GREATER PHOENIX ASSOCIATION OF HEALTH UNDERWRITERS

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TABLE OF CONTENTS

Introduction . . . . . . . . . . . 3

Overview 3

Year in Review. . . . . . . . . . . 4

Legislative 4

HUPAC 5

Membership 5

Charitable Outreach 6

Professional Development 6

Leading Producers Round Table 6

Chapter Awards 7

Media–Social Media–Communications 7

Meetings–Conferences 7

Sponsors 10

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INTRODUCTION

The Greater Phoenix Association of Health Underwriters (GPAHU) is a premier organization for health

insurance agents, brokers, consultants, and benefits professionals. National Association of Health

Underwriters (NAHU) is our national organization, with us, Arizona Association of Health

Underwriters (AAHU) and Southern Arizona Association of Health Underwriters (SAAHU) create our

Arizona chapters of this organization. As a subset of the national organization, our primary purpose is to

provide education to those who want to excel in the healthcare industry.

Our Mission - GPAHU will improve its members’ ability to meet the health, financial, and retirement

security needs of all Arizonans through education, advocacy, and professional development.

Our Vision - Every American will have access to private sector solutions for health, financial and retirement

security and the services of

“Local agents and brokers serve as a source of truth about healthcare coverage that links the needs of

citizens, business and policymakers to create a healthy, more fiscally responsible American healthcare

system,” Jessica Cheney, GPAHU President shared with AZ Big Media in May of 2019.

Thank you for your time and dedication GPAHU 2019-2020 Board of Directors:

• Jessica Cheney, REBC President, Arcwood Consulting

• Charlene Hogeland, REBC President-Elect, Black, Gould & Associates

• Katie Brock, Secretary, Rogers Benefits

• Jeff Wilkinson, Co-Treasurer, Total Dental Administrators

• Maria Carter, Co-Treasurer, Total Dental Administrators

• Andrea Bailey, Legislative, Black, Gould & Associates

• Linda Atencio, Awards, Arcwood Consulting

• Rowland Harris, Membership Experience, Heartland Payment Systems

• Chandler Chavez, Membership Recruitment, Principal Financial Group

• Jay White, Public Service, Wealth Link, LLC

• Sheila Prior, One America

• Denise Haney, Programs, TASC

• Tony Joiner, Professional Development, Total Dental Administrators

• David Garcia, Media Relations, Cigna

• Alana Mayer, NAHU Education Fund, Black, Gould & Associates

• Danielle Biers, Vanguard, Black, Gould & Associates

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A YEAR IN REVIEW

• Legislative

• Health Underwriters Political Action Committee (HUPAC)

• Membership

• Charitable Outreach

• Professional Development

• Leading Producers Round Table (LPRT)

• Chapter Awards

• Media – Social Media – Communications

• Meetings – Conferences

• Sponsors

LEGISLATIVE

• Arizona State Chapters (GPAHU, AAHU, SAAHU) attended the Arizona Day at the Capitol on

February 7, 2019. We heard from Stephen Briggs, Legislative and Public Affairs Officer at the AZ

Dept. of Insurance, State Senate members Kate Brophy McGee (Chairwoman HHS) and Heather

Carter (Vice-Chairwoman HHS) and Christina Corieri from Governor Doug Ducey’s office, then

spent the afternoon lobbying.

• In 2019, the 116th

Congress, our goals included Market Stabilizers, asking to reduce cost and

improve Individual and Employer Market Risk pools in addition a repeal of the Health Insurance

Tax (S.80) and the Excise/Cadillac Tax (H.R. 748) among other things.

Arizona members heard from

speakers at the Arizona State

Capitol and lobby with law makers.

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HEALTH UNDERWRITERS POLITICAL ACTION COMMITTEE (HUPAC)

Description: HUPAC is the political action committee of NAHU. It is the expression of our First

Amendment rights to free speech and association guaranteed under the Constitution. Such political

expression has become far more than a useful option for professionals in a heavily regulated business like

the health insurance industry. It has become a necessity. HUPAC is registered with the Federal Election

Commission. Since NAHU and similar organizations are prohibited from making political contributions,

HUPAC was created to allow contributors to combine their financial support to a candidate to achieve

maximum effect.

HUPAC'S MISSION: The purpose of the NAHU's Health Underwriters Political Action Committee

(HUPAC) is to raise funds from NAHU members for the purpose of supporting the political campaigns of

candidates who believe in private sector solutions for the health and financial security of all Americans.

• Arizona is in Region VII of NAHU and we had the top four contributors for 2019 in our Region.

A huge shout out to Peter Rowe, Charlene Hogeland and Jennifer Farrell for achieving number

two, three and four. Of the seventeen who contributed $1,000 or more, nine of them are from

Arizona. Overall, of the 186 total contributors in Region VII, 62 were from Arizona. Collectively

Arizona contributed $25,341.

• HUPAC Contributions were shared locally with Arizona House Representatives Andy Biggs

($1,000) and Tom O’Halleran ($3,000) and Senate Martha McSally ($3,500).

MEMBERSHIP

Membership it at the heart of our organization.

• Total New Members 2019: 71 - Total Lapsed Members 2019: 46 - Net New Members 2019: 25

• January 1, 2019 Start: 196 - December 31, 2019 End: 220 - Annual Net Growth/Gain %: 13%

Our membership team- Chandler

Chavez, GPAHU Membership

Recruitment, Charlene Hogeland,

AAHU Membership and Rowland

Harris, Membership Experience at

the Wasted Grain on August 29th for

a member happy hour.

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CHARITABLE OUTREACH

• GPAHU was honored to be part of the valley’s Big Brothers Big Sisters of Central Arizona

fundraising event, Paul’s Pay it Forward Car Wash. CBS 5’s Chief Meteorologist, Paul Horton

held the 12th

annual event October 21– October 25. During the weeklong event, GPAHU

members volunteered to do our part in washing vehicles and assembling goodie bags to be

distributed. The best part was we presented an on-air check in the amount of $2,500. Thank you

to our generous member’s donations.

PROFESSIONAL DEVELOPMENT

• The NAHU’s Registered Employee Benefits Consultant (REBC)

designation is the most prestigious program in the employee benefits

industry. Arizona had two members earning their designation in 2019.

Congratulations to Charlene Hogeland and Jessica Cheney.

• NAHU offers just under 20 different certification programs at a discounted rate to NAHU

members. GPAHU members who achieved one or more certifications in 2019 were- Derek Abert,

Jessica Cheney, Charlene Hogeland, Peter Rowe and Stephanie Wirick.

LEADING PRODUCERS ROUND TABLE (LPRT)

• Leading Producers Round Table (LPRT) – The LPRT program was designed to reward members

who are outstanding producers. LPRT qualifiers receive several free or discounted educational

offerings and other services. Congratulations to the GPAHU members achieving this great honor:

Jerome Anderson, Andrea Bailey, Eleanor Brockhurst, Lori Crandall, Jennifer Farrell, Charlene

Hogeland, Tamara Kennedy and Peter Rowe.

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CHAPTER AWARDS

• Congratulations to Jennifer Farrell, past GPAHU President 2007-

2008 & current AAHU Co-Legislative Chair for winning the

prestigious State Legislative Achievement Award at the NAHU

Capitol Conference in Washington D.C. February 2019. This

honor is presented to members making significant contributions

and performing outstanding service in connection with state

legislative matters by developing and implementing methods to

strengthen and improve NAHU’s stance in the industry. Jennifer

reflects the NAHU vision and values as continually demonstrated in

her outstanding legislative contributions to our state of Arizona.

• GPAHU was awarded the Gold Certification in NAHU’s Chapter

Certification program. This is an ongoing program that recognizes

excelling chapters throughout the calendar year. “The leadership of NAHU members has a far-

reaching impact on providing for the healthcare needs of individuals, families and business in their

communities. We are grateful for Greater Phoenix’s hard work with chapter development and

recognize them for their efforts with this well-deserved award,” said NAHU CEO Janet Trautwein.

MEDIA – SOCIAL MEDIA – COMMUNICATIONS

• GPAHU began sharing an e-newsletter in September 2019 and is active on two social media platforms.

o Facebook: GPAHU Greater Phoenix Association of Health Underwriters

o LinkedIn: GPAHU Greater Phoenix Association of Health Underwriters

Meetings – Conferences

• GPHU hosted multiple educational in person meetings throughout the year. The meetings were

held at The Phoenix Country Club and included the following speakers:

o January- Dutch Rojas, CEO Sano Surgery – 1 CE

o March - Marcy Buckner, NAHU VP Government Affairs – 1 CE

o April - Tammy Halter, Mercer – 1 CE

o May – Laura Staller, Cyber Scout – 1 CE

o June – Andy Neary, August – Brad Anderson, VP Cigna – 1 CE

o September – Marcus Osborn, Senior Director Government Affairs

o October – Christine Wiggs, Director of Community Health BCBSAZ

o November – Michael Baron & Erin Klug- What to Expect in an EBSA Investigation

o December – Denisse Bravo- Insurance Ethics – 1 CE

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GPAHU ATTENDED EVENTS

February – 2019

Capitol Conference HUPAC

reception in Washington, D.C.

Below, Peter Rowe, AAHU Co-

Legislative Chair, Danielle

Biers, GPAHU Vanguard Chair

and Jennifer Farrell, AAHU Co-

Legislative Chair visiting with

Congressman David

Schweikert.

March – 2019

GPAHU Golf Tournament held at the

Arizona Biltmore

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August - 2019

We were honored at our Regional Meeting in

Santa Fe, New Mexico to hear a debate

between Vice President of Government

Affairs, Marcy Buckner and US Senator,

Bernie Sanders (as played by Ray Magnuson)

on Medicare for All. Marcy had some

compelling arguments for Bernie.

Below, GPAHU, AAHU, SAAHU board

members attended and celebrated Arizona by

wearing State Forty-Eight shirts.

June – 2019

National Conference in San Diego,

CA. GPAHU sent 4 delegates to vote

in the new national board. Andrea

Bailey, Jessica Cheney and Charlene

Hogeland were honored by

President Rusty Rice and received

pins for achieving President’s Triple

Crown.

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THANK YOU TO OUR 2019 LOYAL SPONSORS