Learn about employee benefits & more!

Our webinars are designed to educate benefits professionals at all levels and specialties.
All programs will be held from 11:30 a.m. - 12:45 p.m. Pacific Time. We are offering three series:

• Benefits 101 Series - for agents or service professionals new to the benefits industry or those wanting a refresher. 
• ​Beyond Basics Series - for seasoned agents or service professionals, digging into more complex topics. 
• Sales Series - providing tips and strategies to help agents grow their book of business.

Calendar, Program Info & Registration (click on program name to learn more):

May 14, 2024: ​101 – Pretax Programs – FSA & HSA

Program Summary
​This program will review the regulations affecting both of these pre-tax savings programs, while outlining their similarities and differences.

Learning Outcomes

• An understanding of which companies may have certain employees restricted from participating
• Two main Healthcare Flexible Spending Account programs most commonly used by employers
• Special rules for Health Savings Accounts, such as catchup contributions and the last month rule

Link
​Registration Link

May 29, 2024: ​BB – Compliance Notices Need to Get Noticed​

Program Summary
​This session will walk through the myriad of Federal notices, which employers are required to provide them, distribution deadlines, and penalties.

Learning Outcomes

• Federal Notice requirement insight
• Understanding ramifications for noncompliance
• Solutions for employers

Link
Registration Link

June 4, 2024: ​101 - HRA – The Most Pliable Pretax Program

Program Summary
This program will walk attendees through the myriad of HRA options available and how to use them as a single pre-tax arrangement, as well as in conjunction with FSA and HSA pre-tax programs.

Learning Outcomes

• Understanding the power of the HRA
• What to consider when analyzing HRA options
• The questions that need to be answered when setting HRA plan design 

Link
Registration Link

June 12, 2024: ​BB – Leave Laws – Don’t Get Left Behind

Program Summary
​This session will walk through the myriad of Federal notices, which employers are required to provide them, distribution deadlines, and penalties.

Learning Outcomes

• Federal Notice requirement insight
• Understanding ramifications for noncompliance
• Solutions for employers

Link
Registration Link

July 18, 2024: ​Sales – 7 Sales Tips for New & Veteran Salespeople

Program Summary
This program offers new and veteran sales people tips for engaging with prospects at a peer-to-peer consultative level and helps salespeople experience more control during the sales process.

Learning Outcomes

• Leveraging your power in the sales process
• Recognizing when you're a valued contender or the prospect is “kicking the tires”
• How to stay on prospects' radars (beyond "check-in" emails)  

Link
Registration Link
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July 31, 2024: ​BB – Don’t Trip Up on Pretax Programs (FSA/HSA/HRA)

Program Summary
​This session will review what to ask to be able to recommend and implement the best program(s) for each specific employer’s situation.

Learning Outcomes

• Understanding limitations for companies that are not C-Corporations
• Understanding the extra employee education needed regarding HSA contributions
• Understanding very specific government rules employers must abide by 

Link
Registration Link

August 6, 2024: ​101 – Group Life & Disability​

Program Summary
This program will review the basic components of these coverages, additional benefits included under most policies, and when premiums are taxed.

Learning Outcomes

• Understanding the basics of group term life insurance contracts
• Understanding the basics of disability insurance contracts
• Understanding the tax provisions applicable to group life and disability insurance

Link
Registration Link

August 15, 2024: ​Sales – 3 Keys to Earning Renewals

Program Summary
Employee benefit sales is a zero-sum game: your customers are targeted by other agencies. What can you do to earn renewals without having to worry about competitors? 

Learning Outcomes

• Performing at the partner level with your clients
• How each customer relationship is like a marriage
• Improving your chances of renewal after a key champion leaves an account 

Link
Registration Link

August 21, 2024: ​BB – HSA & HRA Programs as Retirement Vehicles

Program Summary
​This session will walk employers (and their agents) through the merits of these two programs as retirement vehicles, along with the possible pitfalls that you need to be aware of.

Learning Outcomes

• Understanding the full cost of healthcare during retirement
• Understanding the differences between HRA and HSA programs
• Understanding the pros and cons of HRA and HSA retirement funding strategies

Link
Registration Link

September 3, 2024: ​101 – WA Plan Marketplace – Direct Carriers/Trusts & Rate Calculations

Program Summary
This program will review the differences between plans/rates offered by direct carriers versus Trusts, how rates are calculated under the various-sized markets, and typical Trust “add-ons”.

Learning Outcomes

• Understanding which groups are considered “small” or “large” in the direct-to-carrier market
• Understanding how employee rates are calculated in the direct and Trust markets
• Understanding the Trust market and rules regarding “like” businesses 

Event has been canceled - will reschedule in the new year

September 12, 2024: ​Sales – Never Be Ghosted Again

Program Summary
You thought you were moving the sales process forward, but now your prospect has gone silent. How do you get this sale back on track?

Learning Outcomes

• Getting and staying on the same page
• Understanding “urgency”
• Recognizing when a lead is and isn’t a sales prospect

Event has been canceled - will reschedule in the new year