Approved CE Presentations 

Course Number Course Title Credit Hours Date Added Materials Available
59905 5 Mistakes that are Preventing Success in your Wellness Program 1 7/2/2018 Outline
47651 A Look into the Future World of Health Care 2 11/18/2015 Outline
42445 ACA Implementation and Integration of Public and Private Markets 3 10/13/2014 Outline
57036 Advisory Panel Discussion 1 10/3/2017 Outline
58403 Alexa the Broker: How Artificial Intelligence Will Change Healthcare 1 5/15/2018 Outline
62817 Alternative Funding and Captives 1 7/24/2019 Outline
55331 Anatomy of a Lawsuit 1 1/17/2017 Outline
66571 Are Out of Pocket Healthcare Costs Making Employee Sick? 1 2/4/2021 Outline
70646 Basics of Medicare 1 3/28/2022 Outline | PowerPoint
61898 Becoming a Feared Competitor: How and Why Brokers Should Use Technology 1 1/17/2019 Outline
58404 Benefits Communication & Engagement 1 5/15/2018 Outline
49091 Benefits Impact: Delivering Dynamic Benefits for a Loyal Workplace 1 2/16/2016 Outline
65622 Building Community-Based Solutions for Employers of all Sizes 1 2/4/2021 Outline
69182 (webinar)
69169 (classroom)
Can My Clients Benefit from the New ICHRA? 1 6/16/2021 Outline
41530 Captive 101 1 6/26/2014 Outline
45191 Captive Reinsurance Programs 1 6/19/2015 Outline
50891 Central Ohio Economic Update 1 5/5/2016 Outline
67201 COBRA Overview and Updates Related to COVID-19 Pandemic 1 2/4/2021 Outline
59788 Compliance Update - New Ongoing Concerns 1 7/2/2018 Outline
68142 (The) Consolidated Appropriations Act (CAA) and its Impact on Employee Benefits 1 6/16/2021 Outline
69218 (webinar)
69166 (classroom)
COVID-19, HIPAA and Employers 1 6/16/2021 Outline
71004 Creative Options for Successful Long Term Care Insurance Planning 1 7/6/2022 Outline
53951 Critical Life Events 2 10/20/2016 Outline
71103 The Cross Section of Medicare, Group Plans and HSAs 1 10/7/2022 Outline
58283 Crowd Sourcing Employee Benefits - An Interactive Program 1 5/15/2018 Outline
40408 Delivering Value Amidst Todays Benefits Challenges 1 1/25/2014 Outline
62298 Direct Primary Care Arrangements for Self-Insured Employers 1 4/5/2019 Outline
41296 Direct Primary Care: Unique, Affordable Primary Care 2 7/24/2014 Outline
63221 Do's and Don'ts of Setting Up Your Prescription Plan For Maximum Cost Savings Under ACA 1 7/2/2019 Outline
41055 DOL Audits and General Compliance 2 4/3/2014 Outline
63314 DOL EBSA Presentation ERISA Part 7 1 12/12/2019 Outline PowerPoint
55892 DOL: What It Means to be a Group Health Plan Fiduciary 1 5/3/2017 Outline
41387 DPC: Unique, Affordable Primary Care 1 5/30/2014 Outline
48994 DX: Unsustainable Healthcare Cost; RX: Move Boardroom to the Bedside 2 2/16/2016 Outline
68640

Employee Benefits Funding: What's In Your Toolbox?

1 6/16/2021 Outline
55836 ERISA Fundamentals are not Changing 1 5/3/2017 Outline
46491 Ethical Standards for Ohio Insurance Agents 3 9/10/2015 Outline
66563 Ethics - When Black and White Turn Gray 3 10/13/2020 Outline
71268 The Evolution of the Health Insurance Broker, from Salesperson to Benefits Specialist 2 10/7/2022 Outline
54851 Federal and State Laws Affecting the Health Insurance Agent/Consumer Relationship 1 2/13/2017 Outline
55467 Filling Gaps with Hospital Indemnity 1 1/17/2017 Outline
64034 FSA, HRA, HSA - What's the Difference? 2 12/12/2019 Outline
52252 Gap Plans 1 9/27/2016 Outline
71133 The Good, The Bad and the Misunderstood Provisions 1 5/19/2022 Outline
55734 Health, Risk & Analytic: Data Driven Solutions for a Competitive Advantage 1 3/28/2017 Outline
55803 Healthcare Benefits & Federal Contracting 1 3/28/2017 Outline
44216 HIPAA Compliance and Privacy 1 3/5/2015 Outline
57405 How Insurance Clients are Affected by Power of Attorney Situations 1 10/3/2017 Outline
70645 HSAs... Retirement and Medicare 1 3/28/2022 Outline | PowerPoint
69746 (webinar) HSAs and ICHRAs 1 3/28/2022 Outline
70302 Human Capital Management: Payroll, HCM & PEO 1 3/28/2022 Outline
69220 (webinar)
69167 (classroom)
ICHRA: New Plan Model for Employers 1 6/16/2021 Outline
65979 Identity Theft 101: The Basics of Keeping Your Identity Safe 1 2/4/2021 Outline
71411 Identity Theft in the Workplace, What You Need to Know 1 10/7/2022 Outline
60623 Improving Health Value in Ohio 1 10/22/2018 Outline
69331 (webinar)
69492 (classroom)
Introduction to ICHRAs
1 7/8/2021 Outline | PowerPoint
71027 Investigation of Employee Benefits Plans 1 5/19/2022 Outline
71104 Legislative/Compliance Update for the Health Insurance Industry 1 8/30/2022 Outline
70644 Legislative Update: State and Federal Laws, Rules and Regulations 1 3/28/2022 Outline | PowerPoint
56467 Level-Funded Plan Design Concepts 1 6/6/2017 Outline
66188 The Longest Vacation of Your Life: Preparing for a Fulfilling Retirement 1 10/13/2020 Outline
42485 MAGI Medicaid 2 9/18/2014 Outline
71305 Medicaid  - For Those Under Age 65 and Over Age 65 2 7/6/2022 Outline | PowerPoint
57035 Medicare Do's and Don'ts: A Guide to Hosting a Compliant Medicare Education Event 1 10/3/2017 Outline
68644 Medicare Marketplace and Future Trends 1 6/16/2021 Outline
64758 Medicare Trends and Updates 2 12/12/2019 Outline
57487 MEWA's vs. Level Funded Plans 1 10/3/2017 Outline
42141 NABIP Ethics 3 7/24/2014 Outline | PowerPoint
56460 NABIP - Legislative Update 2 5/30/2017 Outline
52979 NABIP Political & Policy Update 2 8/16/2016 Outline
62518 NABIP: State of the Union and Health Policy 1 4/5/2019 Outline
70647 NABIP Washington Update 1 3/28/2022 Outline
65620 Navigating Reference Based Pricing 1 10/13/2020 Outline
48936 Navigating the Quicksand of Today's Coverage Gaps 1 2/16/2016 Outline
68508 Ohio Leg Update: Surprise Billing, Transparency in Coverage 1 6/16/2021 Outline
70501 Ohio and Federal Surprise Billing Regulation 1 3/28/2022 Outline | PowerPoint
57324 Ohio's Health Insurance Market 1 10/3/2017 Outline
67394 Ohio Legislative Update: State Elections and Pending Bills 1 2/4/2021 Outline
66958 Ohio Workers' Compensation System and COVID-19 Update 1 2/4/2021 Outline
43697 Opportunity is Knocking, Do you hear it? 2 2/11/2015 Outline
44517 Payroll and Pitfalls 1 3/18/2015 Outline
44217 Payroll Pitfalls - ACA Compliance 2 3/6/2015 Outline
62458 Personal Brand Management in Benefits 1 4/5/2019 Outline
58344 Pharmacy Benefits Management - Knowledge is Power 2 5/15/2018 Outline
68141 Political Update - What to Expect with the New Administration & New Congress 1 6/16/2021 Outline
55939 Positive Disruptions in the Health Care Market 2 5/3/2017 Outline  |  PowerPoint
44995 PPACA Employer Reporting Requirements 1 5/18/2015 Outline
41016 PPACA Markets Impact - A Panelist Discussion 1 4/3/2014 Outline
42082 PPACA's Narrow Provider Networks 1 7/1/2014 Outline
41198 Preparing Clients for DOL Investigation 1 5/29/2014 Outline
41015 Privacy and Security for Insurance Agents 1 4/14/2014 Outline
44768 Private Exchange Marketplace 1 4/10/2015 Outline
58509 Provider Networks 1 5/15/2018 Outline
63858 The Role of Primary Care in Improving Medicare Patient Outcomes & Effect of Medicare on Hospitals 1 12/12/2019 Outline
41872 Science Based Innovative Corporate Wellness 1 10/13/2014 Outline
62935 Self-Funded Concepts 1 4/15/2019 Outline
46174 Self Funding 101 1 9/10/2015 Outline
43696 SHOP Online Enrollment - Lessons Learned 1 1/16/2015 Outline
65597 Spread Vs. Pass Through PBM Models and an Alternative to Traditional Evaluation 1 2/4/2021 Outline
49654 Social Security Benefits: Retirement, Survivor and Medicare 1 4/15/2016 Outline  |  PowerPoint
66959 Social Security Non-Covered Pensions and Disability Benefits 1 2/4/2021 Outline
64755 Social Security: With you Through Life's Journey 1 2/4/2021 Outline
69464 State and Federal Laws, Rules and Regulations 1 3/28/2022 Outline
41801 Strategic Considerations in Health Insurance 2 9/29/2014 Outline
56468 Structure and Use of Health Reimbursement Arrangements 1 6/6/2017 Outline
61760 Student Loan Repayment Programs and the New Millenium 1 4/5/2019 Outline | PowerPoint
52452 Supplemental Medical vs. Hospital Indemnity: What's Best for your Group 2 8/23/2016 Outline
41076 Tax Strategies for the Insurance and Financial Professional 2 4/3/2014 Outline
48935 Telehealth and Advocacy: Next Gen Consumerism 1 2/16/2016 Outline
40854 The Affordable Care Act - The Devil is in the Details 2 3/25/2014 Outline
48205 The Changing Role of the Benefits Advisor Under the ACA 1 1/18/2016 Outline
68140 (webinar) The Digital Broker Playbook 1 3/28/2022 Outline
41628 The Fiduciary Provisions of ERISA 1 6/24/2014 Outline
44873 The Internet as a Healthcare Tool 1 5/18/2015 Outline
48813 The Role of the Professional Health Insurance Advisor? Why NAHU Works 1 2/16/2016 Outline
47494 The Social Security Disability Process 1 11/18/2015 Outline
53383 Transition from Group to Medicare 1 9/27/2016 Outline
48492 Trends in Health Care Costs 1 1/18/2016 Outline
58224 Understanding Group Retiree Medical 1 6/8/2018 Outline
69459 (webinar) Understanding the Benefits 1 3/28/2020 Outline
59102 Understanding the Importance of Social Security Claiming Decisions 1 6/8/2018 Outline
47312 Update on Health Care Reform 1 10/19/2015 Outline
57326 Veteran's Pension with Aid and Attendance 1 10/3/2017 Outline
49251 Voluntary Benefits 1 3/17/2016 Outline
62395 Voluntary Disruption: How to Optimize Client Engagement 1 4/5/2019 Outline
57031 Washington Update 1 10/3/2017 Outline
41386 Wellness Solutions for the Workplace 1 5/30/2014 Outline
43695 What to Expect from a Health Plan Investigation 1 1/16/2015 Outline  |  PowerPoint
55754 What You Need to Know About Changing World of HSAs & HRAs 1 3/28/2017 Outline
40695 Why a Plan for Extended Care is an Essential Element in a Wealthy Client's Retirement Portfolio 2 4/14/2014 Outline
44163 Workers' Compensation and Unemployment Compensation: What you need to know to help your clients 1 2/19/2015 Outline  |  PowerPoint
59914 Workplace Wellness: Initial Steps for Implementation 1 7/2/2018 Outline
59924 Workplace Wellness Successfully Engaging Each Generation 1 7/2/2018 Outline
 63835 Your Medicare Advocate 1 12/12/2019 Outline PowerPoint