Dickerson Insurance Services

Driving with Dickerson Insurance Services

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Autor

Dickerson Insurance Services

Kategoria

Business

Strona podcastu

thebrokersga.com

Ostatni odcinek

8 wrz 2023

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Odcinki

Essentials for New Small Group Insurance Agents – 1 Hr. CE 20.06.2022

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 foothold on th...

Broker Compensation: Past, Present and Future - 1 Hr. CE 03.06.2022

Join Dickerson's Dave Fear for this 1 Hr. CE course focusing on broker compensation in the employee benefits market. It first reviews historical data on broker compensation, comparing 1980 to current. It then reviews survey data on broker compensation provided by the Kaiser Family Foundation health insurance survey for 2021. It then reviews the new requirements of the Consolidated Appropriations A...

Dave's Corner: 1 Hr. CE – An Update on Legislative and Regulatory Matters 23.05.2022

This one (1) hour CE course provides the employee benefits advisor with an update on the contemporary issues in both Washington, DC and Sacramento, CA as legislators have introduced new measures that will impact advisors and their clients including proposed changes to the Affordable Care Act and Medicare. Additionally, a brief overview of proposed regulatory changes will be discussed as well as pe...

Dave's Corner: 1 Hr. CE – Working with Self-Funded Groups: What Advisors Should Know 09.05.2022

This one (1) hour CE course provides the licensed employee benefits advisor with a concise explanation of how to work with self-funded groups. It provides an in-depth explanation of self-funded arrangements including stop-loss insurance, administrative services and claims management strategies. The course will outline clearly what the role of the advisor is in working with a self-funded employer g...

Dave's Corner 1 Hr. CE – Health Reimbursement Arrangements - What Advisors Should Know 21.04.2022

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...

Dave's Corner: 1 Hr. CE – Level-Funded Health Plans – What Advisors Should Know 07.04.2022

This one (1) hour CE course provides the licensed employee benefits advisor with a concise explanation of how to evaluate the risk and benefit of a level-funded health plan compared to both fully insured and self-funded plans. It provides an in-depth explanation of level-funded arrangements including stop-loss insurance, administrative services, and claims management strategies. The course will ou...

Dickerson Level-Funded Carrier Roundtable 01.04.2022

Join Dickerson for an overview of level funding including brief presentations from our carrier partners including Aetna Funding Advantage; Anthem Balanced Funding; Cigna Level-Funding; Trustmark Level-Funding and United Healthcare All Savers. The discussions will focus on product availability, key benefit features, plan designs, stop-loss coverage, costs, underwriting, and more.

Add VSP to Every Proposal and "See" Your Numbers Grow! 01.04.2022

Clients have the ability to change plans throughout the year and they are looking for more subsidies. This is a great opportunity to add vision to your conversation. VSP discovered that about 30% of clients who were simply shown a vision plan with the proposal, enrolled for it. The numbers grew when a conversation was had with the clients. Learn more from VSP about their products and pricing, thei...

Enroll clients all year-round with Universal Health Share 01.04.2022

Did your client miss the open enrollment deadline and they need coverage immediately? Universal Health Share is a plan that can help. With sharing programs, members choose to help each other without using insurance. Learn more about what this program is, the broker portal, and how to enroll your clients.

1 Hr. CE Credit – Telemedicine and Virtual Care Benefits 01.04.2022

The course will cover Telemedicine and Virtual Care benefits in healthcare plan designs of the future and is being cosponsored by the Desert Cities AHU. (Course #385509)

Spirit Dental and Direct Benefits: A Winning Combination 01.04.2022

Dickerson insurance services and Direct Benefits are teaming up to offer you the best dental options for your clients. Join us as we discuss the benefits of offering Spirit Dental and working with Dickerson and Direct Benefits as your strategic partners to grow your business.

Sell Life Insurance From Your Home with Back 9 01.04.2022

Respond to the Rising Number Of Life Insurance Quotes Join us to learn how to get set up and sell life insurance on your website in under 10 minutes, and get people to enroll online within 5. Topics: The Client experience The BOSS Quote 50+ products from 5 different insurance carriers Online application submission How to get started with a few clicks of a button

Get Your Finances on Track with PlanSmart Retirewise® Workshop Series - Making the Most of What You Have (Part 4) 01.04.2022

From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn. Each Retirewise session has different topics that build on each other. With Retirewise®, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you. Join your colleagues for the complimentary Retirewise wo...

Get Your Finances on Track with PlanSmart Retirewise® Workshop Series - Establishing Your Retirement Income Stream (Part 3) 01.04.2022

From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn. Each Retirewise session has different topics that build on each other. With Retirewise®, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you. Join your colleagues for the complimentary Retirewise wo...

Get Your Finances on Track with PlanSmart Retirewise® Workshop Series - Creating & Managing Wealth (Part 2) 01.04.2022

From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn. Each Retirewise session has different topics that build on each other. With Retirewise®, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you. Join your colleagues for the complimentary Retirewise wo...

Get Your Finances on Track with PlanSmart Retirewise® Workshop Series - Building the Foundation (Part 1) 01.04.2022

From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn. Each Retirewise session has different topics that build on each other. With Retirewise®, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you. Join your colleagues for the complimentary Retirewise wo...

Alternative Funding 2022 With Dickerson Insurance Services. 31.03.2022

Join Dickerson's Alternative Funding Expert, Dave Fear Sr. for this webinar on Alternative Funding Focus in 2022. 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 come up with a firm proposal. We can't wait to show you the value we bring to the table whe...

Meet Our Newest Level-Funding Partner: United Healthcare 31.03.2022

Dickerson Insurance Services is pleased to announce our newest level-funding partner, United Healthcare. c including: • Available in California for groups with 10 to 100 employees • Features semi-custom plan designs using a United Healthcare provider network • Opportunity for a claim surplus refund along with wellness incentives • Competitive broker compensation • And more!

Alternative Funding 2022 With Dickerson Insurance Services. 04.02.2022

Join Dickerson's Alternative Funding Expert, Dave Fear Sr. for this webinar on Alternative Funding Focus in 2022. 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 table wh...

Meet Our Newest Level-Funding Partner: United Healthcare 13.01.2022

Dickerson Insurance Services is pleased to announce our newest level-funding partner, United Healthcare. c including: • Available in California for groups with 10 to 100 employees • Features semi-custom plan designs using a United Healthcare provider network • Opportunity for a claim surplus refund along with wellness incentives • Competitive broker compensation • And more!

Dave's Corner On the Go: An Update on ACA Benefit Compliance Issues for Employers 17.12.2021

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...

Dave's Corner on the Go: Health Care Cost Management for Employers 03.12.2021

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...

Dave's Corner on the Go: Working with Exchanges - What Advisors Should Know 18.11.2021

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...

COVID mandates, the No Surprises Act, the Transparency in Coverage Act, Insurance Broker Compensation Disclosure, and more! 12.11.2021

Join Dickerson and HR Service Inc. for this informative one hour webinar to learn about important changes and laws taking effect on January 1, 2022 including: • No Surprises Act • The Transparency in Coverage Act • Insurance Broker Compensation Act

Dave's Corner on the Go: The Future of Health Reimbursement Arrangements 05.11.2021

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...

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