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Mar
21

ACA E-Filing and RxDC Reporting


The IRS will require electronic filing by employers that file 10 or more returns in a calendar year. That means employers with 10 or more 1095-C forms will no longer be able to file paper copies and must file electronically. The deadline to e-file is April 1. In addition, we are receiving multiple inquiries about RxDC reporting...

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ACA E-Filing and RxDC Reporting
Mar
13

7 Ways to Wow Your Clients: What sets top-tier agencies apart from the rest


How does your agency set itself apart from the rest? In this webinar, Steve Ogden, sales manager at AgencyBloc, explores 7 ways successful agencies create life-long client relationships through meaningful experiences. He discusses what clients expect today and how to continue surprising them with “wow” moments.

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7 Ways to Wow Your Clients: What sets top-tier agencies apart from the rest
Feb
21

Scalable and Streamlined HR Strategies

February 21, 2024 | HR Strategies – Employee Retention – Work Life Balance

Companies that treat their employees better, perform better. No matter their role, employees need to have a sense of meaning in their work. Understand what motivates your people and drives them to perform.

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Scalable and Streamlined HR Strategies
February 21, 2024 | HR Strategies – Employee Retention – Work Life Balance
Feb
01

ERISA 101

February 01, 2024 | Compliance Corner – Employer-Sponsored Plans – ERISA

ERISA was enacted to protect the interests of employee benefit plan participants and their beneficiaries. It sets minimum standards for plans and sets standards for providing information, fiduciary responsibility, procedures for handling benefits, and remedies for beneficiaries. A critical aspect of ERISA is its preemption clause. This means ERISA supersedes any state laws relating to employee benefit plans. NABIP strongly supports ERISA and opposes any attempts to circumvent or preempt it. However, we anticipate a host of bills at the state and federal levels in 2024 that would attempt to do just that...

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ERISA 101
February 01, 2024 | Compliance Corner – Employer-Sponsored Plans – ERISA
Jan
30

Challenges and Opportunities for the Independent Agency Owner

January 30, 2024 | Mergers and Acquisitions

In the complex world of insurance, you engage in a day-to-day battle to focus on growing your business, not just managing it. During this session, Brett Rosen, principal of Rosen Advisory, discusses the challenges that small agency owners encounter and explore solutions to overcome these obstacles.

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Challenges and Opportunities for the Independent Agency Owner
January 30, 2024 | Mergers and Acquisitions
Dec
14

Important Gag Clause Attestation Information (and Other End-of-2023/2024 Reminders)


Members of our Compliance Corner Committee have important information on gag clause attestations, particularly for those who work with self-insured clients. Barb Gerken, Jessica Waltman, and Devon Travis review new information about gag clause attestations. In addition to this, the team will also discuss new e-filing requirements for ACA reporting, benefits limits for 2024, and much more

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Important Gag Clause Attestation Information (and Other End-of-2023/2024 Reminders)
Nov
09

Current Workforce Crisis


With twice as many open jobs in the US as there are unemployed workers, recruiting and retaining top talent continues to be a challenge. Your clients may be faced with adding or expanding benefits beyond traditional employer-sponsored health insurance. Understand how your clients may combat the current workforce crisis by providing monetary, cultural, or benefit-driven solutions. Learn what’s trending in the benefits space to enhance your clients’ benefits portfolios.

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Current Workforce Crisis
Oct
26

Effects of the Inflation Reduction Act on Medicare Prescription Drug Quoting, 2023 AEP

October 26, 2023 | Medicare

Join members of the Medicare Advisory Group, Dawn McFarland and Chalen Jackson, for a better understanding of the impact of the prescription cost controls resulting from the Inflation Reduction Act. The group demonstrates live Part D quoting scenarios and answers attendee questions!

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Effects of the Inflation Reduction Act on Medicare Prescription Drug Quoting, 2023 AEP
October 26, 2023 | Medicare
Oct
25

Advancing Benefits Equity in the Workplace Starts With You


In today's dynamic employment landscape, the pursuit of health benefits equity has never been more crucial. While total rewards programs have made considerable strides, one pressing issue remains: disparities in who can and who can’t access – and afford – healthcare.

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Advancing Benefits Equity in the Workplace Starts With You
Oct
12

Empower Your Clients with Biosimilars Insights


Are you ready to take your expertise to the next level and become your clients' best advocate in the world of biosimilars?

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Empower Your Clients with Biosimilars Insights
Sep
26

Elevating Client Renewal Conversations with ICHRA


Get ready for the upcoming renewal season! In this webinar, Kyle Estep, vice president of policy and strategic partnerships at Take Command, navigates you through the process of seamlessly integrating ICHRA into your renewal discussions with clients.

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Elevating Client Renewal Conversations with ICHRA
Sep
21

Gag Clause Attestations (and ACA Affordability Percentage Update)


As you probably already know, gag clause attestations must be filed this year by December 31, 2023. Who must submit attestations? How does one submit attestations? Does the process vary between self-funded and fully-insured plans? What are some best practices when it comes to the gag clause?

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Gag Clause Attestations (and ACA Affordability Percentage Update)
Sep
20

National Medicare Moment: How to Do Business Successfully with the New CMS Ruling (Get the Scoop on the 2023 Final Rule)

September 20, 2023 | Medicare

NABIP staff and members of our Medicare Advisory Group present on a variety of topics you won’t want to miss – including a federal update on all things Medicare. Chris Hagerstrom, executive director of communication and training at Jack Schroeder and Associates, a national Medicare-focused FMO, provides an overview of the latest marketing requirements for this year’s AEP and best practices for handling the changes.

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National Medicare Moment: How to Do Business Successfully with the New CMS Ruling (Get the Scoop on the 2023 Final Rule)
September 20, 2023 | Medicare
Sep
06

Grow Your Agency - Grow Your Net Worth


Are your business moves helping enhance your agency valuation and net worth?

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Grow Your Agency - Grow Your Net Worth
Aug
31

Your Enrollment Season Roadmap: Best practices to increase sales, boost retention, and save your sanity


During the busiest time of the year, it can be near impossible to find the time to create efficiencies for yourself—that’s why preparation is key! In this webinar, Steve Ogden, sales manager at AgencyBloc, discusses best practices for enrollment season across the board: lead management, quoting & proposals, sales follow-up, client onboarding, productivity, and more.

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Your Enrollment Season Roadmap: Best practices to increase sales, boost retention, and save your sanity
Jul
20

Your Compliance ABCs - From Gag Clause Attestations to PCORI Fees

July 20, 2023 | Compliance Corner

Compliance Corner Committee members Deanna J. Sizemore and Ross Carmichael provide a broad overview of RxDC reporting, gag clause attestations and new FFM consent forms, and much more. Sponsored by NextAgency.

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Your Compliance ABCs - From Gag Clause Attestations to PCORI Fees
July 20, 2023 | Compliance Corner
Jul
13

Safeguard Your Benefits Budget from the Rising Costs of Insurance


Learn how reimbursing employees for health insurance with an individual coverage Health Reimbursement Arrangement (ICHRA) can lean on the stability and competition of the individual health insurance market to provide personalized benefits for employees and cost control for your clients.

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Safeguard Your Benefits Budget from the Rising Costs of Insurance
Jun
08

Modernizing Health Benefits for SMBs


Despite small and medium-sized businesses (SMBs) making up over 99% of businesses in the US, they’ve historically and disproportionately lacked access to affordable, high-quality health insurance options for their employees. As healthcare costs continue to rise, it is important for brokers to discover new ways to help their SMB clients save money and provide high-quality, effective, and convenient care to their employees.

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Modernizing Health Benefits for SMBs
May
18

An Overview of the Latest Medicare Marketing Rule

May 18, 2023 | Compliance Corner – Medicare

CMS released a final rule at the beginning of April that revises regulations governing Medicare Advantage and Medicare Part D, including marketing requirements that directly impact independent agents. This is the second major regulation on Medicare marketing practices that affect independent agents...

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An Overview of the Latest Medicare Marketing Rule
May 18, 2023 | Compliance Corner – Medicare
May
11

Work Smarter, Not Harder: Drive More Sales & Grow Your Book of Business With Automation


When you strategically use automation throughout your sales process, you get more done with less effort, leading to increased sales and growing your business! But what do you automate, and how?

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Work Smarter, Not Harder: Drive More Sales & Grow Your Book of Business With Automation
Apr
26

What to Look for in a Benefits Administration Solution


Today’s workplace presents new challenges to your clients. Remote employees, scheduling changes, high rates of turnover, and new compliance guidelines all add a layer of complexity to essential administrative tasks. Using technology to improve benefits decision-making can be crucial for a broker, especially ahead of a busy open enrollment season.

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What to Look for in a Benefits Administration Solution
Apr
20

End of the COVID-19 Emergency Periods: What You Need to Know

April 20, 2023 | Compliance Corner

There are several temporary health policies and flexibilities impacting Medicare, group and individual plans that were put into place during the pandemic. Do you know which ones are affected by the national emergency as opposed to the public health emergency? Do you know which flexibilities will expire when?

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End of the COVID-19 Emergency Periods: What You Need to Know
April 20, 2023 | Compliance Corner
Apr
13

ACA and Beyond Certification Primer

April 13, 2023 | ACA – Certifications

Are you considering purchasing the ACA and Beyond Certification and unsure if it is right for you? Now, you can try it before you buy it!

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ACA and Beyond Certification Primer
April 13, 2023 | ACA – Certifications
Mar
30

Why Do Clients Leave? Exploring the Main Reasons for Client Churn & How to Avoid Them


Your agency has worked hard throughout the enrollment season to gain new clients and take great care of current ones. To keep them in 2023, there are a few simple things you’ll want to ensure your team does!

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Why Do Clients Leave? Exploring the Main Reasons for Client Churn & How to Avoid Them
Mar
16

RxDC Reporting / End of the Public Health Emergency

March 16, 2023 | Compliance Corner

Under Section 204 of the Consolidated Appropriations Act of 2021 (CAA), employer-based health plans must submit certain information about prescription drugs and healthcare spending. This data submission is known as RxDC reporting. Additionally, we are just a couple of short months away from the official end of the public health emergency that was prompted by the pandemic...

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RxDC Reporting / End of the Public Health Emergency
March 16, 2023 | Compliance Corner
Feb
22

ICHRA: The Recession-proof Benefits your Clients Need for Recruitment and Retention


Are your clients worried about a recession or inflation? Are they battling labor shortages? Are they challenged with talent retention? They're in good company, as these are the top concerns of CEOs worldwide, according to a recent survey.

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ICHRA: The Recession-proof Benefits your Clients Need for Recruitment and Retention
Feb
01

Differentiate Yourself by Expanding Your Offerings (Omega ERC Referral Partner Program)

February 01, 2023 | Running Your Business

Strengthen your existing relationships by adding value and opening pathways to new opportunities by differentiating yourself from your competition. Discuss valuable talking points as a trusted advisor, other than health insurance!

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Differentiate Yourself by Expanding Your Offerings (Omega ERC Referral Partner Program)
February 01, 2023 | Running Your Business
Jan
26

ACA Reporting in 2023: Are You Ready?!

January 26, 2023 | Compliance Corner

From deadline extensions to the “family glitch” fix to the end of “good-faith” compliance standards, there are quite a few, new items you need to know about the ACA and the employer reporting process as we kick off the new year...

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ACA Reporting in 2023: Are You Ready?!
January 26, 2023 | Compliance Corner
Dec
13

How to Identify International Opportunities

December 13, 2022 | International Insurance

U.S. domestic healthcare plans may include some or limited international coverage, but is it as comprehensive as your clients may need? In this webinar, Jill Cappelli, Regional Sales Director for GeoBlue, will share common gaps in coverage when relying on a domestic plan internationally and how you can identify international opportunities to grow your business.

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How to Identify International Opportunities
December 13, 2022 | International Insurance
Nov
18

Consolidated Appropriations Act (CAA) Sec. 204 Prescription Drug Data Collection (RxDC)

November 18, 2022 | Compliance Corner

The deadline for the new prescription drug reporting requirements is December 27, 2022. Compliance Corner member Barb Gerken reviews the provisions under the Consolidated Appropriations Act of 2021 and the Prescription Drug and Health Care Spending Interim Final Rule.

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Consolidated Appropriations Act (CAA) Sec. 204 Prescription Drug Data Collection (RxDC)
November 18, 2022 | Compliance Corner
Nov
14

Not All PEOs Are Employee Benefits Broker Enemies!

November 14, 2022 | PEO

This one-hour webinar provides an overview of the PEO model that helps small to midsize businesses with various employment-centric solutions for companies having two or more employees in their business.

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Not All PEOs Are Employee Benefits Broker Enemies!
November 14, 2022 | PEO
Oct
20

An Overview of the Family Glitch Final Rule

October 20, 2022 | Compliance Corner

The Biden administration released a final rule this week aimed at fixing the ACA family glitch. Most of the rule goes into effect for the 2023 tax year, meaning family members who qualify can enroll in subsidized marketplace coverage during the upcoming open enrollment period. This webinar provides an overview of the final regulation and how employer and family coverage are determined from this point forward.

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An Overview of the Family Glitch Final Rule
October 20, 2022 | Compliance Corner
Oct
12

The Evolution of Reference-Based Pricing

October 12, 2022 | Running Your Business

As group health insurance costs continue to rise, employers, their plan members, and their benefits consultants are hungry for ways to control costs and maintain benefit offerings. Many consider one of the primary cost drivers to the rising cost of health insurance to be the cost of facility-based care. Employer-sponsored health plans pay on average 2 – 3 times what Medicare pays for the same service when accessed through traditional insurance networks, and the rate of inflation for facility-based healthcare has far outpaced any other good or service for 15+ years...

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The Evolution of Reference-Based Pricing
October 12, 2022 | Running Your Business
Oct
05

The Path: Justify Your Compensation, Elevate Your Authority and Win New, Larger Accounts

October 05, 2022 | Compensation Disclosure

NAHU hosted a webinar led by industry veteran and consultant Dan Meylan. He shared his tested and proven approach called “The Path” that empowers advisers to confidently and effectively disclose their compensation, deliver more value to their clients, and increase their revenue at the same time.

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The Path: Justify Your Compensation, Elevate Your Authority and Win New, Larger Accounts

October 05, 2022 | Compensation Disclosure
Sep
22

An Overview of the Medicare Marketing Rule

September 22, 2022 | Compliance Corner

At the beginning of May, CMS released a final rule on “CY 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs.” While this rule encompasses a variety of revisions to Medicare policies, including Part D benefit regulations, the most relevant (and troubling) portion of the rule concerns new requirements for “marketing” calls. The intention of this rule is to stop fraudulent or misleading actors – such as certain call centers – from manipulating Medicare beneficiaries. However, the rule’s overly broad scope also applies these new regulations to licensed agents and brokers. This webinar conveys everything we know so far about these requirements and how you can comply with them.

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An Overview of the Medicare Marketing Rule
September 22, 2022 | Compliance Corner
Aug
23

Justify Your Compensation, Elevate Your Authority, & Win New Larger Accounts

August 23, 2022 | Compensation Disclosure

NAHU hosted a special masterclass led by industry veteran and consultant Dan Meylan. He shared his tested and proven approach called “The Path” that empowers advisers to confidently and effectively disclose their compensation, deliver more value to their clients, and increase their revenue at the same time.

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Justify Your Compensation, Elevate Your Authority, & Win New Larger Accounts
August 23, 2022 | Compensation Disclosure
Aug
18

The Impacts of Dobbs v. Jackson Women’s Health Organization

August 18, 2022 | Compliance Corner

The Supreme Court of the United States released its 6-3 decision in Dobbs v. Jackson Women’s Health Organization to uphold Mississippi’s ban on abortion after 15 weeks of pregnancy and effectively overturning Roe v. Wade and Planned Parenthood v Casey’s previously established constitutional right to abortion access. This decision raises concerns on the impact to employer sponsored coverage as well as market impacts to states that may experience an increase in out-of-state patients seeking care within their borders...

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The Impacts of Dobbs v. Jackson Women’s Health Organization
August 18, 2022 | Compliance Corner
Aug
10

Save Time & Sell More this Open Enrollment Season with These Best Practices

August 10, 2022 | Open Enrollment – Technology

No matter what Open Enrollment season brings this year, there are things you can do to prepare yourself and your agency. In this webinar, Steve Ogden, sales manager at AgencyBloc, discussed best practices across the board: lead follow-up and sales best practices, automating prospect and client communication, preparing for Broker Compensation Disclosures, identifying cross-sell opportunities, and much more.

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Save Time & Sell More this Open Enrollment Season with These Best Practices
August 10, 2022 | Open Enrollment – Technology
Jul
27

The Jump Off with NAHU President Eugene Starks #17 (LIVE!)

July 27, 2022 | Membership

During his tenure as NAHU President, Eugene Starks – along with co-host and Chapter Leadership Development Chair Emma Fox – have interviewed some of the greatest leaders and innovators in our industry. Now that Eugene’s tenure as president has come to a close, it's time to end the presidential edition of the Jump Off podcast with a final, LIVE episode over video!

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The Jump Off with NAHU President Eugene Starks #17 (LIVE!)
July 27, 2022 | Membership
Jul
21

Litigation Happens! Learn From It and Prevent Compliance Errors

July 21, 2022 | Compliance Corner

Carla Adams, Director of Benefit Services at isolved, walks attendees through notable litigation related to ERISA, HIPAA, FMLA, and MEWA plans. She highlights what can be learned from these cases and how practice leaders can work with their clients to implement safeguards to prevent litigation.

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Litigation Happens! Learn From It and Prevent Compliance Errors
July 21, 2022 | Compliance Corner
Jun
16

What is Required by the CAA and Transparency in Coverage Regulations?

June 16, 2022 | Compliance Corner

In this webinar, compliance gurus Barbara Gerken and Carol Taylor review the CAA and TiC requirements that are relevant to you...

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What is Required by the CAA and Transparency in Coverage Regulations?
June 16, 2022 | Compliance Corner
Jun
08

Legal Challenges to the No Surprises Act and What is at Stake


The No Surprises Act has, amongst other things, prohibited out-of-network providers from balance billing patients in an emergency and other limited situations, and has placed the burden on health plans and providers to negotiate agreeable rates. However, when this fails, the providers and health plans must go to a certified arbitrator approved by the Centers for Medicare and Medicaid Services. The arbitrator will review each of the proposed amounts and choose one. It sounds simple, but wait, there have been court challenges.

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Legal Challenges to the No Surprises Act and What is at Stake
May
25

How to Increase Business by Automating Your Sales Process


When you can strategically use automation within your lead and sales processes, you can get more done with less effort while also increasing sales and growing your business. That's a win, win, WIN.

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How to Increase Business by Automating Your Sales Process
May
19

An ERISA and ACA Refresher

May 19, 2022 | Compliance Corner

In this webinar, NAHU Compliance Corner Committee member and Managing Director of Compliance and Operations at Higginbotham Ross Carmichael provides a general refresher on all things ERISA and ACA.

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An ERISA and ACA Refresher
May 19, 2022 | Compliance Corner
Apr
21

An Overview of the Family Glitch Proposed Rule

April 21, 2022 | Compliance Corner

The Biden administration released a proposed rule last week to fix the ACA's family glitch. The Department of Treasury is using the proposed rule to revise the definition of "affordability" of employer-sponsored coverage as it applies specifically to family members of the employee. If finalized, this regulation would go into effect on January 1, 2023. During this webinar, members of NAHU's Compliance Corner committee review the proposed regulation and answer several questions you may have!

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An Overview of the Family Glitch Proposed Rule
April 21, 2022 | Compliance Corner
Apr
13

Take Control of Your Commissions: How to efficiently track, process, and disclose your agency’s compensation

April 13, 2022 | Compensation Disclosure – Technology

Effectively and efficiently tracking your agency’s commissions has always been a concern for agencies. With the new broker-compensation-disclosure law, there’s yet another piece to the puzzle that must be solved. In this webinar, Steve Odgen, sales manager for AgencyBloc, discusses how you can track your commissions, quickly identify compensations you need to disclose, and feel truly in control of the whole process.

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Take Control of Your Commissions: How to efficiently track, process, and disclose your agency’s compensation
April 13, 2022 | Compensation Disclosure – Technology
Mar
31

The 14 Building Blocks of Agency Value

March 31, 2022 | Mergers and Acquisitions

Ever wonder how your firm is valued by agency buyers? After watching this webinar you will wonder no more as longtime mergers and acquisitions executive Brett Rosen, from the M&A firm Rosen Advisory, shares the 14 building blocks of agency value that drive their financial offers.

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The 14 Building Blocks of Agency Value
March 31, 2022 | Mergers and Acquisitions
Mar
22

What’s New for 2022? HR Changes Brokers Need To Know

March 22, 2022 | HR Compliance

In this webinar, David Pearson, ExtensisHR’s SVP of People and Culture, reviewed important topics that will affect your clients like emerging workforce changes and employment laws taking effect in the new year.

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What’s New for 2022? HR Changes Brokers Need To Know
March 22, 2022 | HR Compliance
Mar
17

ICHRA Deep Dive (Staying Compliant)

March 17, 2022 | Compliance Corner – ICHRA

In this webinar, special guests from W3LL and the Benefits Compliance Solutions Shop take a deep dive into all things ICHRA compliance, from notices to class construction and sizes, affordability and more. While ICHRAs are a great option for employers to offer affordable health insurance, there are laws and regulations that need to be considered so you, and your employers, stay penalty-free.

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ICHRA Deep Dive (Staying Compliant)
March 17, 2022 | Compliance Corner – ICHRA
Feb
24

Developing Your Security Foundations

February 24, 2022 | Running Your Business – Technology – Security

In this webinar, Dell Technologies’ North America OEM Brand & Channel Marketing Manager Matthew Papendorf discusses how COVID-19 has changed security for your business. Learn about how to protect against digital threats through an overview of the current security threat landscape, trends in digital security, and, most importantly, where to start protecting your employees and businesses.

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Developing Your Security Foundations
February 24, 2022 | Running Your Business – Technology – Security
Feb
03

Are Your Clients Uninsured When Traveling Internationally?

February 03, 2022 | International Insurance

U.S. domestic healthcare plans may include some or limited international coverage, but is it as comprehensive as your clients may need? In this webinar, Jill Cappelli, regional sales director for GeoBlue, shares common gaps in coverage when relying on a domestic plan internationally and how you can ensure that your clients are protected from unexpected medical costs.

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Are Your Clients Uninsured When Traveling Internationally?
February 03, 2022 | International Insurance
Jan
20

COVID-19 in 2022: What is Still Required?

January 20, 2022 | Compliance Corner

As the world begins to close in on nearly two full years in the COVID-19 pandemic, NAHU is reviewing all the flexibilities and requirements that have been implemented as a result. Looking at the year ahead, what can we expect regarding telehealth flexibilities, carryover of HSA funds, and numerous other accommodations prompted by the pandemic? What are the statuses of the Biden administration’s vaccine mandates, and will you and your clients need to comply with them?

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COVID-19 in 2022: What is Still Required?
January 20, 2022 | Compliance Corner
Dec
16

An Overview of the No Surprises Act and Surprise-Billing Regulations Part I & II

December 16, 2021 | Compliance Corner

The surprise-billing ban holds patients harmless from surprise medical bills, including from air ambulance providers, by ensuring they are only responsible for their in-network cost-sharing amounts in both emergency situations and certain non-emergency situations where patients do not have the ability to choose an in-network provider. Federal agencies have released two interim final rules regarding implementation of this law. The first IFR primarily deals with notices to consumers, post-stabilization services and how qualified payment amounts would be calculated. The second IFR mainly deals with the process to settle out-of-network payment disputes that will arise between providers and payers in addition to outlining requirements for healthcare cost estimates for uninsured individuals. This webinar is a compilation of previous webinars on this topic, to serve as a single concise presentation on both Part I and Part II of these regulations.

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An Overview of the No Surprises Act and Surprise-Billing Regulations Part I & II
December 16, 2021 | Compliance Corner
Dec
09

Position Yourself for Success with ICHRAs


Not sure which groups are a good fit for ICHRAs? Most groups can benefit from some flavor of ICHRA, but it’s all a matter of positioning. Learn why ICHRAs are the Swiss Army Knife of group insurance and how to identify the types of groups and scenarios where ICHRAs make the most sense. We share tips on how to position ICHRAs to make it a growth opportunity for your business.

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Position Yourself for Success with ICHRAs

Nov
30

Client Management Strategies for the Win in 2022


Client relationship management is critical to the growth of your agency. And a deeper understanding of client wants, needs, and expectations will set yourself apart from the competition and result in higher retention and stronger growth.

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Client Management Strategies for the Win in 2022
Nov
18

Compensation Disclosure, Vaccine Mandates, and More

November 18, 2021 | Compliance Corner

This webinar, presented by NAHU members Annette Bechtold, Barb Gerken, and Jennifer Stanley, covers: Broker compensation disclosure as required by the Consolidated Appropriations Act of 2021, vaccine mandate guidance, and conflict between state-level laws on copay accumulator programs and federal high-deductible health plan and HSA requirements.

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Compensation Disclosure, Vaccine Mandates, and More
November 18, 2021 | Compliance Corner
Nov
10

Learn How to Comply with Broker Compensation Disclosure Requirements

November 10, 2021 | Compliance Corner

While we await further guidance from the Department of Labor, Stacy H. Barrow, partner at law firm Marathas Barrow Weatherhead Lent, hosts a webinar on the agent and broker compensation disclosure pieces included in the Consolidated Appropriations Act of 2021.

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Learn How to Comply with Broker Compensation Disclosure Requirements
November 10, 2021 | Compliance Corner
Nov
09

Is a Publicly Financed Long-Term Care Program Coming to Your State?

November 09, 2021 | Long-term Care

Join two members of our LTC Advisors Group and Robert Eaton in an engaging discussion about Washington State’s Cares Fund and the future of private LTC insurance. If you’re not familiar with the WA Cares Fund, we’ll provide a brief overview of this payroll tax-funded and state-mandated program for all Washington employees. Then we will turn our attention to the eight to 12 other states that are looking at similar programs. How far along are they? How will this impact your clients? Is this the future of long-term care insurance? Robert will discuss all the challenges faced in Washington and opportunities to help clients plan for long-term care.

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Is a Publicly Financed Long-Term Care Program Coming to Your State?
November 09, 2021 | Long-term Care
Oct
28

Surprise (Again)! An Overview of Part II of the Balance Billing Interim Final Rules

October 28, 2021 | Compliance Corner

In this webinar, Deanna Sizemore and Carol Taylor of our Compliance Corner Committee review the recent regulations surrounding the ban on balance-billing that was included in the Consolidated Appropriations Act (CAA) of 2021. The first interim final rule (IFR) primarily dealt with notices to consumers, post-stabilization services and how qualified payment amounts would be calculated. The second interim final rule mainly deals with the process to settle out-of-network payment disputes that will arise between providers and payers in addition to outlining requirements for healthcare cost estimates for uninsured individuals.

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Surprise (Again)! An Overview of Part II of the Balance Billing Interim Final Rules
October 28, 2021 | Compliance Corner
Oct
26

ICHRA Nuts & Bolts


We heard your demands! We offered a primer on ICHRA. We covered the basics of ICHRA, the tactical side of using ICHRA and the support needed to make ICHRA a reality for you and your clients. We also dived into some common questions we hear about ICHRA.

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ICHRA Nuts & Bolts
Oct
13

Neuromarketing Part 2: Applying neuromarketing tactics to insurance agency sales & marketing


In 2020, AgencyBloc hosted a Neuromarketing philosophy webinar. We’re excited to be back with this popular topic to cover how to apply these proven tactics specifically to your insurance agency’s sales and marketing efforts.

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Neuromarketing Part 2: Applying neuromarketing tactics to insurance agency sales & marketing
Oct
05

How Best to Incorporate the HSA into a Health Professional’s Practice


Despite the many benefits they offer, health savings accounts (HSAs) are missing from the retirement planning conversations most advisors have with their clients. The reason for this vary: until recently, there was no way for advisors to be paid for HSA assets they brought to the table. At the same time, many advisors, brokers, HR experts and other health professionals don’t understand how to maximize HSAs for long-term payoff. Moreover, HSAs don’t draw substantial assets from their account owners. Yet, the robust growth in both the number of HSAs, and the total assets held in HSAs over the past five years, suggest this is an ideal time for retirement planning experts to fully integrate the HSA into their practices.

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How Best to Incorporate the HSA into a Health Professional’s Practice
Sep
28

The Changing Landscape of Group Insurance - Part I: Small Group


Group insurance is struggling to keep pace with the modern business and their employee’s needs. This is especially true for small employers who typically can’t afford traditional group insurance or struggle with yearly premium increases. Over the years, group insurance rates have increased and businesses adapted to the changing environment, increased competition, and an uncertain future. Group health insurance continues to be a pain point.

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The Changing Landscape of Group Insurance - Part I: Small Group
Sep
23

A Look at the IRS Letter 5699, 226J, and How to Respond

September 23, 2021 | Compliance Corner

In this webinar, Vice President of IRS & DOL Compliance at Diversified Administration, Benjamin Davis, provides an in-depth look at both the IRS Letter 226-J and 5699. Attendees learn the primary reasons each of these letters is sent out and the differences between the two, as well as the most effective ways to respond to each and discover what happens if a company chooses to ignore the IRS altogether.

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A Look at the IRS Letter 5699, 226J, and How to Respond
September 23, 2021 | Compliance Corner
Sep
16

Using a Compliance Checklist to Strengthen & Grow Your Business


This informative presentation demonstrates proven approaches for using a compliance checklist as a business builder. Compliance is one of the most challenging aspects of employee benefit programs for employers, brokers, and employee benefit consultants. As a result, it is also a great opportunity. The ever-changing compliance environment creates an ideal setting for identifying risks and offering valuable solutions. Watch Derek Ashton, strategic client relationship consultant at Medcom Benefit Solutions, to learn how to leverage compliance checklists to win new business and protect your hard-won client relationships.

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Using a Compliance Checklist to Strengthen & Grow Your Business
Sep
09

An Overview of CAA and Transparency Regulation Requirements, State PBM Laws, and More

September 09, 2021 | Compliance Corner

In this webinar, NAHU’s Compliance Corner team is reviewing all of the latest regulatory and compliance developments that you and your clients need to know, from the recent DOL guidance on the Transparency in Coverage proposed rule and Consolidated Appropriations Act to pharmacy benefit managers and prescription drug-reporting requirements to compliance concerns related to vaccinations and employer plans.

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An Overview of CAA and Transparency Regulation Requirements, State PBM Laws, and More
September 09, 2021 | Compliance Corner
Aug
11

Best Practices for a Successful Open Enrollment Season: Remote work, sales, and client retention


No matter what open enrollment season brings this year, there are things you can do to prepare yourself and your agency. In this webinar, Steve Odgen, Sales Manager for AgencyBloc, discusses best practices across the board: remote work, lead management, sales follow-up, client onboarding, and more.

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Best Practices for a Successful Open Enrollment Season: Remote work, sales, and client retention
Jul
29

Surprise! An Overview of the First Balance Billing Interim Final Rule

July 29, 2021 | Compliance Corner

The Consolidated Appropriations Act of 2021, passed at the end of 2020, included a ban on balance-billing, otherwise known as surprise billing. “Part 1” of the much anticipated surprise-billing regulations was released earlier this month. This interim final rule is the first in what is expected to be a lengthy process of rulemaking from the administration that will last well into the fall.

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Surprise! An Overview of the First Balance Billing Interim Final Rule
July 29, 2021 | Compliance Corner
Jul
21

Your Compass To Success: Making Informed Decisions with Real-time Analytics & Custom Reporting


To improve your current operations, you must know where you’ve been and where you’re headed. In this webinar, Steve Odgen, Sales Manager for AgencyBloc, discusses how life & health insurance agencies are using real-time data analytics and custom reporting to effectively identify and use insights from their book of business.

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Your Compass To Success: Making Informed Decisions with Real-time Analytics & Custom Reporting
Jun
03

Assessing Your Agency’s Technology Needs: Creating a useful wants and needs list for AMS/CRM shopping


Deciding what type of software is going to be best to help your agency manage its book of business and overall operations begins with assessing your needs. In this webinar, Steve Odgen, sales manager for AgencyBloc, talks about how to best determine what your agency needs by examining the current options in the insurance agency software market.

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Assessing Your Agency’s Technology Needs: Creating a useful wants and needs list for AMS/CRM shopping
Jun
03

American Rescue Plan Update Round 3: Reviewing IRS COBRA Guidance

June 03, 2021 | Compliance Corner

One of the most pertinent provisions in the recently enacted American Rescue Plan involves COBRA subsidies. The legislation offers federal subsidies for COBRA premiums at 100% coverage, applicable from April 1 to September 30. Last month, the Department of Labor released guidance regarding the COBRA-subsidy provisions of ARP but several compliance concerns lingered. Two weeks ago the IRS released additional guidance, offering answers to many of your frequently asked questions. In this webinar, Vice President and Director of Employee Benefits Compliance at First Insurance Group Barb Gerken and Managing Director of Compliance and Operations at Higginbotham Ross Carmichael review this new guidance and what you and your clients need to know.

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American Rescue Plan Update Round 3: Reviewing IRS COBRA Guidance
June 03, 2021 | Compliance Corner
May
25

Washington Cares Fund Discussion

May 25, 2021 | Long-term Care

Although a number of states have explored the idea of a publicly-funded Long-Term Care (LTC) benefit, the state of Washington was the first to take definitive action. Governor Jay Inslee (D-WA) signed the LTC Trust Act effective July 28, 2019. Following amendments from the state legislature, Governor Inslee signed the final iteration of the program into law on April 21, 2021. Join NAHU's LTC Insurance Working Group, along with Seattle AHU Legislative Chair, Danielle Huston and government relations attorney Melvin N. Sorensen to discuss the Washington State LTC Program.

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Washington Cares Fund Discussion
May 25, 2021 | Long-term Care
May
20

The Importance of Employer-Sponsored Coverage

May 20, 2021 | Compliance Corner

This webinar addresses three key topics: The value of the broker/consultant in employer-sponsored coverage, the benefits to both employers and employees that come from employer-sponsored coverage, and challenging competitive concepts (i.e., Medicare buy-in or a public option).

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The Importance of Employer-Sponsored Coverage
May 20, 2021 | Compliance Corner
May
13

Why Hasn’t the Health Insurance Marketplace Innovated?


Other industries have evolved with and adapted modern-day technology to create efficiencies - but the health insurance industry seems to be lagging. Why? Watch Tammy Deur, vice president of client relations and sales at TGG, and John Kelly, founder and CEO of Nexben, as they take a look and what hurdles have been in place for the last 10 years and how we can pivot and adapt with technology to transform the entire marketplace and bring it into the 21st century.

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Why Hasn’t the Health Insurance Marketplace Innovated?
May
11

Live from NAHU! The First 100 Days of the Biden Administration

May 11, 2021 | Legislative

Join Marcy M. Buckner, John Greene and Christopher Hartmann for our first iteration of the new Live from NAHU as they discuss the first 100 days of the Biden Administration. This webinar will provide an update on the status of healthcare-reform efforts, the legislative priorities that NAHU is pursuing, and how you and your clients should prepare for any changes ahead. Our Government Affairs team will break down both the legislative and regulatory actions that have been taken so far, what actions we can expect in the future, NAHU's role, and what role NAHU members and employers can play in this process.

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Live from NAHU! The First 100 Days of the Biden Administration
May 11, 2021 | Legislative
Apr
29

Reviewing DOL COBRA Guidance / American Rescue Plan Update Round 2

April 29, 2021 | Compliance Corner

One of the most pertinent provisions of the recently enacted American Rescue Plan involves COBRA subsidies. The legislation offers federal subsidies for COBRA premiums at 100 percent coverage from April 1 to September 30. Three weeks ago, the Department of Labor released guidance regarding the COBRA-subsidy provisions of ARPA, offering much-needed answers to some frequently asked questions that agents, brokers, employers and consumers have had over the last month. Compliance Corner Committee members Deanna Sizemore and Carol Taylor offered an in-depth overview of this guidance, some outstanding questions we still have, and an update on FFCRA regulation.

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Reviewing DOL COBRA Guidance / American Rescue Plan Update Round 2
April 29, 2021 | Compliance Corner
Apr
27

The Mental Health Parity NQTL Analysis

April 27, 2021 | Compliance Corner

Mental health has been at the forefront of compliance news recently. The $1.4 trillion Consolidated Appropriations Act that passed at the end of 2020 included provisions regarding the Mental Health Parity and Addiction Equity Act, establishing new compliance requirements. However, health insurance carriers and employer group plan sponsors have struggled with adequate compliance in this area since 2008. That’s why Jessica Waltman from MZQ Consulting and Dede Kennedy from NAHU’s Mental Health Task Force hosted this webinar, where took a deep dive into mental health parity.

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The Mental Health Parity NQTL Analysis
April 27, 2021 | Compliance Corner
Apr
20

Partnering with PEOs: How It Works and How It Can Work for Brokers

April 20, 2021 | PEO

Watch Pat Cleary, president and CEO of NAPEO, Brent Tilson, president and CEO of Tilson HR, Andy Lubash, principal at Prestige Employee Administrators, Jim Bell III, executive vice president at Abel HR, and John Allen, president and COO of G&A Partners, deliver an informative webinar focusing on the professional employer organization industry.

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Partnering with PEOs: How It Works and How It Can Work for Brokers
April 20, 2021 | PEO
Apr
15

5 Steps to Avoid an ACA Penalty

April 15, 2021 | Compliance Corner

The tumultuous events of the past 12 months have transformed the workplace forever. When it comes to federal ACA reporting this year, organizations need to understand how the pandemic and a new presidential Administration could open them up to increased risk of receiving penalty letters and potential fines from the IRS. But have no fear: Taking the right proactive steps can reduce that risk. In this webinar, Todd Hurst and Kristina Schiller from Health e(fx) will explain these new reporting challenges and provide strategies for meeting them head on.

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5 Steps to Avoid an ACA Penalty
April 15, 2021 | Compliance Corner
Apr
13

The American Rescue Plan and the ACA

April 13, 2021 | Compliance Corner

The American Rescue Plan offers relief to Americans in a variety of ways, one of which directly affects how many Americans will be buying individual health insurance over the next several months. This webinar, presented by W3LL, covers the effects that ARP has on ACA plans and subsidies and the millions of Americans who will be eligible for new or increased subsidies. They talk about ARP, what it means for individuals and the details for how both brokers and consumers and ensure they are included in these benefits. Sponsored by W3LL

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The American Rescue Plan and the ACA
April 13, 2021 | Compliance Corner
Apr
08

How Form 5500 Compliance Enhances Prospecting and Strengthens Client Relationships


This one-hour webinar demonstrates proven approaches for using Form 5500 as a business builder. Annual Form 5500 reporting provides an accessible public record that greatly enhances prospecting for new large-group business while building stronger relationships with existing clients. Vigorous Department of Labor enforcement and potentially huge penalties create an ideal opportunity for identifying and approaching at-risk prospects.

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How Form 5500 Compliance Enhances Prospecting and Strengthens Client Relationships
Mar
18

The American Rescue Plan Act of 2021

March 18, 2021 | Compliance Corner

President Biden signed the $1.9 trillion American Rescue Plan Act into law last week, and with such an immense piece of legislation comes a plethora of compliance concerns. In this webinar, Compliance Corner Committee member and Ohio AHU Legislative Chair Barbara Gerken reviews relevant provisions of the COVID-19 relief package. With 30 years of experience in the group health insurance market, Gerken is the vice president and director of employee benefit compliance for First Insurance Group. She is responsible for agency and client compliance with state and federal regulations affecting employee benefit programs.

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The American Rescue Plan Act of 2021
March 18, 2021 | Compliance Corner
Feb
04

An Update on COVID-19 Vaccine Administration from Walgreens

February 04, 2021 | Compliance Corner

In this member-exclusive Compliance Corner webinar Edward J. Kaleta, Vice President of Federal Government Relations & U.S. Public Policy at Walgreens, reviews the state of COVID-19 vaccine distribution and answers pertinent member questions.

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An Update on COVID-19 Vaccine Administration from Walgreens
February 04, 2021 | Compliance Corner
Jan
26

Broker’s Guide to the PEO Exit and Steps to Unbundle


When an employer enters into a PEO agreement, their employees are co-employed with the PEO. Many times it’s discovered that this is not a cost-effective way to manage payroll, benefits and HR. Before exiting a PEO, it is important to understand the exact services and technology that a PEO is providing and the steps necessary to ensure a smooth transition.

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Broker’s Guide to the PEO Exit and Steps to Unbundle
Jan
21

Consolidated Appropriations Act of 2021: An Employer and Benefits Perspective

January 21, 2021 | Compliance Corner

Just before the Christmas holiday, Congress passed a $1.4 trillion omnibus bill that included provisions on COVID-19 relief, a ban on surprise billing, disclosure of broker compensation, the ability for employees to roll over funds from Flexible Spending Accounts and much more. What do these provisions mean from an employer and benefits perspective? In this member-exclusive Compliance Corner webinar, Annette Bechtold reviews relevant portions of the legislation and provides you with everything you need to know.

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Consolidated Appropriations Act of 2021: An Employer and Benefits Perspective
January 21, 2021 | Compliance Corner
Jan
19

How to Schedule Your Virtual Hill Appointments for This Year's Capitol Conference

January 19, 2021 | Legislative

NABIP’s Capitol Conference is just around the corner! Capitol Hill appointments, like everything else this year, will look a little different this time around. That’s why we hosted this webinar to go over how exactly to schedule your Hill appointments, but also to review the basics of Zoom so your meetings can be as impactful as possible.

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How to Schedule Your Virtual Hill Appointments for This Year's Capitol Conference
January 19, 2021 | Legislative
Aug
20

NABIP Think Tank - August 2020

August 20, 2020 | Legislative

The Think Tank is a fun new group that is here to vet inventive concepts and connect with other forward-thinking NABIP members. The Think Tank, spearheaded and hosted by Legislative Council member Dr. Michele Thornton, hosted a virtual session yesterday where NABIP members Robert Tierney and Andrew Biernat pitched their health policy ideas! What do you think of their ideas?

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NABIP Think Tank - August 2020
August 20, 2020 | Legislative


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