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GPAHU Monthly Newsletter-April 2020 Print

President's Corner

Valued Members,

I hope you are adjusting well to the stay at home order.  Like me, I am sure you are finding ways to adjust to ‘social distancing’ in your personal life and the new parameters in your business life as well.  NAHU has been supporting us by sending out relevant notices and information as it becomes available.  The latest was the relief requests that the Department of Labor released.  Check your email you should have received that on April 29th.

Thank you for your votes on the executive new board members that will take office on July 1, 2020.   We are busy finishing up goals set for this year and succession planning for the new board.  It really has been an honor to serve and I encourage you to think about getting involved.   We have committees forming now and have something to fit all interests from legislative, awards, membership, publics service, communications, media, professional development, golf tournament, etc.

I would like to recognize and thank the 18 members that have been NAHU/GPAHU members for TWENTY or more years.  AND, an additional 6 that have been members for THIRTY or more years and ONE MEMBER THAT HAS BEEN A MEMBER FOR FORTY YEARS!   That 40-year member is Stephen Glucksman and is highlighted in this month’s member spotlight.   Please like us on Facebook (Greater Phoenix AHU) where we will be highlighting the other longtime members.    

 

Virtual meetings - We have been working to bring you CE webinars and have two scheduled for the month of May.  A three CE credit hour ethics course brought to us by One America and Dr. Paul Flatley to discuss Tele-Doc programs.    Visit our website for more details.   If you have idea’s or suggestions, please give us a call.  We are always interested in hearing from our members.  

Thank you for your membership and stay healthy.   If there is anything that we can do to be of service to you, please give me a call.

Jessica Cheney, GPAHU President.

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Member Spotlight

Steve Glucksman is originally from Los Angeles. He was transferred to AZ in 1984. Steve is married and has a 23-year-old daughter and a 21-year-old son. Steve loves hiking and college football. He has been on the Fiesta bowl committee since 1990.

Steve began his career in LA with Pacific Mutual in 1981 as a Group rep and was then transferred to Phoenix. He became an agent in 1988. Soon after graduating from the University of Texas, Steve moved back to Los Angeles where he met a headhunter who introduced him to his first job at Pacific Mutual. Today, Steve is primarily a Group producer, but has a nice mix of Life, Individual Health and LTD and Medicare business.

What is one way you think being an agent/broker provides a positive benefit to clients/individuals?

I am in the business of promises. I think keeping them and delivering what I promised is the most positive

Steve originally became a NAHU/GPAHU member because his company wanted their reps to be involved. He was not active until he moved to Phoenix in 1984. Mike Scanzello encouraged me to get involved. Steve ended up serving as both GPAHU and AAHU presidents in the 1990’s.

What 2 benefits do you feel are most valuable as part of your membership?

The biggest benefit of being a member of NAHU/GPAHU is the ability to be represented in Washington, DC and the friendships that have been made over the years.

What would you tell a potential new member to sell them on becoming a NAHU/GPAHU member?

I would tell a potential member that you picked a great industry. Get involved and help mold the future by being involved. You will benefit by what you learn and the contacts you make and feeling a sense of pride of being a member of such a great organization like NAHU.

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Board Member Spotlight

Jeff Wilkinson is originally from Salt Lake City, Utah. He has been in Arizona for 7 years. “I love it here and do not plan on ever leaving”. Jeff has been married to his high school sweetheart for 21 years. They have three kids, a 20-year-old daughter who is a Junior at ASU, a 17-year-old son who is a Junior in High School, and an 11-year-old son who is in 5th grade. Jeff has two sisters and four stepsisters. Lots of girls in his house in the summer and on holidays. 😊 Jeff enjoys basketball and watching anything his kids are involved in.

Jeff has worked in this industry for 10 years all on the carrier side. There was an opportunity that opened up at TDA and he knew people that absolutely loved it, so he jumped. TDA provides ancillary benefits including, Dental, Vision, Life, Disability and Critical Illness.

What is one way you think being an agent/broker provides a positive benefit to clients/individuals? Knowledge, helping individuals and businesses navigate the insurance industry, being a trusted advisor.

Tell us a little about why you became a NAHU/GPAHU member?
TDA has been a part of NAHU in the Utah market so when I moved to AZ, I wanted to get involved in the AZ Chapter as well.

What motivated you to become a NAHU/GPAHU member? Relationships and knowledge.  NAHU and GPAHU has given me an opportunity to learn from the best and develop relationships that I cherish. Jeff feels the most valuable part of your membership are resources and knowledge.

What would you tell a potential new member to sell them on becoming a NAHU/GPAHU member? This will change you career, you absolutely need to be involved with your professional organizations. Other professions require it because of all the resources it brings. You will look back at the time you got involved and realize the drastic changes it has made on you professionally and it gives you access to so many resources.  The relationships you develop with industry colleagues will be some of the best professional relationships you will have in your career. There has been no downside to not only being a member of NAHU/GPAHU and if you get involved with the associations it will be career and life changing.

Jeff has served on the GPAHU Board since 2013 (7 years). He was recruited by Michael Ward. Jeff wanted to serve in whatever capacity was needed on the board. Jeff is the current GPAHU Treasurer. It was an easy transition into this role as he previously served as President and was already working closely with the previous Treasurer.

What are the advantages of your involvement with the board? Relationships and being around such knowledgeable people have changed me for the better.

Please share your “Why?”  Why because clients and individuals need experts as we navigate the ever-changing world of benefits. The resources that NAHU has from a lobbying standpoint and just shear knowledge standpoint is priceless.  Selfishly it will change your career as you start to develop relationships with your industry colleagues and peers. I 100% believe you should be a part of your professional organization so that you have access to resources and people that can help you grow personally and professionally.

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Changes with your information?

GPAHU downloads member data from the national site, so update it there and we’ll capture changes that way.  To update your information, go to www.nahu.org, click on “Membership”, then “My Account”.   You can update your address, email, edit your practice areas, view your member details, billing, add a photo, keep track of new members you brought in, certifications, etc.  It’s important to keep this data updated because this is how you will be shown in the Find an Agent tool (https://forms.nahu.org/consumer/findagent2.cfm).

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Calendar of Events

Remember to visit our website to register for upcoming events. 

https://greaterphoenixahu.com/index.php

Tele-health: Before and After COVID-19

May 12, 2020
10:00 AM - 11:30 AM

Virtual Meeting with Dr. Paul Flatley from Direct2MD.

This course is pending 1 CE Credit

Ethical Challenges & Consequences-Sponsored by OneAmerica

May 20, 2020
7:30 AM - 11:00 AM

Virtual Meeting

3 ETHICS CE Class at NO COST to GPAHU Members! 

The class will be held via Webinar and will start at 7:30am for introductory remarks and housekeeping items.

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Community Service

Stay tuned for upcoming public service events!!

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Professional Development

Medicare, Medicare Advantage and Compliance Requirements Certification

NAHU has a NEW online training programdesigned to provide you the training that is required for Medicare Advantage in a new and better format.  The training meets all CMS requirements and would complement each plan sponsor’s plan-specific training for brokers and agents. After taking the final course exam, continuing education credits will be awarded and a certificate of completion provided or evidence of completion of the course can be transferred to your Medicare Advantage carrier. Priced at $125 for NAHU members, the course is an affordable option with no hidden fees and no additional cost for CE credits.

Pre-Register now at no cost by clicking HERE


As a member, you have access to so many tools to promote yourself and your business.  

  • Check out the Running Your Business series in NAHU vision.  There are informative video’s on everything from checking up on your E & O to Transitioning to a fee-based business.   Click here to learn more: https://videos.nahu.org/category/running-your-business.  
  • You can also check out the “Promote Yourself” tab, under “Resources”, at www.nahu.org.  
    • Here you will find, infographics that summarize important legislative topics for you and your clients, including Medicare for All means one size fits all care.  Infographic is attached to the email version of this newsletter.
    • The NAHU Logo for you to share on your letterhead, business cards, or websites. 
    • Media and Social Media Tools and
    • Broker’s Making a Difference.  The Brokers Making a Difference website is designed to inform consumers, legislators and the media about the tireless work agents and brokers do in guiding their clients through the complex task of complying with numerous state and federal regulations while choosing and maintaining appropriate coverage at an affordable price. The website includes an interactive map where people can view specific examples of how brokers help their clients and gain a better understanding of the broker’s role as an advocate and educator. This website highlights the vital role of benefit specialists in the health care industry and the value they bring to their clients throughout the year.   If you haven’t already, check it out and share your story or ask your clients to share their story about work that you have done on their behalf.  http://www.brokersmakingadifference.org/

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REBC

Earning the Registered Employee Benefits Consultant® (REBC®) designation elevates your credibility as a professional. The field of employee benefits continues to evolve rapidly. A year does not go by without new government regulations, new or modified coverages, and new techniques for controlling benefit costs. To best serve their clients, professionals need to have a current understanding of the provisions, advantages, and limitations associated with each type of benefit or program as a method for meeting economic security. The designation program analyzes group benefits with respect to the ACA environment, contract provisions, marketing, underwriting, rate making, plan design, cost containment, and alternative funding methods. The largest portion of this program is devoted to group medical expense plans that are a major concern to employers, as well as to employees. The remainder of course requirements include electives on topics serving various markets based on a broker’s client needs.

Click here for more information

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Upcoming National Events

Ac2020square 

Saturday, June 27, 2020
to Tuesday, June 30, 2020
8:00 AM – 5:00 PM
Virtual Meeting

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Advocacy-Operation Shouts!

NAHU is the leading professional association for health insurance agents, brokers, general agents and consultants. We, the members work every day with individuals, families and employers of all sizes to help them purchase health insurance coverage and use that coverage in the best possible way. As a dedicated group of more than 100,000 benefit specialists from across the nation, NAHU advocates on behalf of American health insurance consumers.

Check out what NAHU is working on by clicking here- https://nahu.org/advocacy/legislative-issues. You can also GET ACTIVE and support our national chapter by sending an Operation Shout.    You should already be getting a timely email with the operation shout data, but if you aren’t, you can log into the NAHU site, under Advocacy, Click on Operation Shout!  Here you will find prepopulated betters to our AZ congress people all ready to go.  Click on “Write or Tell” and complete the requested data.   It will address the letter to the appropriate person(s), then click on Submit All Letters.  An email will be sent directly to the congress people.  The more our congress people hear from us, the louder our voice is.  

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HUPAC

Not contributing to HUPAC?  Check out the Levels of Contributions and join us today!  https://hupac.nahu.org/contribute-now

Supporter
  • Monthly Credit Card or Bank Draft Amount: $12.00/month
  • Annual or One-Time Contribution Amount: $150.00
 
365 Club
  • Monthly Credit Card or Bank Draft Amount: $30.00/month
  • Annual or One-Time Contribution Amount: $365.00
 
Congressional
  • Monthly Credit Card or Bank Draft Amount: $42.00/month
  • Annual or One-Time Contribution Amount: $500.00
 
Senatorial
  • Monthly Credit Card or Bank Draft Amount: $63.00/month
  • Annual or One-Time Contribution Amount: $750.00

 

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Leading Producers Round Table

Why Apply for LPRT?

  • Distinguish Yourself
  • Exclusive Discounts for LPRT Qualifiers
  • Exclusive Training Opportunities
  • Develop Peer Networks

 

Visit https://nahu.org/resources/leading-producers-round-table to learn about how to qualify and the benefits you will receive.

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NAHU Educational Foundation

The NAHU Education Foundation is a 501(c)(3) nonprofit organization that helps the public stay informed about the public and private health insurance options available to them. The foundation creates educational materials for the American public about private health insurance options, whether consumers are buying health insurance coverage on their own, purchasing coverage through the exchange or signing up for a plan through their employer. The foundation also assists those needing coverage who may be eligible for public programs like Medicare, Medicaid or children’s health insurance programs.  Interested in learning more?  We were to!  Be on the lookout in the coming months with more information and if you are interested in joining our NAHU Education Fund committee, please reach out to Jessica at [email protected]

https://nahueducationfoundation.org/.    

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Vanguard Council

NAHU's Vanguard Council is holding a donation drive Operation Support Our Troops - America, Inc. until June 13, 2020!

Click Here to Donate

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NAHU Happy Hour Podcast

Did you know that NAHU has a podcast? Click the image below to listen to the lastest episode about COVid-19 relief suggestions.

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Awards

NAHU President's Triple Crown Program

Congratulations to the 2019 Qualifiers!

Charlene M. Hogeland, REBC
Natalie Daricek
Jessica R. Cheney, REBC
Linda K. Atencio, LPRT
Andrea Bailey
Danielle Biers
Alana Marie Mayer
Peter L. Rowe, CLU
Michael Ward
Jeff Wilkinson

 

Triple Crown Challenge

To qualify for the Triple Crown, within the calendar year (01/01-12/31), a member must:

HUPAC: Participate in $12 x 12 draft program or contribute $150 total for the year
Membership: Recruit two or more new members
Advocacy: Use Operation Shout to send three or more messages

One, two, three -- it's that simple!

Click here for more information on how to Qualify!

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Connect with the State and National Chapters

                          

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