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Lunch & Learn with David Fear, Sr.

June 16, 2021 @ 12:00 pm - 1:15 pm

$15.00 – $30.00
David Fear Sr


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Join us for this virtual presentation with David Fear, Sr., a partner and consultant in the firm of Shepler & Fear, a division of Dickerson Insurance Services.

 **A Zoom link will be sent the day before the event.**


Presentation Topic: HRA’S 201 – An In-Depth Review of Health Reimbursement Agreements

Get the view from the top with this special presentation from award-winning broker David Fear Sr., Partner and Consultant in the firm of Shepler & Fear, a division of Dickerson Insurance Services and former CAHU/NAHU president.


Speaker Bio:

June SAHU Speaker David Fear Sr

David is a partner and consultant in the firm of Shepler & Fear, a division of Dickerson Insurance Services, an Alera Group Company. Working in the employee benefits industry since 1979, David’s focus has been in alternative funding, flexible benefit plans and group purchasing arrangements. Dave is a longtime member of the National Association of Health Underwriters (NAHU), served in various volunteer capacities at the national, state and local levels representing our industry on legislative affairs. Dave served as the President of CAHU in 1998/1999, President of NAHU in 2006/2007 and was the recipient of the industry’s highest honor, the Harold R. Gordon Memorial Award as Health Insurance Person of the Year.


Course Details:

DOI Approved Course Number: CE #321350

  1. Selecting Your HRA Administration
    a. Provider Services: cost, service, mobile app, website, debit card, enrollment support (flyers, videos
    for employee ed., SBC, SPD, employer cost reports, funding options, annual notices)
    b. Carrier and other service integrations (payroll, COBRA, FLEX, LPFSA)
  2. Structuring Your HRA
    a. Basic vs Advanced Structured HRA’s
    b. Coinsurance/Copay, after deductible HRAs, open HRA (medical, dental, vision)
  3. Importance of Education
    a. Importance of why
    b. Importance of substantiation – I think there are some stereotypes that exist with employers, we
    need to get HR past them
  4. Situations When You May Choose One or the Other
    a. Couple of case studies or examples



June 16, 2021
12:00 pm - 1:15 pm
$15.00 – $30.00
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