The post Member Meeting Recap | March 19, 2025 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | February 19, 2025 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | January 15, 2025 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | October 16, 2024 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | September 18, 2024 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | June 19, 2024 appeared first on CAHIP NorCal.

Would you like to take part in SAHU's legislative efforts?

The post Coffee Chat Recap | March 20, 2024 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | February 21, 2024 appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | January 17, 2024 appeared first on CAHIP NorCal.

January 17, 2024 @ 10:00 am – 11:15 pm

About the Event

Topic: Student Loan repayment/529 savings plans and the Secure 2.0 act going into effect 1/1/24.
This presentation by Dennis Cash, Director of Strategic Initiatives at Ameritas, is focused on employer-assisted benefits for employee education, specifically around student loans and tuition reimbursement. It covers the background of BenefitEd, the services it offers in managing student loan payments, and the benefits of these programs for both employers and employees. The presentation includes details on the student loan landscape, tax benefits, various plan designs, and the impact of these benefits on employee financial stability and employer retention strategies. It also discusses the implementation process for these programs.

About the Speaker

Dennis Cash – Director, Strategic Initiatives.

Started with Ameritas on June 26th, 2017 to oversee the development and management of strategic initiatives within the Group Division. Strategic initiatives are defined as initiatives that deliver alternate revenue and profit streams for Ameritas Group Division.  Current focus is primarily on BenefitEd and hearing solutions.

1995 Graduate of the University of Nebraska with double major in Management and Marketing.  

Held a variety of positions in the sales, marketing and operations areas, most recently with Lincoln Industries, a metal finishing company for 13 years.  Before that, Dennis worked at Goodyear Tire & Rubber Company for 10 years in various sales and marketing roles in Salt Lake City Utah, Boise Idaho, and Lincoln Nebraska. Served in the Army National Guard for 12 years where he took advantage of one the earliest student loan repayment programs that was available

The post January Member Meeting 2024 appeared first on CAHIP NorCal.

CMS has introduced a comprehensive proposed final rule, CMS-4205-P, set to bring about substantial changes to Medicare Advantage and Part D programs, effective from the 2025 contracting year starting September 30, 2024. Notably, the proposed rule addresses critical aspects of Medicare marketing and communications policies, particularly impacting agent and broker compensation outlined in Section 1851(j) of the Act.

Key elements of the proposed final rule encompass the elimination of administrative fees and overrides, restrictions on services provided to Medicare agents, impacts on different agency types, changes in marketing reimbursements and Health Risk Assessments (HRA) fees, modifications in commission structures, and operational adjustments for agents and agencies.

SAHU and its board members believe that CMS-4205-P may have certain drawbacks, particularly as this policy would essentially leave agents and brokers unable to directly recover administrative costs. These adjustments impacting FMO/Agency support, training, technology, and related aspects will influence beneficiary options by diminishing the number of agents not only promoting Medicare Advantage but also providing a diverse range of plans. In essence, this regulation is poised to yield outcomes contrary to its intended objectives.

“Field Marketing Organizations (FMOs) are General Agents who provide training, and a multitude of compliance expertise to field agents. Agents struggled to comply with the recent CMS recording requirements, but FMOs were able to quickly provide a scalable solution. Without the general support of FMOs, insurance carriers would need to provide these services, raising their administrative costs and premiums to beneficiaries.” Says, NABIP CEO Jessica Brooks-Woods.

With the CMS-4205-P proposal open for public comment until January 5th, SAHU urges its members and the broader community to unite in advocating for the best interests of our clients and the sustained strength of our profession. We encourage everyone to contribute professional and constructive feedback, and comments can be conveniently submitted through Regulations.gov.

###

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. 

The post CMS’ 2025 Proposed Final Rule: SAHU Advocates for Industry Response with Compensation & Marketing Changes On the Rise appeared first on CAHIP NorCal.

Oops, Restricted Content

We are sorry but this post is restricted to folks that are logged in and have purchased access to this presentation or tickets to the original event. If you feel you are seeing this message in error please contact us at info@sahu-ca.com.

If you attended this event, or have tickets to this event associated with your account, you will not need to purchase access again. Please contact marketing@taia.us if have trouble accessing the recap.

The post Member Meeting Recap | October 18, 2023 appeared first on CAHIP NorCal.

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

The post 2024 SAHU BUSINESS & MEDICARE EXPO appeared first on CAHIP NorCal.

 **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

The post August Lunch & Learn: Executive DI with Iain MacDonald, dibrokerWest appeared first on CAHIP NorCal.

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.

###

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.

The post SAHU to Host 2021 Virtual Business Expo appeared first on CAHIP NorCal.

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

The post SAHU 2021 Business Expo appeared first on CAHIP NorCal.

SACRAMENTO, CA 31 Mar 2021 — Join the Sacramento Association of Health Underwriters (SAHU) on Friday, May 21, at The Ridge Golf Club in Auburn, CA for the 2021 Annual SAHU Golf Tournament.

The SAHU Golf Tournament is an annual network and fundraising event for members and non-members. Part of the proceeds from the Golf Tournament go to support PAC to help with our legislative efforts. It is fun and popular event that we look forward to every year.

Attendees can register in teams of two or four, or as single players. The event will feature hosted specialty holes during play, a breakfast and putting contest prior to tee time, and an awards luncheon immediately following the tournament. Mulligan packages and raffle prizes are also available. Attendees can register and purchase packages online at the SAHU Golf Tournament events page: https://cahip-norcal.org/event/2021-annual-sahu-golf-tournament/.

SAHU is grateful to event sponsor Western Health Advantage, luncheon sponsor Word & Brown, and the many sponsors helping to support the event, including Ameritas, Beam Dental, Innovative Benefits, Warner Pacific, United Concordia Dental, BRMS, Bruins Legal Document Preparation, Dickerson Insurance Services, Kaiser Permanente, Sutter Health Plus, WSR, Amwins, Pinnacle Risk Management, Capitol Health Management, Kansas City Life and more. Sponsorship opportunities are still available on the SAHU site: https://cahip-norcal.org/product/golf-tournament-sponsorship/.

If you have any questions about the event or would like to know more, reach out to SAHU directly at info@sahu-ca.com.

###

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

The post SAHU to Host Annual Golf Tournament on May 21, 2021 appeared first on CAHIP NorCal.

SACRAMENTO, CA 29 Mar 2021 — Join the Sacramento Association of Health Underwriters (SAHU) for a special training presentation with Executive Leadership Coach and Business Consultant Allan Rahn.

The virtual event will be held on Wednesday, April 21, 2021 from 12:00 PM to 1:15 PM PST. Registration is open to SAHU members and non-members for a small fee.

As part of the course topic “More Business Disruption Ahead – How to Refresh your Brand and Create Demand for an Ever-Changing Audience,” attendees can expect to cover top-of-mind concerns and challenges for business leaders, research on what is most important to employee benefit buyers, how to optimize your value proposition, best multi-channel marketing practices and more. Mr. Rahn will also do a live review of a volunteer SAHU member’s LinkedIn profile to help identify and demonstrate areas in which industry professionals can improve for their digital identity.

Keynote speaker Allan Rahn is the founder of The Leader’s Pulse, a management consultancy that works with individuals and executives, businesses, corporations and philanthropies to address critical leadership and/or business problems for which they don’t have the internal resources, talent or time. He integrates his nearly three decades of successful executive leadership experience in marketing and sales with personalized improvement strategies, leadership style development, conflict control techniques, 360-degree feedback, wellness, and numerous credentialed executive and team engagement systems in his mission to help individuals clarify and achieve their purpose in business, work and life.

Register here to attend by Wednesday, April 21: https://cahip-norcal.org/event/lunch-learn-allan-rahn/

###

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

The post Lunch & Learn Executive Leadership Training appeared first on CAHIP NorCal.

SACRAMENTO, CA 29 Mar 2021 — On Wednesday, April 21, 2021, The Sacramento Association of Health Underwriters (SAHU) will host a special virtual event covering recent legislative updates and providing valuable agent training for both members and non-members.

Join for annual legislative visits with our local Congressional Representative, and training and updates on Medicare-related issues, stabilizers in the individual & employer markets, COVID-19 relief, and the role of the agent/advisor.

Guest speakers will include congressional representation and SAHU members and elected SAHU leadership, including David Fear, Sr., prior President Brad Davis, Legislative Chair Connie Correia, President-Elect Carmen Perea, Medicare & Media Relations Chair Rosamaria Marrujo and New Membership Chair Conner Deck.

Registration is open to SAHU members and non-members. Members may attend for free with online registration. Non-members can purchase a ticket for just $25 on the SAHU site.

Buy tickets and register here: https://cahip-norcal.org/event/sahu-coffee-chat/

###

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

The post SAHU to Host Legislative Updates in Coffee Chat appeared first on CAHIP NorCal.

Topics:

• Annual Legislative Visits with our Local Congressional Representative
• Medicare-related Issues
• Public Option/Medicare for All
• Stabilizers in the Individual & Employer Markets
• COVID-19 Relief
• The Role of the Agent/Advisor

Guest Speakers:

• David Fear, Sr.
• Brad Davis
• Connie Correia
• Carmen Perea
• Rosamaria Marrujo
• Connor Deck

Free for SAHU Members

Only $25 for Non-Members

The post SAHU Coffee Chat appeared first on CAHIP NorCal.