DAHU welcomes our newest members: >James Leggett Leggett Insurance Group > Travis Martin Assurant Employee Benefits >Bowman O’Conner Bowman O’Conner & Assoc. Inc. > Lynn Schramm Pan-American Life Insur- ance Group. DAHU Digest May 2011 Inside this issue: A Monthly Publication of the Dallas Association of Health Underwriters Letter from DAHU President 2 April Luncheon Details 3 April Recap 3 Sponsor Spotlight 4 CE Online and Legislative Articles 5 - 6 DAHU’s Legislative 3 HR CE Event 7 –8 Calendar of Events 9 Member Articles –Rachele Posey 10 Editorial Policy 11 Recap DAHU 2011 Sales Symposium 12-14 Henry Dawson Award Ballot 15 PO BOX 801345 Dallas, TX 75380 www.DAHU.org Nominate 2011 Henry Dawson Nominee by 5-31-11 Congratulations DAHU for winning 2011 Presidential Citation Award! 2011 Large Chapter Of The Year Award and Membership Growth at the TAHU Convention, held in San Antonio, TX Lonnie Kline, David Cheek, Louanne Trebing Cheryl Clark 2011 Membership Campaign DAHU has made a commitment to grow our membership to 450 mem- bers by June 30, 2011 and we need your help! Its obvious you enjoy a challenge by virtue of your occupa- tion and we hope you will join us in our BIGGEST and BODEST member- ship campaign ever… The member who recruits the most members between 2-10-11 and June 30, 2011 wins an iPadII or Cash! You must recruit a minimum of 5 mem- bers. The DAHU member who recruits the most new members wins! Cash is equiva- lent to the value of the iPadII Rules: Membership applications are available: www.dahu.org DAHU is GOLD Certified
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DAHU welcomes our newest members:
>James Leggett Leggett Insurance Group
> Travis Martin
Assurant Employee Benefits
> B o w m a n O ’ C o n n e r
Bowman O’Conner & Assoc.
Inc.
> Lynn Schramm Pan-American Life Insur-ance Group.
DAHU Digest
May
2011
Inside this issue:
A Monthly Publication of the Dallas Association of Health Underwriters
Letter from DAHU President 2
April Luncheon Details 3
April Recap 3
Sponsor Spotlight 4
CE Online and Legislative Articles 5 - 6
DAHU’s Legislative 3 HR CE Event 7 –8
Calendar of Events 9
Member Articles –Rachele Posey 10
Editorial Policy 11
Recap DAHU 2011 Sales Symposium 12-14
Henry Dawson Award Ballot 15
PO BOX 801345
Dallas, TX 75380
www.DAHU.org
Nominate 2011 Henry Dawson Nominee by 5-31-11
Congratulations DAHU for winning
2011 Presidential Citation Award!
2011 Large Chapter Of The Year Award and Membership Growth
at the TAHU Convention, held in San Antonio, TX
Lonnie Kline, David Cheek, Louanne Trebing Cheryl Clark
2011 Membership Campaign
DAHU has made a commitment to
grow our membership to 450 mem-
bers by June 30, 2011 and we need
your help! Its obvious you enjoy a
challenge by virtue of your occupa-
tion and we hope you will join us in
our BIGGEST and BODEST member-
ship campaign ever… The member
who recruits the most members
between 2-10-11 and June 30, 2011
wins an iPadII or Cash!
You must recruit a minimum of 5 mem-
bers. The DAHU member who recruits the
most new members wins! Cash is equiva-
lent to the value of the iPadII
Rules: Membership applications are
available: www.dahu.org
DAHU is GOLD Certified
Well, it is bitter sweet that my service as your president of the Dallas Chapter of the NAHU is less than 2 months away, but that does not mean that I am disappearing. As the Imme-diate Past-President, I will be around to assist the new board, led by Diane Vickers, in any way that she deems necessary.
As I mentioned in our April newsletter, this Spring has been busy. We just concluded our Annual Sales Symposium, which was a huge suc-cess, primarily due to the tireless work of our new Service Outreach chair, Kristi Kenney. She led a team that mostly consisted of Doris Waller and Diane Vickers, and raised almost $10,000 for our chapter. I not only want to recognize Kristi for an out-standing job, but also kuddos to all of our exhibitors, as well as sponsors, who were Aflac for Brokers, The Insur-ance Exchange, Foster Benefit Re-sources, and our key sponsor, United HealthCare. I encourage all of you to give these companies some opportu-nities for business. And speaking of sponsorship, our April luncheon spon-sor was EyeMed - thank you.
At our May luncheon, we will have another great CE class from one of our prestigious former DAHU (and TAHU) presidents, Carolyn Goodwin. And in June, we will finished the fiscal year with an additional CE from Mike
Smith, the president of The Brokerage. We also have elections going on for new board members, so be sure and go on-line and vote. Lastly, you will soon receive ballots for various DAHU awards, so be on the lookout for those. I want to publicly, and personally, thank all of these fine folks who unselfishly give of their time and resources to come to our luncheons and teach us about the various topics.
As most of you probably know, each NAHU chapter has the opportunity every year to be honored with the Silver Seal Certification. In 2011, NAHU came up with a few additional "higher" certifi-cations, and just a few weeks ago, the Dallas Association of Health Underwrit-ers was awarded the Gold Seal Certifi-cation, and I am most thankful for our board, as well as our membership, for making this possible. And speaking of awards, Dallas was awarded the Large Chapter of the Year on May 5th at the Texas AHU awards banquet during the state convention in San Antonio. Spe-cial thanks go to Kathy Tolle, our awards chair for all of her hard work. Thank you, and hang in there.
From the President:
David Cheek DAHU President 2010-2011
Page 2 April 2011 www.dahu.org
―If you have passion for what you
do for a living, you’ll never work
another day in your life.‖
At the April 20th meeting the CE course presented was
Eye—Wellness, Health and Productivity
Speaker: John W. Lahr, O.D., FAAO
2 HR TDI CE
Course #: 80285
Provider #: 37636
Mark you calendars for our monthly luncheons. It’s a great
way to earn your credits and network with other members!
Please visit our website
Page 3 May 2011
Recap of Apri l Luncheon
May Luncheon Details
Course Tit le and Number -
―Mandate Mania‖
Speaker: Carolyn Goodwin 1 HR TAHU CE, Provider #: 32408, Course #: 14759
Thank you for those who registered and attended our May luncheon held at the Prestonwood Country
Club on Wednesday, May 18th. The cost of members is $20 in advance and $25 at the door / Non-
member or Guests are $45.
www.dahu.org
Special thank you for our April speaker: John W. Lahr, O. D., FAAO
L: Tom McMaken, Sr. Regional Sales Manager of
Eye Med with Speaker:
John W. Lahr, O. D., FAAO
Thank you Eye Med for sponsoring our April luncheon.
Page 4 May 2011
Don’t Miss Your Chance to Sponsor A Luncheon!
Display area for your marketing material
30 minute workshop time following the speaker
Microphone time at the luncheon totaling 10 minutes
Become one of DAHU’s monthly luncheon sponsors and you will receive:
BE SEEN BY THE PEOPLE WHO MATTER MOST TO YOUR BUSINESS!
Please contact—Sponsor Chair: Jim Pipkin
www.dahu.org
Sponsor Spotlight
Thank you to our May Sponsor -
Spotlighted in out newsletter sponsor section which is
emailed to over 300 members
Space on our website for 30 days!
Optum Health Financial Services
odysseyonesource
Will be our newsletter sponsor for the next two months!
They will provide printed copies of the newsletter -
made available at our monthly luncheons.
OptumHealth Financial Services (together with its affiliates, “OHFS”) is an integrated financial services company dedicated to providing consumers, employers, health plans and health care professionals with products and ser-
vices that make health care simpler, more accessible and more affordable. As a part of UnitedHealth Group,
OHFS has the strength and financial backing to be a leader in the consumer driven health care mar-
ket. OHFS manages more than 1.9 million health accounts, including flexible spending accounts (FSAs),
health reimbursement arrangements (HRAs), and health saving accounts (HSAs). OptumHealth Bank,
Member FDIC, is a Utah industrial bank that is the custodian of more than $1 billion in HSA assets.
Continuing Education
Is only a mouse click away!
Visit
www.dahu.org
Today!
Page 5 May l 2011 www.dahu.org
Legislative Hot Topics 2011
May 2011 Sprint to the finish: 82nd Legislative Session The 82nd Legislative Session is sprinting to the finish. While budget reconciliation has domi-nated the discussion several issues insurance related issues are moving along at various paces. Rep. Kolkhorst’s proposed a bill to ask Washington for a block grant to run Medicaid — the joint state-federal health care program for children, the disabled and the very poor — as Texas sees fit. Her measure would direct the state's Health and Human Services Commissioner to ask Washington to consolidate all the funding it currently provides for Medicaid, and give Texas five years worth of those funds to try out its own state-run Medicaid program. Kolkhorst is bet-ting Texas can use money more efficiently and cover more people under Medicaid than are cur-rently covered without cutting benefits — via vouchers, health savings accounts and “sliding scale” coverage. One of the bills considered a "must" bill that needs to pass, is HB 1951, the TDI sunset bill, which will extend the agency for several years. While the bill that will be laid out in the House focuses on the agency's structure, organization and efficiency, a number of damaging amend-ments will be offered during House debate. Many of these amendments are no more than new benefit mandates that have avoided the normal committee process for consideration. Simply put, they will push costs up again, obviously something no one needs. Please contact your state representative as quickly as possible - the bill will be up for debate yes-terday, and ask that he or she vote for a "clean bill" one without these damaging and expensive amendments. Email is okay but a personal call to your Representative's Capitol office will be faster and more effective. Federal Call to Action - Urge Your Representative to Cosponsor H.R. 1206! H.R. 1206, a bill to remove broker compensation from the Medical Loss Ratio (MLR) calcula-tion, introduced on March 17 by Michigan Representative Mike Rogers (R-8) and Georgia Rep-resentative John Barrow (D-12), has continued to garner bipartisan cosponsors thanks in large part to your unwavering advocacy efforts on the ground! H.R. 1206 now has 41 bipartisan co-sponsors, an encouraging feat for a bill introduced a mere three weeks ago. It is not too late for your Representative to get on board and cosponsor this bill. But we need your help to get this accomplished! We are asking all NAHU members to take a few minutes to contact their representative in Congress through Operation Shout! and ask them to cosponsor H.R. 1206, which will remove agent and broker commissions from the MLR calculation. Go to www.nahu.org and click on Operation Shout and follow the instructions. Remember to support HUPAC and TAHUPAC. Ed Oleksiak DAHU Legislative Chair.
Page 6 May 2011 www.dahu.org
Page 7 May 2011 www.dahu.org
A Special Thank You for Our Sponsor
Page 8 May 2011 www.dahu.org
May DAHU Luncheon
TAHU Convention Update/Mandate Mania CE
1 HR TAHU CE Course 14759
Speaker: Carolyn Goodwin
When: 5/18/2011 11:30 - 1:00 p.m.
Where:15909 Preston Road
Dallas, TX 75248
(972) 239-7111
June DAHU June Luncheon
New Normal in HealthCare CE
1 HR TAHU CE Course #29877
Speaker: Mike Smith
When: 6/15/2011 11:30 - 1:00 p.m.
Where:15909 Preston Road
Dallas, TX 75248
(972) 239-7111
DAHU’s Legislative 3 Hour CE Day
―Brokers Beyond 2011‖
3 HOURS CE—
When: June 15, 2011 1PM to 2PM
Where: Prestonwood Country Club
NAHU National Convention When: June 26-29
Where: Grand Hyatt
600 East Market Street
San Antonio, Texas
Registration Fee is $545.00
DAHU Calendar of Events
By: Diane Vickers
DAHU President 2011-2012
I’m embracing the privilege of serving as your in-
coming President. We will soon have the calen-
dar of events updated for the next several
months. Our board is committed to working dili-
gently at making this year a great year.!
DAHU 2011-2012 Board
Diane Vickers—President
Doris Waller -President Elect
David Cheek—Immediate Past President
Stu Dunkle - Treasurer
Rachelle Posey - Secretary and TXPAC Chair
Tamela Southan - Federal Legislative
Patrick Skinner - Federal Legislative/ Golf
Ed Oleksiak - State Legislative
Kathy Tolle— Awards Chair
Krisi Kenney— Public Service Chair
Rachel Horton— Newsletter/Communication chair
Larry French - Media Chair
Susan Brenner—Membership Chair
Retention Chair—Open
Interested in sponsorship opportunities
please contact
Jim Pipkin at 214-731-0100
Page 9 May 2011 www.dahu.org
Page 10 May 2011 www.dahu.org Member Articles
Page 11 May 2011 www.dahu.org
Editorial policy of DAHU Digest—the statements and opinions appearing in the articles of this publication are
those of the authors and are not necessarily those of DAHU. The editorial staff aims to present material that is
useful and through provoking, but the staff has no authority to speak for the officers or the Board of Trustees of
DAHU. Readers are invited to comment on opinions of the contributing authors. The DAHU Digest reserves the
right to edit all submitted material. Articles and pictures will be used as space permits. You are requested to
forward your comments and articles to DAHU Communications Chair, Sherry Morden:
PO BOX 801345
Dallas, TX 75380
www.DAHU.org
The DAHU Board would like to remind members that this is your newsletter. Our purpose for publishing a newsletter
is to inform and engage our members - YOU!
Please feel free to contact me with any ideas on how to improve. We are always looking to put out a better
newsletter.
Thanks,
Sherry Morden
DAHU Communication Chair
Editorial policy of DAHU Digest
DAHU’S ANNUAL SALES SYMPOSIUM
―The Power of Change‖
The Dallas Association of Health Underwriters is pleased to share
The success of the
Annual Sales Symposium.
Our event was held on
Wednesday, April 27th, 2011
between the hours of 9:00 am and 3:30 pm.
at
BrookHaven County Club
located at 3333 Golfing Green Drive
Dallas, Texas 75234.
Our Speakers
Eric Johnson “Translating Insurance into English” 2
HR TAHU CE Provider #: 37719, Course #: 81655,
“HSA Participation and Contribution”
Course#:
Andra Grava “ Muli-Life
GSI DI” 1 HR Non TAHU
Course. Course# 80279
Alicia Haff “Current State of
Affairs, Are you Ready”
Course #: 83751
Page 12 May 2011 www.dahu.org
Page 13 May 2011 www.dahu.org
DAHU’s Sales Symposium Pictures of our Exhibitors
Page 14 May 2011 www.dahu.org Sales Symposium Pictures Continued
Page 15 May 2011 www.dahu.org
Henry Dawson Award Ballot
It’s the time again!
Vote for your candidate for the 2011 Henry Dawson Award
Write in the name of a candidate: ___________________________________________________________________________
Honorees for the past 5 years:
Mike Ryan (2010)
Tamela Southan (2009)
Carolyn Goodwin (2008)
Rosemary Deininger (2007)
Jacqueline St. Hilaire (2006)
Mary Lou Hudman (2005)
Donna McCright (2004)
Ballots must be received by May 31, 2011
Submissions are sent to:
Kathy Tolle
E-mail: [email protected]
Mark your calendars to join DAHU for our Awards presentation during the July luncheon
And congratulate out 2011 Award Recipient
The Henry Dawson Award is named after Mr. Henry Dawson who is one of the Pioneers
and Founding Members of DAHU, Serving as President at Local, and State and Na-
tional Levels. The “Dawson Award” is one of the most prestigious awards presented
each year to the member considered to have made the most valuable contribution
of time and support to DAHU of the past year. Recipients are not eligible again for a
period of at least five years. The member is determined through DAHU member
nomination, and then voted on by the DAHU membership.
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