Regence Medford Office - Conference Room
2057 Commerce Dr, Medford, OR 97504

Event Registration Fee: $50 per person
Registration fee for this event includes breakfast and education sessions.

Continuing Education
This program has been approved for 3 hours of CE (including 1 hour law, 1 hour of general, and 1 hour of ethics) through Oregon NAIC State Based Systems (SBS).

AGENDA

7:30 am
Breakfast and Registration 

8:00 am
Opening Remarks 

8:10 am
A Look-Ahead at the 2025 Legislative Session and What We Learned From 2024
Presented by Tom Holt, The Holt Company & NABIP Oregon Lobbyist
We will discuss the health-benefits and employer-related bills that we will likely be seeing in the 2025 Oregon Legislative Session and discuss what we learned from 2024. We will go over bills that passed in 2024 and now with a few months under our belt, how they are impacting the industry, your business and employers. 
This presentation has been approved for 1 hour of law CE through the Oregon NAIC State Based Systems (SBS).

9:10 am
Break 

9:20 am
Pressure and the Ethics Slip: How It Affects Your Consulting Practice
Presented by Craig Westling, USAble Life Oregon and SW Washington
In this presentation, we will explore ethical dilemmas in a contrasting industry to benefit consulting, aiming to enhance our awareness and ability to identify patterns in our business conduct that may lead to ethical slips. This will help us think differently about our processes and improve our ethical standards. 
This presentation has been approved for 1 hour of ethics CE through the Oregon NAIC State Based Systems (SBS).

10:20 am
Break

10:30 am
Employer Sponsored Retirement Plans, and how to get all employee benefits to work together
Presented by James Monroe, Oregon Pacific Financial Advisors
We will discuss the different types of retirement plans, Oregon Saves and being in compliance with the State of Oregon. We will also discuss Secure Act 2.0, how that affects business, and how to make sure they are in compliance. Lastly, how to potentially lower expenses inside the retirement plan to potentially allow employers to offer more robust benefits to their employees.
This presentation has been approved for 1 hour of general CE through the Oregon NAIC State Based Systems (SBS). 

11:35 am
Consulting with ASO Dental
Presented by Alex Gillet, Guardian
This course will help you understand the difference between fully insured dental and the various ways to use dental Administrative Services Only (ASO). Topics include the basic breakdown of fully insured premium, how ASO can safely replace fully insured dental, and the benefits and potential risks of moving to dental ASO.
This presentation has been approved for 1 hour of general CE through the Oregon NAIC State Based Systems (SBS).

12:35 pm
Adjourn

Thank you to our Event Sponsors!

Location Sponsor

Table Sponsors

Sponsorship/Exhibit Opportunities 
The NABIP Oregon Board of Directors would like to invite you to participate as a Sponsor or Exhibitor for NABIP Oregon Medford CE Event at the Regence Medford Office in Medford, Oregon. This is a fantastic opportunity for you to increase awareness of your company and the products and/or services you offer to those with the most influence in the health insurance Agent/Broker community in the Pacific Northwest. This is an excellent business opportunity and a way to show your support for our industry.  Do not miss this unique chance to introduce your products or services to this important buying group. 

 
Click here for a PDF version of sponsorship opportunities.