Earning up to half of your CE Credits for your California resident license renewal is actually very easy.

7 (work) days. 12 courses. 1 unmissable event. How many CE Credits will you earn?

6.15.2023 — 6.23.2023

The Courses

Day 1
Day 2
Day 3
Day 4
Day 5
Day 6
Day 7

Day 1

Thursday, June 15

9:00 a.m.

Presented by

Paul Roberts

CE #388583

New for WOW 2023!

Compliance Spotlight - 2023

This course highlights 2023 compliance trends related to group health plans. Topics include the Consolidated Appropriations Act (CAA) Pharmacy Data Reporting requirements; health plan considerations for the end of the COVID-19 “national emergency”; Affordable Care Act (ACA) preventive/wellness service requirements; ACA Transparency in Coverage provisions; and ongoing legal and regulatory compliance. Participants will learn about potential compliance changes and the impact on clients’ businesses – helping brokers become better client advocates and aiding clients in understanding compliance evolution.

11:00 a.m.

Presented by

Marcy Buckner

CE #388967

New CE Course!

2023 Federal Legislative Update from Washington, DC

This course examines legislative and regulatory actions taken by Congress and federal agencies. It provides an overview of the current congressional landscape, upcoming elections, and their potential impacts on benefits. Topics include major regulatory actions taken and expected in the near term – including Medicare, transparency, and the ACA “Family Glitch” fix. Also covered are industry priorities: improving employer reporting, site-neutral payment reform, and single-payer models. Find out what’s taking place at the federal level and how to get involved to improve the industry and consumers’ experiences.

Day 2

Friday, June 16

11:00 a.m.

Presented by

Faith Borges

CE #388898

New CE Course!

2023 California Legislative Update from Sacramento

This course provides an overview of the 2023 California legislature, with a focus on health insurance and health care laws, proposals, and ideas making their way through Sacramento. Topics include the legislature’s operation, key players, recent changes, and where the industry is heading from a regulatory and legal perspective. The course closely examines current state bills and proposals pertinent to brokers, including Medi-Cal eligibility and expansion, Single Payer, and more.

Day 3

Monday, June 19

9:00 a.m.

Presented by

Paul Roberts

CE #388966

New CE Course!

Compliance Blast - ERISA and Account Based Plans

This course provides an overview of three major employer-sponsored account based plans: Premium Only Plans (POPs), Health Flexible Spending Accounts (Health FSAs), and Health Reimbursement Accounts (HRAs). Participants will learn how plan options overlap, contrast, and complement each other. They will also gain a stronger understanding of ERISA compliance to help clients better adhere to the complexities of federal law relating to employer-sponsored health and related plans.

11:00 a.m.

Presented by

Marilyn Monahan, Esq.

CE #388919

New CE Course!

COBRA and Cal-COBRA Administration

This program will help attendees identify employers subject to COBRA or Cal-COBRA and determine employees eligible for benefits. Key administrative tasks will be explained, such as essential notice requirements, setting premiums, and the basis for early coverage termination. Because coverage continuation rights do not exist in a vacuum, the program includes a discussion of Medicare, ACA reporting, and Covered California eligibility and overlap. Key differences between COBRA and Cal-COBRA are also highlighted.

Day 4

Tuesday, June 20

9:00 a.m.

Presented by

Paul Roberts

CE #388899

New CE Course!

ACA 4-1-1

This course educates brokers on the macro principles and requirements within the federal Affordable Care Act (ACA). Participants will gain a better understanding of all aspects of the ACA and its impact on clients and the overall market. Brokers will become more informed on ACA compliance principles and health care mandates, with a special emphasis on 2023 relevance. After successful completion of this course, brokers will be better able to discuss insurance exchanges, Medicaid options, and shared health care system responsibilities.

11:00 a.m.

Presented by

Paul Roberts

CE #388904

New CE Course!

Group Insurance and Medicare Integration

This course educates brokers on the evolving overlap of group health benefits and Medicare, with more employees working past the traditional retirement age. Participants will learn about compliance and pitfalls when employers have employees eligible for Medicare and working past age 65. Brokers will gain a broad understanding of how Medicare works alongside typical group health plans. Topics include compliance regarding workforce size, health plans, drug coverage, employer contributions, avoiding fines, improving the insurance experience for working seniors, and more.

Day 5

Wednesday, June 21

9:00 a.m.

Presented by

Paul Roberts

CE #366636

Course Previously Offered

Ethics I: Foundational Ethics and Principles for Insurance Agents

Learn the basic responsibilities of an honest, ethical agent in the health insurance space. This course looks at learned philosophical components of ethics — from principles taught in childhood to ethics and universal concepts, common sense principles, conduct in the workplace, and our industry’s code of ethics. It also helps agents apply quality business practices and ethical solutions to real-life scenarios in health insurance sales. Note: This course does not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing this course.

11:00 a.m.

Presented by

Paul Roberts

CE #366671

Course Previously Offered

Ethics II: Worthy of Your Client's Trust

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 under their supervision. Note: This course does not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing this course.

Day 6

Thursday, June 22

9:00 a.m.

Presented by

Marilyn Monahan, Esq.

CE #384058

Back for the First Time Since 2019

Employee Leave Laws and Benefits: Federal and California

This course discusses how to administer employee benefits when an employee goes out on leave, including leaves under the Family and Medical Leave Act (FLMA), the California Family Rights Act (CFRA), and Pregnancy Disability Leave Act (PDL). It addresses which benefits must be offered by employers of different sizes, for how long, how benefits are paid (including the impact on cafeteria plan elections), workers’ compensation, and wage replacement.

11:00 a.m.

Presented by

Scott Diehl

CE #388884

New CE Course!

Leveraging Artificial Intelligence in Health Insurance

With quickly evolving technology, health insurance agents must stay on top of it all – to provide the best service, make the best product recommendations, and find the best options for clients. This course focuses on evolving Artificial Intelligence (AI) technology, which is being quickly adopted by health plans, consumers, and agencies. Participants will learn about evolving AI technology, components and applications, and how to leverage AI to provide an enhanced experience for consumers.

Day 7

Friday, June 23

11:00 a.m.

Presented by

Paul Roberts

CE #389085

New CE Course!

Group Health Insurance Compliance Notifications

This course covers the myriad of different mandated health insurance compliance and notification responsibilities for employers. Participants will gain an understanding of the laws, contents, and purposes of required notices discussed in the course (including common notices applicable to most employers). You will review the model language for notices, learn to whom employers are required to distribute notices, find out the best time to facilitate distribution (or redistribution), and receive guidance on compliant methods for distribution.

Frequently Asked Questions

Some of these courses look familiar. If I have taken one of these courses previously, can I get credit again?

Courses #366636 (Ethics - Foundational Ethics and Principles for Insurance Agents), Courses #366636 (Ethics – Foundational Ethics and Principles for Insurance Agents), #366671 (Ethics – Worthy of your Clients’ Trust), and #388583 (Compliance Spotlight – 2023) have been hosted previously by W&B at various times. If you have taken any of these courses during your current two-year license period, you will not receive credit for taking them a second time. Please visit the California Department of Insurance site to view a listing of the CE classes you’ve taken in your current license period.

How long do I have to stay signed in for to receive credit?

In order to receive CE Credit, you need to be online for the full duration of the webinar. Be sure you sign on before the start of the course — and stay on to answer all polling questions during the webinar. If you don’t sign on and take part in the full course — including answering each polling question as it is displayed — you will not receive CE Credit.

The California Department of Insurance (DOI) CE Credit rules stress that CE courses are both an audio and visual experience; you must experience the two to receive CE Credit from the DOI.

Can I share my Zoom link to a course with colleagues?

No. Your links to join Zoom are unique to you, and are an important factor in processing CE Credit with the California DOI. When you registered for WOW, you submitted your official license name and number, which are now associated with your unique Zoom join links, and are used for CE Credit processing.

Each Zoom link only allows one admission. Brokers who wish to register for WOW must do so individually on the WOW registration page.

When will I receive CE Credits from the DOI?

The California DOI will review CE records within 30 days of your completion of each course and assign credits if applicable.

The department suggests brokers complete required CE Credit hours at least 60 days prior to the expiration date of your license to allow sufficient time for providers to submit necessary information to update your records. If hours are completed near or at the end of your renewal term, your credits will still count and you will be able to renew, but your renewal may be delayed.

To check your CE Credit hours, visit the California DOI Continuing Education page.

If I have registered for WOW, but I have not received a course link – or, if I can’t find my course link – what can I do?

Send an email to wow@wordandbrown.com prior to the scheduled start of your course. Keep in mind that each webinar has a unique URL. If, for example, you signed up for five CE Credit courses, you should have five unique course login links.

Will the WOW courses include the DOI-required course covering fraud prevention?

No. The only way to earn credit for the state-mandated course is to experience the Department of Insurance’s on-demand course, either on YouTube, by downloading slides and reading the course transcript, or by watching the video in a classroom supervised by an instructor. Check out our Newsroom post for all the details for this new requirement and how to take care of it: Important Licensing CE Change for California Agents – Fraud-Prevention Ethics Training .