-in-one experience! We can’t wait to see you all back next year for more drives, laughs, and incredible moments.    26 Teams 104 Golfers 50 Sponsor Reps 10 Volunteers 164 People in Total!   June 2023 June Member Meeting   NABIP Annual Convention SAHU has made a remarkable impression at the NABIP Annual Convention.   First, our hard work, dedication, and innovation paid off with the prestigious Pacesetter Award. We are also honored Rosamaria Marrujo, 2022/2023 President, took home the esteemed Presidential Citation Award. Lastly, we had the honor of being recognized for creating a vibrant and informative online community with the Local Chapter Website Award.   These awards are a testament to the collective efforts of our entire membership. To our members, partners, and supporters – we extend our gratitude. A special thank you to the board members whose time and effort helped make this possible.   Sacramento Association of Health Underwriters  Pacesetter  Local Chapter Website    SAHU President 2022/2023, Rosamaria Marrujo  Presidential Citation July 2023 July Member Meeting   2023-2024 Board Retreat August 2023 SAHU Business & Medicare Expo 2023 The Sacramento Association of Health Underwriters (SAHU) proudly looks back on its 2023 Business & Medicare Expo as an unprecedented success. Garnering a remarkable turnout, the event saw over 300 registrants, reflecting the growing interest and commitment of professionals in the insurance industry. A highlight of the event was the Medicare Breakout session which was met with an overflowing audience, emphasizing its significance in today’s healthcare landscape. In line with SAHU’s dedication to professional development, the Expo offered 5 CE courses that provided valuable insights and knowledge enhancement for attendees.   The vibrant atmosphere was complemented by the presence of 30+ exhibitors who showcased the latest trends, products, and services in the industry. We owe a great deal of gratitude to our sponsors, each of whom played a pivotal role in making the Expo an unparalleled experience. We look forward to future collaborations and even more successful events! September 2023 September Member Meeting October 2023 October Member Meeting November 2023 River Oak Center for Children’s Turkey Dinner Drive 2023 Thanks to you SAHU donated $2,400 to River Oak Center for Children’s Turkey Dinner Drive!     Raised $2,400   Feeding Up To 32 Families   Thank You SAHU Community! December 2023 River Oak Center for Children’s Holiday Toy Drive 2023 “Once again, the Sacramento Community has come together to bring joy to the families who need it the most this holiday season. The Toy Drive was a huge success! Members of SAHU were able to meet many of the families that will be receiving the toys on behalf their children. The gratitude these mothers, fathers, and grandparents had as we wrapped up their toys for them was unbelievable. It’s an experience I will never forget. I am very grateful to be a small part of the kindhearted community that we are. Thank you for all your support! Merry Christmas and Happy New Year from all of us at SAHU.”   – Andrew Garnett, Community Services Chair As we close the chapter on an exceptional year, a heartfelt thanks to all who contributed to making it one of our most memorable. Here’s to the coming year, may it surpass even our highest expectations. Looking for more updates? Connect with us online!

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August 28, 2024 @ 7:30 am – 4:00 pm

This Event Has Passed, but Here Are a Few of Our Favorite Highlights

2024 SAHU Business & Medicare Expo- Path to Success!

Sponsored by, Western Health Advantage

If you’re aiming to elevate your professional growth, expand your business, network with industry peers, and earn CE credits, this is the must-attend event of the year. 

Join us for a jam-packed day filled with motivational keynote speakers, valuable learning opportunities through our CE courses, and engaging networking sessions, all while enjoying breakfast, and lunch!

Event Highlights:

• Welcome and Membership Drive: Begin the day with a warm welcome from the SAHU President, followed by our membership drive and the induction of our new board members.

• Keynote Speaker – Wendy Keneipp & Kevin Trokey: Learn from professional development coaches, Wendy and Kevin, with Q4intelligence, as they share expert insights from their motivational book, “The Salesperson’s Guide to Growing a Business,” a must-attend session for all professionals seeking to enhance their sales strategies! (CE).

• Legislative Updates – Paul Roberts: Stay informed on the latest legislative changes affecting the healthcare industry with a comprehensive update from Paul Roberts (CE).

• Panel Discussion on Provider Access and Prior Authorization Requirements: Gain valuable perspectives from a panel of medical group representatives, including Sean Atha, Ben Philips, Dr. Gabrielle Gaspar, and Dr. Christopher Swales, moderated by David Brabender (CE).

• CE Courses: Attend a variety of engaging courses focused on essential topics such as the history of health insurance, compliant marketing strategies, the integration of AI tools for business growth, and coordination of veterans’ benefits with Medicare. Each session offers valuable insights and continuing education credits.

SAHU is dedicated to keeping our community and its members informed about the latest industry news and legislative changes.

Don’t miss this once a year opportunity to connect with fellow insurance professionals, share ideas, and discover new opportunities to elevate your business!

Agenda

Breakout Room 9:30AM – 1:30PM 

Become A Sponsor

THANK YOU TO OUR SPONSORS!

EVENT SPONSOR

KEYNOTE SPEAKER SPONSOR

BADGE SPONSOR

BREAKFAST SPONSOR

GRAND PRIZE SPONSOR

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April 11, 2024 @ 5:30 pm – 10:00 pm

This Event Has Passed

SAHU’s PAC Chair on the Importance of this Event

What Is the Political Action Committee Current Discussion All About?

California’s state legislature is pushing ahead to implement Single Payer in our state.

This event is an opportunity for you to secure your seat at the table as an active participant in this VERY IMPORTANT ongoing discussion that effects all Californians.

What Happens if AB 2200 is Passed?

AB 2200 would make CalCare the state’s single-payer health-coverage provider. Under the act it would be illegal for any resident to pay a doctor privately for any medical treatment covered by CalCare. 

The outcome:  Medicare, Medi-Cal, Tricare, Employer Group Coverage, Individual and Family Plans… ALL CURRENT avenues would become illegal.

We already have a provider shortage, and this would almost certainly chase more providers away, at the same time as surging demand (for free healthcare).

How does SAHU make a difference? 

As a leader in our local chapter of CAHIP, SAHU has front row access to our political action endeavors. We work closely with a team of experts who are diligent in engaging and educating our state legislators in support of our priorities.

This is an evening dedicated to education, advocacy, and lobbying to align the future of healthcare with our vision of affordable, reliable, quality healthcare for all!

Learn About Our PACs

Sponsorship Opportunities Available!

Platinum

Gold

Silver

Bronze

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 **A Zoom link will be sent the day before the event.**

Presentation Topic: Executive Disability Insurance: Leveraging Executive DI to Properly Cover Highly Compensated Executives & Owners

Learn how executive DI works with income protection solutions for the highly compensated.

Speaker Bio:

Iain MacDonald is the Regional Director of Sales for dibrokerWest in northern California. He is utilizing nearly 15 years in financial services to help financial planners and insurance agents provide income protection solutions to their clients. His background in personal production has given him a unique perspective as a wholesaler who is able to assist producers in presenting and implementing disability insurance products to the executive and business owner markets.

Iain holds the Chartered Life Underwriter® designation and is a past president of NAIFA Greater Bay Area. He was born and raised in Seattle, Washington, and relocated to the San Francisco Bay area in 2013 to build the dibrokerWest office from scratch.

In his spare time he enjoys chasing his identical twin nephews and niece around in Scottsdale, AZ. He never misses and opportunity to travel home to Seattle and watch his Seahawks at Lumen Field. Go HAWKS!

Course Details:

DOI Approved Course Number: CE # 386201

1. Introduction & Review Course Objectives
2. Income Protection Issues Facing Highly Compensated Executives & Owners
3. Identifying Gaps & Implementing Solutions
4. The Suite of Products Available for the Highly Compensated

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This virtual conference event will feature insurance and finance industry updates, online booths from exhibitors and sponsors, keynote speakers with industry leaders, a technology panel (new for 2021), and raffles and prizes for attendees.

In gratitude to the community for their ongoing support through the pandemic, SAHU is proud to offer this event for free to all who would like to attend.

“All chapters and attendees are welcome,” said Rosamaria Marrujo, Media Relations Chair for SAHU. “This event is a thank you to our community for their support through the changes and shifts in how we all connect and do business.”

Attendees can register and attend online on the SAHU site, found here on the 2021 Business Expo event page: https://cahip-norcal.org/event/sahu-2021-business-expo/.

The free business expo event will be held virtually on Thursday, July 29, 2021, from 8:00 AM PST – 2:30 PM PST. A schedule of events and keynote panel will be announced shortly. Attendees will also receive Continuing Education (CE) credits for attending certain sessions.

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For over 30 years, SAHU has worked to improve our members’ ability to meet the health, financial and retirement security needs of all Californians and Americans through education, advocacy and professional development. For more information, please visit: sahu-ca.com.

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The 2021 SAHU Business Expo

A FREE Virtual Conference Event

Coming on July 29, 2021

from 8:00 AM – 2:30 PM PST

Brought you in part by

Attendance is FREE – Click to Register Now!

Join the 2021 SAHU Business Expo

Get Access to Important Updates & Keynote Features

Online Booths with Sponsors & Exhibitors

Networking with Leading Industry Professionals

Raffles & Prizes for Attendees

Sponsorship opportunities available (click here for more information)

Join the virtual conference here on the 2021 Expo site

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The 2019-2020 SAHU Board Year was strong despite the onset of COVID-19 and resulting restrictions.

We started with our Board Induction Ceremony in July 2019 for 2019-2020 SAHU Board of Directors (see list below).

President
President Elect
Immediate Past President
Secretary / Treasurer
PAC
Communications
Awards
Community Service
Media
Professional Development
Legislation
Carrier Relations
Membership (Retention)
Membership (New)
Vanguard
Medicare
Executive Director
Executive Director

Josh Keller
Samantha Siders
Alexis DeVorss
Carmen Parea
Alexis DeVorss
Cinnamon Trimpey
Michele Meder
Teresa Sale
Rosamaria Marrujo
Mariette Lesley
Connie Correia
Michele Dolce
Lisa Merzick
Teri Blake
Angela Jones
David Brabender
Jeannie Burns
Helen Ornellas

On July 9, 2019, our chapter hosted a fun Vanguard Family Movie Night event, where chapter members attended with their families for food and fun for all at a local outdoor venue. The event was sponsored by LISI and hosted by the Vanguard team.

In November 2019, we successfully held our Annual Toy Drive to benefit the River Oak Center for Children. We finished the year with our Annual Food Drive and Chili Cook-off in December, bringing together chapter members to enjoy the holidays and support the Sacramento Food Bank.

Our January 2020 Annual Crab Feed was one of our best ever, with over 400 attendees and a record-setting Live Auction to help raise funds for our chapter and related charitable causes.

Prior to the COVID-19 shutdown, SAHU Members & Board Chairs attended the NAHU Capitol Conference in Washington, D.C. from February 24-26, 2020.

We stood strong as a chapter as the world changed under COVID-19, altering our meetings and events to keep our members and community safe. We took member meetings to Zoom to allow attendees to stay connected, as well as provided ongoing professional development and training with CE courses.

We closed our Board Year with participation in the NAHU Annual Convention in June, held virtually for the first time as well. Members attended virtual sessions and networked with fellow professionals.

Our awards and certifications from this year included winning the 2020 Pacesetter Award for the sixth year in a row, and being NAHU Gold Certified for the fourth continuous year.

 

Looking ahead to next year, we are dedicated to maintaining our chapter, ongoing education, fundraising and events as much as possible in the face of COVID restrictions. Our members are proud to keep working for the betterment of the health, financial and retirement needs of our local community and all Californians through our education, advocacy, legislation and professional development.

Sincerely,

Josh Keller
SAHU President, 2019-2020

 

• SAHU Calendar 2019-2020
• SAHU 2019 Toy Drive Flyers
• SAHU Chili Cook Off Flyer
• Thank You Letter - River Oak Center for Children 2019

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