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July 2007
Currently no CE course is scheduled.
August 2007
Currently no CE course is scheduled.
September 2007
Currently no CE course is scheduled.
October 2007
Take a Bite of Health Care Costs - The ROI of a Dental Benefit
When: October 8, 2007, 1:30 pm to 2:30 pm
Where: Brier Creek Country Club
CE Course Number: 19326
CE Credits: 1
About the Course
The ROI of Dental Insurance is designed to provide compelling evidence demonstrating the value of dental insurance. By the end of the session the participant will realize the burden of oral disease and its effect on healthcare costs and understand the Return on Investment (ROI) of a dental insurance plan.
About the Presenter
Dr. Jed J. Jacobson, D.D.S., M.S., M.P.H., is the Senior Vice President and Chief Science Officer for Renaissance Life & Health Insurance Company of America.
CE Register Online
November 2007
Pre-Tax Health Spending Accounts
When: November 13, 2007, 8:00 AM to 10:30 AM
Where: Brier Creek Country Club
CE Course Number:TBA
CE Credits:2
About the Course
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. In this 2-hour abbriviated version of the CDHP certification course you will learn.
- The differences between Flexible Spending Accounts (FSAs), Health Reimbursement
- Arrangements (HRAs) and Health Savings Accounts (HSAs)
- Plan design strategies and compliance regulations
- What medical expenses qualify under these plans
- Where will the health care system go from here.
Note: This course is for CE credits only. No CDHP certification is available for this version.
Register at:
NC CPE Seminar Fax Back Form
December 2007
Currently no CE course is scheduled.
January 2008
Health Savings Accounts: What's New
When: January 8, 2007, 1:30 PM to 3:30 PM
Where: Brier Creek Country Club
CE Course Number: 19397
CE Credits: 2
About the Course
You will learn.
- Why a client should set up both HDHP and HSA at the same time
- 2008 HSA mimimum deductibles, out-of-pocket maximums and contribution maximums
- The "deeming" rules
- Embedded deductibles
- Comparability rules versus Section 125 rules
- HRA and Health FSA rollover rules and discussion
- IRA rollover is boosting participation
- IRS forms
About the Presenter
Lynden N. Kendrick, BA, BS
Vice President, Broker Development reporting to the Senior Vice President of Marketing for First Horizon Msaver.Past President of the Utah Association of Health. Winner of Underwriter of the Year award for 1999-2000. Guest speaker at insurance broker conventions and luncheons. Presenter at 50 seminars across the nation on the new rules for HSAs. Author of several articles on health care, Section 125 and employee benefits the most recent one just came out in HIU two weeks ago. Has a B.A. and B.S., U of U in Chemistry and Business, Honors at Entrance.
CE Register Online
February 2008
International Benefits - Issues and Challenges
When: February 12, 2007, 1:00 PM to 2:00 PM
Where: Brier Creek Country Club
CE Course Number:
CE Credits: 1
About the Course
This course provides the implications of international benefits on the ever-growing number of organizations that have or are entering into global operations. Key terms are defined including Expatriate, Third Country National, Key Local National, Pooling, and Global Health Care Management. You'll learn more about:
- Expatriate Concerns
- Overseas Health Care Challenges
- Overseas Health Care Issues
- Types of Coverage
About the Presenter
Gregg Coldiron
New Business Manager- Southeast
CIGNA International Expatriate Benefits
Gregg is a 10-year veteran of the international health care industry. In his current role at CIGNA International Expatriate Benefits (CIEB), he is responsible for new business sales in the Southeast covering: Florida, Georgia, South Carolina, North Carolina, Alabama and Mississippi.
Previous to coming into sales, Gregg worked in the Global Corporate Marketing Department where he was in charge of producer relationships, bringing added value to consultants and brokers through innovations such as Academy by CIGNA, a continuing education program. In addition, he spear-headed the CIGNA International Customer Experience program incorporating components of branding, marketing and events.
Previously, Mr. Coldiron achieved success at Aetna Global Benefits (AGB) in building a worldwide provider network in addition to various roles in business development and marketing. In business capacities for CIEB, AGB, and Best Doctors, Mr. Coldiron has traveled to more than 20 countries in Asia, South America, and Europe. Mr. Coldiron is a graduate of the University of Oklahoma.
CE Register Online
March 2008
Health Savings Accounts: What's new in 2007
When: March 11, 2008
Where: 3rd Floor Heart Center, WakeMed Campus
CE Credits: 2
CE Number: S14115
About the Course
This is an in-depth upper level class. The subject matter is a compilation of the new rules for contributions, distributions and rollover rules for FSAs, HRAs and most importantly IRAs. Mr. Kavanaugh will discuss comparability rules versus running the contributions through a Section 125 or POP plan.
About the Speaker
Speaker/Instructor is Dennis Kavanaugh, First Horizon Msaver.
April 2008
2008 NCAHU Symposium & Exhibition
www.NCSymposium.org
When: April 7 - 8, 2008
Where: Winston-Salem, NC
CE Credits: 12
Earn up to 12 CE credits (including 1 hour of Required Ethics Education) by attending two days of presentations.
Learn more at
www.NCSymposium.org
May 2008
TBA
When: May 13, 2008
Where:Brier Creek Country Club
CE Credits: 2
CE Number: TBA
About the Course
TBA
About the Speaker
TBA
June 2008
Currently no CE course is scheduled.
North Carolina Requirements for Continuing Education
In North Carolina, beginning January 1, 2008, 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
