(760) 610-7400 Palm Desert, CA

Calendar

CALENDAR

                                                               
 

2019-20 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 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, 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. 

January 2020:

January Luncheon Meeting

“Insurance Communications - Focusing On Do’s and Don’ts”

Presented by -  Korey Platt
Regional Sales Mgr - Blue Shield of California

 
1 Hour of CE Credit—Course #373216
 

How it relates to Insurance Brokers: This course will discuss several aspects of improving an Insurance workers business. This course will also focus on business communications. The speaker will share what is working and is not working in the communications area of insurance programs. The speaker will also focus on the Medicare area of communications that are present in an Insurance business.

 
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Korey Platt has been in the Medicare market for the past 10 years. She started as an agent in Ventura County, specializing in Medicare Advantage plans. After 5 years as an agent, she decided to join the corporate world and worked her way up to a Regional Sales Manager role. She is the VP of Membership for the California Association of Health Underwriters and just finished two terms as the President of the Ventura County chapter.

 
DATE:
Thursday, January 16, 2020
 
TIME: 
11:30 am to 1:30 pm
 
LOCATION:
Villa Portofino Clubhouse
(Off Country Club Dr., between Monterey & Portola)
4001 Via Portofino
Palm Desert, CA 92260
 
Click Here to REGISTER !
 
 Sponsored by:
 
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Fees & Procedures:
 
All registrations will require concurrent payment.
 
REGISTRATION DEADLINE is 1/13/2020
 
$33 - Members
$55 - Non-Members

 

*Anyone not registered by 1/13/2020 will be asked to pay $65 at the door

*Disclaimer: You must be a member of DCAHU to qualify for the rate of $33. If you are not a member, but sign up at the $33 member rate, DCAHU requires that an additional $22 payment be submitted.

          

February 2020:

February Luncheon Meeting

“Social Media Made Powerful!”

By Dawn McFarland
President - M & M Benefit Solutions Insurance Services
 

To be effective communicators and educators, Benefit Brokers need to reach their prospects and clients where those consumers are. And increasingly, consumers are looking for online communications as much as real world contact. The purpose of this course is to educate Brokers on how they can best use social media and e-mail to effectively provide service, advice and counsel to consumers concerning benefits and the regulatory environment. Course participants will learn the different purposes of various platforms, their proper, ethical use, methods for improving brokers’ effectiveness when engaged with these platforms and their connection to real-world communications.


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Dawn McFarland is the Founder and President of M & M Benefit Solutions Insurance Services.  She transitioned from the financial industry (in sales and branch management) to the health insurance industry in 2012, just before the 1st ACA open enrollment.  She consults with brokers and agents, helping problem solve and find solutions for more efficient operation systems and increasing revenues, she is currently entering the Medicare Market.  Dawn is a past LAAHU President and currently serves as the President of the CAHU Foundation, VP of Community Outreach on the State Board (CAHU).

   
! Hour of CE Credit—Course #332951
 
DATE:  Thursday, February 20, 2020
TIME:  11:30 am to 1:30 pm
LOCATION:  Villa Portofino Clubhouse
(Off Country Club Dr., between Monterey & Portola)
4001 Via Portofino— Palm Desert, CA 92260
 
Fees & Procedures:

All registrations will require concurrent payment.
 
REGISTRATION DEADLINE is 2/17/2020
 
$33 - Members
 
$55 - Non-Members

 
Anyone not registered by 
will be asked to pay $65 at the door

 
Register Here !
 
Sponsored by:
 
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 March 2020:

Coming Soon....