On February 20, Mark will be presenting a one-hour CE entitled “How NOT to Blow Up Your Clients (and other LF tips).” Level-funded plans are a great solution for many clients, but when done incorrectly, they can backfire. In this webinar, Mark will share some level-funded best practices that will will protect you and your clients without breaking the bank.

It is almost time to welcome in 2023.  What a year this has been.  I know we have all been hard at work with 4th quarter business.  It is time to take a breath and remember the reason for the holiday season.  Take time for the truly important people in our lives.  Our family, friends and loved ones.  Enjoy the moments and make memories.

It is hard to believe that September is upon us. It brings Fall, the beginning of holidays, open enrollment, and Fourth Quarter. For many of us Fourth Quarter is upon us and we find ourselves prioritizing our efforts all the while keeping everything moving forward. The same is true for the Board of the Lone Star Virtual AHU Chapter. We have had our growing pains throughout these last 18 months but feel confident we are on the right track.

It is hard to believe that September is upon us. It brings Fall, the beginning of holidays, open enrollment, and Fourth Quarter. For many of us Fourth Quarter is upon us and we find ourselves prioritizing our efforts all the while keeping everything moving forward. The same is true for the Board of the Lone Star Virtual AHU Chapter. We have had our growing pains throughout these last 18 months but feel confident we are on the right track.

On September 27, Mike Smith will be presenting a one-hour CE entitled “Medicare 2022 Legislative Updates.” As we head into the AEP, it’s important to get up to speed on all the latest developments so you’ll know what’s changing and can answer the inevitable questions from your clients.