apr 2013 hahu newsletter...2013-2014 hahu board by terrell rogers, immediate past president...
TRANSCRIPT
April 2013
Inside this issue:
President’s Message 2
Golf Tournament 3
It’s Election Time 4
March Luncheon Pictures
5
NAHU Ad
6
TAHU Convention Message
7
TAHU Update 8
Luncheon Menu 9
Board of Directors Personnel Development
10
11
Membership, HAHU Contest and Contest Winner
12
NAHU Contest Disclaimer Ad Rates
13
Calendar of Events 14
TAHU 25th Anniversary 15
TAHU Individual Application
16
TAHU Convention Agenda 17
CE Credit Application 18
HAHU Membership Application
19
A Monthly Publication of the Houston Association of Health Underwriters
HAHU HERALD
Please join us on April 16, 2013 for our monthly
luncheon, where we will have Alan Bush, a local attorney who
specializes in labor and employment law, speak to us about
non-competes.
Alan Bush counsels business leaders. He focuses on labor and
employment law, often litigating disputes against employees. Alan also
helps businesses with HR policies. Super Lawyers recently named Alan
to its Rising Stars list.
Alan has spoken and published for many business organizations.
For example, the Houston CPA Society named him Speaker of the Year
2010-2011. The Gulf Coast Symposium and HR Southwest have both
tapped Alan as a speaker. And he has spoken for The Woodlands and
Montgomery County Bar Associations. Finally ,Alan is a guest columnist
for The Houston Business Journal and Texas Lawyer.
NEW DAY FOR NON-COMPETES:
SECURE YOUR INVESTMENT IN HUMAN CAPITAL You invest in human capital. You share the ball—employees learn
your secret playbook and leverage your customer goodwill. Both
investments, thanks to Marsh v. Cook, can now justify roping an
employee into a reasonable non-compete. We'll talk it out. And we'll
discuss how to avoid winding up on the wrong end of a non-compete
enforcement action when you hire from a competitor.
April Luncheon Speaker Alan Bush
of Bush Law Firm
Page 2 HAHU Herald
From the President’s Desk
By
Craig Splawn
You would think that with everything that is going on with the
implementation of healthcare reform that I would not have any trouble writing
an article each month but, guess what, here I am struggling again.
I think that the most pressing issue that is on my mind right now, and I hope is on your
minds too, is the growth and perpetuation of this chapter for years to come. I found out the week
before last that HAHU is no longer the largest chapter in the universe. Philadelphia has moved
into that position. My first reaction was that I have really let you, the members, down. For some
reason I have been unable to lead our board and membership in a manner that would promote the
true value that NAHU, TAHU, and HAHU bring to our members. I can think of numerous reasons
for this as the carriers, TPA’s, and brokers are all restructuring their business module so that they
feel they can survive whatever the final implementation of the ACA looks like. Some of that
restructuring requires cutbacks. However, I choose not to use those reasons as I feel that right
now is when we should all work together and learn from each other’s strong points. It is our
responsibility to make each other aware of any informational opportunities that will enhance our
ability to serve our clients in a manner that will bring value to that relationship. One of the strong
points of being a member of this chapter is the communication between members regarding ideas
that one member feels would benefit another member, whether that idea is from a carrier, TPA,
GA, or another broker. There is strength in numbers. Those of you that make the trip to Day at
the Capitol in Austin or CAP Conference in D. C. each year actually see that working as you visit
with your elected officials. Now is the time to work together with our current membership so as
to grow it and strengthen it for the future of our industry. Personally, without the support of our
carrier members, the TPA’s and GA’s that are members, and my fellow brokers that are members, I
would not feel that I would be able to advise my clients on how they will be affected by the ACA
and how best to structure their benefits for the changing times.
So, I am asking each of you to let me know how HAHU can help you and your business. If
you truly feel that our association brings value to you, then ask a fellow broker to become a
member. Get involved in our chapter and learn more about what it can do for you. Don’t forget
that we are in need of members to take an active role in our board for this next year. If you feel
that you are ready to try to help our industry and our members please contact either myself, Jeff
Bacot, or Terrell Rogers. I can be reached at 713-785-3290 or [email protected]. I
welcome your thoughts and your suggestions on what we can do to enhance the value of your
HAHU membership.
HAHU Annual Golf Tournament
Mark your Calendars, HAHU members,
for our Annual Golf Tournament to be held on April 22, 2013 (registration
starts at 11am). The tournament is being held at Sweetwater Country
Club, and this year we are going to play the other course. Be on the
lookout for registration and sponsor forms in the near future. Last year
was a huge success for our scholarship funds, HAHU, and all that it
supports on the local, state and national levels. In addition to our
sponsors and players, we are also looking for volunteers to help with
running the event.
We are planning another silent auction and would appreciate
any donations. Please contact Crystal Hoffman at 281-491-6565
([email protected]) or Dirk Blankenship at 713-582-6140
([email protected]) for sponsorships and details. We look
forward to seeing you there and we thank you for your support of our
industry and the Houston Association of Health Underwriters.
Page 3
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2013-2014 HAHU Board By
Terrell Rogers, Immediate Past President
Healthcare Reform is upon us as we continue through this year with our attention set on January1,2014. Our Association's board year starts on July 1st, 2013 and ends on June 30th, 2014. This year we have several positions open and no contested. Therefore, there will be no ballots this year; the board will be approved by acclimation at our May luncheon. However we do have several positions yet unfilled. Please reach out to anyone who is a member of our Association in good stand-ing. Please consider filling one of the positions below. We need you on our board and would like you to set aside any reservations you may have about serving. Many people are servants in their respective professions, church or civic organiza-tion. Here are three great quotes for you to consider. We hope one of them will resonate with you while encouraging you to serve this term. - “The best way to find yourself is to lose yourself in the service of others.” ―
Mahatma Gandhi.
- “Everybody can be great...because anybody can serve. You don't have to have a college degree to serve. You don't have to make your subject and verb agree to serve. You only need a
heart full of grace. A soul generated by love.” ― Martin Luther King, Jr.
- “Service is the rent we pay for being. It is the very purpose of life, and not something you do in your spare time.” ― Marian Wright Edelman. The following Chairs/Positions are:
Trustees: Don Jones & Terrell Rogers State Leg: Open
Immediate Past President: Craig Splawn Federal Leg: Open
President: Jeffrey Bacot Marketing: Open
President Elect: Jo Middleton Awards: Terry Agris
1st VP: Michael Ledgerwood Public Service: Kevin Roblyer
2nd VP: Open Technology: Kerry Kolb
Treasurer: Crystal Hoffman Communications: Connie Carter
Secretary: Nelva Toups Maxey Political Action: Open
Membership: Naphtali Carlson Events: Dirk Blankenship
Professional Development: Open Media: Open
March Luncheon Photos
Page 5
Right, Rand Wall, Past President leads the group in the prayer and the pledge of allegiance to
the flag.
Left, Luncheon Speaker and CE presenter Stacey Merritt shares the value of using
TPA’s.
Above, Ben Keel, Past President,
shares his latest joke with the members and guests.
Above, Michael Ledgerwood, Media
Chair, sharing information about the Business Journal.
“We the people are the rightful masters of both Congress and the courts, not to overthrow the Constitution but to overthrow
the men who pervert the Constitution.” Abraham Lincoln
Below, Craig Splawn, President, & Lee Ann Gibson, PAC Chair, congratulate Tom Cottar, State Lege
Chair for wining the Lege Fund drawing.
New member Naphtali Carlson is introduced.
Above, Lee Ann Gibson congratulates Mary Joyce Murray for winning the
“free lunch “drawing.
Above, President Craig Splawn welcomes the members and
guest to the luncheon.
Below, Immediate Past President Terrell Roger updates the members on the upcoming
Board elections in May for 2013-2014.
HAHU Herald
Page 6
Your Ad Could Be Here!! Contact Crystal Hoffman
281-491-6565 or 713-253-4975
TAHU Convention
By
Lonnie Klene, Past President
The TAHU convention is being hosted by the Ft. Worth
association this year. Ft. Worth AHU and the TAHU convention com-
mittee have put together a great line-up of speakers and CE, including our own Queen of
Long Term Care, Honey Leveen. If you are in need of your Ethics CE, don't worry, they've
included that as well as CE's on disability, fee based compensation and value based
strategies.
The activities kick off early Thursday morning, May 2, and continue through Friday
evening. Of course, you don't want to miss the Hollis Roberson Dinner Thursday
evening. It's always fun to see our colleagues all spiffed up and recognized for their hard
work and dedication.
Friday's keynote speakers are Dave Anderson, "Learn to Lead,” and Don Cooper,
"The Foundation of Consultive Benefit Plans."
Don't forget about the exhibit hall. Where else can you visit with hundreds of your
industry colleagues in one afternoon? Not to mention the great door prize
opportunities!
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Page 9
Classifieds
HAHU posts – at no charge to members – job opportunities for our members on the HAHU website, www.hahu.org. Under ‘Resources,’ click on “Classifieds.” Ads are initially run for three weeks, but can be extended, so the ads should be current. We hope that all members needing employees will post their ads here, knowing that the applicants, as HAHU members, will be the cream of the crop. And members looking for a new position don’t have to rely on word of mouth or Internet postings, local newspaper classifieds,
etc. Check it out!
Tossed Salad
Parmesan Crusted Chicken Breast
topped with Pomodoro Sauce
Served with Angel Hair Pasta and Peas & Carrots.
Or
***Gluten Free*** Pan Seared Trout garnished
with Tomatoes & Capers
Served with Gluten-Free Brown Rice and Seasoned Broccoli
Dessert
Chocolate Cream Pie
Coffee & Tea
Houston Association of Health Underwriters
Board of Directors and Committees
2012-2013
President W. Craig Splawn 713.785.3290 [email protected]
President-Elect Jeff Bacot 713.446.7011 [email protected]
1st Vice President Jo Middleton 713.932.7777 [email protected]
2nd Vice President Stacey Bevil 832.651.0733 [email protected]
Secretary Nelva Toups Maxey 713.725.2139 [email protected]
Treasurer Open (acting Jo Middleton)
Media Michael Ledgerwood 832.687.0061 [email protected]
Awards Terry Bodkin Agris 281.630.2361 [email protected]
Communication Connie Carter 409.350.9598 [email protected]
Legislation – State Tom Cottar 713.545.1046 [email protected]
Legislation – Federal Marty Budinsky 281.799.6298 [email protected]
Membership Sarah Kramer 713.805.3323 [email protected]
Special Events Dirk Blankenship 713.582.6140 [email protected]
Marketing Crystal Hoffman 713.253.4975 [email protected]
Professional Development Kay Nettles 713.882.3621 [email protected]
Political Action Lee Ann Gibson 832.696.2988 [email protected]
Technology Kerry Kolb 713.416.1005 [email protected]
Public Service Kevin Roblyer 281.744.6542 [email protected]
Past President Terrell Rogers 713.775.8669 [email protected]
Trustee Don Jones 713.825.7816 [email protected]
Trustee Lonnie Klene 713.205.7034 [email protected]
Executive Director Kathi Sandler 713.443.9447 [email protected]
Page 10
NO April Luncheon CE
We now have CE available online through Comedy CE Go to http://comedyce.com/shop/comedyclub-hahu-members/ and register as a
HAHU member to receive a discounted annual membership rate of $80 compared to
the regular price of $100. The annual membership gives you unlimited CE via the
web and additional discounts on live events. Check it out today!!!
Association CE Credit
Many agents may not know that up to four hours of continuing education credit can be earned by an agent who is an active member of a state or national insurance association. For information about how the credit can be earned, you can review Chapter 4004.0535 of the Texas Insurance Code and §19.1011 and new §19.1020 of the Texas Administrative Code. The form can be found at: http://www.tdi.texas.gov/forms/lhllicensing/LHL617reqassocc.pdf and on page 18 of this newsletter.
REMINDER:
You must have your Agents License Number and Renewal Date to receive credit for CE. Please carry your license or at least place your number and renewal date in your cell phone so you can retrieve it. NO number and renewal date, NO CE Credit! We will not look up your number for you!
**Check Sircon.com for info on your CE credits—What you have and what you need!
Education Requests and Ideas:
Please forward any requests and suggestions for desired CE topics and speakers to
[email protected]. Our goal is to provide you meaningful, exciting, and relevant speakers and topics. Your input is valuable in helping us achieve that goal.
Professional Development By Kay Nettles, Professional Development Chair
Page 11
Nippon Life Benefits is part of the world's 74th largest corporation with an "A -" (Excellent) rating from AM Best. Established in the United States since 1991, our broad portfolio includes fully-insured medical, dental, life, disability, and vision programs. We provide employee benefits solutions for U.S. corporations of all sizes with small group at (2 - 50) and large group at (51 +). It's our dedication to the highest standard of value and responsibility that sets us apart from other carriers.
Thanks to our April Luncheon Sponsor
Page 12
Welcome New Members:
Membership Notes
CONGRATULATIONS to
Terrell for winning our
Spread the HAHU Love New Member Contest
Terrell won a $50 American Express Gift Card
and is now in the running for the NAHU Free Dues Contest
Thanks again to Mike Rivera for sponsoring this contest
CONGRATULATIONS
to
Terrell Rogers for winning our
Sponsor a New Member and Find Your Pot of Gold
Terrell won a $50 American Express Gift Card
and is now in the running for the NAHU Free Dues Contest
Thanks again to Mike Rivera for sponsoring this contest!!
**New Contest**
Spring into HAHU
Sponsor a New Member
from March 20th- April 15th and
Your name goes into a drawing for a
$50 American Express Gift Card!
Donated by Lonnie Klene
And your New Member will get a FREE LUNCH at the April Luncheon
First Name Last Name Company Sponsor
Janna Alsobrook Colonial Life Connie Carter
Prent Castle Aflac Sarah Kramer
John Draper Dean and Draper Robert Darnell
Carlson Naphtali Texas Best Insurance Group, LLC Tom Cottar
Timothy Rouch AFLAC Fred Brown
First Name Last Name Company Join Date Sponsor
Neldia Ahlquist Neldal Insurance 4/8/2009 Susan Burdette
Mike Alexander, Sr. ABM Insurance & Benefits 4/29/2008 Haden Hudson
Don Atherton Bashaw & Atherton 4/29/2010 Tom Cottar
Ryan Berwick Petra Benefits Financial Services 4/24/2012 Rand Wall
Eleanor Cooke Houston Advantage Insurance 4/30/2009 Tom Cottar
Stacie Elkins United Healthcare 4/17/2007 Ila Ann Galloway
Brian Herrera One America 4/17/2012 Tom Cottar
Jerry Mendoza Delta Dental Insurance Company 4/23/2001 Terry Smith
Jennifer Sweaney Business Health Strategies, LLC 4/19/2010 Mary Ann Hartnett
Happy Anniversay
Page 13
NAHU FREE DUES CONTEST IS BACK!!
Help us get our membership back up to 500 and keep HAHU the Largest Chapter in the Universe
Recruit 4 New Members from January to April 30st, 2013 and get your National, State and Local dues waived
for a FULL Year !! or
a $250 American Express Gift Card !! Credit goes to the member whose name is on the new
member's application as the sponsor.
Page 11
Calendar of Events
Page 14
April
9 4:00 PM HAHU Board Meeting 5433 Westheimer*
16 12:00 PM HAHU Luncheon The Hess Club**
22 11:00 AM Golf Tournament Sweet Water Country Club
May
2-3 TAHU’s Annual Convention at Hilton Downtown in Ft. Worth
14 4:00 PM HAHU Board Meeting 5433 Westheimer*
21 12:00 PM HAHU Luncheon The Hess Club**
June
11 4:00 PM HAHU Board Meeting 5433 Westheimer*
18 12:00 PM HAHU Awards Banquet The Hess Club**
*5433 Westheimer, Suite 740, Houston, TX 77056
** The Hess Club, 5430 Westheimer, Houston, TX 77056 Register for any of these events at www.HAHU.org !
* All members are welcome to attend. Please check with Kathi Sandler regarding last minute changes to dates, times or location.
Lunch Sponsorship is a great way to Lunch Sponsorship is a great way to Lunch Sponsorship is a great way to Lunch Sponsorship is a great way to
“Show Your Stuff” “Show Your Stuff” “Show Your Stuff” “Show Your Stuff”
to the largest chapter in the Universeto the largest chapter in the Universeto the largest chapter in the Universeto the largest chapter in the Universe
Lunch Sponsorship Package: Lunch Sponsorship Package: Lunch Sponsorship Package: Lunch Sponsorship Package: Includes strategically located table to display your literature, a 3-5 minute commercial during the luncheon, one lunch, an opportunity to offer a door prize, a newsletter stuffer AND a banner on the new HAHU Website!
All of this for only $300! All of this for only $300! All of this for only $300! All of this for only $300! For more information contact:
Crystal Hoffman at [email protected]
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