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CFAHU June 2017 Newsletter

Next Membership Meeting
June 20, 2017 from 11:30 - 1:00

Hilton Orlando/Altamonte Springs
350 S. Northlake Blvd
Altamonte Springs, FL  32701
QSEHRA (Qualified Small Employer Health Reimbursement Arrangement)
1 Hr CE Course #100512, Offering # 1067860

Presented by
Trey Tompkins, Admin American
This course will teach agents about a new type of tax exempt employee benefit created under federal law which allows for the reimbursement of individual insurance premiums and medical expenses for certain small employers. 
Trey Tompkins serves as President of Admin America, Inc.  Admin America is based in Alpharetta, Georgia and is a Third Party Administrator and Consultant for ERISA plans including Section 125 Flexible Benefit Plans, Section 105 Health Reimbursement Arrangements and COBRA.  Admin America is a trusted resource to small, medium and large businesses.  Trey’s area of expertise is providing plan design and compliance consulting services for clients and their benefits advisors.  Prior to taking on his current position in 2007, Trey served as the in-house legal counsel for Admin America beginning in 1996. 
Trey is a native of Atlanta.  He earned an undergraduate degree from Vanderbilt University, a J.D. degree from the University of Georgia School of Law and an MBA degree from Georgia State University’s J. Mack Robinson College of Business.  Prior to joining Admin America, Trey worked in private legal practice in metropolitan Atlanta.    
Trey is a frequent Continuing Education presenter to health insurance professionals around the country regarding federal rules governing group health plans, including the effects of federal health care reform within the small group health plan marketplace.  Additionally, Trey’s role at Admin America has allowed him to present employee benefit plans to thousands of employees through their employers’ open enrollment education meetings.
Trey currently serves as the National Association of Health Underwriters’ (NAHU) Region V Chapter Development Chairperson.  For the prior two years he served on NAHU’s National Legislative Council and as Co-Chair of that organization’s Compliance Corner Committee.   Trey has previously served as President of NAHU’s Georgia and Atlanta Chapters and other various board positions within the organization’s state and local chapters.  Trey is a past Chairman and Treasurer of the Political Action Committee affiliated with NAHU’s Georgia Chapter (GAHUPAC).   He has also previously served on NAHU’s national Consumer Driven Health Care working group and has been a contributor to the America’s Health Insurance Plans (AHIP) published series on Employee Healthcare Benefits. 
In his community, Trey is the President of the Rotary Club of Milton-Windward and previously served as the Chairman of the Board of H.O.P.E., Inc., a Duluth, Georgia non-profit that provides financial and other support for single parents working towards the completion of their college education.
Trey lives in Johns Creek, Georgia with his wife Angie and their four children.  They attend North Point Community Church in Alpharetta and enjoy traveling and attending sporting events in their free time.
Click here to access Trey’s Linked In profile.
Cost for lunch is
             $12 for CFAHU Members & first-time guests
             $25 for other NAHU members

             $35 for Non-members

Email by 4 PM on Thursday 6/15/17 to reserve your spot.
Lunch (Vegetarian option available upon request with RSVP) 
Classic Caesar Salad
Southwestern Roasted Pork Loin
Roasted Garlic Red Potatoes
Chef's choice of vegetables
Warm Rolls with Butter
Iced Tea and Coffee
Chef's choice of dessert
All CFAHU Members are invited to attend and participate in our strategic planning meeting from 1:15-3:00 PM at the Hilton after lunch on 6/20. Let Dave know if you will plan to attend.
Start Planning Now!
Florida’s 2018 Legislative Session will begin January 9, 2018. This means changes for FAHU Day on the Hill. Until we know when the legislative leadership will schedule their committee weeks we are in limbo as to when we will have our Day on the Hill.
We all know the last quarter is busy for most of our members, however, it is important for us to be in Tallahassee. You can use the timing as an excuse for not attending, but with a little planning you can make it happen.
Remember we you can drive up in the morning, attend our legislative briefing, and spend the afternoon on the hill and drive back late that afternoon. (most meetings with our elected officials are before 4:00 pm) Start planning now, it is IMPORTANT, for our careers and the clients we serve.
We will keep you advised as soon as the date is known. Plan now and make it happen.
Don Marx
CFAHU Legislative Chair
Once again as summer vacation travel is upon us – we will start collecting “hotel toiletries”, toothpaste and toothbrushes for the Oasis which is a facility that allows homeless folks and families to take a shower and get a haircut. Our Association contributed 5 bags full of toiletries last year - let’s do it again!  John Goergen will collect in the meetings that follow all the way up through Thanksgiving.

Calendar of Events

6/9/17 FAHU Board Meeting & Strategic Planning

6/20/17 CFAHU Board Meeting

6/20/17 CFAHU Luncheon

6/20/17 CFAHU Leadership Training & Strategic Planning

6/25-6/28/17 NAHU Convention

7/18/17 CFAHU Board Meeting

7/18/17 CFAHU Luncheon

8/15/17 5 Hour Florida Law & Ethics CE

9/19/17 CFAHU Board Meeting

9/19/17 CFAHU Luncheon

9/24-9/27/17 FAHU Symposium
Thank you to all who participated in our charity golf tournament on 4/28. We will be presenting a check for $3,000 to The Russell Home at our 6/20 meeting.
Connect with Us
Membership Minute

Who have you asked to join, lately? Spread the word and help us GROW! Online and paper applications are available here.

Welcome to our newest members:
Lori Morris of Preferred Benefit Administrators

Jennifer LaTour of MZQ Consulting, Inc.

Erik Skolnik of Skolnik Benefit Solutions

Ever wanted to get a designation but never got around to it?  Don’t delay, enroll today!
If you’ve always wanted RHU after your name, hopefully you’ve already started the process. You have until June 30, 2015 to get everything completed. After that, the American College will no longer be issuing the designation but if you have one, you can use it for the rest of your life.
The Registered Employee Benefits Consultant will show your clients and prospects that you are a professional and the expert when it comes to Employee Benefit Plans. You will learn about group medical, long term care, deferred compensation programs, and much more.

This will show your expertise as a Disability Income Associate. You will learn about the need for disability, individual and group plans, taxation, and government disability plans, just to name a few.

With the Long Term Care Professional Designation, you will become familiar with needs, options, financing, products, administration, and claims. This Designation will ensure that you are providing your clients with the best advice when they are in need of this type of coverage.
Certified in Long Term Care will teach the effects upon a family when a long term care situation arises. This includes emotional, physical, and financial consequences. You will learn how to create a plan for your clients and how the plan will be funded. Topics also include the history and regulatory environment of LTC.
Are you a Leading Producer?

The Leading Producers Round Table formed in 1942 to recognize the successful underwriters of Accident & Health Insurance. Today, the LPRT committee is committed to making LPRT the premier program for top Health, Disability, Long-Term Care and Worksite Marketing Insurance producers, carrier reps, carrier management, and general agency/agency managers.
Click here for details on the program and how you can qualify.
Chapter financial reports are available for review on
Copyright © 2017 Central Florida Association of Health Underwriters, All rights reserved.

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