REGISTRATION OPEN! CE Week - May 22 to May 25, 2023

Join us for a week of educational opportunities, spanning throughout San Diego County! Each day will bring something new to the table, rounding out your knowledge base with information galore. We are hosting programs from prospecting and building your business to compliance issues and ethics, expanding market opportunities with disability insurance to understanding Medicare enrollment opportunities! There will be something for every benefits and/or Medicare broker this week.

Registration fees vary depending on the day of the week you'd like to attend.

May 22 - Free for Members | Non-Member: $20
May 23 - Member: $30 | Non-Member: $40
May 24 - Member: $50 | Non-Member: $60
May 25 - Member: $30 | Non-Member: $40

BUNDLE PACKAGE AVAILABLE! Register to attend all 4 days at a discount and chance to enter a drawing (on day 4) for a $100 gift card!

May 22 - May 25 - Member: $100 | Non-Member: $140

We look forward to seeing you at CE Week!

SPONSORSHIP OPPORTUNITIES AVAILABLE!

For more information contact: [email protected]

SPEAKER:

George Papacalos, CLU, CHRS

Senior Sales Executive

Kaiser Foundation Health Plan

SPEAKER:

Michael Iniguez

Sales Executive

Kaiser Permanente

Monday - May 22nd

WEBINAR - FREE for Members

9:30 to 10:30 AM

Business Development

1-HR CE | Course: 385694

This course will examine the effects that an unhealthy workforce can impact the fiscal health of a business. Brokers and consultants will learn how to use industry insights in their marketing campaigns as a strategy to win new business.

Tuesday - May 23rd

Lomas Santa Fe Golf Course

1505 Lomas Santa Fe Drive

Solana Beach 92075

Registration: 11:30 AM | 2 CE Tracks: 12 to 1 PM

TRACK #1

Expanding the Market Opportunities with Disability Insurance

1-HR CE | Course: 203218

This course will teach employee benefits professionals the various ways that disability insurance can be used to protect their employer clients. We will present an overview of the types of disability insurance available, what information is needed to prepare an analysis, the key differences between group, individual, and executive disability insurance strategies, and how to recommend the best strategy to a client.

TRACK #2

Employer Benefits vs Medicare Benefits

1-HR CE | Course: 356191

Guidelines of Group Health Plans for the Medicare Entitled working aged. The decision to process for staying on the group plan vs waiving the GHP and enrolling in a Medicare Plan. This course will help insurance agents learn the basics of Medicare and the types of products available to Medicare eligibles.

SPEAKER:

Dennis Carlson

President

Carlson West

MEDICARE SPEAKER:

Mary King

Pre-Sale Support Specialist

Warner Pacific

MEDICARE SPEAKER:

David Garcia

Medicare Sales Consultant

Warner Pacific

SPEAKER:

Bobbi Kaelin

Mayor of Happiness

PayPro Administrators

Wednesday - May 24th

The Dana on Mission Bay

1710 W. Mission Bay Drive

San Diego 92109

Registration: 1:30 PM | 3-HR Ethics CE: 2 to 5 PM

Outside Happy Hour: 5 to 7 PM

Fraud + Pants on Fire! Ethics for Agents

3-HRS CE | Course: 366831

All health insurance agents need to be aware of the importance of ethics in both the sales and servicing of the policies they offer. This course is designed to educate brokers on the importance of ethical conduct, how it applies to our profession, and how to make ethical decisions.

The course includes examples of what can happen when a company or individual fails to act in an ethical manner, the steps Agents can take to create their own code of ethics, and how the ethics of the National Association of Health Underwriters can be used in our daily professional lives,

Thursday - May 25th

Riverwalk Golf Course

1150 Fashion Valley Road

San Diego 92108

Registration: 12 PM | 2 CE Tracks: 12:30 - 1:30 PM

TRACK #1

Compliance Spotlight 2023

1-HR CE | Course: 388583

This course highlights trending 2023 compliance items related to group health plans. It reviews the new Consolidated Appropriations Act (CAA) Pharmacy Data Reporting requirements, health plan considerations for the end of the COVID-19 “national emergency,” Affordable Care Act (ACA) preventive/wellness service requirements, ACA Transparency in Coverage provisions, ongoing legal and regulatory items, and more.

TRACK #2

Understanding Medicare Enrollment Opportunities

1-HR CE | Course: Pending Approval

This course will help insurance agents learn the enrollment opportunities available to Medicare eligibles, and better equip them to find the best solutions for the unique needs of their Senior clients.