Aflac Honors Carl Dickerson

Aflac held its inaugural Breakaway Awards event last week at Porsche Experience Center in Carson, California. Aflac honored L.A.’s own legendary insurance icon Carl Dickerson. Carl is pictured above center with Aflac’s Roby Kukerdo (left) and Dickerson’s Michael Wolff and Diana Miller. The event also celebrated the Aflac-Dickerson MGA partnership. While there were terrifying exhilarating Porsche rides to be had, there was also a little mindfulness. Cal Broker contributing editor Naama O. Pozniak opened the afternoon session with a meditation. In addition, Ease CEO David Reid spoke about the Ease-Dickerson-Aflac collab. Aflac handed out the following awards:

Fast Start Award –Michael Evans (Diana Miller)

  • 2 groups established in the last quarter from a new producer
  • $25k written in three weeks

Employer Activator Award- John Andreos (Mike Coscolluela)

  • Most employer paid policies established

Breakaway Award  –Shomer Insurance Services (Diana Miller)

Legacy Award  – Carl Dickerson

  • The Largest Multicultural Aflac MGA
  • 23 years of existing Aflac accounts within Dickerson book of business


But you want to see the cars, right?



CAHU Annual Convention Oct 3-5 Costa Mesa

The California Association of Health Underwriters announced it’s annual convention and symposium will be October 3-5 in Costa Mesa. Register here for early bird rates.

OC’s Monarch HealthCare Celebrates Big 2-5

Orange County’s Monarch Healthcare had reason to celebrate recently. The Southern Cal company turned 25! More than 300 physicians and associates joined Ray Chicoine, president of Monarch HealthCare, to recognize the company’s commitment and dedication to patient care.

TPA Nova 401(k) Selects MassMutual as Retirement Plan Recordkeeper

Nova 401(k) Associates, a third-party administrator looking to enhance its employees’ overall financial wellness, announced it has selected MassMutual as the recordkeeper for its $8.5 million 401(k) plan. The Houston, Texas-based TPA serves retirement plans nationwide and works with a wide range of retirement plan providers. Nova reportedly selected MassMutual because of its demonstrated retirement plan capabilities and MapMyFinances, a financial wellness platform and educational tool introduced earlier this year.

New Colonial Life Survey Says Human Advice Still Rules

While providing info through digital tools is critical, it looks like it’s not really the best way for employers to engage their workers, according to a new Colonial Life survey of 1,506 full-time U.S. employees. The survey found just 11% of employees name the Internet as the place they turn to learn about benefits at enrollment season each year. That number falls to just 10% of millennials and 7% of Generation Z workers. Meanwhile, 76% of all employees turn to humans – HR professionals, coworkers, family and friends– for benefits advice. The number of employees who turn to humans for benefits advice is even higher for millennials (83%) and members of Generation Z (91%).

Sutter Health | Aetna to Provide CVT EPOs

Sutter Health | Aetna announced it has entered into an agreement with California’s Valued Trust (CVT) to provide five Exclusive Provider Organization plans. All plans focus on delivering to the education community comprehensive coverage for care, an integrated member experience and easy-to-access options. Each plan will also include CVS Caremark prescription coverage. CVT is a statewide PPO Trust that represents more than 162,000 members with over 235 K-14 school districts, community colleges and county education offices throughout the state.


Nat Gen Offer Med Supp

National General announced it will now offer Medicare Supplement plans in California. Plans A, F, FHD, G and N are currently available. Streamlined writing with easy-to-use online tools; quick issuance with automated underwriting; hands on support; competitive commissions and incentives. For more information contact Kellie Bernell at (805) 341-7843 or

BCS Financial Launches EssentialCare Accident and Critical Illness Products

BCS Financial, a national insurance organization owned by all 36 Blue Cross Blue Shield Plans, announced it has expanded its EssentialCare line of products to include Group Accident and Group Critical Illness policies. All products include:

·         Guaranteed issue, with no networks or coordination of benefits

·         Flexible plan design, enrollment and onboarding options

·         Broad set of benefits from which to choose

·         Fixed payments made directly to the member to spend as they choose

·         Best-in-class administration

·         A unique suite of caregiver and support service coverages in eligible states, such as wellness, dependent adult and child care, transportation, lodging, and more

Accident Indemnity

The EssentialCare Accident policy features up to 54 benefit types, including a Non-Professional Organized Sports benefit and Accidental Death and Dismemberment (AD&D) benefit built into the certificate. 24-hour and off-the-job coverage is available.

Critical Illness

The EssentialCare Critical Illness policy provides coverage for up to 35 of the most significant and frequent critical illnesses, plus eight childhood conditions. The product is a finalist for the Insurance Nexus “New Product of the Year Award”, thanks to its new-to-market mental health rider available to provide coverage for severe mental illness.


Hodges-Mace SVP of Sales, Ashley Ferguson, Recognized Among Top 20 Women in Benefits Advising for Leadership, Sales Performance and Mentoring

Congrats to Ashley Ferguson of Hodges-Mace.  Ferguson was recently named a 2019 Top 20 Woman in Benefits Advising.


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.

LISI Health Benefits & Tech Summit


August 29- Santa Clara
Sept 9- Irvine
Registration and info here.

PERKS LA – The Employee Experience Expo- We’ll see you here! Discount for CB readers!

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

CAHU Annual Conference & Symposium

Oct 3-5, Costa Mesa
Register here for early bird rates.

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 The agenda is available here: 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



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