Need to Know Updates for CA Brokers

Anticipating the Future: Legislative and Compliance Matters to Monitor

 By Misty Baker 

As we move into the last quarter of 2023, it’s important for brokers to remain vigilant about upcoming developments. Your clients rely on your expertise and guidance to navigate important deadlines and understand their responsibilities when it comes to changing laws and legal rulings. Three significant deadlines and issues your clients need to know about are Medicaid Unwinding, Gag Clause Attestations, and the ruling on Preventative Care. 

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Sutter is one of at least a dozen major health systems, including UPMC, Houston Methodist, the Mayo Clinic, the Cleveland Clinic, and OSF Healthcare, that want to develop new technologies and ideas from within, with the goal of using their networks of hospitals and care sites to test and validate—and potentially market—those products. 

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The Art of Closing the Deal: for Independent Insurance Agents

What you need to know

By Joanne Nelson

If you’ve ever found yourself scratching your head over how to seal the deal and close those Medicare plans, you’re not alone. In this fast-paced world of insurance, it’s crucial to master the art of deal closure.

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Long Term Care Update 

  • The Kaiser Family Foundation (KFF) has been pushing an article series that has been getting publicity recently. Many people are talking about the version that got picked up in the NY Times. I was asked for quotes in response to the NY Times article and they are listed below. 
  • For 2024 we plan to have a series of short videos from our partners.  The videos will cover practical tips life and health insurance professionals can use to further their work as a trusttted advisor for their clients.   

Many Health brokers are dealing with MediCal changes Impacting their clients, both individual and group.  Now the impact will be felt in the long term care marketplace. 

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Covered California Small Business a partnership that pays  


CCSB is relaunching its Partnership That Pays bonus program. Now you can earn even more by offering your clients California’s most comprehensive access to healthcare. 
Click below to learn more about how CCSB can help build your business! 

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Health insurance professionals with Inland Empire residents looking for health insurance through Covered California will see a trusted name on the list — Inland Empire Health Plan (IEHP).  

The Rancho Cucamonga-based not-for-profit health organization will be among the list of options on the exchange for those seeking coverage in 2024. IEHP will offer four levels of coverage to consumers — including the lowest-cost silver plan option in Region 17 — when open enrollment begins Nov. 1 and continues through Jan. 31, 2024. 

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November 2023   

  • Nov. 30 @11:30 AM – 12:30 PM- What Advisors Should Know About Wellness Programs-Register  

NOTE: Dickerson offers variety of ongoing CE credit courses, found @  

December 2023   

  • Dec. 07 @11:30 AM – 12:30 PM, 1 Hr. CE Credit – Presented by Dave Fear Sr., What Advisors Should Know About Telemedicine & Virtual Care Benefits, Register 
  • Dec 7 @ 11:30 am – 1:30 pm PST, WIFS – Los Angeles Chapter “Tax Changes-This Year and Next” Register: Janet Fishman (213) 359-0389, 
  • Dec. 12 @ 5:00 PM to 7:45 PM, Newport Beach Parade of Lights Harbor Cruise Balboa Pavilion, 400 Main St, Newport Beach, CA 92661, Register,   

**On-site or walk-in reservations will not be ACCEPTED**  

  • Dec 14 @5:00-7:00PM, WIFS-Los Angeles and NAIFA-Los Angeles, Celebrate 2023 & Welcome 2024 Holiday Happy Hour, Register 
  • Dec 14 @4:00 PM – 7:00 PM, “CAHIP GG Save the Date! Holiday party, Save The Date! 
  • Dec 15 @5:00 PM to 8:00 PM, “CAHIP-LA Annual Holiday Party, TBD, Save The Date!   


  • Jan. 22 , CAHIP Innovation Expo @Sheraton Universal, LA.   Register: 
  • March 25-27, Ellevate Women’s Leadership Summit 2024 @ JW Marriott Las Vegas. Register 
  • May 6-8, CAHIP Capital Summit @ Kimpton Sawyer Hotel, Sacramento, Register 
  • June 23-26, Society for Human Resources Management SHRM24 Annual Conference and Expo @ Chicago, Register