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Exciting Staff Updates!
We are excited to announce our newest staff member, Administrative Assistant Matt Maloney . Matt will be assisting Belinda to fulfill our administrative and service needs. Matt comes to us with a rich background in agency support and we are excited to have him on board! 

CFI Goes to DC! 
Our agent Sarah Fisher was in DC this week, lobbying on Capitol Hill for you! 

Sarah obtained a scholarship opportunity to attend the annual legislative conference for our professional association, the National Association of Health Underwriters, from February 26-28 in Washington, D.C. 

As Congress continues its debate on the future of healthcare reform, we feel it is extremely important that our representatives in Washington, D.C. hear what is going on with our clients in Ohio.  

The Trump Administration has already begun implementing regulatory reforms to increase choice and competition in the health insurance markets, and Congress had a chance this week to hear from us on how to best continue these efforts. 

We believe that our voice and your voice truly do make a difference in shaping the changes coming to healthcare reform. 
Thank you to those of you who sent your story to be shared.
New Medicare Cards Coming
New Medicare cards 
start mailing in April 2018

CMS is removing Social Security Numbers from Medicare cards to prevent fraud, fight identity theft, and keep taxpayer dollars safe. They will mail the new Medicare cards from April 2018 through April 2019 in phases by geographic location. 
Read More
Understanding The Tax Bill
Confused about how the new tax bill will impact you? 

Check out  this helpful breakdown 
from Dave Ramsey. 
Tax Time! Some Helpful Tips...
Tax time is here! 
Check out these frequently asked questions *:

Q: I have a subsidy/tax credit for my health insurance, how do I obtain the form 1095A for my taxes? 

A: Your insurance company should mail your form 1095A by the end of this month. You can also log in as a member with your insurance carrier to view and print it when it becomes available.  Please note that our office does not receive a copy of your 1095A. 

Q: I have an HSA, what are my contribution limits? 

A: The 2017 HSA contribution limits are
HSA contribution limit(employer + employee)
Self-only: $3,400
Family: $6,750

HSA catch-up contributions (age 55 or older)*

Read more about HSA's HERE

Q: There have been recent changes to the tax law. How does this impact me?

A: Several changes have been made for the 2018 tax year.  The Tax Cut and Jobs Act was passed last month by Congress and signed by President Trump. The new law includes many expected changes, some unexpected ones, and some changes that were expected but didn't make the cut. Here are the most important things that individual taxpayers need to know.

*Please note that CFI is not an accounting firm and we do not assist with tax filing. 
If you have tax-specific questions, we encourage you to seek out an accountant. 
If you need help finding one, just ask us.  

" Without dark clouds in our lives,  we would never know the joy of sunshine." - Billy Graham

As the world lost Reverend Billy Graham this week, I want to take a moment to acknowledge his great contributions to the spirit of this world. His consistent words of wisdom and pastoral guidance rang true for people of many faiths. I see a lot of darkness in our country right now; mass shootings, the opiod crisis, strained international and political issues. Despite so much darkness, I have a knowledge that something better is in my future, and I hope you do too. May we all strive to make a difference in the world around us, inspiring one another in a greater hope and joy - just as Rev. Graham did.

Jim Roesch,  CEO and Chief Visionary Director