Just had a very interesting telephone convo where we learned that there are a few people in the industry who don’t understand what California Broker is or who publishes the magazine. (Veterans — you can skip this.) California Broker is an independent magazine published by McGee Publishers, a family-owned company. The weekly Insurance Insider newsletter is a supplement to the magazine. Our publisher is Ric Madden. We’re not associated with any professional organization, but we enthusiastically support their efforts and gladly serve as a megaphone to announce important happenings. In fact, for more than 35 years Cal Broker has covered the news and events that impact the state’s life and health insurance, employee benefits and financial planning industries. Our business model has always been the traditional one — advertisers who believe in an informed, educated and enlightened professional community support us. If you’re interested in supporting Cal Broker’s efforts as an advertiser, please reach out to Devon Hunter (firstname.lastname@example.org). If you have story ideas or news, please email email@example.com. Namaste, folks!
We have a gift for you! Discount on PERKS LA – The Employee Experience Expo
California Broker has a treat for you. PERKS LA- The Employee Experience Expo is Sept. 11, Magic Box @ The Reef, Los Angeles, 9 a.m. to 5 p.m. This event promises a huge selection of perks, services, amenities and benefits for your clients, prospects and their employees. Plus VIP workshops, giveaways, free food, drink samples and more. And if you use code CALBROKER you’ll get 20% off registration. More info at Perkscon.com. Register here.
First Stop Health Publishes Guide to Help Employers Navigate Telemedicine
First Stop Health has released the Buyer’s Guide to Telemedicine. The guide provides guidance for finding high return on investment virtual care that delivers savings, as well as tips to help employers choose the best possible telemedicine solution for their company.
The e Buyer’s Guide to Telemedicine includes:
● Top Reasons to Provide a Telemedicine Benefit to Employees
● Five Key Criteria for Buying a Telemedicine Solution
● Tips to Secure Internal Buy-In
● Checklist for Choosing the Right Solution
Download the guide for free here.
ACLI President Rebuts Wall Street Journal Editorial, Urges Senate To Pass SECURE Act
“Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act. Only the wealthiest of Americans, less than 1 percent, use the ‘stretch IRA’ for estate planning. SECURE’s ‘stretch IRA’ provision shouldn’t derail a package to help millions of working Americans save for retirement. One provision of the SECURE Act will get more than 700,000 Americans who work for small businesses to save for retirement. The Senate should seize the historic opportunity at hand to pass this bill and confront America’s retirement savings challenges.”
Fewer Californians on Disability
KHN’s Phillip Reese reports that tens of thousands of Californians have come off disability and gone back to work, part of a national trend that reflects a surging U.S. economy, a shift toward less conventional work and tighter supervision of what qualifies a worker for disability benefits.
The number of adults in California collecting Social Security disability benefits fell by nearly 50,000, or 7%, from 2013 to 2017, with the biggest decline coming between 2016 and 2017, according to the latest federal statistics. The drop follows years of steep increases nationally and statewide as workers left the labor market amid a brutal recession and started drawing disability benefits.
Read the full story here.
LAAHU and VCAHU 5th Annual Medicare Summit– We’ll see you here!
August 20-21, Pickwick Gardens, Burbank
NAHU Region VIII Leadership Conference
August 25-26, The Queen Mary, Long Beach
Training and strategic planning for all local board positions, plus an opportunity to network with other leaders. Early bird pricing of $149 includes evening reception on 8/25 and a full day of conference on 8/26. Stay in a deluxe stateroom for only $129. Patrick Burns, NAHU Region VIII vp, will preside as ship captain. The event is hosted by LAAHU and OCAHU.
Association of Health Underwriters Senior Summit– We’ll see you here!
August 28-29, Pechanga Resort & Casino, Temecula
The Sixth Annual Senior Summit sponsored by the Inland Empire, Orange County and San Diego Associations of Health Underwriters is the largest AHU Medicare event in the country. Keynotes, breakout sessions, CE and much more. Early bird pricing in effect until Aug 1: $79 for members, $99 for nonmembers. Register here.
PERKS LA – The Employee Experience Expo- We’ll see you here!
September 11, Magic Box @ The Reef, Los Angeles
See the largest selection of perks, services, amenities and benefits for your clients, prospects and their employees. Plus VIP workshops and fitness, giveaways, free food and drink samples, happy hour and more for all ticket holders. Register at here with code CALBROKER (20% off!) and also check out sponsor/exhibiting details.
Leaders from across the insurance and financial services profession will come together at this high energy industry event to further the education, advancement and uplifting of African American insurance professionals. More info at www.naaia.org.
EXTRA: NAAIA Leadership summit sponsored by The Hartford is scheduled for Sept. 11 from 8:15 a.m.-2:15 p.m. at Atlanta Marriott Marquis Hotel. $150 for early bird, $175 otherwise. Breakfast and lunch included! Info for this event is also at www.naaia.org.
DCAHU 3rd Annual Medicare Summit
Sept 19, Villa Portofino Clubhouse, 4001 Via Portofino, Palm Desert
Scan Face to Face Level 3 Certification and much, much more! Here’s the full schedule for the Desert Cities Association of Health Underwriters Medicare Summit: Registration 8:30 a.m. – Continental Breakfast Provided
Course 9-11 a.m.
2 Medicare C.E.s & Vendor Lunch Meeting
“Understanding Social Security for the Medicare Agent”
Presented by Maggie Stedt
“Group Benefits vs. Medicare Benefits”
Presented by David Garcia from Warner Pacific
11a.m. to 2:30 p.m.
Aetna 2020 Benefits Overview Face to Face
Course 2:30-3:30 p.m.
Advance tickets are only $40.00 – all Inclusive. After September 16 tickets are $65. Register here.
Alliance of Comprehensive Planners 2019 Annual Conference
Nov. 12-15, Hyatt Regency Mission Bay, San Diego
The Alliance of Comprehensive Planners (ACP) is a community of tax-focused financial planners who provide planning strategies for clients on a fee-only retainer basis. Conference early bird registration rates (which expire Oct. 11, 2019) are in effect now. Participation is open to all interested financial professionals. Companies interested in sponsoring the ACP Annual Conference should contact Jill Colsch at firstname.lastname@example.org. The agenda is available here: https://2019.acplanners.org/home. More info here.
CAHU Women’s Leadership Conference
March 25-27, 2020, JW Marriott Resort&Spa, Las Vegas
Save the date! Get early bird pricing by registering by 8/31/19 and using code NAHU19. More info at www.cahu.org.