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Agent Professional Development

PacificSource Trainings Help You Prepare for 2014

With so much healthcare reform information coming your way, we want to make it as easy as possible for you to get the information you need to prepare for the new 2014 marketplace. We’re offering several training opportunities over the coming months. From healthcare reform changes to new products for 2014, our trainings will provide you with the information you need to serve our mutual clients both in and outside exchanges.

As all our group and individual plans are changing in 2014, product and process training sessions are mandatory for PacificSource appointed agents.

Agent Trainings at a Glance

We’re still working out all the details, but we want to make sure you save the dates for the sessions you’re interested in. Invitations for specific trainings in your area will be emailed directly to you. Most sessions are expected to last from 2 to 2.5 hours.

 

Affordable Care Act (ACA)

Mandatory — Products and Processes  for Small Group and Individual Plans

 

May/June

August

September

Oregon

Medford
May 29
9:00 a.m.
Rogue Valley Country Club
2660 Hillcrest
Medford, OR 97504

 

Baker City
August 13
2:00 p.m.
Sunridge Inn

Bend 
August 22
7:30 or 10:30 a.m.
PacificSource Bend Office

Bend 
August 28
8:00 a.m.
PacificSource Bend Office

Medford
August 22
9:00 a.m. or
2:00 p.m.
Rogue Valley Country Club

Pendleton
August 14
9:00 a.m.
Pendleton Red Lion

Portland*
August 23, 26, or 29
9:00 a.m. or
1:00 p.m.
PacificSource Portland office
*Webinar available for all 6 sessions

Bend
September 11
8:00 a.m. or
1:00 p.m.

Eugene
September 10
11:30 a.m. or
2:30 p.m.  

Eugene
September 11
9:00 a.m. or
1:00 p.m.

Salem
September 12
9:00 a.m. or
1:00 p.m.
Salem Conference Center

Idaho

Boise
June 11
9:00 a.m. or
2:00 p.m.
PacificSource Boise office

Idaho Falls
June 4
8:00 a.m.

Twin Falls
June 4
2:00 p.m.

 

Boise
August 26
9:00 a.m. or
2:00 p.m.
PacificSource Boise office

Idaho Falls
August 27
8:00 a.m.

North Idaho
August 29

Twin Falls
August 27
2:00 p.m. 

 

Montana

 

Billings
August 28
1:00 p.m.
Crown Plaza

Bozeman
August 27
1:00 p.m.
Homewood Suites

Helena
August 22
1:00 p.m.
Great Northern

Kalispell
September 5
1:00 p.m.
Hilton Garden Inn

Missoula
September 4
10:00 a.m. or
2:00 p.m.
Holiday Inn

 

 

Upcoming CE Opportunities

Idaho DOI Hosts Free Law Class June 13

The Idaho Department of Insurance (DOI) will host the class from 1:30 p.m. to 4:30 p.m. at United Heritage, 707 E. United Heritage Ct., Meridian. Topics include 2013 legislative updates, life and annuity updates, and health insurance updates. The registration deadline is June 6. For more information and to register, please see the DOI class registration flier.

Professional Organizations for Agents

Idaho

IAHU - Idaho Association of Health Underwriters
(208) 323-0611
www.iahu.org

EIAHU - Eastern Idaho Association of Health Underwriters
www.iahu.org/chapter-information/eastern

NIAHU - Northern Idaho Association of Health Underwriters
www.iahu.org/chapter-information/northern

SIAHU - Southern Idaho Association of Health Underwriters
www.iahu.org/chapter-information/southern

TVIAHU - Treasure Valley Idaho Association of Health Underwriters
www.iahu.org/chapter-information/treasure-valley

Oregon

OAHU - Oregon Association of Health Underwriters
(877) 412-6248
www.orahu.org

ECAHU - East Cascades Association of Health Underwriters
(877) 412-6248

WVAHU - Willamette Valley Association of Health Underwriters
(877) 412-6248

PAHU - Portland Association of Health Underwriters
(877) 412-6248
www.pahuonline.org

National

NAHU - National Association of Health Underwriters
(202) 223-5533
www.nahu.org

NAIFA - National Association of Insurance and Financial Advisors
www.naifa.org
Lane County, Oregon Chapter - (541) 686-2880

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Questions about PacificSource trainings?

Contact your local representatives:

Oregon:

Idaho:
Dave Ewers

Montana:
Lacee Pickett

 

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Last updated 5/17/2013