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Why Choose Health Net?
✔ Lowest rates in the market – Affordable options without compromising quality.
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✔ Simplified underwriting – Only 25% participation required for groups with 5+ enrolling. No DE9C or prior carrier bill needed.
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Login To PrismDate: March 19, 2020
Time: 11:30 am to 1:30 pm
Place: Villa Portofino Clubhouse, 4001 Via Portofino, Palm Desert 92660
Cost: $33 Members, $55 Non-Members, $65 at The Door
CE: 1 Hour of Credit, Course #332951
Presented by Paul Robert, Manager of Compliance and Education, Word & Brown General Agency
This course focuses on the most-common compliance topics and pitfalls surrounding Account Based Plans, with a special focus on 2020’s new Individual Coverage HRAs (ICHRAs). The course looks at the “ins and outs” of Premium Only Plans (POPs), Health and Dependent Care Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Health Savings Accounts (HSAs). Also discussed – plan requirements, design options, advantages, eligibility, participation, HRA/HSA/FSA “stacking,” plan limitations, and more.
Paul Roberts is responsible for leading Word & Brown’s educational initiatives and the WB Compliance team in California and Nevada. Paul is a tenured veteran in the health insurance industry, carrying a long history of health insurance experience and an education in business management. He is passionate about education and keeping health insurance brokers and employers in-line with compliance. Paul can be found at many industry events across the nation delivering CE, HRCI and SHRM courses, educating himself, advocating for the role of the agent, and working directly with brokers and employers.
To learn more visit dcahu.org.