WAHU Symposium 2011

1. WAHU Symposium 2011 The Role of the Agent in the Post Healthcare Reform World David G. Maddock, RHU – In-Coming WAHU President

2. Agenda/Topics To Be Covered • Symposium Logistics • Vision and mission statements • Advocacy • Educational Tools • Networking among peers • Member benefits • Opportunities for service

3. CE Credits • 6 Credits Total • 3 in the morning • 3 in the afternoon • Must sign in and out both in the morning and afternoon

4. Exhibitors • Take time to visit exhibitors • AM Break after 2nd Speaker • Lunch after 3rd Speaker • PM Break after 5th Speaker • After conference – to pick up your gift when they draw your card

5. Special Thanks • LifeWise Health Plan of Washington & Premera • Title Sponsors • Aetna • Speaker Sponsor – Jessica Waltman • Regence BlueShield • Program Print Sponsor • Dental Health Services • Badge Sponsor • First Choice Health • Afternoon Coffee Sponsor

6. Special Thanks - Speakers • Attorney General Rob McKenna • Jessica Waltman - NAHU Sr. VP Government Affairs • Roger Stark – Washington Policy Center • Randy Flem – Joint Select Legislative Committee on Healthcare Reform Exchange Subcommittee • Dave O’Brien – Chief Marketing Officer of Zywave

7. Special Thanks – Board Members • Jeanette Busby – WAHU President • Diane Bevins – WAHU Executive Director • Al Pierce – Spokane AHU • Mike Loewen – Premera Blue Cross • Kenny Strong – Baldwin Resource Group • WAHU Board Members and WAHU Membership

8. NAHU Vision Statement Every American will have access to private sector solutions for health, financial and retirement security and the services of insurance professionals. NAHU Mission Statement NAHU will improve its members' ability to meet the health, financial and retirement security needs of all Americans through education, advocacy and professional development.

9. Legislative and public policy initiatives at the federal level • NAHU has developed strong working relationships with members of both parties and has been instrumental in: • Passing HSA legislation • Passing Medicare Advantage legislation • Removing the “Public Option” from health reform • Coordinating repeal of Minimum Loss Ratio rules and other health reform laws that are bad for the health insurance market

10. Legislative and public policy initiatives at the state level • Day on the Hill - active grass roots participation • Paid Lobbyist – Mel Sorenson • Members getting active at every level: • Randy Flem – Legislative Exchange Committee • Sandra Powers-Booth – Health Insurance Partnership • Chris Free – Health Insurance Partnership • Mark Rose – Legislative Chair • Many other working in the past, present, and future

11. Political Action Committees • Help candidates in local and national races who will help advance laws and policies in line with our mission

12. Grassroots • Operation Shout!, is used by many members to respond to legislative alerts at both the federal and state levels.

13. Member Only Webinars

14. Daily Morning Heath Insurance News Overview

15. News Updates via Twitter and Facebook

16. Updated Resources on Healthcare Reform

17. Consumer Guides

18. Networking with peers • Local Chapter Meetings and Broker to Broker

19. Networking among peers through NAHU B2B

20. Member benefits – Business & Personal Services • Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAHU Preferred Providers to grow your practice. • 1-800-Flowers | Allied | Apple/iTunes | Bank of America | Brooks Brothers | CommPartners | Drugstore.com | FedEx |Hertz | JoS A. Bank | LetsTalk.com | Macy's | My LTC Office | Office Max | Orbitz | PetMeds | Sirius Radio | UPS

21. Member benefits – Client management and sales & marketing tools • BASIC Guru - Online Benefits Management • BenefitsCONNECT- Online Benefits ManagementNew • myBrainshark- Voice-enriched online presentations to promote your business - FREE • InfinityHR- Online Benefits Management • HSA Toolkit - Present HSA concept to clients in an easy-to-understand way • InsuranceNewsNet- Latest industry news & insights

22. Member benefits – Client management and sales & marketing tools • LTC Connection - Web based LTC solutions • Marsh Errors & Omissions Coverage - Best E&O coverage in the industry - offers real protection not found in "agents of" programs • National Underwriter - 20% off on selected products • Norvax - Sales automation & web marketing tools • ProspectZone - Targeted lead generation system • Smart's Publishing - Custom newsletters for your clients

23. Member benefits • Education & Training • Capitol Conference (February 14 - 16, 2011, Hyatt Regency Capitol Hill, Washington, DC) • Annual Convention (June 26 - 29, 2011, Grand Hyatt San Antonio Texas • Educational Webinars • Designation & Certification Programs • Compliance Tools

24. Opportunities for service • There are many opportunities to serve here in your local chapter! • Legislative • Membership • Retention • Education • Programming • Awards Chair • Communications/Media Relations • Public Service • Special Events

25. Get Involved • Ask us for a membership form if you are not a member • Sign up your friends on-line at www.nahu.org • Apply for a Board Position • Join a Legislative Committee • Attend Events • Attend Town Hall Meetings • Be Heard

26. Thank you for caring, and being willing to make our profession better by being engaged. Remember, by giving back one actually gains in many ways.