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PRISM - Stop, Do Not Quote Health Net

Health Net Is Exiting the California Group Market
Health Net will no longer offer small or large group coverage in CA. In-force groups terminate February 28, 2027. Your Claremont team is ready to help find alternatives. Call 800.696.4543 or email quotes@claremontcompanies.com.

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CAHIP-SD: Empower Your Clients: Tax Strategies Every Broker Must Know

CAHIP-SD: Empower Your Clients: Tax Strategies Every Broker Must Know

Date: February 13, 2025
Time: 11:30 am to 1:30 pm PST
Place: Courtyard by Marriott Mission Valley, 595 Hotel Circle S, San Diego 92108
Cost: $35 Members, $60 Non-Members

The tax landscape is evolving, and staying ahead is essential for your clients and your business. That’s why CAHIP-SD is excited to invite you to an exclusive in-person event, featuring Betty Kim, partner at Encore Partners LLP. Join them for a valuable session designed specifically for local health insurance brokers. Betty will share key insights and actionable strategies to help you confidently navigate upcoming tax changes.

What You’ll Learn:

  • Expiring Tax Provisions under the TCJA: What’s changing and how it impacts individuals and businesses.
  • Anticipated Tax Policy Changes: Insight into potential reforms under the new administration.
  • Tax Planning for 2025 and Beyond: Practical strategies to prepare for and adapt to evolving tax policies.
  • Q&A Session: Address your specific questions and gain tailored insights.

Don’t miss this opportunity to learn how these changes could impact your clients and position yourself as a trusted advisor during these pivotal shifts.

To learn more contact Gail James Clarke at 858.860.6269 or admin@cahipsd.org. Register now!

Register Now

 

 

 

In our library, you’ll find carrier forms, applications, enrollment kits, broker bonuses, marketing resources, and more (video tutorial). However, not all carrier forms are available online.

If you don’t find what you are looking for, contact our team for help at 800.696.4543 or materialsrequest@claremontcompanies.com.