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National Association of Health Underwriters Online Seminars

NAHU offers online education programs as an option to the standard teleconference.

Web seminars consist of two components: a web portion for viewing the visuals/presentation and an audio portion for listening to the presenter(s).  When you register, instructions for accessing the event will be sent to you via email, along with reminders 5 days and 1 day prior to the event.  

Not able to attend the live webcast sessions?  You can still benefit from these informative presentations by purchasing a CD recording that includes a synchronized web and audio recording, plus the accompanying PowerPoint presentation and other handouts.

NOTE: When registering or ordering, your member discount and/or special promotional discount will not be reflected until the very final stages of the registration/order process.  The system will present a screen asking you to identify yourself as a member/non-member and/or to provide your special discount code.  After you complete this screen, your member or other special discount will be applied to the final charges.

 PLEASE NOTE: Registration for live events closes 2 hours prior to the scheduled event start time.

Upcoming Seminars
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Recent Archived Seminars

Changes in Legislation That Impacts Your Business
Consumer Directed Health Care
Disability Insurance
HRA- New Uses and CMS
Long Term Care
Market Trends
Other Topics
Perspectives on Complying with the 2008 Wellstone-Domenici Mental Health Parity and Addiction Equity
Professional Development
Section 125 Allows Flexible Funding for HSAs
Worksite Marketing

Changes in Legislation That Impacts Your Business

Adult Premium Tax Issues
March 12, 2010
This is a two part session.

Part I: Issues with payroll and taxes of adult children with the changes to state law having children covered to age 27

Part II: What brokers need to do with their business associate agreements and what needs to change for the new rules.

January 7, 2010
Please join Ann Murray, Stacey Steward and Leah Singleton for an hour packed presentation that will be sure to bring you up to speed on new compliance rules that greatly impact your business

COBRA Subsidy Extention: Key Changes
January 6, 2010
President Obama just signed a bill extending the federal COBRA subsidy by six months. It goes into effect immediately.

Mental Health Parity
October 28, 2009
Significantly expanded mental health parity requirements were enacted as
part of the Emergency Economic Stabilization Legislation signed into law on
October 3, 2008. Calendar-year health plans must be in compliance by January 1, 2010

The Critical Role of Brokers in the Purchase Process
October 21, 2009
Understanding the changing role of the agent/broker in supporting consumers becomes increasingly important. Join us for a session sharing insights generated from a informative Retail Healthcare Consumer survey. You dont' want to miss this opportunity.

New HIPAA Breach Notification Regulations
September 22, 2009
Regulations were issued August 24th regarding notification requirements for breaches of unsecured PHI. The regulations are effective September 23, 2009. The regulations generally affect "covered entities" such as employer health plans (e.g., medical, dental, vision, and health flexible spending accounts) and their business associates under the HIPAA privacy and security rules.

Join Ric Joyner, Todd Martin and Tom Jacobs and find out how employers with group health plans should act now.

New Regulations Have an Impact on Employers
July 8, 2009
In addition to the health care reform debate ongoing in Washington, a number of employment law issues have been passed or new regulations adopted that affect employers.

Landmines of ERISA
November 12, 2008
With this seminar presented by Ric Joyner, CEBS, GBA and Todd Martin Senior Employee Benefits Attorney Reinhart Law you will learn where the ERISA landmines are and how to avoid having a professional liability claim. Invite your clients and colleagues.

Health Benefits Update: The Legal Landscape for 2008 and Beyond
August 13, 2008
This virtual seminar prepares producers with a plan of action for what's new in the proposed cafeteria plan regulations. Become abreast of the guidance needed to reconcile general rules. Our presentors John Hickman, Esq. and Ashley Gilliham, Esq will cover Health debit card changes for 2008/2009. John and Ashley will provide clarification on paremeters through renveue ruling, specifications on type of card, available balances and fall out claims. Other topics covered: HSA HOPE Act Recap, Problems with freebies, Offering individual coverage on a tax-advantage basis (HRAs and premium reimbursement plans), Overview of laws/regulations that impact (but do not prohibit) wellness and disease management programs and State Health Care Reform - Massachusetts and other laws.

Pitfalls, Benefits, and Compliance Issues Regarding COBRA
June 19, 2008
This virtual seminar will assist employers in complying with COBRA training requirements. Ric Joyner, Nancy Dantzman and J. Thomas Jacobs, J.D., MBA will discuss COBRA and employer responsibilities, employee responsibilities, checklist for each group to cover with their constituency, case law and how the courts view COBRA, should you outsource, Pros and cons and resources for additional information.

2005 Changes in Legislation That Impacts Your Business Archives

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Consumer Directed Health Care

Landmines of Pre-Tax Plans Part II
April 15, 2008
Join NAHU for another information packed session that will provide a review of Part I and an extensive Part II with instruction covering new regulations, 125 POP enrollment, Flex plan funding, non-discrimination testing, COBRA in HRAs, Post-deductible, and how HRA can work with HSA. The purpose of this 60 minute live webcast is to give you the knowledge of the best practices for implementing these plans and educating employers and employees on their appropriate use. Following best practices is the most effective key to success, and will not only help you generate sales, but ensure that your credibility and professionalism is viewed in the highest regard.

Presented by: Ric Joyner and Todd Martin

Landmines of HSAs, HRAs, FLex and Coordinating Plans
February 14, 2008
This webinar includes a discussion on legal issues, the design and regulations relating to HSAs, HRAs, and FSAs, and the best way to integrate the plans, using case studies of other plans.

Presented by: Ric Joyner

The HSA Strategy: The Future of Health Insurance in America
November 22, 2006
Every American should have a high deductible health plan (HDHP) coupled with a health savings account (HSA). This is called the "The HSA Strategy". This session will help you understand "The HSA Strategy."

Presented by: Robert Hopper, Ph.D.

2005 Consumer Directed Health Care Archives

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Disability Insurance

The Need for Disability Insurance - What Consumers Need to Know
May 7, 2008
Leading expert, Bob Tretter will show anyone who earns an income the need to protect that income with disability income insurance. Citing statistics and offering clear solutions, this presentation is geared for consumers, human resource managers, and producers.

Presented by: Bob Tretter

Increasing Your Income and Making LPRT's Golden Eagle Status Using Disability Insurance
February 13, 2007
This session discusses the many ideal uses of disability insurance that will ensure success and top sales achievements. The focus on this session is on the over 40 variations of using disability insurance to provide financial protection to individuals and businesses.

Presented by: Tom Petersen
Sponsored by: Petersen International Underwriters

Combination Individual and Group Disability Plans
June 29, 2006
This session will discuss a sales concept that is seeing a comeback in the disability marketplace . . .the sale of combination group Long Term Disability and Individual Disability Insurance (IDI) plans.

Presented by: Mike Kelly CLU, RHU

Use of DI in Business Planning
May 18, 2006
This session will help you understand Disability Buy-Sell coverage and the market for it.

Presented by: Gerry Katz

Government DI Programs
April 21, 2006
This session will cover governmental disability programs and other available options.

Presented by: Charles Westmoreland, RHU, REBC, CLU, ChFC

Salary Continuation Plans
March 16, 2006
This session will provide presentation tools which can effectively demonstrate to clients the need for a plan and to successfully execute that plan.

Presented by: Mike Kelly CLU, RHU

Group Short and Long Term DI
February 28, 2006
This session will reviews the traditional options available but also discussed new methods designed to meet your client's disability needs.

Presented by: Bob Herum CLU, ChFC, FHU, REBC

2005 Disability Insurance Archives

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HIPAA Security and HITECH - "post deadline"
March 3, 2010
Join us on March 3rd for a "post-deadline" follow up on the new HIPAA Privacy, Security and HITECH regulations which impact insurance agents, brokers and consultants.

Privacy - How Hi-tech Expands Obligations to Protect Consumer Data
November 19, 2009
On November 19 at 1:00pm est, NAHU will host an employer-based update on HIPAA Privacy and Security changes and making available for you the opportunity to provide access to this webinar to your clients. Ric Joyner and David Smith to discuss specifically what needs to be communicated to your clients about these changes. This seminar is unique in that we will focus on training clients and staff.

2005 HIPAA Archives

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HRA- New Uses and CMS

HRA- New Uses and CMS
February 23, 2010
This webcast will discuss HRAs and some common and creative uses such as using as a dental plan and working with an HSA. Our speaker will also discuss HRAs related to allowable plan designs, COBRA and the premium calculation and also CMS Medicare requirements that begin in Q4 2010.

2005 HRA- New Uses and CMS Archives

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Long Term Care

Tax Deductible LTCI for The Business Marketplace
October 15, 2008
Paying long term care insurance (LTCI) premiums with business dollars is less taxing.

When an employer pays for long term care insurance premiums under an employee accident or health plan, the business will be able to deduct 100% of the premiums paid, the employee will be able to exclude the premiums from his/her gross income and the benefits received from a tax-qualified long term care insurance policy are not included in gross income.

Strategies for Health Risks Planning Through Retirement
July 20, 2006
This session will provide valuable information for those who are providing advice about financial planning for health risks, inlcuding financial planners, CPAs, attorneys, and licensed insurance producers.

Presented by: Sally Leimbach, CLU, CEBS, LTCP, CLTC

2005 Long Term Care Archives

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Market Trends

Capitalizing on Individual & Senior Market Trends
April 23, 2008
Mega trends in Health Care continue to change our industry. Often current discussions focus on what we are losing. Agents will gain a new perspective of how various current trends are moving people away from group coverage to individual and senior products. They will learn how to better serve clients in these new categories – with more appropriate product, and by utilizing up to date education tools that will give them more focus on client needs rather than running quotes.

Presented by: Reid Rasmussen

2005 Market Trends Archives

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Other Topics

A Look at Global Healthcare and Medical Tourism for the Broker Community
February 24, 2009
Leading expert Maria Todd will cover how the market segment is shared among participating countries, who are the stakeholders and how medical tourism will/might impact underwriting.

Strategies for Cost Savings You May not have Thought of
December 17, 2008
In your employee benefit practice your clients look to you for solutions and cost-saving techniques. You have a variety of ways to cut cost including all of the consumer directed health care options as well as various funding techiques if your group is large enough. What you will learn is how to craft a successful opt out program that will remove participants off coverage and avoid double coverage which is waste. And you will learn what the legal issues are and how to increase your credibility with your clients. This is one you won't want to miss.

A 5 Year Business Plan for Benefits That Employers Just Love and Gives an Agent a Head Start Over the Competition
December 10, 2008
Much like a business plan for starting and growing a business, a 5 year business plan for employee benefits can help employers keep their objectives on track, and help brokers lock in their client base that has bought into the concept. This seminar will review the current market drivers, the tools available to broker and employers in insurance, consumerism products and wellness, and how to lay out a 5 year plan to implement a benefits strategy that is proactive, rather than reactive.

Secret Language of Influence
October 8, 2008
This Secret Language has been used with tremendous success in Europe for managers and coaches, entrepreneurs and marketers, as well as sales professionals who want to stimulate prospects to buy.

The Triple Solution for Lower Cost, Better Quality Healthcare
January 24, 2008
This packed session will focus on three areas: prevention, intervention, and innovation. The session will include a look at several case studies, such as The Asheville project, where annual direct health care costs decreased by more than 34 percent and absenteeism dropped by half when these successful strategies were used.

Presented by: Mike Pucci, VP of External Advocacy for GlaxoSmithKline

125 Rules issued on August 9, 2007 • Effective for plan years on or after January 1, 2009
December 11, 2007
This is a special web seminar designed to equip you with the latest information on Section 125 "cafeteria" plans. New rules were issued on August 9th, 2008 that will effect plans with effective dates on or after January 1, 2009.

Presented by: Karen Kirkpatrick, Infinisource

2005 Other Topics Archives

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Perspectives on Complying with the 2008 Wellstone-Domenici Mental Health Parity and Addiction Equity

Perspectives on Complying with the 2008 Wellstone-Domenici Mental Health Parity and Addiction Equity Act
April 27, 2010
For many group health plans, a 2008 law requiring equitable coverage of mental illness and substance abuse treatment went in effect in 2010.
Moderated by: John Greene NAHU VP of Congressional Affairs

2005 Perspectives on Complying with the 2008 Wellstone-Domenici Mental Health Parity and Addiction Equity Archives

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Professional Development

Establishing Credibility for the New Insurance Professional
April 10, 2007
Whether you are maintaining an existing account or prospecting a new one, being able to develop a good rapport and establish credibility quickly is a critical skill. This one hour session will equip you with the tools towards professional success.

Presented by: Mel Schlesinger

7 Secrets of Top Producers
November 8, 2006
This exciting session will explain how top agents around the country are using easy Web-based tools to outsmart, out-market and outsell the competition. Discover how agents have emerged from one-person shops to become top producers in less than three years.

Presented by: Jeremiah Desmarais

Agent/Broker Malpractice: The Anatomy of a Lawsuit
July 19, 2006
This course will examine the facts surrounding a class action lawsuit involving hundreds of agents sued for malpractice and other legal complaints.

Presented by: Ellen Pacholski, Bob Quirk and Clayton Rooy, Principals and Founders of The Safe Harbor Group.

2005 Professional Development Archives

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Section 125 Allows Flexible Funding for HSAs

Part 2 Flexible Funding Ideas for HSAs
July 22, 2009
In the first seminar we established the idea that section 125 can give us more funding options for HSAs than just treating everyone the same. Part 2 will go into specific ideas on how to pass each of the tests using real case studies. Featuring: Ric Joyner

Section 125 Allows Flexible Funding for HSAs
June 9, 2009
Ever wish you could toss out the HSA comparable rules and design more flexible funding for your hsa clients? Did you know that when you install a section 125 plan, the comparable rules for HSAs disappear and the section 125 non discrimination testing kick in? What does this mean for your clients? We will cover the regulations for comparable rules and section 125 and then use case study ideas that Ric Joyner, CEO of eflexgroup has gleaned from brokers all across the country that use section to provide sophisticated plan designs that are easy to administer and gain and edge over your competition.

2005 Section 125 Allows Flexible Funding for HSAs Archives

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Transparency: Openness, Communication and Accountability
February 5, 2007
This subject has been an issue for consumers and employers alike since the advent of HMOS in the 70's. It has remained mostly hidden under the covers concern until the "sudden" rise in the cost of health care and insurance premiums in the last decade. In this session, we're going to address these issues by looking at case studies and examples of consumers, physicians and hospitals headed in the right direction.

Presented by: Karen Kirkpatrick

2005 Transparency Archives

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The Health Impacts of Social Networking
February 18, 2009
Take away substantial incentives for wellness programs that are increasingly important part of any broker’s armamentarium to control clients’ skyrocketing healthcare costs. Course attendees will take away practical techniques to win new business and differentiate their practices through the power of social networking and team based fitness programs.

Employee Wellness Programs - Are they worth the investment?
September 30, 2008
Employee Wellness Programs are no longer a fad - they're a well-documented requirement to strengthening the bottom line of organizations of all sizes. However, not all wellness programs are created equally, and the difference between a "token" program and an "effective" one can cost you time, money and momentum.

Strategies for Reducing Insurance Costs Through A Healthier Workforce
January 18, 2007
Are you looking for effective strategies for differentiating yourself? By attending this one hour webcast, you'll better understand how to leverage wellness and prevention to develop new clients and to retain your exisiting book of business.

Presented by: Thomas Montgomery

A Broker's Role in Changing America
July 20, 2006
This session will outline what each of us can do to help our clients and their employees gain better control of rising costs.

Presented by: Tom Harte, Chair, NAHU Legislative Council

2005 Wellness Archives

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Worksite Marketing

The Dynamics of Voluntary Products in the Employer Setting
January 14, 2008
With the changing dynamic of benefits offered in the employer setting, employees want more and more control over their benefit structure and employers need to understand the financial implications of managing human capital. This session will survey how to structure benefits to provide the maximum advantage to both the employer and the employee, as well as discuss how to manage philosophical differences in benefit offerings, how to handle portability issues, and how to make the most of diverse market drivers.

Presented by: John Joseph Sr. LUTCF, RHU, with Allstate Workplace Division

Worksite Marketing in 2007 Should I be selling Worksite products? If so, how do I get started?
March 30, 2007
This session will survey the advantages to the employer, philosophical differences, portability, market drivers and critical points on the financial implications of managing human capital.

Presented by: John Joseph Sr. LUTCF, RHU, with Allstate Workplace Division

Six-Figures in Worksite-Marketing
August 7, 2006
This session is designed to help the producer understand and become more effecive at selling Worksite Marketing products.

Presented by: Mel A. Schlesinger, RHU, REBC, CGMC

2005 Worksite Marketing Archives

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For additional details about CPE requirements for your CFE, visit