(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. 

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).

   
1 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:

March Luncheon Meeting


“Account Based Plans”

Presented by: Paul Roberts

Manager of Compliance and Education at the Word & Brown General Agency 




1 Hour of CE Credit—Course #332951


This course focuses on the most-common compliance topics and pitfalls surrounding Account Based Plans, with a special focus on 2020’s new Individual Coverage HRAs (ICHRAs). The course looks at the “ins and outs” of Premium Only Plans (POPs), Health and Dependent Care Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Health Savings Accounts (HSAs). We also discuss plan requirements, design options, advantages, eligibility, participation, HRA/HSA/FSA “stacking,” plan limitations, and more.

Paul Roberts is the Manager of Compliance and Education at the Word & Brown General Agency, responsible for leading Word & Brown’s educational initiatives and the WB Compliance team in California and Nevada. Paul is a tenured veteran in the health insurance industry, carrying a long history of health insurance experience and an education in business management. He is passionate about education and keeping health insurance brokers and employers in-line with compliance. Paul can be found at many industry events across the nation delivering CE, HRCI and SHRM courses, educating himself, advocating for the role of the agent, and working directly with brokers and employers. 

 

DATE: Thursday, March 19, 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 3/16/2020

$33 - Members

$55 - Non-Members

Anyone not registered by 3-16-2020

will be asked to pay $65 at the door

Sponsored by:

 April 2020:

Coming Soon....

 May 2020:

Desert Cities Association of Health Underwriters presents 2020 Desert Health Care Summit, Thursday, May 14, 2020, 7:30 AM - 2:00 PM, Palm Valley Country Club, 39205 Palm Valley Dr., Palm Desert, CA 92211

Breakfast, Lunch & CE Credits Provided!


Event CE Speakers:

9:00am - 10:00am
Scott Diehl
Word & Brown
"Why Aren't We Using Online Enrollment More?"
Course #380771

10:30am - 11:30am
Neil Crosby
Warner Pacific
"The Options of a Single Payer Healthcare System in California"
Course #363714


Fees & Procedures:

Early Bird Registration Fee:
$40 Member/Non-Member 01/28/2020 - 03/31/2020

Regular Registration Fee:
$65 Member/Non-Member 04/01/2020 - 5/11/2020

Late/Walk-in Registration Fee:
$75 Member/Non-Member After 05/11/2020