June
- 06/01 Tax Day
- 06/19 Juneteenth
- 06/21 Take Your Dog to Work Day
*Mid-Year Benefits Review – Remind employees to take advantage of any eligible voluntary benefits
End of Q2
July
- 07/04 Independence Day
- 07/19 National Ice Cream Day
- 07/26 System Administration Day
- 07/31 Quarterly form 720 and 941 due
Forms 5500 and 5558 filing deadline (for calendar year plans)
*Compliance Check – Review employee and benefits notices as well as compliance procedures and best practices
CBC | Producer Newsletter 2024
Spots are still open in the producer training series for Medicare Advantage, Save the date for our VirtualCare webinar, 2025 IRS minimums and maximums for deductibles and contributions and HRA Administration Application for renewing groups. Read more.
Aetna | Tuesday Tidbits
We’re excited to invite you to join us on Tuesday mornings throughout the year from 9:00 – 9:15 a.m. for a bite-size discussion with your Aetna Small Group sales executives. Hear how we can work together to benefit you and your clients. Register now.
Vitori Health | TNT Dynamite Web Series
Our game-changing Vantage plan delivers 3 years of renewal-free budget stability and a remarkably better member experience than legacy insurance carriers. Register for upcoming webinars to learn more about how a modern health plan can lower costs, improve benefits, stabilize spending, and deliver a remarkable member experience. Register now.
Highmark | Join Us for a Discussion with Highmark & Penn State Health Leadership
Highmark and Penn State Health Leadership will discuss how we're better serving our communities and clients together. Read more.
6/13 Principal, last chance to register: FOMC meeting debrief with Roger Ferguson Jr.
Hear from President and Chief Executive Officer, Teachers Insurance and Annuity Association of America (TIAA) (2008-2021) and Vice Chairman of the Board of Governors, U.S. Federal Reserve System (1999-2006), Roger Ferguson Jr. following the upcoming Federal Reserve Open Market Committee (FOMC) meeting. Register now.
6/19 BlueCross BlueShield Global Lunch & Learn
Join us on June 19th at 11:30 am EST for an enriching Lunch and Learn seminar with BlueCross BlueShield Global. Delve into the dynamic world of corporate products capabilities and discover how BlueCross BlueShield Global is revolutionizing the industry. We will cover:
- Corporate Products
- Capabilities
- Questions to ask your clients to uncover Global opportunities.
- Submissions
- Commissions
We look forward to seeing you there! Register now.
6/24 CE Course*: Understanding Long-Term Disability
Upon completion of the course, producers will understand the basic concepts of group long-term disability product and be better prepared to determine which product features are most suitable for their clients.
We will review a number of key functions of LTD and provisions, including:
- Return to work incentive
- Pre-existing condition limitations
- The "golden rule" of disability
- Definition of disability
- Own occ vs. any occ
- & more!
Join us for this comprehensive webinar to enhance your expertise and better serve your clients' needs in selecting the most appropriate group long-term disability products. *PA Helath and Life Licenses only. Register now.
7/9 CE Course: Oral Systemic Connection
This course educates attendees about the mouth–body connection specifically how gum disease can have an impact on certain chronic conditions. Course topics include the incidence and prevalence of gum disease, the oral–systemic connection, United Concordia’s scientific research and conclusions, and how good oral health combined with the right dental benefits can attribute to overall good health. United Concordia’s research on the oral–systemic connection is the basis for which all dental plans are designed to compete in the marketplace. Brokers in attendance can expect to leave this course with the information to educate their clients on the importance of good oral health and match them with the right dental benefits to complete their health care package. *PA Health Licenses only. Register now.
7/11 CE Course*: Surviving Critical Illness with Insurance
Join us July 11th at 11am EST as w review the growth of the critical illness market, "why" critical illness, taxation, underwriting, history of critical illness vs. today's critical illness, and more. Upon completion of the course, producers will understand critical illness insurance and be better prepared to discuss critical illness insurance with their clients. *PA Health and Life Licenses only. Register now.
7/17 Capital Blue Cross Mazzitti & Sullivan EAP
On July 17th at 1:00pm EST, attend our anticipated summer webinar that will highlight the comprehensive Employee Assistance Program (EAP) services provided through Capital Blue Cross. We will cover:
- Many Capital Blue Cross plans include M&S Employee Assistance Program (EAP) as a value-add.
- M&S EAP services include free counseling sessions, immediate crisis support, and professional services like elder care, legal, and financial consultations.
- Employee assistance programs improve employee health and wellness; reduce claims for mental and behavioral healthcare; decrease turnover, absenteeism, and presenteeism; and increase productivity and engagement.
Learn how these services can benefit employees and enhance workplace well-being. Register now.
7/18 CE Course*: FMLA and Compulsory Leaves
Upon completion of this course, producers will know the basic concepts of the Family Medical Leave Act and the responsibilities of Employers and Employees, State-Level Leave Laws, and the challenges Employers face. We will review FMLA basics, employer & employee responsibilities, State-Level Leave Laws, and Employer Challenges.*PA Health and Life Licenses only. Register now.
Highmark | 2024 incentive (qualify through 1/1/25)
Introducing the 2024 new to Highmark incentive! This Incentive applies to Small Group (2-50) and Large Group (51+) clients in Pennsylvania. Read more.
Highmark | Virtual Primary Care Program Incentive (qualify through 6/30/24)
Highmark Blue Cross Blue Shield is excited to offer an incentive program as a way to recognize your efforts in introducing Virtual Primary Care (VPC) through the ChristianaCare Center for Virtual Health to ASO group health clients. You can earn money for getting our ASO group health clients' members engaged with the VPC program. Read more.
Jefferson Health Plans | Compensation Opportunity for 2024
See how you can earn a very healthy $60 bonus on each app with the Broker commission and bonus program. Also, as a reminder the $50 HRA is available for every application/member. Read more.
UPMC Health Plan | Individual & family bonus program (qualify through 1/1/25)
UPMC Health Plan is pleased to announce a producer bonus program for those who enroll new members in UPMC Individual Advantage, UPMC VirtualCare or UPMC First Care plans with an effective date in 2024. Earn up to $100 per member! Read more.
UPMC Health Plan | New business producer incentive program extended (qualify through 9/1/25)
If you sell any new employer group in the 51-99 or 100+ market segments with a May 1 to September 1, 2024, effective date, you will receive an incentive of $300 per contract. Read more.
Pennie | Community Workgroup Newsletter
Starting this month, Pennie will be changing how we share information and updates with you. Information, reminders, and updates will be shared via email in the following newsletter format with information and links to help you assist customers through the Pennie process. Read more.
Pennie | The Path to Pennie Program is back for those seeking coverage for 2024!
Pennie and the Pennsylvania Department of Revenue created a way for anyone without health coverage to be connected with Pennie when they file their taxes. Tax filers do so by filling out tax form ‘REV-1882 ‘Health Insurance Coverage Information Request’ when they complete their Pennsylvania state income tax return. Read more.
Pennie | 2024 Assister & broker recertification due
Pennie-Certified Assisters & Brokers must complete annual training to continue certification into 2024. Please note, customers cannot be restored after decertification. Read more.
Pennie | Broker Workgroup
