2016 SUMMIT REGISTRATION FORM

2016 SUMMIT SPONSORSHIP FORM


Presidential Board Members:

Denny Bass 
Hub International Gulf South

John Beaugh
John Beaugh & Associates

Victoria Braden
Braden Benefit Strategies, Inc.

Tammy Champlin
Tammy Champlin Ins Services

Bill Chapman
The Chapman Group

Steven G. Cosby, MHSA
Cosby Insurance Group

Sandy Davis, CHRS 
Louisiana Business Resources

Kerry Drake
Bancorp South

Wes Fischer
Health Insurance Store

William Foster
Health Plans of Louisiana, Inc.

Wayne Francingues, Sr.
Gallagher Benefit Services

Trish Freeman
The Insurance Lady 

Chris Garrett, Chairman
Garrett and Garrett

Charles Giardina
Charles Giardina Insurance

Alan Gregory
Gregory and Gregory

Mitzy Gregory
Gregory and Gregory

Dan Jumonville, CLU 
Group Insurance, Incorporated

Chris Lapeyre, RHU
ASLR

Quentin L. Ledford, ChFC, RIA
AFC-MD Benefits Consultants

James S. Mallia
Dwight Andrus Insurance

Don Massad, APC, CHRS 
The Massad Group/Massad Olinde

Jay McGuire
Benefits Advisory Group, LLC

Jeffrey R. Miles, CHRS
The Miles Organization, Inc

Phil Pasley
IMA, Inc.

William O. Quinlan
Regions Insurance, Inc.

Chard Richard
Gallagher Benefit Services

George Rosenbohm, III
Total Ins. Planning Services

Bridgette Rushing
CBSI

Heather Stone, CEBS
Stone Health Insurance

Angie Surra 
Independent Agent


Ann Trichel
Thomas & Farr

Tracey Wells
Independent Agent

Sarah Zagar
Reeves, Coon & Funderburg
Health Agents for America, Inc.
Dedicated and Determined to Make a Difference!

Health Agents for America, Inc. "HAFA"

Created to answer a need...
We need an Exclusive Association for Agents/Brokers




HAFA Provides YOU with the Tools you need to Succeed!
We call it your Tool Chest of Success!


HAFA is a Voice to Fight for "ALL" Agent Issues!

For only $15 a month $150 a year, you too can join the HAFA Hero's...  Freedom Fighters.



Health Agents for America, Inc. “HAFA”, is a 501©6, bi-partisan exclusive association for 
Independent, Non-Captive Insurance Agents.

 HAFA was formed in November 2012 to answer a need for Independent Agents to have exclusive representation, in order to address matters such as commissions, the ACA and our inclusion in the Marketplace.

 HAFA’S MISSION

 To provide continuing education, training, information from States and Federal Government (real-time), on-going support, a VOICE and
a place at the table for 
 Independent Agents across America.

 HAFA’s national exposure has made the website’s “Find an Expert” an important component of the HAFA membership package.

 HAFA’s main office and President/CEO, B. Ronnell Nolan, HIA, CHRS is located in Baton Rouge, LA.  HAFA’s Senior VP, Michael J. Keegan, CHRS is located in Washington, DC. 

 Because of the bi-partisan nature of HAFA and strong ties across party lines, both in Washington and in State Government, HAFA finds creative solutions to problems. 

 HAFA is small enough to offer personal service and powerful enough to lead successful campaigns. HAFA’s President/CEO is available to support our HAFA Members 24-7.

 The HAFA Agents Brings Value to their Clients!




Employer Mandate, Effective January 1, 2016
#AgentsHaveFaith






Individual Mandate
American's Must Purchase Insurance
#AgentsHaveFaith





HAFA Agent Summit 2016

 Agenda

August 3, 2016

Presidential Suite:   Meet & Greet and Book Signing with Speakers

                                        (Must RSVP)

HAFA Agent Summit 2016

Preliminary Agenda

August 4, 2016

7:00AM – 8:00AM:  Breakfast with the Sponsors & Registration
Sponsor:  Proliant

8:00AM:  Welcome by HAFA President/CEO – B. Ronnell Nolan, HIA, CHRS                

                       

8:10AM:   Welcome by Louisiana Commissioner of Insurance, Jim Donelon

Prior to becoming Commissioner of Insurance, Jim Donelon served the Louisiana Department of Insurance in leadership positions as Chief Deputy Commissioner and Executive Counsel.  Jim is a native New Orleanian, graduate of Jesuit High School, the University of New Orleans and Loyola School of Law.

 

8:30AM-9:30AM:  You have 7 seconds Make them Count!

                                     Sylvie di Guisto, Author, Speaker, Coach

                                     Owner of Executive Image Consultant

“The Image of Leadership will help you to develop your professional imprint and to become the leader that you deserve to be.”  As consumers, when we judge a product or a service, we are heavily influenced by its carefully crafted product packaging. Packaging creates strong visual brand aesthetics and ensures an immediate, and positive, first impression will be projected onto the core target market. Successful packaging design tells consumers a story that connects with them. It is a vehicle for a product to go from the shelf into the shopping cart.

9:30AM-10:30AM:       ACA:  Controlled Groups - A Deep Drive

                                        James R. Napoli, Esquire, Attorney

                                        Seyfarth & Shaw

James R. Napoli is a partner in the Employee Benefits practice group in the Washington, D.C. office of Seyfarth Shaw LLP.  For nearly 20 years, Mr. Napoli has counseled employers on all aspects of their employee benefit programs, including health care reform implementation and litigation, ERISA litigation, and all matters affecting tax-qualified retirement plans. His practice also focuses on advising businesses on executive compensation plans, group health plan issues, and on a variety of high level matters related to employee benefit program design, implementation and administration. 

10:30AM-11:30AM:  "3 Amazingly Simple Steps to Developing the Mindset of a Champion      

                                         Health Agent" 

                                        Dr. Jack Singer

Besides his career as a Professional Sport Psychologist, working with Pro, Olympic and World Champion athletes, Dr. Jack is a Professional Speaker and “Success Acceleration” Coach for Insurance Producers and Financial Advisors.  He has spent more than twenty-five years speaking for and consulting with Fortune 500 companies, as well as major broker/dealers, insurance and financial associations, from Miami to Malaysia.

11:30AM – 1:00PM: Lunch & Visit with Sponsors & Book Signing

1:00PM – 2:00PM"How independent agents can position themselves to be an Integral part                                              of the healthcare/insurance delivery solution today and tomorrow."

                                      Wes Fischer & B. Ronnell Nolan, HIA, CHRS

Wes Fischer is founder and owner of the Health Insurance Store, Inc., a Managing General Agency located in central Florida with more than 500 associate agent and agency partners.  With over 25 years of expertise in individual, group and Medicare plan coverage, Wes is a leading voice in the state on healthcare reform and industry trends.   He is also a frequent speaker on how the Affordable Care Act will impact individuals, health plans, provider organizations and independent agents.  For more than two decades,  =the hallmark feature of the Health Insurance Store has been to anticipate, develop and create unique marketing opportunities for agents created through healthcare reform and through close working partnerships with health plans and provider organizations.     

B. Ronnell Nolan, HIA, CHRS, as President/CEO, Health Agents for America, Inc, she identified the need for a new Association that represents Agents/Brokers exclusively.  Agents/Brokers needed someone to bring them to the table and fight for them in every arena and in every State. Agents/Brokers represent consumers and consumers need a voice.  HAFA currently represents agents in 40 States. 

2:00PM – 3:00PM:  "Adding Value & Money to Your Book of Business!" Are you Hungry?

                                        Nicholas “Nick” Hogan

Nick is nationally known for his expertise in Long Term Care Insurance.  His experience includes: He is one of the few Long-Term Care Professional Certified Trainers in the country; Co-founder of America’s Long Term Care Insurance Experts; A member of the American Society of Actuaries Think Tank for Long Term Care Insurance; Long Term Care Insurance instructor for The American College; A Certified Long Term Care Insurance Partnership Trainer; Continuing Education instructor for Basic and Advanced Concepts in LTC Insurance; Frequently a featured speaker, panelist or instructor on the subject of Long Term Care; Insurance for numerous organizations;  Author of “Top 10 Reasons to Own LTCI Even if you Never File a Claim” and technical advisor to Ronald Iverson for his publication “Long Term Care Insurance Handbook for Accountants and Attorneys” plus many articles published in BrokerWorld Magazine.

3:00PM – 3:30PM:  Visit with the Sponsors

3:30PM -4:30PM:        ACA Practical Considerations, Litigation Avoidance and Preparing for the Audit   

                                        James R. Napoli, Attorney

                                        Seyfarth & Shaw

James R. Napoli is a partner in the Employee Benefits practice group in the Washington, D.C. office of Seyfarth Shaw LLP.  For nearly 20 years, Mr. Napoli has counseled employers on all aspects of their employee benefit programs, including health care reform implementation and litigation, ERISA litigation, and all matters affecting tax-qualified retirement plans. His practice also focuses on advising businesses on executive compensation plans, group health plan issues, and on a variety of high level matters related to employee benefit program design, implementation and administration. 

4:30PM – 5:30PM:  Insurance Company Financial Burden from Healthcare.gov

                                       Michael Bertaut

                                       Chief Economist – Blue Cross Blue Shield

A financial modeler, Mike maintains the membership models on over 20 lines of business spanning 9 dimensions and forecasts on 1, 3, 5, and 10 year timelines.  An expert in how money moves through the Healthcare System, Mike was uniquely positioned when Reform in Healthcare reared its head enabling him to take the reigns and study both the personalities in Congress writing the legislation, and the legislation itself. The current phase of this process involves interpreting the Bill and what regulatory action it was likely to spawn. Currently, his predictions on reform are running about 85.5% correct up to 18 months in advance.

6:30PM-8:30PM:  Reception in the French Quarter

HAFA Agent Summit 2016

August 5, 2016

7:00AM – 8:00AM:  Breakfast with the Sponsors & Registration

Sponsor:  NAPA E&O Coverage for HAFA Members

8:00AM – 9:00AM:     ACA reporting 2016, Not a dress rehearsal this year!

                                           Dr. Kristin Kahle

                                           NavigateHCR

Today, Dr. Kahle is the founder and CEO of NavigateHCR., a company that is focused on Healthcare Reform (HCR) compliance solutions for brokers and employers. She founded the business with one goal in mind, “Making Healthcare Reform Compliance easy”. Dr. Kahle spent 20+ years as a benefits broker and has always been dedicated to educating her groups and helping them develop best practices. Navigate has four core competencies, Compliance Communication, Exposure Analytics, Functional Data and Concierge Services. 

Dr. Kahle received her Doctorate in Business Administration (DBA) from Argosy University.  Her dissertation was on Health Care Reform of which she was the first Doctorate candidate to write about this timely topic. She is also a Certified Healthcare Reform Specialist (CHRS). Dr. Kahle was awarded twice, the 2014 and 2015 Most Influential Women in Benefit Advising, from Employee Benefit Adviser.  

9:00AM – 10:00AM:  US Senator Bill Cassidy, MD

Dr. Bill Cassidy is the United States Senator for Louisiana.  Senator Cassidy filed S1653 Equalizing the Playing Field for Agents & Brokers.  Bill grew up in Baton Rouge, Louisiana and attended Louisiana State University (LSU) for undergraduate and Medical School.  For nearly three decades, Bill has provided care for uninsured and underinsured patients in Louisiana’s charity hospital system.

10:00AM – 11:00AM:   The Affordable Care Act in 2017 and Beyond
     How the 2016 Elections will Shape the Future of Health Policy
                                             Michael Keegan, CHRS

                                             HAFA, Political Consultant

Michael is experienced government affairs professional with a demonstrated history of advancing legislation, corporate initiatives and lobbying strategies in the healthcare and financial services industries. He is an enthusiastic advocate and policy expert with a track record of outstanding teamwork and collaboration skills.

11:00AM – 12:00PM:  HAFA Agent Summit Annual Meeting                                                  

                                            HAFA Board Elections

12:00PM:                         Adjourn


We are currently filing for CE in Alaska, California, Florida, Georgia, Louisiana,  Pennsylvania & Texas

If your State is not listed, let us know you will be attending! 

Don't Miss this Exciting Event! 

Teach - Learn - Thrive

EARLY BIRD HAFA REGISTRATION:  $300

AFTER 6.15.16 - LATE REGISTRATION:  $400

*Non-Members add $150 (includes HAFA Membership)

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