Tag Archives: Seminar

Consumers Direct Insurance Services of New Mexico Releases Dates and Times for its Medicare Seminar Series


Albuquerque, New Mexico (PRWEB) October 08, 2014

Late enrollment penalties, donut holes, calendar year maximums, catastrophic coverage – oh my. Medicare sure sounds frightening but don’t fret. With a little knowledge you’ll find it’s not nearly as scary as you may think.

Consumers Direct Insurance Services (CDIS), Inc., an Independent, Authorized Senior General Agent for Blue Cross and Blue Shield of New Mexico is gearing up for Medicare’s 2014 Annual Enrollment Period (AEP), which runs from October 15th through December 7th, with the release of its Medicare Seminar Series*.

CDIS’ Medicare Seminar Series, is a grassroots initiative that places experienced local insurance agents in a controlled learning environment for Medicare beneficiaries to gather essential plan benefit information while also providing a forum for answers to their questions.

“Consumers Direct Insurance Services of New Mexico is excited about its upcoming Medicare Seminar Series, because it gives us an opportunity to engage the local public and present all of the new plan options from Blue Cross and Blue Shield of New Mexico,” said Scott Loochtan, President of Consumers Direct Insurance Services, Inc. “Trying to decipher all of this material on your own can be daunting and that is why we offer this complimentary service to make the process much easier.”

The Medicare Annual Enrollment Period (AEP) is the one time of year that Medicare beneficiaries enrolled in either a standalone Medicare Part D prescription drug plan (PDP) or Medicare Advantage (MA) plan can make a change for the next year.

“The AEP is the insurance agent’s tax season,” noted Loochtan. “Medicare beneficiaries all over the country have been eagerly awaiting this time of year to review and analyze their plans so that they can secure the best options to meet their needs in the upcoming year.”

CDIS’ insurance agents go through a stringent Medicare Part D Prescription Drug Plan (PDP) and Medicare Part C, also known as Medicare Advantage (MA), continuing education and certification process each year in order to assist current and potential clients. This certification allows them to provide full service Medicare solutions while making themselves available in a variety of ways through technology, over the phone or in person appointments.

To register for one of CDIS of New Mexico’s Medicare Seminars please visit http://www.CDISofNM.com/seminars or call directly at 888.257.6640. There is limited seating for each seminar.

About Consumers Direct Insurance Services, Inc. (CDIS)

Consumers Direct Insurance Services, Inc., (CDIS), is an Independent, Authorized Senior General Agent for Blue Cross and Blue Shield of New Mexico, Oklahoma and Texas that were founded in an effort to bridge the gap between education and insurance. Headquartered in Riverwoods, IL, the company has an executive team with over 100 years’ experience that has been providing world-class healthcare guidance to over 20,000 active clients. For more information, please visit our state specific websites at http://www.CDISofNM.com, http://www.CDISofOK.com and http://www.CDISofTX.com.

*Not connected with or endorsed by the U.S. Government or the Federal Medicare program.







Living Trust Seminar

Living Trust Seminar
Event on 2014-09-23 11:30:00

On the Topic of Estate Planning, you’ll learn about the function of the different documents needed and when they are used, including:
– A Living Will
– Health Care Directives
– Durable Power of Attorney
– HIPAA Release
– Last Will & Testament
– Revocable Living Trust

On the topic of Tax Laws, you’ll learn about how the tax laws affect you, including:
– Details about the considerable flux that the gift tax and estate tax laws have been in, leaving planners and their clients with a lot of – unknowns. Congress settled this at the very end of 2012. What does this mean for you & how should you move forward with adjusting your plan?
– You’ll learn whether or not you need to change your existing trust documents due to the new tax laws.
– Why Living Trusts still benefit middle class people who have no concern about estate tax.

On the topic of Elder Law, you’ll learn about the following:
– Medicare coverage
– Medi-Cal myths and misinformation
– Learn why a standard Power of Attorney may cause problems for elder planning
– The truth about “look-back” rules and why you may still be eligible for Medi-Cal — even if you’ve transferred assets in the last 5 years
– How to provide for your spouse before you spend it all on nursing home expenses
– How assets may be preserved if you are currently in a nursing home
– Why your nursing home insurance may be inadequate to meet your needs
– How an Irrevocable Trust may help preserve and protect assets for your spouse and heirs, and also provide protection against scam artists and elder financial abuse.

at San Juan Oaks Golf and Country Club
3825 Union Road
Hollister, United States

Living Trust Seminar

Living Trust Seminar
Event on 2014-05-13 11:00:00

On the Topic of Estate Planning, you’ll learn about the function of the different documents needed and when they are used, including:
– A Living Will
– Health Care Directives
– Durable Power of Attorney
– HIPAA Release
– Last Will & Testament
– Revocable Living Trust

On the topic of Tax Laws, you’ll learn about how the tax laws affect you, including:
– Details about the considerable flux that the gift tax and estate tax laws have been in, leaving planners and their clients with a lot of – unknowns. Congress settled this at the very end of 2012. What does this mean for you & how should you move forward with adjusting your plan?
– You’ll learn whether or not you need to change your existing trust documents due to the new tax laws.
– Why Living Trusts still benefit middle class people who have no concern about estate tax.

On the topic of Elder Law, you’ll learn about the following:
– Medicare coverage
– Medi-Cal myths and misinformation
– Learn why a standard Power of Attorney may cause problems for elder planning
– The truth about “look-back” rules and why you may still be eligible for Medi-Cal — even if you’ve transferred assets in the last 5 years
– How to provide for your spouse before you spend it all on nursing home expenses
– How assets may be preserved if you are currently in a nursing home
– Why your nursing home insurance may be inadequate to meet your needs
– How an Irrevocable Trust may help preserve and protect assets for your spouse and heirs, and also provide protection against scam artists and elder financial abuse.

at The Law Offices of James A. Ward
1035 Minnesota Ave
San Jose, United States

Self-Funding Seminar

Self-Funding Seminar
Event on 2014-04-02 08:00:00

With more premium hikes – and taxes – resulting from Obamacare, interest in self-insurance is growing among employers groups of all sizes. That's because self-insured plans are not subject to all of the same healthcare reform requirements.

Could self-insurance be right for you? Join us to find out:

At this session, Milliman of Omaha will update attendees on:

  • The advantages of self-insurance in the era of healthcare reform
  • The importance of population health management in long-term cost savings
  • Criteria to consider when evaluating whether self-insurance makes sense for your organization

UnitedHealthcare of New England, BCBSRI and Tufts Health Plan will provide an overciew of their self-insurance options.

Cornerstone Group Vice President Amy Gallager will explain the Milkiman of Omaha services now available to Cornerstone clients.

at Crowne Plaza Hotel
Crowne Plaza Hotel
Warwick, United States