2021-22 Meeting Refund Policy:
*Members Only: DCAHU will allow members an ONETIME-PER BUDGET YEAR pass to roll over their lunch fees to the next meeting if they had a TRUE EMERGENCY that came up of the meeting and outside of the regular cancellation policy (72 hrs). If they DO NOT attend the next scheduled luncheon meeting, there will be NO REFUND, even if they have called to cancel that well in advance of the 72 hrs of that meeting.
*Non-Members: DCAHU requires a 72 hours cancellation notice prior to the meeting. Any cancellation made after will not be refunded.
Our Monthly Luncheon Meetings
at Villa Portofino Are Back !
OCTOBER MEMBERSHIP LUNCHEON
DATE: Thursday, October 20th, 2022
11:30 am - 1:30 pm
Registration Opens at 11:00 am
Villa Portofino Clubhouse
(off Country Club Dr., between Monterry & Portola)
4001 Via Portofino, Palm Desert, CA 92260
"What You Remember, What You Forgot -
Compliance & Administration"
Presented by: Lynn DeMaria
Regional Sales Director
1 Hour of CE Credit - CE Course #387018
COURSE DESCRIPTION: As we head into the 4th quarter an agent wants to be sure his pencil is sharp and ready to go. Come listen to this talk which will cover all those administrative and compliance things ones needs to know. There is a lot of focus on compliance and this presentation will be sure you have all the current information to able to be the best agent you can be for the busiest time of year. The presentation covers rules, requirements and who can do what at what time.
Lynn DeMaria, Regional Sales Director and National Municipality Practice Leader, is responsible for consultative regional sales and national governmental contracts. Lynn has an extensive successful track record in employee benefits, stretching across 14 years in the industry, and having worked at Sterling in various capacities. Lynn joined the Sterling family in 2014, and holds a State of California Health & Life Licensed Agent, as well as a BlueEQ Certification.
She began her Sterling career in client implementation, on boarding,and new business client satisfaction. Over the years, she moved into Regional Account Management, forged a nationwide new product roll-out, stepped up as Sterling’s Municipality Practice Leader, and has held a longstanding role as a Regional Private Sector Sales Director. An industry veteran, and a Sterling fixture, she has years of experience with core market products and their implementation processes, managing a large client portfolio, and delivering a stellar client experience.
All registrations will require concurrent payment. DEADLINE is 10/17/22
$38 - Members
$55 - Non-Members
*Anyone not registering by 10/17/22 will be asked to pay $90 at the door
*Disclaimer: You must be a member of DCAHU to qualify for the member rate of $38. If
you are not a member, but sign up at the $38 member rate, DCAHU requires that an
additional $17 be submitted to total $55.
DCAHU Meeting Refund Policy
DCAHU requires a 72 hours cancellation notice prior to the meeting.
Any cancellation made after will not be refunded.
*Members Only: DCAHU will allow members a ONETIME-PER BUDGET YEAR PASS to roll over their luncheon fee to the next meeting if they had a TRUE EMERGENCY that came up within 72 hours of the meeting and outside of the regular cancellation policy(72 hrs). If they DO NOT attend the next scheduled luncheon meeting, there will be NO REFUND.
November Membership Meeting
November 17, 2022
"The Digital Broker Playbook"
Presented by Lisa Stanson
Cigna/Oscar1 Hour of CE Credit
Sponsored by Cigna & Oscar