Sr. Vice President of Sales & Strategic Client Management
This course helps agents explain the “how” and “why” behind the Affordable Care Act (ACA), when discussing health benefit plans. It introduces lesser-known facts about the ACA to agents, while helping them build on existing skills and knowledge to source and secure valuable health insurance addressing employee needs. Participants will be provided insight to enable them to fulfill more effectively their client advisor roles.
Brokers will learn about employee benefits administration when an employee goes out on leave, including the FFCRA (Families First Coronavirus Response Act), FMLA (Family and Medical Leave Act), CFRA (California Family Rights Act), PDL (Pregnancy Disability Leave), and USERRA (Uniformed Services Employment and Reemployment Rights Act). The course addresses employers that must comply, benefits employers must offer, and the intersections of these often-overlapping leaves.
Educating health insurance sales professionals on the basic responsibilities of an honest, ethical agent is the focus of this course. Participants will learn philosophical components of integrity – and how to apply quality business ethics and ethical solutions to real-life, health insurance sales scenarios. This can help an agent evaluate the differences between the distinctions of ethical behavior and laws or regulations.
This ethics course is designed to educate and inspire brokers to make integrity and customer CARE (compassion, advocacy, responsibility, and education) the foundation for all ethical decisions and service to clients. The course objective is to equip and encourage brokers to set, and consistently adhere to, a high standard of accountability and integrity for themselves and the team members who are under their supervision.
This course challenges brokers to evaluate their own ethical practices to see how they align with the National Association of Health Underwriters' Code of Ethics. We discuss NAHU’s principles as the “true north” of a broker’s moral compass and the importance of privacy, honesty, and professional conduct in sales, service, and dealings with clients, associates, other brokers, and the companies you represent.
This course highlights the specifications of COBRA and its impact on plans, especially with employees’ losing and/or gaining eligibility for group health plans. COBRA allows eligible employees and dependents to continue temporarily employer-based health insurance. Discussion includes employers subject to the law, qualifying events, election rights, employer notification requirements, and more. The class also covers Cal-COBRA basics for California employers with health plans.
This course provides a practical guide to becoming the best leader possible – helping those in entry-level roles develop and achieve desired management skills and driving others to improve their leadership. Participants will learn actionable strategies to reprogram team member mindsets, foster a collaborative environment, create and track manageable personal and organizational business goals, build confidence and better work relationships, and become a transformational leader.
This course provides guidance to agents helping employers respond to new challenges and changes in the health insurance market concerning the global pandemic. Topics include a deep dive into the Coronavirus Aid, Relief, Recovery and Economic Security Act (CARES Act), the Families First Coronavirus Relief Act (FFCRA), and other related laws. This class includes resources to help support businesses and the economy during the downturn.
Agents will receive advanced, practical, skillset designs to defeat online threats in the insurance space, including a review of hackers, trackers, malware, and other dangers. The course covers security for Windows 10 and macOS. Participants will learn about security threats and vulnerability as well as risk-assessment best practices. Attendees will get information to help better serve clients, meet HIPAA requirements, and keep information secure.
This course educates agents on the myriad of Affordable Care Act (ACA) compliance responsibilities and calculations business clients face under the law. The presentation covers critical principles for employers under the ACA and includes an advanced look at some of the law’s most challenging requirements, especially mandated calculations. Also addressed are “affordability” testing and related COBRA and Medicare Primary/Secondary payer calculations.
As employers look for ways to reduce health care costs and increase employee satisfaction, the role of brokers is increasingly important. This course educates participants on effectively communicating health plans and other benefit changes. Explaining benefit enhancements, updates, and industry jargon can be a challenge in an era of short attention spans. Learn strategies to highlight important aspects of benefits, and ways to support clients’ decision-making.
This course gives agents a clear understanding of who is eligible for medical insurance in the Small Group marketplace. It helps producers distinguish between eligibility methods employers are able to implement, and offers guidance on which method might work best for different types of businesses. It includes guidance on defining a full-time employee – and information to help employers avoid non-compliance fines and prevent employee mislabeling.
Agents looking to gain a better understanding of the Large Group (101+) marketplace will benefit from this course. Learn how to become comfortable in the market, how to identify Large Groups’ expectations, and best practices to effectively tailor benefits packages to meet clients’ unique needs. Participants will also learn added compliance responsibilities, and how to capitalize on Large Group market opportunities.
Disclaimer: In order to receive full CE Credit from the California Department of Insurance (DOI), you must be registered for the webinar and in attendance for the full duration of the class (one hour), and you must engage with all polling questions during the course. Upon your completion of each course, we will file your credit information with the California DOI within 30 days and will provide you with a certificate of completion. Details will be reviewed at the beginning of each class.
A 24-year veteran of the health insurance and employee benefits industry, Marc is focused on streamlining sales processes for brokers, achieving business objectives, executing effective sales strategies, devising innovative approaches to sales, promoting growth, and increasing customer satisfaction.
Paul leads educational initiatives and provides oversight for the WBCompliance teams in California and Nevada. A 14-year GA veteran, he is a frequent speaker and author, and is highly active in underwriter association leadership at national, state, and local levels.
Scott oversees the Word & Brown General Agency software and insurance product portfolio, including strategy, quoting websites, mobile applications, API infrastructure, enrollment, and inforce policy management – providing integrated solutions to help solve real-world problems for brokers and their customers.
With more than two decades of experience in the insurance industry, including 11 years on the carrier side of the business, Dena has the expertise to help brokers capitalize on Large Group sales opportunities, increase their income, and expand client service.
A former Regional Vice President and industry expert with 20+ years of experience, Jan coaches brokers to nurture their sales and leadership skills, while also collaborating with health underwriter associations to create courses to assist brokers in their client consultant role.
Rene has more than 13 years of health insurance experience. He played an integral role in the development and launch of the Word & Brown Compliance department. His familiarity with the ACA and other health laws makes him a great broker resource.
Marilyn is an ERISA attorney whose practice focuses on advising employers and insurance consultants on the benefits industry. Her specialties include ERISA counsel, ACA reporting and compliance, leave laws, HIPAA and COBRA. She lectures frequently on benefits developments.
"These presentations covered EVERYTHING that I have struggled to communicate in a cohesive and understandable manner to my clients!"
— Ginette Baum
"Hands down, these were the most professional, education, and amazing webinars presented by a vendor that I have attended in my eight years of being licensed."
— Kandi Brennan
"Many THANKS to Word & Brown (from me and from my fellow Account Managers). Everybody in my office that attended LOVED the series."
— Chris Maners
Click for the content. Stay for the cash prizes. At the end of each webinar, we’ll announce three winners who will receive a $100 gift card. So be sure to stick around after the webinar has ended to see if you’ve won.
Attend all the webinars, and you’ll be eligible to win a $1,300 gift card. The winner will be contacted one week after the last webinar has ended.
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39 chances to win $100
At the end of each webinar, 3 winners will be announced and each will win a $100 gift card!
You can also win $1,300
If you attend all the webinars during the week, you’ll be eligible to win $1,300.
Fill out a survey for a chance to win $100
At the end of the week, we'll send out a survey, giving you another chance to win!
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