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Calendar of Events



Upcoming events

    • October 11, 2016
    • 11:00 AM - 1:30 PM
    • Radisson Hotel Newport Beach

    Governor Brown signed SB 281 into law in 2013. This law mandates that anyone who sells LTC solutions must know the differences between traditional tax-qualified long-term care insurance, life insurance with long-term care riders, and accelerated death benefits. This enlightening one-hour CE course will keep you compliant with CA law and help your clients find the best solutions available in today's marketplace.


    Objectives of this program include:
    • Address the need for LTC.
    • Bust some myths around LTC.
    • Introduce SB 281.
    • Describe today's LTC marketplace.
    • Discuss the differences between benefit structures, eligibility criteria, tax consequences, advantages and disadvantages of each solution in todays marketplace.   
    *This presentation qualifies for 1-hour of CEU | Course: 339931

    October 11, 2016

    11 a.m. to 1:30 p.m.
    (Registration begins at 11 a.m.)

    Radisson Hotel Newport Beach
    4545 MacArthur Boulevard, Newport Beach 92660

    Cost to Attend: Member or First-Time Guest: $35
    Non-Member: $50 

    Register  

    Speaker Information
     

    Maxwell Schmitz, MSFS


    Max started at DI & LTC in 2009 as a third-generation disability planning specialist. He is the co-author of “The Questions and Answers on Disability Insurance Workbook” and has been a speaker at several industry and business events across the Bay Area. In 2015 Max completed his Master of Science in Financial Services through the American College. He is also Past-President of NAIFA Marin. In his free time Max is a local history buff, an avid hiker, and a lover of many regional craft beverages
    • December 13, 2016
    • 11:00 AM - 1:00 PM
    • Radisson Hotel Newport Beach

    Details Coming Soon

    • January 10, 2017
    • 11:00 AM - 1:00 PM
    • Radisson Hotel Newport Beach

    This course provides an overview of compliance items for agents and their clients, including ERISA, IRS nondiscrimination rules, annual reporting requirements, ACA reporting and disclosure, and HIPAA Privacy, Security & HITECH rules.


    Speaker: Marilyn Monahan, Monahan Law Office


    Event Details

    Radisson Hotel Newport Beach

    4545 MacArthur Boulevard

    Newport Beach CA 92660


    Cost to Attend:

    Member or First Time Guest: $35

    Non-Member: $50


    Registration Opens Soon

    • February 21, 2017
    • 7:00 AM - 3:30 PM
    • Hilton Costa Mesa
    OCAHU is proud to host its annual trade show and education day. The 2016 OCAHU event drew more than 425 industry professionals. Currently OCAHU’s membership, attendance at monthly meetings, and overall chapter activity continues to grow thanks to all of your collective efforts. We look forward to\seeing you again for aday that will bring into focus successes from the past and a truly positive vision for the future!

     

    Great C.E. Topics! Great Information! Great Prizes! Great Opportunities!


    Event Details

    Hilton Costa Mesa

    3050 Bristol Street

    Costa Mesa CA 92626


    Registration Opens Soon


                   

    Thank You 2016 Sponsors!

     

     Name Badges

     

     Bingo Card

     

     Grand Prize

     

     Registration Bag

     

     Registration Booth

     

     Continental Breakfast

     

     

     

    Printed Program Sponsor

     

     

     

     Membership Table

     

     

     

    Refreshments

     

         

               Decorations

     

      
         



     


    • March 14, 2017
    • 11:00 AM - 1:00 PM
    • Radisson Hotel Newport Beach

    Details Coming Soon

    • April 17, 2017
    • 9:30 AM - 7:30 PM (PDT)
    • Alta Vista Country Club - Placentia
      
    The Fun Starts Early!

     9:30 AM  Registration and Putting Contest
     11 AM  Lunch
     11:30 AM  Shot-Gun Start
     5 PM  Helicopter Ball Drop | 100K Shoot-Out
     5:30 PM  Dinner, Awards and Prizes

    Registration Opens Soon
     
    Proud Sponsors of the 2016 Event
     
    Golf Carts
     
      
     
    Dinner
     
     
    Lunch
     

    Helicopter Ball Drop


    Beverage Carts



    Putting Contest

    Driving Range


     
    Closest to Pin 
     


    Tee




     
    • May 16, 2017
    • 11:00 AM - 1:00 PM
    • Radisson Hotel Newport Beach

    Details Coming Soon

    • June 02, 2017
    • 9:00 AM - 2:00 PM
    • To Be Determined

    This is OCAHU's annual charity luncheon and fashion show; proceeds to benefit New Hope Grief Support Community.


    Event details coming soon!

Past events

September 20, 2016 Annual CE Day
August 08, 2016 Senior Products & Marketing Summit
June 03, 2016 14th Annual Celebration of Women in Business Charity Fashion Show
May 10, 2016 OCAHU Oscars and Annual Meeting of the Membership
May 06, 2016 Angels Baseball Event: Fundraiser for CAHU PAC
April 18, 2016 Take a Swing "Fore" the Cure Charity Golf Tournament
March 22, 2016 Monthly Luncheon and Legislative Update
February 16, 2016 Business Development Summit: 2016
January 19, 2016 HIPAA Privacy & Security: Business Associates Responsibilities & Liabilities | Part 1
December 15, 2015 Annual Holiday Event
November 17, 2015 Cybersecurity and the Health Insurance Agent
October 20, 2015 8th Annual Client Day Seminar
September 15, 2015 Annual CE Day
August 21, 2015 Angels Baseball Event: Fundraiser for CAHU PAC
August 18, 2015 Senior Products & Marketing Summit: 2015
June 05, 2015 13th Annual Celebration of Women in Business Charity Fashion Show
May 12, 2015 OCAHU Oscars and Annual Meeting of the Membership
April 21, 2015 Understanding ACOs and How to Incorporate Them into Small and Large Group Sales
April 13, 2015 One Heart at a Time Charity Golf Tournament
March 26, 2015 Healthcare Reform and Legislative Updates: State and Federal Issues
March 17, 2015 Monthly Luncheon Rescheduled
February 17, 2015 Business Development Summit: 2015
December 16, 2014 Annual Holiday Event
November 18, 2014 FitBit, CrossFit and Food, Oh My! - Presenting Wellness to Your Clients
October 21, 2014 7th Annual Client Day Seminar
September 16, 2014 Annual CE Day
August 12, 2014 Senior Products & Marketing Summit: 2014
August 01, 2014 NAHU Region 8 Leadership Conference
June 07, 2014 12th Annual Celebration of Women in Business Charity Fashion Show
May 13, 2014 Annual Carrier Panel Presentation & Meeting of the Membership
April 16, 2014 One Heart at a Time Charity Golf Tournament
March 18, 2014 Fourth Quarter Madness - Managing the Chaos for Health Insurance Agents and Consultants
February 18, 2014 Business Development Summit 2014: Riding the Wave
January 28, 2014 Member Only Event | ERISA & FMLA Compliance
December 10, 2013 Holiday CE Program
November 19, 2013 PPACA: Are You Ready to Rumble?
October 08, 2013 Annual CE Day
September 17, 2013 6th Annual Client Day Seminar - Employer's Road Map to Compliance
August 19, 2013 Live PPACA Certification Course - Speaker: Janet Trautwein, NAHU Executive Vice President & CEO
August 15, 2013 3rd Annual Medicare Advantage Broker-Carrier Panel Discussion
August 05, 2013 Angels Baseball Event: Fundraiser for CAHU PAC
June 07, 2013 Celebration of Women in Business
May 21, 2013 Annual Carrier Panel Presentation & Meeting of the Membership
May 21, 2013 Board of Directors Meeting
April 24, 2013 One Heart at a Time Charity Golf Tournament
April 16, 2013 Board of Directors Meeting
March 19, 2013 The Changing Health Care System and the Role of the Agent
March 19, 2013 Board of Directors Meeting
February 19, 2013 Business Development Summit 2013: Gaining the Edge
February 12, 2013 Board of Directors Meeting
January 17, 2013 YAHU Meeting
January 15, 2013 ERISA, FMLA & Health Care Reform Compliance
January 15, 2013 Board of Directors Meeting
December 11, 2012 Holiday CE Program
December 03, 2012 Monday Night Football Fundraiser for CAHU PAC
November 13, 2012 Post Election Wrap Up:What it Means to You
November 13, 2012 Board of Directors Meeting
November 08, 2012 YAHU Meeting
October 16, 2012 5th Annual Client Day Seminar
October 16, 2012 Board of Directors Meeting
October 11, 2012 YAHU Meeting
September 25, 2012 Board of Directors Meeting
September 18, 2012 Annual CE Day
September 13, 2012 YAHU Meeting
August 21, 2012 Board of Directors Meeting
August 09, 2012 Board Installation and Wine Tasting Social
August 08, 2012 2nd Annual Medicare Advantage Broker-Carrier Panel Discussion
June 19, 2012 Board Strategic Planning Meeting
June 01, 2012 Celebration of Women in Business
May 08, 2012 Annual Meeting of the Membership & Annual Carrier Panel Program
April 25, 2012 One Heart at a Time Charity Golf Tournament
March 20, 2012 How to Sell a Fraudulent Health Plan...and MORE!
February 21, 2012 Board of Directors Meeting
February 14, 2012 University Day
January 17, 2012 HR, CEO, CFO: Working with the Alphabet Soup of Corporate America!
December 13, 2011 Holiday Program
November 15, 2011 Do Your Clients Have Gaps in their International Insurance Needs?
November 15, 2011 Board of Directors Meeting
October 19, 2011 4th Annual Client Day Seminar: Presenting Steven Sell, President Health Net CA
September 27, 2011 Board of Directors Meeting
September 13, 2011 Annual CE Day
June 21, 2011 Board Strategic Planning Meeting
June 03, 2011 Celebration of Women in Business
May 04, 2011 One Heart at a Time Charity Golf Tournament
April 19, 2011 Annual Meeting of the Membership & Annual Carrier Panel Program
March 15, 2011 Healthcare Reform and Legislative Updates: State and Federal Issues
March 15, 2011 Board of Directors Meeting
February 08, 2011 University Day
January 18, 2011 Choosing the Right Wellness Program
January 18, 2011 Board of Directors Meeting
November 16, 2010 Understanding the Impacts of Health Care Reform: Post Elections
November 16, 2010 Board of Directors Meeting
October 19, 2010 Client Day Seminar
September 28, 2010 Board of Directors Meeting
September 21, 2010 Annual CE Day
June 04, 2010 Celebration of Women in Business
May 18, 2010 Carrier Panel Discussion
April 28, 2010 One Heart at a Time Charity Golf Tournament
March 16, 2010 Health Care & Insurance Legislation: 2010
February 09, 2010 Annual Sales Symposium
January 19, 2010 Creating Your Insurance Agency Business Plan
December 15, 2009 Holiday Program
November 17, 2009 Town Hall Meeting: Executive Briefing on Health Care Reform
October 20, 2009 Health Reform, Policy, Politics and Prospects
September 29, 2009 Board of Directors Meeting
September 15, 2009 Annual CE Day

2016 Corporate Sponsors


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Gold





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Silver

 

Bronze 

 

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Copyright © 2016 Orange County Association of Health Underwriters
Phone: (866) 921-6440 x3 | Email: orangecountyahu@yahoo.com

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