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Upcoming events

    • May 08, 2018
    • 11:00 AM - 1:00 PM
    • Carlton Hotel Newport Beach (formerly Radisson Hotel)

    This presentation is a 1-hour Ethics CE  | Course: 344031

    Join Don Goldmann, former NAHU President, as he presents “Ethics for the Health Insurance Agent” at our next meeting. The one-hour CE Course provides brokers with a greater understanding of the importance of ethical behavior. Included in the discussion will be ethical behavior basics, ethics and the insurance market, fiduciary duties, conflicts of interest, and developing a personal code of ethics. Don’s presentations are always informative and interesting.

    This meeting also serves as our Annual Meeting of the Membership. This meeting will consider and act on the Election of Directors for the 2018-19 fiscal year, as well as approving a Proposed Bylaw Revision.  Click here for the list of nominees.  Additional nominations can be made from the floor at our Annual Meeting on May 8th.


    Don Goldmann
    Consultant

    Don Goldmann, nationally recognized for his in-depth analysis of the health care insurance market, has a distinguished career spanning over 40 years. 

     

    Don recently retired from Word & Brown, but continues his industry work providing presentations on ethics, sales techniques, leadership training and wine consumption and health.  His last position with Word & Brown was Vice President of their Broker University and prior to that, he served as their National Vice President of Sales, overseeing multi-state expansion of the General Agency. 

     

    Over his career, Goldmann developed and implemented training programs for brokers entering the business, continuing education programs for experience brokers and motivational presentations for all industry professionals.

     

    Goldmann is a highly sought-after speaker and frequently published contributor to national, state and local journals for Health and Life Underwriters, CPA Societies, Societies for Financial Planners, Life Insurance Company Office Management groups, Employee Benefit Associations, top producer conferences, colleges and top universities as well as other trade and community organizations.

    EVENT DETAILS:
    Tuesday, May 8, 2018 | Hyatt Regency John Wayne Airport
    4545 MacArthur Boulevard | Newport Beach 92660

    Registration: 11 AM | Lunch and OCAH Business: 11:30 AM | CE: 12:30 PM
    Cost to Attend: Members: $35 | Non-Members: $50
    Prices increase $25 on May 6th




    • June 01, 2018
    • 9:30 AM - 2:00 PM
    • Balboa Bay Resort - Newport Beach



     Recognition Award Nomination

    The “Celebration of Women in Business” is an event to honor an individual businesswoman in Orange County for her contributions to her family, peers and community.  We invite you to nominate a woman in business that inspires you with her leadership, energy, concern for others and commitment to her business and community!

    Please provide specific examples to each question.  You are welcomed to attach additional information about your nominee. To support your nomination, you may want to gather data from others who have worked or dealt with the person you are nominating.  Once your information is complete, please return it to Barbara Lewman via email at blewman@wordandbrown.com  or Sarah Knapp via email at sarah.knapp@coloniallife.com.

    Deadline to return form: Friday, April 27, 2018

    Click here to download nomination form.

     
     This Event Made Possible with the Support of the Following Sponsors!

    Grand Event 


    Fashion Show 
     Name Badges

    Table Wine  
     Grand Prize

     Table Favors
     Grand Prize Excursion
     








Past events

April 16, 2018 Take a Swing "Fore" the Cure Charity Golf Tournament
April 03, 2018 Benefits Technology Certification Course
March 13, 2018 CONSUMER EDUCATION DAY: Leave Laws and Benefits
February 22, 2018 Business Development Summit: 2018
January 09, 2018 From Savings to Reimbursements...The Rules of HSA's, FSA's, HRA's and MSA's Today!
December 12, 2017 Annual Holiday Charity Luncheon
November 14, 2017 Avoiding Compliance Pitfalls II
October 10, 2017 ACA Hot Topics: Helping Clients Navigate Compliance Challenges & Changes
September 19, 2017 Annual CE Day
August 28, 2017 4th Annual Senior Products & Marketing Summit
August 21, 2017 (copy) Business Development Summit: 2017
July 27, 2017 Single Payer Health in CA | A Special Panel Presentation
July 21, 2017 Angels Baseball Event: Fundraiser for CAHU PAC
June 22, 2017 SB 562 Special Town Hall Luncheon Meeting
June 13, 2017 YE Board and 2017-18 Strategic Planning Meeting
June 02, 2017 15th Annual Celebration of Women in Business
May 16, 2017 Annual Membership Meeting and Distinguished Service Awards
April 17, 2017 Take a Swing "Fore" the Cure Charity Golf Tournament
March 14, 2017 Annual Legislative Review 2016-2017
March 11, 2017 Luck of the Irish Poker Night Celebration
January 10, 2017 Health and Welfare Plan Compliance Checklist For Agents and Their Employer Clients
December 13, 2016 How to Build Your Business Using Social Media Platforms
October 11, 2016 SB 281 and the New Conversation around LTC Planning
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


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