This course provides insurance agents with a comprehensive understanding of the Employee Retirement Income Security Act (ERISA) and its impact on employer-sponsored group benefit plans. Focusing on the law’s core principles, evolving regulations, and recent changes under the Consolidated Appropriations Act (CAA) of 2021, the course equips participants with knowledge to effectively discuss ERISA with employers, help them navigate compliance requirements, and reduce audit and penalty risks.

Leveraging the foundation established in our prior ERISA course, this program empowers insurance agents to become trusted advisors for employer group health clients navigating ERISA compliance. We demystify the complexities of fiduciary responsibilities under ERISA, enabling you to guide clients with a clear understanding of who qualifies as a fiduciary, their key duties, practical strategies for effective compliance, and the potential legal and financial ramifications of non-compliance.

This NABIP-led course equips health insurance brokers with the knowledge and tools to navigate policy changes and advocate for their clients. By examining current federal priorities, industry trends, and emerging challenges, you'll gain a comprehensive understanding of your role in shaping a more accessible, equitable, and client-centered health care system. Learn how NABIP is spearheading the changing industry and prepare to thrive in our new era.

This course enables health insurance brokers and agencies to gain a thorough understanding of Artificial Intelligence (A.I.) and its potential to transform customer service and automate the insurance experience. Participants will explore current and future applications of A.I. and gain insights and practical strategies to effectively integrate A.I. into daily operations. The information shared will also empower participants to navigate ethical and regulatory considerations associated with A.I. implementation.

Build a foundation of trust! This course unpacks the core principles of health insurance professional ethics – what they are, why they matter, and how they impact your daily interactions. Learn how ethical choices shape your conversations with clients, influence your decision making, and, ultimately, define the way you do business as a health insurance agent.

Transform your approach to sales. This advanced course builds on ethics fundamentals. Participants will learn how to leverage ethical principles as a powerful tool for client communication, exceptional service, and navigating challenging scenarios. Make better informed decisions that prioritize your clients' well-being and elevate your reputation as a trusted health insurance professional.

This course offers insurance professionals with the information and tools needed to navigate California’s ever-changing legislative landscape. Its focus is on health insurance and health care. Through an in-depth analysis of current proposals, key players, and the legislative process, participants will gain insights into how Sacramento decisions impact businesses, employers, and the broader health care ecosystem.

This course examines the new 2024 California Single Payer bill (AB 2200) and its “CalCare” proposal, a Single Payer system that would eliminate and replace all existing health insurance/payer and health care systems within the state. Explore historical Single Payer initiatives and the realities of implementing a Single Payer system, including estimated costs, financing challenges, and potential disruptions. You’ll also learn about California’s recent 2023 Single Payer financing bill (SB 770), and California’s notable 2024 “universal coverage” accomplishments.

Master the Affordable Care Act (ACA) for 2024 employer compliance. Cut through complexity and gain a timely understanding of the ACA's impact on employers and their group health plans this year. We'll demystify the "how" and "why" behind the ACA, covering the top need-to-know compliance details for 2024. This course focuses on essential information for navigating employer obligations and securing valuable employee health insurance solutions. Strengthen your expertise and confidently advise clients in today's changing market.

Master health for clients and yourself! Led by a fitness and wellness expert, this course navigates evolving health issues affecting you, your clients, and agencies. Learn key strategies to discuss and live healthy lifestyles, with practical well-being tips. Become a trusted advisor – recommend solutions, guide clients through wellness challenges, and have informed, empathetic health conversations – all while learning about and embodying healthy principles.

This course empowers California health insurance brokers to become informed advocates for the industry and their clients. Participants will gain a comprehensive understanding of the legislative process, regulatory landscape, and effective strategies to shape discussions with policymakers and legislators at the state and federal levels. Develop the skills and confidence to ensure clients’ interests are served and voices are heard in this introduction to advocacy and involvement.