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Do you only go to
dinner with 101+
friends just to say
you’re a Large Group?
We do.
That’s just how
committed we are.
wordandbrown.com
Inland Empire | 3633 Inland Empire Blvd., Suite 525, Ontario, CA 91764 | 877.225.0988
Greeting Friends and Colleagues, Welcome to Clarity 2020, this marks our 29th year of holding IEAHU’s annual sales symposium. Our hope for you today is that you will be challenged, equipped and inspired to execute on your dreams and visions for 2020 and beyond. We also hope that you will learn about new tools, resources or strategies that will be game changers for your business and provide clarity for you and your clients. Enjoy the day ~ Learn as much as you can, take advantage of all the wisdom, talent, and insight available and we encourage you to go and make the world a better place. We want to thank several people who have made this event possible: The Speakers, Impact Partners, GA’s, Carrier Partners, and other Resource Partners. Without your leadership and support, this event it would not come to fruition. Your partnership is not taken lightly and is very much appreciated.
To all the IEAHU, CAHU and NAHU leaders who have provided guidance and support on the local, regional and national level, we see the advocacy work that you are doing and have done on behalf of agents, brokers and benefit professionals to make our livelihood a reality - Thank you.
To the IEAHU Clarity 2020 Team – We can’t say enough about all the time, support and assistance you gave to make this a stellar event - You all Rock!
To IEAHU past leadership, thank you for the example you have set, for your steady community-based leadership and the rallying together over the last 29 years - You make this a great place to live!
To all the members and future members who may be on the sideline, we are blessed to be in a business that serves people and provides guidance and leadership to help organizations and individuals navigate one the most important areas of their lives. Our role in keeping people and organizations whole and healthy is at risk to new healthcare disrupters and/or a government run system like “Medicare for All”, which would completely eliminate and dismantle private health plans as we know them.
We invite you to play a foundational role in shaping the future of healthcare. As our world and healthcare becomes more complex and difficult to navigate, it is imperative for us as an industry to bring fresh ideas, strategies and leadership that will shape the future of healthcare. Our hope for you is that you will lead with confidence, you will increase in insight and understanding and your best days will be ahead in 2020. Blessings,
Dave Dutchover Symposium Chair/ President – Elect
Ashley Ingram President
CLARITY 2020 Leadership. Trust. Vision.
CLARITY 2020 SYMPOSIUM Tuesday, March 10th 2020
MORNING SESSIONS
7:00 – 10:00 AM Registration is Open Upper Concourse
7:00 – 9:00 AM Buffet Breakfast Upper Concourse
7:00 – 10:00 AM Exhibit Hall is Open Ben H. Lewis Hall
7:45 – 8:30 AM PAC Meet & Greet with Marcy Buckner, NAHU VP of Government Affairs Ben H. Lewis Hall Message from Bruce Benton/Maggie Stedt, California Associa�on of Health
Underwriters
8:45 – 9:00 AM Welcome and Opening Ceremony Ben H. Lewis Hall Opening Remarks: David Dutchover, IEAHU Symposium Chair/President-Elect
& Ashley Ingram, IEAHU President
9:00 – 10:00 AM Break Out Sessions � Seven Pillars of Succes•
•
•
•••
s Speaker: Patrick Rodriguez � Commission Protection & the Impact on Insurance Clients (CE #381997) Speakers: Phil Calhoun &
Dan Wexler � Being an Extraordinary Broker/Producer in 2020 Speaker: Ken Spencer
10:15 – 11:15 AM It’s a Field Day in DC (CE #366694) Ben H. Lewis Hall Speaker: Marcy Buckner, VP of Government Affairs, NAHU
11:30 – 12:30 PM Break Out Sessions � ACA Broker Playbook: A Broker’s Practical Guide to Managing,
Protecting and Growing an ACA Client Base in 2020 Speaker: David Reid � Traditional vs. Hybrid Long Term Care Insurance (CE #381971) Speaker: Stan Israel
12:35 – 1:45 PM Lunch & Impact Partner Introductions | Exhibit Hall Closed Ben H. Lewis Hall
12:55 – 1:45 PM KEYNOTE PRESENTATION: Leadership and Mission Driven Cultures Ben H. Lewis Hall Rob Nielsen, All American Leaders
AFTERNOON SESSIONS 2:00 – 3:00 PM Exhibit Hall is Open Ben H. Lewis Hall
2:00 – 3:00 PM Break Out Sessions � Health Care Cost Management for Employers (CE #379893) Speaker: David Fear, Sr. � Dental Provider and Plan Pitfalls Speaker: Dr. Asal Gardner, DDS
2:00 – 3:15 PM Refreshment Break Upper Concourse
3:15 – 3:30 PM Closing Remarks | Sponsor Recognition | Membership Announcement Ben H. Lewis Hall Grand Prize | Exhibitor and Raffle Prizes *MUST BE PRESENT TO WIN*
3:30 – 5:00 PM Vanguard Event – Corn Hole Tournament & After Party Upper Concourse
MR 7 MR 8
Ben H. Lewis Hall MR 7
Ben H. Lewis Hall MR 7 MR 8
••
Clarity 2020 Symposium Speakers Marcy M. Buckner, J.D., VP of Government Affairs, NAHUPAC Breakfast & It’s a Field Day in DC (CE #366694 • 1 Hr.)Marcy manages the associations state government affairs team, including the monitoring of activities of all state legislatures, insurance departments, and intergovernmental organizations to coordinate efforts to advance the interests of professional health insurance producers.
Phil Calhoun, CEO—Integrity AdvisorsCommission Protection & the Impact on Insurance Cli-ents (CE #381997 • 1 Hr.)
Golden Outlook, acquire Aribo, and sold an FMO in 1986 to focus all his efforts on helping educate brokers on commission protection. Since then he has bought and sold agencies and books of business. For the past eight years Phil has shared what was learned in an effort to help educate brokers on the importance of commission protection. His MBA is from California Poly Technic University.
David L. Fear, Sr. RHUHealthcare Cost Management for Employers (CE #379893 • 1 Hr.)
-sion of Dickerson Insurance Services, an Alera Group Company. He
Dave is a longtime NAHU member having served in various capacities, NAHU President (2006-2007); CAHU President (1998-1999) and cur-rently serves on the board of directors for the NAHU Education Foun-dation.
Stan Israel Traditional vs. Hybrid Long Term Care Insurance (CE 381971)
Stan is a Vietnam Era veteran of the US Air Force, began his career in
-ity insurance brokerage over 30 years ago. A premier specialist in Long
-als through the complexities of the choices available with Long Term Care Insurance for both Traditional and Hybrid coverages.
Dr. Asal Gardner, DDS, Euclid Family Dentistry Dental Provider and Plan Pitfalls Dr. Gardner is Southern California native, she completed her dental train-ing at Loma Linda University Dental School in 2012. Dr. Gardner and her husband own thier own Ontario CA serving the local community.
Patrick Rodriguez - President and Founder of AGASeven Pillars of SuccessPatrick has been navigating the ins-and-outs of the independent agent marketplace for over 30 years bringing unprecedented val-ue to overworked agents, along with vision, tools and innovation to make agents successful.
AGA Team is at the forefront of the industry, inspiring AGA employ-ees to maintain the highest levels of integrity and dedication to thier client’s success.
David Reid, Founder & CEO – Ease ACA Broker Playbook: A Broker’s Practical Guide to Managing, Protecting and Growing an ACA Client Base in 2020David has 30 years of experience working in the the employee
West Coast and is among the most widely adopted, fastest growing solutions for brokers and employers in the area, with over 60,000 employers and 1.5 million enrollees.
Ken Spencer, SPHR, MHRM, CEO HR Service, IncBeing an Extraordinary Broker/Producer in 2020Highly successful brokers/producers do extraordinary things in their business and relationships. In this session participants will learn
their competition. Ken Spencer, of HR Service will be sharing the results of a nationwide survey that focused on the characteristics, value-added solutions and techniques used by top tier brokers to attract and retain business.
Daniel “Danny” J. WexlerCommission Protection &the Impact on Insurance Clients (CE #381997) Admitted to the California State Bar. Courts Admitted to: California Supreme Court; United States District Court, Southern District of California. AV rated by Martindale-Hubbell. Recognized as one of the top 100 Estate Planning Attorneys by Worth Magazine 2007, 2008-2009. J.D., University of Southern California Gould School of Law, Los Angeles, CA
Clarity 2020 Symposium Speakers
Clarity 2020 Keynote Speaker
HUPAC’S MISSION:The purpose of the NAHU’s Health Underwriters Political Action
Committee (HUPAC) is to raise funds from NAHU members for the purpose of supporting the political campaigns of candidates who
security of all Americans.
Contribute @ https://hupac.nahu.org
We would like to extend a special thank you to this year’s 2020 Symposium Committee…….
Kathy Cade
Karen Carnakis
Dawn Carroll
David Christensen
David Dutchover
Tim Flores
Joe Henehan
Ashley Ingram
David Johnston
Adriana Mendieta
Ray Musser
Pat Reaume
Kristie Scavarda
Eric Terrazas
Yolanda Webb
2019- 2020 IEAHU Board of Directors
President Ashley Ingram Medicare Chair Yolanda Webb
Past President Wayne Guzman Membership/Retention Chair David Christensen
President-Elect David Dutchover PAC Chair Joe Henehan
Secretary Shelley Hoover Professional Development Chair Denise Davis
Treasurer Patrick Reaume Vanguard Chair Tim Flores
Executive Director Dawn Carroll Community Service Committee Chair Eric Terrazas
Awards Chair Yolanda Webb Golf Tournament Committee Chair Ron Baltazar
Communications Chair Shari Boyce Director at Large OPEN
Legislation Chair Kristie Scavarda Director Emeritus Ray Musser
Thank you to IEAHU’s Past Presidents their leadership and commitment to our industry and community.
1990-1992 Mary Jane Weber
1992-1993 Ray Musser
1993-1994 Stephen Graeber
1994-1995 Richard Hawkins
1995-1996 Brad Lening
1996-1997 Robert Fredericks
1997-1998 Steven Park
1998-1999 David Johnston
1999-2000 Patrick Reaume
2000-2001 Shelley Hoover
2001-2002 Kathy Cade
2002-2003 Stephen Graeber
2003-2005 Juan Lopez
2005-2006 Gordon Colburn
2006-2007 Casey Armstrong
2007-2009 Joseph Henehan
2009-2010 Bill Mason
2010-2011 Edward Stricklan
2011-2012 Donald Doppmann
2012-2013 David Johnston
2013-2015 Johnny Scharnweber 2015-2016 Christina Marzec
2016-2017 Kristie Scavarda
2017-2018 Yolanda Webb
2019-2020 Wayne Guzman
Registration Bags
Keynote Speaker
*2020 IMPACT Partner * Name Badges PLATINUM
SILVER
Grand Prize
Membership
Refreshments
Corn Hole Tournament
Audio Visual
GOLD
BRONZE
Thank you to all of our 2020 Sponsors
EXHIBITOR DIRECTORY
AETNA .............................................. 28
AltaMed .............................................. 38
Ameriflex .............................................. 44
Anthem .............................................. 34
Applied General Agency (AGA)
(Silver/Corn Hole Tournament) ................. 4
Berwick Insurance Group ....................... 27
Blue Shield of California .......................... 45
Brand New Day ....................................... 37
CaliforniaChoice ........................... 23 & 24
California Dental Network ...................... 46
Cigna (Silver/Membership)....................... 1
Colonial Life ............................................. 48
Covered California for Small Business .... 32
D2Enroll Insurance Services
(2020 IMPACT PARTNER) ................ 17 & 18
Dickerson Insurance Services, an Alera
Group Company (Gold/Keynote
Speaker) ..................................... 13 & 14
Ease (Silver/Refreshments) ...................... 3
EPIC Management, LP (Bronze) ... 10 & 11
Financial Grade Senior Consultants ...... 41
Health Net (Gold/Grand Prize) ... 19 & 20
HR Services, Inc. (Bronze) ....................... 12
Integrity Advisors ....................................... 9
Kaiser Permanente .................................. 26
Landmark Health Plan .............................. 8
LifeSecure Insurance Co........................... 6
LISI .............................................. 30
MESVision .............................................. 36
Mike Russ Schools .................................... 31
NortonLifeLock........................................... 5
OneShare Health ....................................... 7
PAYDAY Workforce Solutions .................. 35
Pinnacle Medical Group ........................ 42
PrimeCare, Part of OptumCare
(Silver/Audio Visual) .................................. 2
Principal .............................................. 47
Rehburg Life Insurance Settlements ...... 29
Retire with Renewals ............................... 29
Scan Health Plan ..................................... 40
Stan Israel Insurance .............................. 49
Team Alvarez/Equipo Alvarez ................ 33
Traci’s Insurance Services, Inc. ............... 39
UnitedHealthCare ................................... 25
Warner Pacific ......................................... 43
Word and Brown
(Gold/Registration Bags) ............... 15 & 16
Exhibitor Name Booth # Exhibitor Name Booth #
with Benefit Plans
It’s about time for an innovative cyber safety solution as a benefit.
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Joe ZambitoBroker Relations & Sales Leader - California & Hawaii [email protected] 201 0022
ATENCIÓN: si habla español, tiene a su disposición servicios gratuitos de asistencia lingüística. Llame al 1 (909) 822-1164 x 1258. 注意：如果您使用繁體中文，您可以免費獲得語言援助服務。請致電 1(909) 822-1164 x 1258
Charles Sabbah, MDInternal Medicine
Fontana & Yucaipa
Paul Chen, MD Internal Medicine
Fontana
Jesse Guadiz, MD Family Medicine
Rialto
Melanie Dawes, MD Internal Medicine San Bernardino
J. Duc Nguyen, MDInternal Medicine
Fontana
Nasser Liasi, M.D. Internal Medicine
Fontana
Carina Buhay, MD Internal MedicineSan Bernardino
Huy Cong Truong, MD Internal MedicineSan Bernardino
Linda Lee, MD Family Medicine
Rancho Cucamonga
Medicare
2/2019
www.pinnaclemedical.com (909) 822-2323
Medicare Plans Accepted:• AARP Medicare Complete by United• Focus Plan by United Healthcare• Aetna• Alignment Healthcare• Blue Shield Choice & 65+• Brand New Day
• Central Health Plan• Health Net• IEHP Dual Choice• Inter Valley• Supplements• SCAN
Your
Physicians
Locations in: • Fontana • Rancho Cucamonga • Rialto • San Bernardino • Yucaipa
Hiteshi Thakker, MDInternal Medicine
Rialto
Natasha Alexander, MDInternal MedicineRialto & Yucaipa
HMO plans accepted*:• Aetna• Anthem Blue Cross• Blue Shield• Cigna • Health Net• United Health Care
Major senior plans accepted*:• Medicare• AARP Medicare Complete (United)• Aetna• Blue Shield• HealthNet - Gold• IEHP Dual Choice• Inter Valley Health Plan• SCAN Health Plan
Covered California plans accepted*: • Blue Shield IFP PPO (Beaver) • HealthNet HMO
Also preferred providers for most POS, PPO and traditional health plans.
* Subject to change. Additional plans may be accepted. See medical group's website for all plans accepted.
Many doctors and medical groups available to your clients!
Medical group brochures & doctor lists available.
Primary Care Specialty Care
On-Site Services New Facilities
Urgent Care
See full doctor profiles and insurance listings on our medical group websites!
Over 240 physicians in 25 specialities in Redlands, Highland, Colton, Yucaipa,
Banning & Beaumontwww.beavermedicalgroup.com
Primary Care • Urgent Care Redlands • Yucaipa • Beaumont
www.rymg.com
Primary Care in Victorville Hesperia• Apple Valley • Phelan
www.alliancedesertphysicians.com
Primary Care Loma Linda University - Murrieta
Downtown Murrieta Sun City & Temecula
www.trivalleymedicalgroup.com
Primary Care • Urgent CareRancho Cucamonga • Fontana
Yucaipa • Rialto • San Bernardinowww.pinnaclemedical.com
Primary Care & Urgent in Upland, Chino Rancho Cucamonga, Chino Hills Fontana, Montclair and Pomona
www.chaffeymedicalgroup.com
Primary Care - Spanish Speaking Doctors Pomona, Upland & Corona www.fenixdoctors.com
Primary Care (United HMO only)http://www.fpmgrp.org
Stephanie Centeno Community Relations Representative (909) 799-1818 www.epicmanagementlp.com
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PrimeCare is part of OptumCare®. OptumCare® keeps you healthier and feeling your best by providing care that is build around you. Learn more at optumcare.com. Optum® and OptumCare® are trademarks of Optum, Inc.
Proud to support the IEAHU Sales Symposium PrimeCare-a�liated networks include:
empirephysicians.com
mpmgdocs.com
pcamg.com
valleyphysiciansnetwork.com
Thank you for supporting PrimeCare and its a�liated networks in ensuring your clients in the community have access to leading doctors and quality health care.
Please visit the broker portal on our websites for instant access to important resources, including our broker kit, provider directory, email communications and more.
Visit the PrimeCare booth to learn more about our networks.
For any and all broker questions, please contact our dedicated customer service representative:Lisa Andrade [email protected]
Primary care for every member of your client’s
primecare.com |
Call today for more information!1-844-SALES-UPwww.appliedga.com
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Marketing
Events
Co-op
Sales
Submissions
Technology
Contracting/Certification
Date: April 14th, 2020Speaker: Janet TrautweinWhere: Kaiser AnaheimTime: 10:00 - 2:00Info: nahu.inreachce.com
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