Continuing Education

Give us your feedback on how we can improve continuing education programs for TAHU members by answering the questions in our CE Survey.

July 2010
No CE Scheduled

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August 2010
State of the Union for LTC Sales (2 Credit Hours)
When: August 10, 2010, 10:00 AM to 12:00 PM
Where: United Healthcare, Cary NC
Presented by: TBA.

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September 2010
No CE Scheduled

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October 2010
Small Business Town Hall Meeting - PPACA Seminar
When: Tuesday October 12, 2010 9:00 AM to 3:30 PM Where: Brier Creek Country Club
Directions to Brier Creek
CE Credits: 5 hours
Register here for seminar...

Topic:
The Patient Protection and Affordable Care Act (PPACA) passed by Congress and signed by the President may fundamentally change how American health care is financed. It is critical that small and mid-size employers understand how the new provisions will affect their employer-sponsored health insurance plans. While most federal and state enabling regulations have yet to be written, this seminar will share the most up-to-date information available.

Who Should Attend:
Business owners, CEOs, CFOs, COOs, HR professionals, CPAs, Insurance Agents and Brokers who are responsible for employee benefits for small and mid-size businesses.

Purpose:
The purpose of this seminar is to educate stakeholders of small to mid-size employers on the impact of the new PPACA provisions on employees and employer-sponsored health plans.

Objectives: At the end of this seminar you will be able to:

Identify when specific PPACA provisions take effect on employers.
Describe the impact of major PPACA provisions on small and large employers.
Identify new PPACA reporting and notification requirements by employers.
Describe new PPACA penalties on large employers.
Explain tax law changes in 2011 and beyond impacting small to mid-size businesses.

Presenters:
Chad V. Blankenburg, RHU, President, NCAHU and NC Sales Manager for The Cason Group, Inc., a general agency that provides its agents and brokers with unparalleled sales, marketing, administrative and service support. He has been with the company since 2003. Prior to The Cason Group, he was with Pacific Life & Annuity. He graduated with a B.A. from Wake Forest University.

Teresa C. Gutierrez, LUTCF, Vice President, NCAHU and President of IBS/White Bear Group insurance and consulting group. Teri brings over 20 years of experience in group health, self-funding, disability, life, and voluntary benefits for mid-size businesses. Teri was also appointed to represent health insurance agents and brokers on the new North Carolina Health Benefit Exchange and Insurance Oversight Workgroup in preparation for the NC Health Insurance Exchange in 2014 as mandated in the PPACA legislation. She has bachelor degrees in Marketing and Business Administration from Barton College, NC.

Tom Snell, JD, is a managing partner of Benefit Edge of the Carolinas, Inc., a benefits consulting firm with offices in Raleigh, Durham and Sanford, NC. Previously, Tom was with the NC office for Wells Fargo TPA Services (formerly J. Smith Lanier & Co. Administrators), Trigon Administrators, and Mid-South Insurance Company. A graduate of Wake Forest University and NCCU School of Law, Tom has over 27 years experience in insurance and employee benefits. He has earned his CLU, ChFC, RHU, and REBC professional designations, and been involved in the design, implementation, and administration of a multitude of consumer directed health plans. Tom is a frequent speaker for continuing education courses, established an insurance school, and edits two national benefits newsletters.

Richard M. Reedman, FA, CFE, ACCA, CSA, EA, ABA/ATA, USTCP. Richard was born in England and has lived in the USA for the past 28 years. He became a US citizen in 1993. Richard attended DeMontfort University in the UK and qualified, in the UK, as a member of the Association of Chartered Certified Accountants (ACCA) - a professional worldwide organization for Chartered Certified Accountants. His credentials include: United States Tax Court Practitioner (USTCP); Enrolled Agent (EA) - Licensed to Practice and Represent Individuals and Businesses before the IRS; Certified Fraud Examiner (CFE) - a Global Professional Association - dedicated to the Investigation & Prevention of Fraud; Forensic Certified Public Accountant (FCPA) - Forensic Accounting & Fraud Investigation; Certified Senior Advisor; Member of the National Society of Accountants (NSA); Accredited Business Accountant (ABA); Accredited Tax Advisor (ATA); Member of the National Association of Tax Professionals (NATP); Secretary - Central Carolina Chapter - Association of Certified Fraud Examiners; Secretary - North Carolina Society of Enrolled Agents; Vice President - Raleigh Chapter National Society of Accountants.

Register here for seminar...

November 2010
No CE Scheduled

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December 2010
No CE Scheduled

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January 2011
No CE Scheduled

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February 2011
No CE Scheduled

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March 2011
No CE Scheduled

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April 2011
No CE Scheduled

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NCAHU 22nd Annual Symposium & Exposition
When: April 11 - 13, 2011
Where: Benton Convention Center, Winston-Salem NC
CE Credits:12
Register at NCSymposium.ORG

May 2011
No CE Scheduled

CE Register Online

June 2011
No CE Scheduled

CE Register Online

North Carolina Requirements for Continuing Education

In North Carolina, beginning January 1, 2011, all major line licensees and adjusters must complete 24 credit hours of insurance CE within a biennial compliance period (every 2 years). There are now requirements for ethics and flood CE.

For more detailed information go to the following Department of Insurance websites:

NC DOI Agent Services Division - Legislative Changes Resources for Resident Agents and Adjusters
NC DOI Agent Services Division - Continuing Education Requirements

Training for Designations

Instead of taking standalone continuing education credit courses, licensees may take courses leading to an insurance designation. Below is a list of many of the typical designations:

These designees are exempt from NC's 40-hour prelicensing education:

CEBS - Certified Employee Benefits Specialist
FIC - Fraternal Insurance Counselor
LUTC - Life Underwriter Training Council - Graduate
CFP - Certified Financial Planner

These designees are exempt from NC's licensing exam:

LUTCF - Life Underwriter Training Council Fellow
ChFC - Chartered Financial Consultant
FLMI - Fellow Life Management Institute
CLU - Chartered Life Underwriter

Training for these designations, as well as many others, can be obtained from a variety of institutions. Descriptions of the designations and requirements for training can be found at the institutions' websites:

The American College offers the following programs

CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
CLF - Chartered Leadership Fellow
MSFS - Master of Science in Financial Services
LUTCF - Life Underwriters Training Council Fellow

Center for Senior Studies offers training for

CCS - Certified Senior Specialist
LTCIS - Long Term Care Insurance Strategist

Health Insurance Association of America provides training for

HIA - Health Insurance Associate
MHP - Managed Healthcare Professional
HCAFA - Health Care Anti-Fraud Associate
LTCP - Long-Term Care Professional
DIA - Disability Income Associate
HIPAAA - HIPAA Associate
HIPAAP - HIPAA Professional
HCSA - Healthcare Customer Service Associate
MMA - Medical Management Associate
CSA - Certified Senior Advisor
DHP - Disability Healthcare Professional
EHP - Eldercare Health Professional

Insurance Achievement offers training for

CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
CPCU - Chartered Property Casualty Underwriter
ARM - Associate in Risk Management
AIC - Associate in Claims
NASD - National Association of Securities Dealers

InsuranceStudy.com now has courses available for North Carolina. They offer a low-cost on-line curriculum that allows you to instantly select state-approved training for fulfilling your continuing education license requirements.

The National Underwriter Company offers continuing education for the following designations

CFP - Certified Financial Planner
CPCU - Chartered Property & Casualty Underwriter
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant

Society of Certified Senior Advisors offers the following

CSA - Certified Senior Advisor

NAHU has arranged discounts with many of these organizations. For details, check NAHU's Education web page:
NAHU's Education Page

TAHU Members' Designations

Many of our members have made the extra effort to fulfill the requirements for insurance industry designations. Please consider adding your name to this list.

Kenneth Adams, CHC, RHU
Stuart Allen, HIA, MHP
Robert Andrews, CLU, ChFC
William Chappell, CEBS
William Comer, CLU, REBC
Samuel Corey, Jr., CLU, FLMI
Denise Cox, CEBS
David Crump, RHU, REBC, RFC
John Deyton, CLU
Nancy Dosher, CLU
Nancy Driscoll, CEBS
Wilson Driver, Jr., RHU, LUTCF
Gregory Farrell, CEBS
Nancy Gibson, HIA, MHP
Carol Gordon, CLTC, CSA, LTCP
Michele Gregory, MHP, RHU, REBC
Teresa Gutierrez, LUTCF
John Henson, Jr., LUTCF, REBC, RHU
Charles Kennedy, Jr., LUTCF
Rufus Langley, CLU, RHU, ChFC
Wayne Malone, RHU
Don McDuffie, CIC, CPCU
Larry Morris, MAAA
Kay Nunnery, MHP, PAHM
C. Bernard Obie, CHC
Virginia Prince, FLMI
John Sipp, CLU, ChFC, LUTCF, RHU
David Smith, JD
Laura Strickland, MBA, RFC
Allison Tolksdorf, RHU
Kathleen Valentine, FLMI
Michael Waters, CEBS
James Winborne, Sr., LUTCF