Driving with Dickerson Insurance Services

This two (2) hour CE course will provide "applicable large employers" (ALEs) with a step-by-step compliance plan and an overview of how the §4980H penalties work, how to measure employee hours, what ALEs need to do to avoid penalties, what the IRS is looking for when it reviews the 1094/1095 forms, and how ALEs should audit their compliance practices to ensure they are following the rule...

This one (1) hour CE course provides an overview of HRA (Health Reimbursement Arrangement) plans. Covering the history of HRAs, legal/regulatory rules pertaining to them and establishing an HRA for employees and assisting the employer in setting up one. The program will include reviewing the changes made to HRAs as the result of the Affordable Care Act and the new alternative HRA arrangements incl...

This course will provide help identifying which employers are subject to COBRA or Cal-COBRA, and when employees are eligible for these benefits. Key administrative tasks will be explained, such as essential notice requirements, setting premiums, and the bases for early termination of coverage. The program will include a discussion of the impact of Medicare, ACA reporting, stop-loss coverage, and C...

Are you ready for a DOL audit? Are you ready for an employee lawsuit over benefits? Are you ready for a merger? All these things can happen, and all of them mean that you need to be prepared in advance. How do you prepare? Take this course and learn all about ERISA. This program will lay a foundation for compliance by explaining what ERISA is, how it applies to your health and welfare benefit plan...

Join Dickerson's Alternative Funding Expert, Dave Fear Sr. for this webinar on Alternative Funding Focus in 2023. We will cover Group HRA plans, Level-Funded Plans and Self-Benefit Captive plans. We will review our current carrier partnerships and cover the finer points of product/market considerations and coming up with a firm proposal. We can't wait to show you the value we bring to the...

Most employers offer cafeteria plans, but many take the administration of these plans for granted. How well do you understand the legal principles that govern cafeteria plans? This program will discuss how to set up a plan, what types of benefits you can offer, how you administer the plan, and—importantly—how they benefit both the employer and employees. Find out how to make the most of your cafet...

Join Dickerson's Dave Fear Sr. for this beginner's course for agents new to the small group market. Perfect for those who are coming from the individual market, or perhaps commercial lines P&C who want to learn how to market to small groups. This course will also be great for Account Managers and/or customer service people of agencies who just got their license and need a better footho...

Dickerson has developed a Master Class series for selling individual coverage, and now we're sharing this 3 part series with you. We've analyzed the data, researched with marketing gurus, and compiled the information into a comprehensive formula that you can follow today, and reach out to more people and sell more individual health. Whether brand new, or an agency owner looking to train ag...

Dickerson has developed a Master Class series for selling individual coverage, and now we're sharing this 3 part series with you. We've analyzed the data, researched with marketing gurus, and compiled the information into a comprehensive formula that you can follow today, and reach out to more people and sell more individual health. Whether brand new, or an agency owner looking to train ag...

Dickerson has developed a Master Class series for selling individual coverage, and now we're sharing this 3 part series with you. We've analyzed the data, researched with marketing gurus, and compiled the information into a comprehensive formula that you can follow today, and reach out to more people and sell more individual health. Whether brand new or an agency owner looking to train age...

An update on Association Health Plans (AHPs) and what is permitted and not permitted here in California. While the Trump administration introduced new initiatives for AHPs, the States still pretty much control these arrangements. The presentation will update you on what is currently permitted and what may be expected in 2022 and beyond.

NEW BROKER BOOT CAMP LEARN THE INS-AND-OUTS OF GROUP HEALTH INSURANCE   Are you new to the insurance industry? Would you like to know how to WIN group health business? Let Dickerson show you how to grow your book of business!  Join us for this informative one-hour session covering the basics that you need to know to successfully get started as a broker!

This one (1) hour CE course provides the licensed employee benefits advisor with an overview of Health and Ancillary Benefit Exchanges (also known as “Marketplaces”). It will describe fundamental differences between public and private exchanges and explore the theory behind the creation and operation of exchanges. It will then look at exchanges as sources of competitively priced “high deductible h...

This one (1) hour CE course provides the licensed employee benefits advisor with an overview of Health Reimbursement Arrangements (HRA) and specifically of “Group HRA” programs. It discusses the history of HRAs and the recent changes to HRAs that are now approved by the IRS. It then looks at some case studies of HRAs for small and large employers and describes the current market for high deductibl...

This course examines contemporary methods of self-funded group health benefits. This includes an update of how the Affordable Care Act (ACA) impacted self-funded health plans and a look at the three components of a self-funded plan: Stop Loss Insurance, Third Party Administration and Incurred/Paid Claims. We describe the various self-funding options available to small, mid-sized and large employer...

This one (1) hour CE course provides an update on the latest benefit compliance issues related to employers and the Affordable Care Act. It will cover the continuing definition of an Applicable Large Employer, Minimum Value Coverage standard and Affordability of the coverage as it pertains to the Employer “Shared Responsibility” Mandate of the ACA. It will address any changes made to the above pro...

This one (1) hour CE course provides the licensed employee benefits advisor with an overview of how group health benefit captives work and why they are growing in popularity with less-than-large employers. The course will provide general information about how a benefit captive works and compare some of the differences between the current captive market today. The course will also lay-out the role...

This 2 hr. CE course is approved in California. It covers a variety of issues specifically on the various alternative funding options including Group HRA, Level-Funding, Self-Funding, Stop Loss and Benefit Captive programs.  It looks at the product availability by market (small, mid-sized and large group) and the role of the advisor in helping the employers evaluate their risk and benefit in...

Join Dickerson along with our carrier partners as we discuss Q4 updates including: statewide rate adjustments for all regions; broker bonuses; SEP; Q4 promos; medical groups removed or added; ancillary benefits; best plans to sell in each region; when are Q4 renewals available, and more! Each carrier will be given 15 minutes to present.  Introduction 9:30-9:35 AM • Aetna – 9:35-9:50 AM • Anth...

This one (1) hour CE course provides an overview of how employers are reducing their health benefit spend through a variety of funding and contracting arrangements including Preferred Provider, Reference Based Pricing and provider capitation. Several case studies will be reviewed showing the results and comparison of these alternatives for both large and smaller employers who have adopted an alter...

Learn how to easily create your plan, schedule tasks, and utilize the tools provided by Dickerson and Berwick for a successful AEP!

MedicareCENTER delivers multiple powerful quoting and enrollment tools - all under a single sign-on system! Learn how using this tool can maximize your potential and take care of those new CMS requirements!

In this webinar you'll learn how to use FREE, generic Medicare marketing materials available To Dickerson agents to generate leads And sales

Find out how Medicare works, what are the Enrollment Periods, and other Key Pieces of Knowledge about Medicare that will help YOU help your prospects!

How will new rules affect you and your business? In this presentation we will: • Address Concerns: Berwick's Compliance Team is here to answer questions and provide guidance. • Provide Solutions: Call recording devices and systems are in the works and will be ready for use. • Ensure Compliant Marketing: Proper usage of new disclaimers and definitions; review your ads, etc.