We get asked all the time to produce some information that an advisor can share with their clients about health insurance premium rate history – especially during the 4th quarter renewal season. Here are some tidbits you can pass along to your clients so they can better understand what is going on in the health insurance market today. Click here for these useful tips during this hectic season.
Dickerson Alternative Funding CE Courses – Fall 2021
Join us for a series of 9 CE courses, provided at no cost! These courses have been approved by the California Department of Insurance, on topics related to Alternative Funding. We’ll be presenting them bi-weekly during “Dave’s Corner”, which we moved to 11:30 a.m on. Thursdays. These presentations will be over the lunch hour so you can lunch and learn!
Thur., Dec. 2, • 11:30 AM – 12:30 PM (1 hr. of CE–Course No. 379893)
Thur., Dec. 16 • 11:30 AM – 12:30 PM (1 hr. of CE– Course No. 385511)
Check Out These Valuable Alternative Funding Resources!
Starting the Underwriting and Risk Assessment Process for Alternative Funding Prospects in Two Easy Steps:
- Download our Alternative Funding Member Level Census Template here . Complete the form for each account and attempt to provide the requested attachments as indicated on the form.
- Complete a census template using the format provided on the download here.
Check out our downloadable sales materials:
Contact your Dickerson Sales Rep today.