Dealing with Client Confidentiality
Confidentiality with appropriate employees of the larger organization
ACA Educational Workshop
You’ve heard a million things about ACA… scare tactics, administrative hassles, cost uncertainties and more. Now that the bulk of the law is under way, Karl Hansen and Rae Lee Olson update you on what you really need to know as a broker/consultant, which provisions impact your group and which don’t, and what is still coming down the pike that may surprise you
Five Key Steps to Create a HIPAA Compliance Plan
In this webinar, David Smith, Vice President of Ebenconcepts and author of HIPAA 2.0 for Agents and Brokers puts you on the path to meeting HIPAA requirements and explains the following valuable, key steps that an agency needs to complete to be HIPAA compliant
HIPAA Privacy and Security 2.0
As of January 2013 new mandatory HIPAA guidelines were announced that become effective September 23, 2013. This webinar highlights these mandatory guidelines.
LIMRA Anti-Money Laundering (AML) Training
This program satisfies the rules and regulations of the U.S. Department of the Treasury. The AML program has been widely endorsed by many of the life insurance carrier companies that use independent producers.
Managing Electronic Devices to Meet HIPAA Compliance
As electronic communication becomes more prevalent, your agency is relying on these capabilities to complete everyday tasks. It’s important that you manage the devices and services so malware does not corrupt or compromise your systems. Computers, tablets, smart phones, faxes, emails, encryption, cloud storage – the list of devices and capabilities that must meet HIPAA compliance continues to grow.
NARAB Implementation: What You Need to Know
For NAIFA members, NARAB will mean much-needed reciprocity in producer licensing. It will improve efficiencies for NAIFA members who are licensed in multiple states. The legislation also will benefit consumers by allowing them to maintain their preferred insurance agent or broker should they move to a different state.
ACA: Form 1095A Training
Please join us for a convenient training that you can complete anytime, online! With tax season upon us, the Centers for Medicare & Medicaid is providing a brief overview of the basics around Form 1095-A, including general questions and answers relating to the form.
Safeguarding Your Business Interests
NAIFA's activity on the DOL proposal illustrates two strengths of the association's advocacy strategy: its formidable grassroots network and its expertise in working with lawmakers to effect positive change
Advocacy 101: Super, Exciting and Neat!
Politics and government impact your business, and it has never been more necessary to make your voice heard. NAIFA’s Government Relations team’s fun, interactive workshop provides a guide to the do’s and don’ts of becoming politically involved.
Turning Clients Into Effective Advocates
Enhance the value of your client experience, show them how to introduce you to others, and cross-educate them frequently.