Upcoming Events

Learn the Secrets of Selling Long-Term Care and Individual Disability Policies
April 19, 2017
11:00 am - 1:30 pm
 
John Muir Health Outpatient Center
1450 Treat Blvd
Walnut Creek, CA 94597
 
Presented by Megan Fromm, LTCI Solutions
Megan Fromm headshot
 
This educational course provides an update for everything you need to know about long-term care insurance in 2017, including:

1. Current and proposed legislation
2. Enforcement of Estate Recovery in the country
3. The market for LTCi plans for small, medium and large group employers
4. Value of group LTCi to employers and employees
5. The role of employer education in offering a plan
6. Keys for successfully enrolling a plan
7. Employer product changes including updates on Unum, CAN, Genworth and more
8. Partnership plans and Tax Incentives
9. Types of LTCi products
10. The future of LTCi
11. Case Studies
12. Educating employees through technology

 

GSI is Easier, Smarter, Stickier: What Benefits Brokers Need to Know about Guarantee Standard Issue DI

Presented by Maxwell J. Schmitz, DI & LTC Insurance Services

Maxwell J. Schmitz headshot

In 30 minutes, Maxwell Schmitz, MSFS, will walk us through the key points of Guarantee Standard Issue (GSI) DI, including:

            • the key differences between Group LTD and GSI,

            • when GSI makes the most sense,

            • a profile of the ideal GSI case,

            • and how it's issued.

 

Maxwell Schmitz, VP of GSI Solutions at DI & LTC Insurance Services, joined the family agency full-time in 2009. He is a third-generation disability planning specialist and co-authored “The Questions and Answers on Disability Insurance Workbook." Max is the Past President of NAIFA Marin North Bay and has been a speaker at several industry and business events across California. He has his bachelor of arts from the University of California, Davis and a Master of Science in Financial Services through the American College.


Sales Symposium
May 18, 2017

Members and Affiliate Members (*Early Bird $55)
Non-Members $150 

Technology Sponsor

EaseCentral

Afternoon Break Sponsor
Landmark Healthplan

Register Here!
Registrations taken after that date or pay at the door price for Members Only is $75


MARCH MADNESS

Any new member (must not have been a member previously) who joins NAHU

March 14 - 28, 2017 will receive $50 off their National dues!!!

Join

 

CALENDAR     

2017

   
     
April    
12 Board Meeting/Strategic Planning Claremont, Concord
19 Tips for Selling More LTC to your Clients & Top Prospects/Long Term Disability John Muir, 1450 Treat Blvd, WC
     
May    
3 *Board Meeting (date changed from May 10th) Claremont, Concord
8 CAHU Board Meeting Sacramento
9,10 CAHU Capitol Summit Sacramento
18 Sales Symposium Crowne Plaza, Concord
     
June    
14 Board Meeting Claremont, Concord
21 TBD Lafayette Library
25,26,27,28 NAHU Convention Renaissance, Orlando, FL
     
July    
12 *Board Meeting (*Board Swearing-in Ceremony & Meeting) Claremont, Concord
     
August    
TBD Medicare Summit Walnut Creek
8 *Board Meeting (*date changed from Aug 9th) Claremont, Concord
10 CAHU Board Meeting Spokane
11 NAHU Region 8 Leadership Conference Spokane
     
September    
TBD Golf Tournament Oakhurst
11 CAHU Board Meeting Pala Casino
12,13 CAHU Healthcare Summit & Expo Pala Casino
13 Board Meeting Claremont, Concord
     
October    
11 Board Meeting Claremont, Concord
     
November    
8 Board Meeting Claremont, Concord
     
December    
TBD Holiday Celebration  
13 Board Meeting Claremont, Concord

 

 

About Us

The Golden Gate Association of Health Underwriters is an organization of insurance professionals committed to promoting ethical interests of the industry by acting as a resource for both employers and consumers, and by providing continuing education, legislative advocacy and consumer education.

Golden Gate Association of Health Underwriters