We are excited to announce that the 2021 OAHU Northwest Medicar
e Summit will be held on August 11-13, 2021 on OAHU's virtual learning plat
form!
August 11, 2021<
br />9:00 – 9:10 am - Welcome
and Announcements 9:10 – 10:10 a
m - General Session 10:10 – 10:30
am - Break 10:30 – 11:30 am - Ge
neral Session Augu
st 12, 2021 9:00
– 9:10 am - Welcome and Announcements 9:10 – 10:10 am - General Session 10:10 – 10:30 am - Break 10
:30 – 11:30 am - Break Out A 10:30 - 11:30 am - Break Out B
August 13, 2021 9:00 – 9:10 am - Welcome and Announc
ements 9:10 – 10:10 am - General
Session 10:10 – 10:30 am - Break<
/span> 10:30 – 11:30 am - Break Out A 10:30 - 11:30 am - Break Out B
Registration Fees - $30 PER ATTENDEE! Registration fee includes: All virtual
education sessions and materials.
Check out our ACTION PACKED AG
ENDA! Our schedule is pa
cked full of informative and timely topics that will be beneficial to you!<
/span>
August 11, 2021
9:00
– 9:10 am Welcome and Announcements 9:10 –
10:10 am 2021
Legislative Health Outcomes and Upcoming Policy Issues Presented by Tom Holt, The Holt Company
& OAHU Lobbyist This pr
esentation will cover significant legislation passed or not passed affectin
g health benefits, and expected policy actions coming up for the 2022 and 2
023 Legislative Sessions. This will include bills passed that will directly
affect benefits requirements, as well as affect the cost of benefits and r
elated administrative issues. I also will outline issues that are expected
to be the subject of upcoming Interim work toward 2022 and 2023 legislative
action. The overall objective of this presentation is to provide health b
enefits brokers with a working knowledge of significant 2021 enacted health
policy changes and major changes under development. 1 CE Hour Law - OR 1 CE Hour Gene
ral - WA 10:10 –
10:30 am Break 10:30 – 11:30 am NAHU Me
dicare Legislative Update Presented by Marcy Buckner, NAHU This presentation will ou
tline the recent changes in the Medicare system, new legislative proposals
that are being considered in Congress as well as regulatory reform by the A
dministration, and threats to the Medicare market as policymakers seek to e
xpand coverage beyond traditional Medicare beneficiaries. 1 CE Hour Law - OR 1 CE Hour General - WA
span> August 12, 20
21 9:00 – 9:10 am
Welcome and Announcements
9:10 – 10:10 am
Agent Sales Practice Presented by Brad Miles
During this presentation will include: - Becoming a well versed Medicare Plan Spec
ialist by learning about all plans.
- Place clients in the best fitting health plan.
- How to serve your clients, not you.
- <
span style="color: #888888;">Don't bring your bios to the client meeting.
span>
- Do not enroll all your clients
in the same carrier plan by following the path of lest resistance.
li>
1
CE Hour General - OR 1 CE Hour General - WA 10:10 – 10:30 am Break
10:30 – 11:30 am Breakout Session A: Life Insuranc
e Settlements: Benefitting Your Client…and You! ( Presen
ted by Lisa Rehburg 500,000
seniors a year lapse their life insurance policies, according to a study th
e Insurance Studies Institute, and 90% of these same seniors would have con
sidered a life insurance settlement had they known about them. These same
seniors are your members’ clients. By attending this class, these agents a
nd brokers will understand what a life insurance settlement is, the backgro
und behind them, and all of the details of how they work, in order to appro
priately advise their clients. Life insurance settlements are not an appro
priate option for many people, but they can be “found money” for clients an
d a revenue opportunity for agents. Agents do not need to be a life insura
nce expert, nor be the writing the agent on the life insurance policy, nor
even need to write life insurance in order to help their clients, and thems
elves. 1 CE Hour General - OR 1 CE Hour General - WA 10:30 –
11:30 am Breakout Session B: Looking into the Lens of an
Integrated Delivery System Presented by Larry Clemons and Randy Castro Infor
ming brokers how an integrated delivery system can improve clinical service
s that produce better outcomes and reduce overall cost of care. Discuss how
an integrated delivery system can positively affect the delivery of servic
es; health plan benefit design, and patient outcomes. Educate how an interg
rade delivery environment can implement quality improvement and pay-for-per
formance models that reward providers. <
strong>1 CE Hour General - OR 1 CE Hour General - WA August 13, 2021<
/span> 9:00 – 9:1
0 am Welcome and Announc
ements 9:10 – 10:10 am Maximizing Your Social Secu
rity Presented by Matthew Allen In this presentation, the following will be discussed
: - 70% of Americans Leave Mo
ney on the Table ($120,000 on Average, Per Couple)
- Social Security is Complicated! Are You Making the Rig
ht Decisions?
- Most Financial P
lanners and Advisors Don’t Know How to Maximize Social Security
- The Social Security Administration is Pro
hibited from Providing Advice
-
All Registrants Receive a FREE Maximum Social Security Snapshot!
Did you know that most couples leave
$120,000 on the table in unrealized Social Security benefits? This is due
to a lack of knowledge and guidance about how to maximize one’s Social Secu
rity benefits. Most people claim Social Security at the wrong time and ther
e are Social Security strategies that you can take advantage of to maximize
your benefits. Learn about what
goes into deciding how and when to file for Social Security and strategies
for maximizing your benefits from Social Security expert Matthew Allen. Ma
tthew is a Co-Founder and CEO of Social Security Advisors (www.SocialSecuri
tyAdvisors.com), an innovative advisory firm with a single mission: to help
its clients maximize their Social Security benefits. Matthew is passionate
about educating the community at large on the value and importance of thei
r Social Security benefits and the options available to them.
1 CE Hour General - OR
10:10 – 10:30 am Break 10:30 – 11:30 am Breakout Session A: Succession Planning Presented by TBA 10:30 – 11:30 am Breakout Session B: Building Your Brand Presented by Autumn Edwards This course w
ill discuss the basics of building a marketing plan. We will look at the d
ifferent forms of advertising and how to weave a similar story across all l
ines to increase your top-of-mind awareness and build your brand. 1 CE Hour General - OR
THANK YOU TO OUR SPONSORS!
span> Platinum
Silver Wellcare fo
rmally Health Net
Breakout Room Sponsors PacificSource Medicare Regence BlueCross BlueShield of Oregon Product Guide Contributors
strong> Providence Medicare
Advantage Plans PacificSource Medicare Regence Blue
Cross BlueShield of Oregon VSP Vision Care Wellcare
formally Health Net |