Thursday January 28, 2016
7:30 AM to 2:30 PM

Cost to Attend
Before Jan 15th | $30 per person
After Jan 15th | $50 per person

Table of 10 before Jan 15th | $250
Table of 10 after Jan 15th | $450

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Town and Country Resort Hotel and Convention Center
500 Hotel Circle North
San Diego 92108

Driving Directions



Gail James Clarke
San Diego Association of Health Underwriters
Tel: (858) 883-2486


Event Sponsors Include:

Grand Show

Conference Bags

  Word & Brown




Attendee Program

Name Tags


Continental Breakfast

Charging Station




  anthem bc logo







  Annual Sales Expo 

Program Agenda

7:30 to 9 AM            Registration and Exhibits  

9 to 10 AM               Breakfast with Alan

"Technology in Context"
1-Hour CE | Course: 326470

New software is creating an abundance of challenges for brokers requiring them to consider how these tools impact the way they do business and how they serve their clients. While social media has impacted the way brokers communicate, this software changes the way they work. Yet many brokers lack an understanding of how to approach and evaluate software and other technologies.

The purpose of this course is to provide brokers with the context they need to effectively evaluate technology and integrate it into their businesses and client relationships. Calling on research done in books authored by William Davidow, Geoffrey Moore and Alan Katz, this course it provides brokers with both practical and academic insights. The course also helps brokers understand the importance of maintaining and strengthening their high-touch services when adopting new technologies.

10 to 10:45 AM        California Legislative Update with Michael

10:45 to 11:45 AM      Exhibits

11:45 AM to 12 N       SDAHU Business

12 to 1 PM                  Lunch with Keynote Speaker Mike

"Getting Results Done During Challenging Times"

Bottom line is this session challenges mindset and approach and gets people to really think about their business and themselves going into the year.  The old adage, “If you keep doing what your’e doing, you will keep getting what your getting.”  Most people, when honest with themselves, know they MUST change certain things in order to achieve at a higher level, especially during challenging times.

With the insurance wrought with change this past year coupled with coming off of one of the busiest quarters in insurance industry history, it is important for professionals to reevaluate their current approach, mindset and overall strategy going into 2016.  Mike Lindstrom is an industry expert  and coach that will be sharing with us very unique tips modeled after some of the top insurance players on: Getting Results During Challenging Times.

His focus is helping professionals define their “next level” in both life and in business.  At the same time, helping develop a specific measurable execution plan and challenging one’s mindset to remove limiting beliefs.  Mike will be sharing with us in his keynote presentation the following:

  • The psychology of “Next Level Thinking”
  • A "Challenge" is what you make it!
  • Understanding the Power of Beliefs in Business
  • Identifying Specific "Shoulds" to Face Going into 2016

1 to 1:15 PM              SDAHU President - "What SDAHU Does for You"

1:15 to 2 PM              Town Hall Meeting

2 to 2:30 PM              Drawings and Prizes

2:30 PM                     Closing Remarks


Speaker Bios:

Alan Katz
 The Alan Katz Group

The Alan Katz Group solves problems, whether helping a business find new, stable opportunities or assisting an event planner in scheduling an impactful keynote speaker. They provide clients results-oriented consulting services and speakers that can make health insurance, sales and marketing strategies, business planning, wellness and health care reform both informative and entertaining. This emphasis reflects the background of company’s principal, Alan Katz.  Learn more about Alan. 

Michael Lujan, RHU, CHRS
Chief Sales Officer, Limelight Health

Michael is a passionate advocate for agents and former Director at Covered California. Also a former agent, carrier and GA, Michael knows health insurance and how to grow agency sales. Learn more about Limelight Health and Michael.

Michael "Mike" J. Lindstrom 
Communication & Relationship Expert, Keynote Speaker & Author

Michael graduated from the University of California, San Diego (U.C.S.D.) and subsequently earned his Juris Doctorate (J.D.) from California Western School of Law in San Diego. He immediately became a Corporate Consultant for International Author and Speaker, Anthony “Tony” Robbins. Michael was trained by Robbins in the art of Neuro-Associative Conditioning (NAC), the Psychology of Influence, and DISC Behavioral Science.

Under the tutelage of Robbins, Michael consulted and worked as an Executive Coach for Fortune 500 Companies across North America. Becoming one of the youngest Executive Coaches in the Robbins Results Coaching Company, Michael had already earned a reputation as a straight-shooting, passionate advocate for his coaching clients. As the leader of the Robbins Coaching Program, Michael oversaw the growth of the client base swell to over 5,000 professionals before he went out on his own. Learn more about Mike.