Tuesday, July 16, 2024
(Note: Times below may change)
CE: We have been approved to offer the following CE for Tuesday, July 16:
-Oregon: 2 hours of General and 1 hour of Ethics
-Washington: 2 hours
1:00 PM
Registration Open and Networking with Exhibitors
2:00 PM
Welcome and Opening Remarks
2:10 PM
Know the 10 Warning Signs
Presented by Janis Jasinsky, Alzheimer's Association of Oregon and SW Washington
Alzheimer's and other dementias cause memory, thinking, and behavior changes that interfere with daily living. Learn about common warning signs of Alzheimer's and what symptoms to look for in yourself and others, as well as tips to approach someone who is experiencing changes in their memory, the benefit of early detection and diagnosis, and more.
This program has been approved for 1 hour of General CE through Oregon NAIC State Based Systems (SBS). Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
3:10 PM
Aging Population and Selling/Servicing Ethically
Presented by Bobbi Kaelin, CHRS, CDHC, SPC, PAYPROTPA
This presentation is designed to give agents/brokers tools and resources, along with pertinent information and processes, that will aid in ethically selling and serving aging clients that may be faced with memory loss.
This program has been approved for 1 hour of Ethics CE through Oregon NAIC State Based Systems (SBS) and 1 hour of CE through the Washington Insurance Commission. Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
4:10 PM
Roundtable Discussion
Moderated by the NABIP-Oregon Medicare Committee
The roundtable discussion will focus on: Working with clients that have diminished capacity and CMS Final Rule Changes
This program has been approved for 1 hour of General CE through Oregon NAIC State Based Systems (SBS) and 1 hour of CE through the Washington Insurance Commission. Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
5:10 PM
Closing Remarks
5:15 PM
NW Medicare Summit Welcome Reception
We will celebrate a great first day and enjoy each other's company along with tasty beverages and delicious food at our evening reception sponsored by Devoted Health, Columbia Benefit Solutions, Inc. and Boone Insurance Associates.
Wednesday, July 17, 2024
CE: We have been approved for the following CE for Wednesday, July 17:
-Oregon: 1 hour of General and 2 hours of Oregon Law
-Washington: 3 hours
7:30 AM
Registration Open, Breakfast and Networking with Exhibitors
8:00 AM
Welcome and Opening Remarks
8:10 AM
Surviving Burnout: Recover, Revive and Thrive
Presented by Wendy Lippard, Lippard Enterprises, LLC
Break through burnout with proven methods. By applying these techniques on communication and emotional intelligence, you can have a better day and provide a higher level of customer service. Practicing and mastering skills including assertiveness, active listening, and reframing can help you build relationships and resolve problems faster. Fulfill the mission and be empowered at a whole new level!
9:15 AM
Long Term Care Insurance - Policy Disclosures and Plan Design
Presented by Steven Santos, LTCP, GBS Insurance and Financial Services
This seminar will cover key topics related to rate increases, ensuring consumers are well-informed to make quality decisions. We will explore what decision-makers need to know during claims and evaluate different types of insurance, including Traditional LTC, Life Insurance with a Rider, and Asset-Based LTC Insurance, to understand which options best suit various personalities and objectives. Real case studies will be used to apply the concepts learned.
This program has been approved for 1 hour of General CE through Oregon NAIC State Based Systems (SBS) and 1 hour of CE through the Washington Insurance Commission. Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
10:15 AM
Exhibitor Break
10:35 AM
Oregon and Washington Medicare Legislative Overview
Presented by Tom Holt, NABIP Oregon lobbyist, and Emily Wittman, Government Affairs Director for Association for Washington Business
A high-level overview of legislative dynamics and priority policies considered by the 2024 Legislature. A detailed report on the health care and insurance legislation impacting Medicare health underwriters considered by the 2024 Legislature. A look ahead at the issues likely to come before the Legislature in 2025 and beyond.
This program has been approved for 1 hour of Oregon Law CE through Oregon NAIC State Based Systems (SBS) and 1 hour of CE through the Washington Insurance Commission. Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
11:35 AM
NABIP National Medicare Issues & Efforts
Presented by Michael Andel, VP Congressional Affairs, NABIP
We will examine an overview of the current national congressional landscape; Medicare-specific issues, including prescription drug negotiations, COBRA as creditable coverage; observation status, telehealth, Medicare-for-All proposals; proposed and finalized regulations that impact Medicare beneficiaries and agents; NABIP federal successes; and how NABIP members, the overall agent/broker community can get involved.
This program has been approved for 1 hour of Oregon Law CE through Oregon NAIC State Based Systems (SBS) and 1 hour of CE through the Washington Insurance Commission. Make sure you sign in to the CE form at your table and you will have to sign out as well for every presentation.
12:30 PM
Joint Lunch with Medicare Summit and Annual Convention
1:30 PM
Final Time to Network with Medicare Summit Exhibitors
NW Medicare Summit Concludes
*We invite all NW Medicare Summit to stay and attend the NABIP Annual Convention for a discount price of $100. Click here for Convention details.
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