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March 2017 FAHU Newsletter

President's Message from Ken Stevenson

Much like FAHU’s Day on the Hill this year, the NAHU Capital Conference provided members with a few firsts. It was the first time there were over 1,000 attendees. And it was the first time I could remember that NAHU provided a specific game plan rather than simply asking for support on certain pieces of legislation. Janet Trautwein and the Legislative Council came up with a concrete and specific plan on how to stabilize the individual health insurance market. This was something members have wanted for a long time. And as a member of the Legislative council, I was proud to be a part of it!

The day after NAHU formally announced its plan at Capital Conference, The Trump Administration announced proposed market reforms that were remarkably similar to those put forth by NAHU. So if you are wondering who the new administration is listening to, I think they answered that question.

In addition, Janet Trautwein testified before Congress on February 1^st. If you haven’t listened to her speech, I encourage you to do so on the NAHU website (click here for direct link). Her testimony not only laid the groundwork for stabilizing the individual market, but talked about the importance of doing things in the right order. Yes, there is much work to be done. Yes, the cost of health care is the major problem. But unless we get the individual market stabilized, we may never get a chance to fix the other problems. It’s that serious. So we must do things in proper sequence.

Now that our two major legislative events are over and the business of 4^th and 1^st quarter are done, I’m planning on visiting all the chapters. March takes me to Dade, Broward and Central. I’m anxious to see what you are all up to. In addition, April 7^th is our Leadership Training in the Orlando area. We need all future leaders there so we can help you prepare for your duties as chapter or state leaders. The FAHU board will meet in the morning and training will take place right after lunch. Email us if you're interested in more information about attending.

What a great time to be a member! Your voice matters now more than ever.

Ken Stevenson

FAHU President

Membership Report
By Randy Bartlein, Membership Chair

Congratulations to the Central Florida, Miami-Dade and Jacksonville chapters who all showed an increase in January and special kudos go out to the Gulf Coast chapter for ranking #1 in the nation in retention for small local chapters with 91.18% for the past 12 months!

CHAPTERS	MONTH START 1/1/17	NEW THIS MONTH	LAPSED January	MONTH END 1/31/17	# Mbrs 1 Year Ago	LAPSED In Last 12 Months	RETENTION Rate	GAIN Contest Rank
BROWARD	85	0	3	83	101	23	77.23%	22
CAPITAL	32	0	0	32	40	10	75.00%	39
CENTRAL	170	6	4	172	177	31	82.49%	9
DADE	55	1	0	56	58	12	79.31%	19
GULFCOAST	66	0	0	65	68	6	91.18%	34
JACKSONVIL	74	2	1	76	103	34	66.99%	39
PALMCOAST	87	1	0	85	93	20	78.49%	30
SOUTHWEST	48	2	4	48	53	9	83.02%	3
TAMPABAY	149	1	4	146	161	37	77.02%	19
FAHU	768	13	16	765	857	183	78.65%	7

Let’s keep the momentum going and make FAHU great again!

Education Report – Michael Teller

Thank you to all who have been giving and attending our FAHU school CE’s. You’re doing a great job! Some Good Stuff to Know About Giving or Attending Insurance CE Courses:
The State DFS continues to randomly audit CE courses. If a state auditor shows up to your CE course, don’t panic; just give your course as usual. It’s always good to follow these basic state CE guidelines:
1. Make sure you give the same course number filed for that day and time and please give your course on the date and time filed.
2. Follow the approved course outline.
3. If using a PowerPoint (or similar) presentation make sure it follows the outline approved by the state for the course.
4. Handouts can only be the approved CE outline or other DFS approved CE materials.
5. If the PPT was not submitted to and approved by the state, do not give it to the attendees as a handout. **CE’s filed through the FAHU school do not have their PPT’s submitted for state approval. We only submit the outline.
6. Non CE approved materials should not be provided to attendees during the CE.
7. Marketing and advertising materials should not be handed out or placed on chairs or tables.
8. Do your best to start the CE on time.
9. All attendees must sign in before the CE starts. If an attendee is not licensed or interested in receiving CE credit hours, they still must sign in.
10. If the attendee signing in is not known to the school official (instructor, sign-in person), then an ID must be checked.
11. The doors must close when the CE starts. Late arrivals do not receive credit. Partial credit is not given.
12. Attendees must stay for the full class to receive credit.
13. Attendees must remain in the classroom during the CE.
14. An hour of CE time is 50 minutes plus a 10 minute break. (2 hr CE = 50 min class, 10 min break + 50 min class, 10 min break).
15. Meals should not be served during class time.
16. Relax and try to have some fun with the info.
Questions or concerns? Would love to hear from you. My contact info: Michael Teller, FAHU Education Chair 561-272-0720 mteller@avaplans.com

FAHU Symposium Report, Marilyn Stenger

The FAHU Symposium will take place, this year on Sept 24-27, 2017 at PGA National Golf And Spa in Palm Beach Gardens, FL. We are in the early planning stages of this event and are confident you will want to be there. This is a very exciting time for our Association as we have the opportunity to influence the forming of the new insurance laws. Please plan to be with us.

Special Pre-Registration rate of $199 is available now through the end of the month. Click here to complete your form and save!!

Click here for the Sponsor Brochure

CHAPTER SPOTLIGHT – Broward County AHU
Devin Furlong, President

The Broward Association of Health Underwriters is excited to keep the momentum going from the success we have had the past two years. As the 2015 & 2016 NAHU Chapter with the most New Members and 2016 NAHU Chapter with the highest percentage growth, we have set the bar high. To continue driving value to our members, the BAHU board has put our focus on providing relevant education and networking opportunities at our events.

The year started off with our BAHU Carrier Expo where our members had the opportunity to speak directly with each carrier representative in preparation for renewal season. The next monthly meetings followed with topics like HSA Rules & Regulations, DOL, ACA, FLSA Compliance Updates, Group or Individual LTD Policy?, and Understanding Effective Plan Management. By leveraging speakers like a former Deputy Associate Chief Counsel for Employee Benefits at the IRS, an ERISA disability attorney and having relevant CE courses we’ve been able to drive consistent attendance and non-member guests to our meetings.

For the second time in 8 years, health insurance will undergo change. To help our members and their clients stay informed, BAHU sent representatives to FAHU Day on the Hill in Tallahassee and NAHU Capitol Conference in Washington D.C. This year these events are especially important as with change comes the need for timely and factual information. To keep our members informed we are excited to have NAHU CEO, Janet Trautwein speaking for the third year in a row at the BAHU Annual Expo (April 13th). With Janet’s involvement in D.C. and her recent testimony before the Senate on market stability and options for ACA repeal and replacement; we are looking forward to her Washington update at this year’s expo. BAHU is also fortunate to have NAHU’s President Jim Stenger speak at the expo on the value NAHU brings to our membership and community. With so many changes in our industry and so many NAHU events happening in Florida this year, The Broward Association of Health Underwriters looks forward to providing continued value and resources to our members.

2017 Annual CFAHU & NAIFA Central Florida Charity Golf Tournament
A portion of proceeds will benefit The Russell Home
Friday, April 28
11:30 AM Registration & Lunch, 1 PM Shotgun start at
Deer Run Country Club in Casselberry
Sponsors, Golfers and Prizes Needed!
Registration and Sponsor Form

We are excited to announce the first annual memorial golf tournament in memory of my late mother, Deanne Carol Keim. The tournament will take place at Gulf Harbour Yacht & Country Club on Saturday, May 13th @ 1:30pm. It will be a scramble format with a shotgun start. Anyone is welcome to play in the tournament so please let your friends and family know about the cause.

My mother passed away from pancreatic cancer in January of 2016. It is my goal to raise as much money as we possibly can to contribute towards pancreatic cancer research. According to the American Cancer Society, for all stages of pancreatic cancer combined, the one-year relative survival rate is 20%, and the five-year rate is 7%. Every dollar will make a significant difference towards future research to help increase the chances of survival. All donations will go to the Lustgarten Foundation. The Lustgarten Foundation is a not-for-profit organization created in 1998 to advance the science related to the diagnosis, treatment, cure and prevention of pancreatic cancer. 100% of every donation they receive goes directly to pancreatic cancer research.

Please contact John Keim @ 239-229-6375 if you are interested in helping towards the cause. Each hole sponsor will have their company logo on one of the tee boxes.

Tickets will be $100 per person. This includes a round of golf, goodie bag, and dinner at Doc Fords. You can also mail a check to Randy Keim @ 11321 Longwater Chase Ct, Fort Myers, FL 33908. Please include name of golfer(s) with check.

For tickets please visit EventBrite at: https://www.eventbrite.com/myevent?eid=32154597266

Palm Coast AHU

3/1, 11:3-3:30 PM, Capitol Conference Recap, 2 HR CE, “Large Employer Group Health: The Mystery of the Blank Slate,” Instructor: Stuart Slonin, Holiday Inn Palm Beach Airport, 1301 Belvedere Road, West Palm Beach

Miami-Dade AHU

3/8, 11:30 AM, “Legislative Updates from Day on the Hill and Capital Conference That May Impact Your Business and Clients,” Guest Speaker: Ken Stevenson, FAHU President, 94^th Aero Squadron Restaurant, 1395 NW 57^th Avenue, Miami

Tampa Bay AHU

3/9, 11:30-1 PM, Capital Conference Attendee’s Panel Discussion, Grand Hyatt Tampa Bay, 2900 Bayport Drive, Tampa.

Broward Area AHU

3/9, 11-2:30 PM, 2 HR CE, “Taxes and Penalties and Fines, Oh My!” Instructor: Susan Luskin. Ft. Lauderdale Country Club, 415 E. Country Club Circle, Ft. Lauderdale.

Southwest Florida AHU

3/10, 8:30-10:30 AM, NEED INFO, 1 HR CE NEED NFO, Hilton Garden Inn, 12600 University Drive, Ft. Myers.

Gulf Coast AHU

3/14, 11:30-2 PM, 1 HR CE, “Life Insurance & Taxation” Instructor: Dean Burri, Gecko’s Restaurant, 5585 Palmer Crossing Circle, Sarasota.

Capital Area AHU

3/16, 11:30 AM, Panel Discussion on Medical Marijuana, Aloft Hotel, 200 N Monroe Street, Tallahassee.

Central Florida AHU

3/21, 11:30-1:00 PM, “Legislative Updates from Day on the Hill & Capital Conference That May Impact Your Business & Clients,” Guest Speaker: Ken Stevenson, FAHU President, Hilton Orlando/ Altamonte Springs, 350 S. Northlake Blvd, Altamonte Springs. Contact info@cfahu.org.

Jacksonville AHU

No March Meeting

NAHU National Convention

Our NAHU National Convention is coming to Orlando on June 25-28, 2017! Come join your friends and make new acquaintances during this exciting event at The Renaissance Orlando at SeaWorld. Please mark your calendars and plan to be with us.

The Gulf Coast AHU had an interesting Senior Symposium Panel presentation in February with presenters from: ITN Senior Suncoast Transportation; Downsizelology LLC, Elder Law & Estate Planning, Medicare and Adult Day Care.

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