2019 NAAIA Leadership Awards Still Taking Nominations!

The National African American Insurance Association announced it has extended the deadline for nominations for the 2019 Leadership Awards to Friday, July 19. Gosh, it should would be nice if we had a few Californians represented! The available awards are as follows:
Lifetime Achievement Award –-Highest honor extended by NAAIA, the Lifetime Achievement Award is now in its 14th year. The award recognizes individuals who have demonstrated distinguished career success, sustained impact, influence and commitment to the advancement of the insurance industry and/or African Americans in the industry.(Click here for criteria, nominate here)
Corporate Leader Award — This award recognizes a senior African American leader who is in an executive level position for his/her influence and accomplishments in business and across the broader community. (Click here for criteria, nominate here)
Agent/Broker Leadership Excellence Award — This award recognizes an African American Insurance Agent or Broker who has demonstrated business success, significant and positive impact uponthe industry and the community served. He/she may have also demonstrated significant contributions to helping others to succeed and/or to enter and excel in their industry career.(Click here for criteria, nominate here)
Emerging Leader Award — This award recognizes an African American who has demonstrated significant professional achievements and high potential for continued success. The recipient is undeniably a rising star and recognized as such within their company, among their peers, and within the insurance industry.(Click Here for criteria, nominate here.)
The NAAIA National Elections & Nominations Committee will assess each submission to confirm eligibility. The National Board will then be presented with a list of candidates for each category with the final selection of each based upon a majority vote by the Board. The 2019 NAAIA Leadership Awards will be presented to recipients on Thursday, September 12, 2019, during the Annual Conference Awards & Recognition event. Again, the deadline to submit nominations has been extended to Friday, July 19th at 11:59 p.m. EDT.
Good luck!!


Who IS California Broker?

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 (devon@calbrokermag.com). If you have story ideas or news, please email editor@calbrokermag.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.

Medicare Looks to Acupuncture as Painkiller Alternative

It took a while for Medicare to jump on board because Cal Broker reported on this issue more than two years ago… but now The Associated Press says Medicare is exploring coverage of acupuncture as an alternative to potentially addictive painkillers for chronic low back pain. The CMS says it will cover the treatment only for seniors who are enrolled in approved clinical studies.


ACLI President Rebuts Wall Street Journal Editorial, Urges Senate To Pass SECURE Act

Susan Neely, president and CEO of the American Council of Life Insurers (ACLI), sent out the following statement about today’s Wall Street Journal editorial IRAs in Political Sights:  

“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

Join Los Angeles and Ventura County Health Underwriters to “Become a Medicare Icon.” Speakers, breakouts, CE and much more! Sponsorship and exhibit info here.  Register here.

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.

NAAIA National Conference & Empowerment Summit
Sept 11-13, Atlanta Marriott Marquis, Atlanta, GA

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 jill@acplanners.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.

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