Gail James Clarke 
(866) 921-6440 


Tuesday October 8, 2013 at 7:30 AM 
Tuesday October 8, 2013 at 3:00 PM 

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Hilton Irvine / Orange County Airport 
18800 MacArthur Boulevard
Irvine, CA 92612

Driving Directions 

CE Day 


Thanks to the following sponsors who support this event!

Kaiser Permanente, Warner Pacific, Word & Brown General Agency, Anthem Blue Cross, BEN-E-LECT, Dickerson Employee Benefits, Word & Brown Individual Division,
UnitedHealthcare, BenefitMall


7:30 to 8:00 - Ballroom Foyer | Registration
Main Ballroom | Continental Breakfast | Visit with Sponsors

8:00 to 10:00 | Main Ballroom
null *Ethics & the California Insurance Agent (Part1)
CE #192379
Scott King, Director of Training, LISI

This course has been designed to fulfill the 4-hour ethics education requirement for life and health insurance agents in California.  Course outline includes: defining ethics, ethics and the law, ethics and today's society, the professional agent, your code of ethics, the public's perception of the insurance industry, insurance industry regulation, selecting insurance companies, your responsibilities as a licensed agent, ethical selling, privacy, and building blocks for on-going ethics.


8:00 to 9:00 | Breakout Room
Is Fee-Based Planning in Your Future?
CE #282887

Don Cooper, MBA, TriFlex Corporation

Don will discuss: Why Fee Based Planning is Important, Legal Basis to Charge a Fee, Where Fee Based Planning is Appropriate and Where it is Not.

9:00 to 10:00 | Breakout Room
Unavailable Photo California Workers Compensation 101: The Basics
CE #Pending
Zaneta Crayton, Strategic Partnerships and Alliances (Speaker sponsored by Dickerson Employee Benefits

In August 1994, the California State Assembly and the California State Senate passed AB3625, which authorizes a life agent or fire and casualty licensee to transact 24-hour care coverage, which is defined as the joint issuance of a workers' compensation policy with a disability insurance policy or other medical coverage for non-occupational injuries and illness.

This 1-hour continuing education course is designed to provide agents/brokers with information regarding:

  • Workers’ Compensation Overview
  • Workers’ Compensation Statutory Benefits
  • Role of the California Workers’ Compensation Insurance Rating Bureau
  • 24-Hour Coverage
  • Marketing Workers’ Compensation

After completing this continuing education course, the agent/broker will possess knowledge that will enhance their ability to sell 24-hour integrated health and workers’ compensation policies.

10:00 to 10:30 - Main Ballroom | Visit with Sponsors

10:30 to 11:30 | Main Ballroom | Keynote Presentation
How to Explain Health Care Reform Opportunities to Individuals and Families
CE #261207
Don Goldmann, Vice President, Word & Brown University

Given that employer penalties and actions have been pretty much delayed until 2015, 2014 will be "The Year of the Individual for Healthcare Reform".  Brokers will be called upon by employers and employees alike to provide guidance as to what an employers must do to assist their employees, how an employee can best coordinate his and his family's employment and Exchange coverage, how to maximum a family's benefits and subsidies, how to use a small employer who does not offer coverage to promote individual coverage and how to compare the multiple options that individuals will have under the new rules of guarantee issue in 2014.     

11:30  to 12:00 | Main Ballroom | Visit with Sponsors

12:00 to 12:45 | Main Ballroom | OCAHU Business and Lunch

12:45 to 3:15 | Main Ballroom
Ken Doyle, LISI *Ethics & the California Insurance Agent
(Part 2)
CE #192379
Ken Doyle, Executive Director of Sales, LISI

Ken will conduct the continuation of morning session, part 1.



12:45 to 1:45 | Breakout Room
Mark Reynolds, BEN-E-LECT Health Care Reform is Nothing New: How the Industry Has Always Evolved to Survive
Course #284188
Mark Reynolds, RHU, CEO, COO and President, Ben-E-Lect

The course will profile many historical efforts and events that have reformed healthcare and its financing. It will address how the industry has historically responded to HCR and how the industry will respond now to work within the guidelines of PPACA.

1:45 to 2:15 |Main Ballroom |Visit with Sponsors

2:15 to 3:15 |Breakout Room
Michael Brady, Merchants Benefit Administration Understanding Law as it Pertains to 65+ Employees and Retirees'
CE #29550
Michael Brady, Merchants Benefit Administration

Michael will discuss: Defining a Retiree vs Employee, Defining Small Group from a Medicare Perspective, Defining Large Group from a Medicare Perspective,Composit vs Age Banded Rates, Different Plan Options, GASB and FASB, and How GASB and FASB Affect Employers.

3:15 | Conclusion

*IMPORTANT NOTICE: Part 1 and Part 2 of "Ethics & the California Insurance Agent" must be completed in its entirety to receive 4-hours of credit.  Credit will not be given if you do not attend both sessions!

Cost to Attend:

Members and First Time Guests: $50 / Non-Members: $75