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December 2017

Pimp My Spreadsheet (Webinar CE)

December 11 @ 8:00 am - 9:00 am
Online Event (GoToWebinar)

Agents have a lot of tasks to do at renewal time, but one of the most important is shopping the market and placing the various plan options in a like format so that employers can compare the plans available to their employees. To accomplish this task, most agents use some form of spreadsheet, usually printing off several pages of “apples to apples” comparisons for their clients. Unfortunately, a lot of agents make some common mistakes in this process, such as including too many benefits and too many plan options. Another thing some agents are guilty of is creating a difficult-to-read spreadsheet with too much information or spreading the plan options across several pages. Finally, a lot of agents use the spreadsheet as a way to avoid making a plan recommendation when studies show that employers do, in fact, want guidance – they want the agent to tell them what to do. The good news is that there are some ways to make spreadsheets better, more useful tools for our clients. And that’s the purpose of this course – to point out some of the common mistakes, share some information about how people learn and make decisions, give attendees some pointers that might help them create better insurance comparisons, and provide them with some examples of actual spreadsheets that might be better than what they’re currently using with their clients.

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It’s Time to Get Ready for 2018 (Webinar CE)

December 11 @ 12:00 pm - 2:00 pm
Online Event (GoToWebinar)

As we enter the second year of the Trump presidency, the health insurance industry will be changing rapidly. Presumably, portions of the Affordable Care Act will have been repealed and we will be phasing in the ACA replacement plan. In this course, we’ll review the most important changes from 2017 and look ahead to the changes to come in 2018. It’s intended to get brokers off to a good start in the new year.

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How to Advise Medicare-Eligible Employees (Webinar CE)

December 21 @ 9:00 am - 10:00 am
Online Event (GoToWebinar)

While agents who hold a Life & Health license are authorized to sell a number of different products, many choose to specialize in a particular market segment – group, individual, or Medicare. However, with the first wave of baby boomers now eligible for Medicare and more and more people working past age 65, the lines between these segments aren’t always so clear. Agents who previously specialized in small or large group health insurance are now being asked to advise employees about whether they should stay on the employer-sponsored plan, sign up for Medicare, or both. And, for an agent without a thorough understanding of the Medicare rules, it’s easy to give bad advice. So, while group health brokers may not sell Medicare products, it is crucial that they have a thorough understanding of Medicare cost, eligibility, and penalties if they want to provide sound advice to the employees of their group clients. And though they cannot instruct the employee to drop the group plan in favor of the government program, they can educate them about their options and make sure that they’re making the best decision for themselves and their families. This course will help them do just that.

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Why do I need ethics? (Webinar CE – Ethics)

December 21 @ 11:00 am - 1:00 pm
Online Event (GoToWebinar)

Most states require insurance agents to take a course in ethics as a condition of keeping and renewing their license. Insurance agents face ethical dilemmas on a daily basis when there is a conflict between their interests, their clients’ interests, and the interests of the carriers they represent. The reason it is a dilemma is because these conflicts are not always a decision between right and wrong; often they are a decision between right and right. Part of the reason for the ethics requirement is to encourage agents to think about these possible conflicts before they arise and have a game plan ahead of time – a “code of ethics” – to help decide what action to take. The purpose of this course is to help agents understand why they are required to take regular courses in ethics, identify some of the areas where they may find themselves facing an ethical dilemma, and give them some things to think about so they will make the best decision for all parties involved whenever they find themselves in one of those situations.

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