May - FWAHU

MAY 2011
THE VIEW
WWW.FWAHU.COM
Message from the President
FWAHU'ers,
Now is the time to learn the facts of life. Ok, well, if not
that, then at least the facts of Self Funding. This month we
are having an extended day which includes 4 hours of CE,
breakfast, and lunch. Remember, if you have a Season Pass,
this event is $0, otherwise it is $20 for members and $30 for
nonmembers. Look inside for details. In June, we will have
an 8 hour Small Group Certification for all of you who have
been inquiring:).
Commander in Chief (yes, this is a stretch but I wanted to
test it out),
Gentrie Pool, RHU, CSA, SGS
Please help FWAHU welcome our newest members:
Gentrie Pool, RHU, CSA, SGS
In this issue:
President’s Message ……….Page 1
May Luncheon …………….Page 2
Michael K. Parks – Higginbotham Insurance Agency, Inc.
Frank Scholz, CLU, LUTCF – Harmon Insurance Agency
Johnny Wayne Wallin
Brett Bowden
Kim Clark
Obed Uribio
FWAHU News/Updates..Pages 3 – 4
To CE or Not to CE………..Page 5
Calendar of Events…………Page 6
Member Spotlight………….Page 7
Please support our May Sponsors:
www.etekhnos.com
www.iisbenefits.net
May 12th FWAHU is serving up good food, good CE and good prices, and
good charities fund raisers (by way of a bake auction so bring a dessert
homemade or bought if you want)! Join us at Rolling Hills Country
Club!
PLATED LUNCH:
Spinach Salad (with bacon and mushrooms on the side)
Ham with Pineapple Sauce
Rice Pilaf
Green Bean Almandine
Warm Rolls and Butter
Iced Tea, Coffee, and Water
Cookies and Brownies
Fundamentals of Self Funding Health Insurance 4 Hr CE
8:45 check in. 9:00-1:30 course.
Bake auction to follow!
KEVIN L. CHAMBERS
After attending San Diego State University, Mr. Chambers joined New York Life
in 1980 as an account executive, where he received his preliminary Life and
Health Insurance Training.
In 1985, Mr. Chambers joined the local brokerage firm of Robson, Cavignac and
Associates. He specialized in the employee benefit arena. Mr. Chambers was
soon promoted to Vice President of the firm and managed a highly successful
brokerage operation.
In 1996, Mr. Chambers relocated to Jackson Mississippi. Equipped with his
extensive managed care background, Mr. Chambers was asked to join
Diversified Services Inc., a wholly owned subsidiary of the Mississippi Hospital
Association. At the time, Diversified Services Inc. had just formed a provider
owned Health Insurance Company. As Managing Director, Mr. Chambers staffed
and oversaw all marketing and risk functions of this organization.
From 1999 to 2009 Mr. Chambers was involved with various projects and
Healthcare related Companies both as an employee and advisor. Since 2009
Mr. Chambers has been National Vice President of Sales of HealthSmart a
Dallas-based Managed Healthcare Company. In his time at HealthSmart he has
been instrumental in the tremendous growth of the Company. In addition, he has
spearheaded the TribalCARE™ program from its infancy to being the most
complete Healthcare solution for Native Americans in the market today. As part
of his commitment to the Healthcare industry he has volunteered as a licensed
Department of Insurance instructor for the last 8 years.
Provider No. 34499
TDI Course No. 30967
This course is designed to have the basic understanding of the components
and techniques of self-funding.
The agent will be able to know the
differences between self funded and fully insurance health plans. A better
understanding of how to identify the contracts and components of stop loss
polices will be achieved. The use of science, in the form of Disease
Management, Predictive Modeling etc as it applies to cost savings will be
achieved. Upon completion of the course the agent should the knowledge
needed to successfully present self-funding plans to clients.
If you weren’t at the April FWAHU Meeting, here is what you missed:
If you weren’t at the luncheon on Thursday, April 14th, you missed the opportunity to
earn one hour of CE and learn about the Health Texas program a likely precursor to
the Exchange in Texas; a CE taught by Mark Bellman of United Healthcare. You
also missed a 1099 update by Eric Johnson.
Visit www.fwahu.com to register for the May FWAHU Meeting.
FWAHU NEWS & UPDATES
What’s going on in the industry?
Association CE Credit
Many agents may not know that up to four hours of continuing education credit can be earned by an agent who
is an active member of a state or national insurance association. Being a member of a recognized organization
does not provide automatic CE credits for licensed Texas agents/adjusters. You can request CE credits when
satisfying the TAC rule §19.1020 using form LHL617 "Request for Association Credit Accepted By TDI"
form. Visit http://www.tdi.state.tx.us/forms/lhllicensing/LHL617reqassocc.pdf for more information.
Many of you may be unaware of this benefit for our members. You must login to use the center.
NAHU's Career Center - The best place to find the perfect job is just a click away!
http://www.jobtarget.com/home/index.cfm?site_id=724
Jobseekers:
 Manage your job search
 Access hundreds of corporate job postings
 Post an anonymous resume
 Advanced job alert system
Employers:
 Quickly post job openings
 Manage your online recruiting efforts
 Advanced resume searching capabilities
 Reach targeted & qualified candidates
The 23rd Annual Tahu Convention will be held in San Antonio,
TX this year from May 4th - 6th there is still time to register!
Visit http://www.tahu.org then click on Calendar of Events and
TAHU Convention to register!!!
WOULD YOU OR SOMEONE YOU KNOW LIKE TO JOIN FWAHU?
GO TO HTTP://FWAHU.COM/MEMBERSHIP/ TO FIND BENEFITS OF MEMBERSHIP& JOIN
TODAY!
FWAHU News & Updates Continued…
DESSERT AUCTION IN MAY
Come and enjoy the fun during May’s meeting!!! We are having a dessert auction to help raise funds in order to
purchase shoes for the children of Mbewau Academy in Mombasa Africa.
Everyone coming to May’s meeting, if you would please bring a dessert to auction off towards the end of the
meeting, it would be greatly appreciated. Also bring CASH as you bid on these desserts!!!
It’s sure to be fun and you will get to take home some yummy desserts to share with your family. Thanks for
participating.
Christy Monteith, Charity Chair Person
Reach out to your FWAHU Board by visiting http://fwahu.com/chapter-info/board/
Higginbotham & Associates Hosts Fourth Annual Carrier Olympics Challenge for
Charity
Winning Team from UnitedHealthcare Donates $5,200 in Event Proceeds to the UnitedHealthcare Children’s
Foundation
FORT WORTH, Texas (April 19, 2011) – Higginbotham & Associates, one of the largest independent insurance
brokerage firms in Texas, hosted its Fourth Annual Carrier Olympics Challenge for Charity April 15 at Texas
Christian University Lowdon Track Complex. Four-person teams representing 10 insurance carriers and
administrators competed in an obstacle course on behalf of charities they selected.
Please support our May Sponsors:
www.etekhnos.com
www.iisbenefits.net
“TO CE OR NOT TO CE, That is the Question?”
Most Agents may already know this, but recently, I have been teaching classes where agents are
unaware of the new TDI reporting of Continuing Education hours for licensed agents in the State of
Texas. Beginning on February 17, 2009, registered CE providers are now submitting electronic rosters
for candidates who have completed Texas approved CE courses through the Sircon Compliance Express
system. This system allows TDI the capability of tracking all CE hours. In the past, eve ry agent was
on the honor system and only had to show their required completion upon request of TDI, the new
Sircon system reports your hours directly to TDI now.
Just as a reminder here are the requirements for all Group I licensed Agents in the State of Texas. You
are required to have 30 hours every two years with 15 hours of classroom time; included in that 30
hours is a 2 hour Ethics Course. Licensees who on or after January 1, 2003, have been continuously licensed
by the department for at least 20 years may apply for an exemption from the CE requirements. Licensees shall
apply for this exemption by submitting a written request to the department indicating that they have met the
longevity requirement. Licensees must satisfy the continuing education requirements through the end of the 20th
year of licensure.
There are also new certifications that are required whether you are exempt from CE Education requirements. A
one-time LTC Certification is now required as of January 1, 2009. The Medicare Related Products Certification of
8 hours is maintained for four years, these hours can count towards your 30 hour requirement as well. Annuity
Certification is also required as of April 1, 2010. This four hour certification is also maintained for four years.
As a reminder, if you are an active member in TAHU, you receive 4 hours of Continuing Education Credit!!
Audra Sullivan, CBC
FWAHU Education Chair
Please support our May Sponsors:
www.etekhnos.com
www.iisbenefits.net
FWAHU 211 Calendar of Events
April 14, 2011
11:30 – 1:00 Rolling Hills Country Club
“Healthy Texas: Will the Agents Deliver?”
1 Hour CE #81899
Provider ComedyCE - # 37719
Mark Bellman
May 5-7, 2011 Westin La Cantena, San Antonio Texas
23rd Annual TAHU Convention
May 12, 2011
8:30 – 12:30 Rolling Hills Country Club
“The Fundamentals of Self Funding Health Insurance”
4 Hour CE
Course #30967
Provider Health Smart #34499
Kevin Chambers
June 3, 2011
7:30 – 4:00 Rolling Hills Country Club
“Small Employer Health Benefit Plan Specialty Certification”
8 Hour CE
Course Number: 30527
Provider, TAHU 32408
Misty Baker, Lonestar Benefit Solutions
June 9, 2011
11:30 – 1:00 Rolling Hills Country Club
Donna Carnall Awards Luncheon
June 26-29, 2011 Grand Hyatt, San Antonio Texas
NAHU Annual Conference
New Member Spotlight – Obed Uribio of BenefitMall
Obed Uribio has been in the insurance industry for 18 years. He got his "big break" when a
good friend in the insurance industry introduced him to his boss many years ago. He
managed a life insurance agency and gave Obed an opportunity to learn the business. He
spent most of his career in the Senior market selling Medicare Advantage plans. He
currently works for BenefitMall's Senior Products Division as a Broker Sales Executive, and
he really enjoys helping people find solutions to their health care needs.
Thanks to fellow Medicare agent and close friend, Danielle Kunkle, Obed decided to become
a FWAHU member. He learned what FWAHU stands for, and wanted to become a
supporter. From his membership, he hopes to be connected and informed. He feels,
"FWAHU does a great job in keeping agents informed" and loves the idea of networking
with professionals in the same industry.
Obed currently lives in Arlington and is the proud parent of three wonderful young children:
Crystal - 24, Jessica - 22, and Andrew - 21.
Welcome, Obed! FWAHU is so happy to have you has part of our chapter!
Please support our May Sponsors:
www.etekhnos.com
www.iisbenefits.net