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Upcoming Membership Luncheon
January 20, 2015 from 11:30 – 1:00
Hilton Orlando/Altamonte Springs
350 S. Northlake Blvd
Altamonte Springs, FL  32701

Dean Burri, ESQ LL.M.

Taxation, ERISA & PPACA: What Agents Need to Know to Survive and Thrive in this Regulatory Environment
This presentation is filed with the state of Florida as a 2 hour CE course. Everyone will benefit from the first half of his presentation during lunch. Those who want to stay for the second half, will receive 2 hours of CE credit. Intermediate Course #91247, offering #1017285.
The Course Objective is to address key aspects of the Employee Retirement Income Security Act of 1974 (ERISA) and Employee Benefits law, particularly the Affordable Care Act, in order to identify compliance issues that health underwriters will face this year with its implementation.
Given the changes to the health underwriter industry, 49% of producers are thinking of leaving the industry because of compliance issues. Worse, even by educating yourself on the basics of PPACA, will still cause you problems complying with ERISA.  This course will provide an overview of the tax laws, ERISA, PPACA and ethics provisions that health underwriters need to know in order to avoid PPACA and ERISA pitfalls, the unauthorized practice of law, and disseminating bad advice.

Dean Burri, ESQ LL.M.
There are few employee benefit law experts who actually are insurance producers verses practicing in a law firm. Let alone a producer who has produced over a hundred million dollars in premiums in group health. Dean has been an ultra-successful producer who reacted to Healthcare Reform by going to law school and then to one of the top two tax law programs in the country, with the premier employee benefits program in the country, to become an expert on PPACA and insurance. Since the Supreme Court ruled the law was a tax, and that the IRS is now a co regulator with the Departments of Insurance, he knew he had to become an expert on tax law, to be able to advise his clients. He speaks on all aspects of PPACA and ERISA, as well as tax law, in a practical way that producers can relate to. How can he make money in this environment? What are the opportunities? What are the dangers?He “understands” the agent’s day to day business and will not just talk about theory.

Cost to Attend is
             $12 for CFAHU Members
             $35 for Non-members
CE is free for members and $20 for non-members.
To get CE credit, attendees must stay until the 2 hour course is over at 2:15.
Email rsvp@cfahu.org by 4 PM on Thursday 1/15 to reserve your seat.
Lunch (Vegetarian option available upon request with RSVP)

Garden Salad
Jerk Chicken with Mango Pineapple Salsa
Mashed Cinnamon Sweet Potatoes
Broccolini

Warm Rolls with Butter
Iced Tea and Coffee
Fudge Double Chocolate Cake

Membership Minute

2014-2015 CFAHU Membership Campaign

  • November 18, 2014 – March 17, 2015
  • Each member who recruits/sponsors a new member to our chapter will get their name entered into a drawing for a $50 Visa Gift Card.
  • Get your name entered again for each additional member recruited.
  • 2 – $50 Gift Cards will be awarded at the March Membership Meeting
  • The member you recruit must attend at least 1 CFAHU meeting between November and March in order to qualify you for the drawing.

So far, Keith Giles and Doreen Dartez are the only members in the drawing. Recruit a new member today! Your odds of winning a $50 gift card are outstanding!

NAHU Membership Campaign
January – April 30, 2015

- Three Campaigns in One

1. Top Regional Recruiter: The top recruiter from each region will win $500!

2. Recruit Two New Members:

  • Members who recruit two new members will be in a drawing to receive a $250 gift card.
  • There will be four winners!
  • The top regional recruiter is not eligible for this drawing.

3. Grand Prize!

Members will be entered into a grand prize drawing for a free 2015 Annual Convention registration; airfare to the convention; and 4 nights hotel stay at the convention hotel, who complete the below three:

  • Recruit 6 new members
  • Qualify for Triple Crown
  • Earned an NAHU Certification since January 2013

Invite someone to join today! Send them to http://fahu.org/join.cfm.

Welcome to our newest members:
Ryan Rothrock CPCU,CIC,AFSB,CRM of Brown & Brown
Allyson Holley of Verus Insurance Partners
Paul Testa of Infinisource

Have you made your plans to attend FAHU’s Day on the Hill or NAHU’s Capitol Conference, yet?
Not sure if or why you should attend?  Reach out to CFAHU Legislative Chair, Michele Liro. Click below for details.

Calendar of Events

1/14/15 CFAHU Board Meeting

1/20/15 CFAHU Luncheon w/ Dean Burri, Esq on Taxation, ERISA & PPACA

2/2-2/3/15 FAHU Day on the Hill

2/11/15 CFAHU Board Meeting

2/17/15 CFAHU Luncheon w/ Kristen Kaweck of HCC Medical on using Social Media to Expand your Sales

2/23-2/25/15 NAHU Capitol Conference

3/11/15 CFAHU Board Meeting

3/17/15 CFAHU Luncheon

4/24/15 CFAHU/NAIFA CF Golf Tournament


Ever wanted to get a designation but never got around to it?  Don’t delay, enroll today!

RHU
If you’ve always wanted RHU after your name, hopefully you’ve already started the process. You have until June 30, 2015 to get everything completed. After that, the American College will no longer be issuing the designation but if you have one, you can use it for the rest of your life.

REBC
The Registered Employee Benefits Consultant will show your clients and prospects that you are a professional and the expert when it comes to Employee Benefit Plans. You will learn about group medical, long term care, deferred compensation programs, and much more.
http://www.theamericancollege.edu/insurance-education/rebc-employee-benefits

DIA
This will show your expertise as a Disability Income Associate. You will learn about the need for disability, individual and group plans, taxation, and government disability plans, just to name a few.
http://www.ahip.org/ciepd/options/dia.html

LTCP
With the Long Term Care Professional Designation, you will become familiar with needs, options, financing, products, administration, and claims. This Designation will ensure that you are providing your clients with the best advice when they are in need of this type of coverage.
http://www.ahip.org/ciepd/options/ltcp.html

CLTC
Certified in Long Term Care will teach the effects upon a family when a long term care situation arises. This includes emotional, physical, and financial consequences. You will learn how to create a plan for your clients and how the plan will be funded. Topics also include the history and regulatory environment of LTC.
http://www.ltc-cltc.com/About-Long-Term-Care-Insurance/Education-for-Professionals


CFAHU & NAIFA CF Golf Tournament
Friday, April 24, 2015
1:00 Shotgun Start