March 18, 2020

Sponsors







Aflac
Ameritas
Anthem
Berson-Sokol Agency
The Dental Care Plus Group
The HSA Authority
Humana Specialty Benefits
J.L. Thomas
May Insurance
Medical Mutual
PrimePay
Skyway Health Solutions
True Rx

10777 Northfield Rd
Northfield, OH 44067

 
Cost to Attend:
$80 Members (NEOHUA and OAHU)
$125 Non-Members
 
All attendees must be age 21 or older
Free Valet Service
 

Agenda:
7:30 AM - Registration, Continental Breakfast and Visit Exhibitors
8:30 AM to 8:45 AM - Welcome and Announcements
8:45 AM to 9:45 AM - 1 Hour CE Program by Amanda Brewton
9:45 AM to 10:00 AM - Break
10:00 AM to 11:30 AM - 
Ethical Dilemmas and the Life / Health Insurance Industry (3 Hours of Ethics CE)

Presented by Richard M Muccio, RMM Financial Services, Inc.
A study of ethics and the law as it relates to the life/health insurance industry along with an exploration of the ethical dilemmas confronting the life/health insurance industry with examples of agents, clients, and companies that have made the wrong decision.
11:30 AM to 1:00 PM - Lunch, Visit Exhibitors
1:00 PM to 2:30 PM - Second Half of Ethical Dilemmas and the Life / Health Insurance Industry
2:30 PM to 2:45 PM - Break, Last Chance for Raffle Tickets
2:45 PM to 3:45 PM - 
COBRA:  5 Most common Issues (1 Hour CE)
Presented by Steve Jackson, PrimePay
We will discuss how to count employees correctly to determine if your client must comply with COBRA.  We will review five plans that are subject to COBRA which you may not have considered, different COBRA triggers that can be tricky, the most often missed COBRA notice, and the number one DOL request that is most commonly missed.
3:45 PM to 4:00 PM - Raffle Drawings, Adjourn

If you are interested in donating an item for our Chinese Raffle, please email [email protected] Or click here for a donation form
All proceeds from the Raffle will go to Habitat for Humanity

To cancel your reservation and receive a refund, requests must be received in writing via email ([email protected]) by March 11.