Pre-Conference Workshop

CDHC Certification Course Precon Session #1
PRE-CONFERENCE ADD-ON*

Wednesday 8:00am – 12:00pm

Consumer-directed health care options, including those for Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursement Arrangements (HRAs), have opened a wealth of opportunities for consumers. These opportunities have created new responsibilities for agents and brokers, and advising clients in these areas is more difficult and time-consuming than it has been in the past. To address the new market options, NAHU has revised its CDHC certification course into an even more robust program. Completion of this course will ensure a higher level of technical knowledge of the rules and regulations pertaining to various types of consumer-directed health care options and proven methods for communicating those options to employers and employees in a compelling way. The certification program in consumer-driven care (CDHC) is a four-hour course that provides brokers with information they can use to help clients consider these fast-evolving plans and implement them successfully. The certification will serve as a distinction for producers as credentialed experts in the sophisticated space of CDHC. Approved by states for insurance continuing education credits; this course: Compares health reimbursement accounts (HRAs), health savings accounts (HSAs) and other plan designs; Considers current and projected adoption; Presents comprehensive guidance on eligibility, contributions and all technical elements; Provides two frameworks: one for selling CDHC and another for implementing CDHC, which brokers may share with employers; Suggests enrollment and communication strategies and tactics -Involves class participants in breakout discussions on ways to implement specific, hypothetical cases.

Speakers

Eric Johnson
Director of Education
Health Equity Inc.

Eric Johnson is the Director of Broker Education & Marketing for HealthEquity, one of the nation’s leading Health Savings Account (HSA) administrators. HealthEquity recently acquired First Horizon Msaver, where he has worked for the past three years. A recognized leader in the health insurance industry, Eric is a Past President of the Fort Worth Association of Health Underwriters and a national instructor for NAHU’s Consumer Directed Health Care certification course. He is a frequent speaker at insurance conferences and association meetings across the country and is a two-time recipient of the William G. Wetzel Award for Excellence in Public Speaking from the National Association of Health Underwriters.

Scott Mardis
Regional Sales Manager, Southwestern United States
AmeriFlex

Scott Mardis is a Consumer-Driven Healthcare consulting expert with 12 years industry experience working with health insurance carriers, brokers and agents while managing the development of complex long-term solutions for small to large size organizations. Scott is the AmeriFlex Regional Sales Manager for the Southwestern United States, a business zone encompassing Texas, Arkansas, Louisiana, Oklahoma, Kansas, Nebraska, Colorado, New Mexico, and Arizona. AmeriFlex delivers technology-based, consumer-driven benefits solutions to clients throughout the United States supported by an integrated FSA/HRA/HSA/CRA debit card platform, the AmeriFlex Convenience Card Account program.

APPROVED FOR 4 CE CREDITS IN 50 STATES *
Pre-Conference workshop purchase is required for admittance;
course is available for purchase to conference registrants only.

$125 for NAHU members

$175 for Non Members

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