May 26, 2021 Agenda

Quiz 1- Medical Confidence
Quiz 2 – Uncovering the “What ifs” Through Business Continuity and Succession Planning

Through ASSOCIUM Advisor Services, we provide support to Advisors, Brokers and Consultants (ABCs) who wish to access the full benefits market for their clients or take advantage of our expertise, administrative support services and educational opportunities.

Continuing Education Credits for Insurance and Group Benefits Advisors

For 2021 ASSOCIUM is offering a continuing education program covering human resources, group benefits and estate planning classes.

Learn and Earn CE Schedule for 2021

Session One: May 26, 2021
Session Two: TBA

Session One

Two CE credits for two courses and tests. When: 8:45 am sign in, 9 am to 11:30am
Course 1 – Group Benefits: A Targeted and More Effective Approach to Wellness
Course 2 – Estate Planning: Uncovering the “What ifs” Through Business Continuity and Succession Planning

Detailed Session One Outline

Course 1 – Group Benefits:
A Targeted and More Effective Approach to Wellness

Presented by Kyle Fraser, Cloud MD

Wellness programs have traditionally been based on imparting health information or initiatives that are geared to very large employers. This session will discuss a more accessible and measurable approach to employee wellness for your clients.

Real healthcare transformation will happen when navigation and technology is built to augment and scale evidence-based assessments and person to person relationships that solve real, complex health problems.

Learn about how Personalized Healthcare Navigation and health coaching will enable a care team to be looped into member care at any given time and help guide members through their health care journey.

Our platform routes care to specialists for an integrated health approach with white glove service


Course 2 – Estate Planning:
Uncovering the “What ifs” Through Business Continuity and Succession Planning

Using a case study approach, we will explore the importance of business continuity and succession planning to protect our own businesses and families. As business owners, it is vital that we take the time to assess where we are today and where we want to go. As advisors, we can take these learnings and apply them to help address the needs of our clients. Our speakers will be sharing case examples for Advisor in estate planning, business succession, and investment planning highlighting new tools that can help with online will and investment planning services for your business.

Previous CE Credit Courses and Seminars

  • Administrative Services Only (ASO)
  • Succession Planning
  • Specialty Drug Management Program
  • Trends in Drug Coverage
  • Administrative Liability
  • Human Resources for Small Business
  • Couples and Money
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