From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn.

Each Retirewise session has different topics that build on each other.

With Retirewise®, you’ll be on your way to making smarter financial decisions and creating an action plan that works for you.

Join your colleagues for the complimentary Retirewise workshop series. Clients, Spouses and partners are welcome!

Even if you are not able to attend all four sessions, you’ll receive the content and access to the coaching sessions.

Join Dickerson's Alternative Funding Expert, Dave Fear Sr. for this webinar on Alternative Funding Focus in 2022. We will cover Group HRA plans, Level-Funded Plans, and Self-Benefit Captive plans. We will review our current carrier partnerships and cover the finer points of product/market considerations and come up with a firm proposal. We can't wait to show you the value we bring to the table when you're working with prospects.

Dickerson Insurance Services is pleased to announce our newest level-funding partner, United Healthcare. c including:

• Available in California for groups with 10 to 100 employees

• Features semi-custom plan designs using a United Healthcare provider network

• Opportunity for a claim surplus refund along with wellness incentives

• Competitive broker compensation

• And more!

Join Dickerson's Alternative Funding Expert, Dave Fear Sr. for this webinar on Alternative Funding Focus in 2022. We will cover Group HRA plans, Level-Funded Plans and Self-Benefit Captive plans. We will review our current carrier partnerships and cover the finer points of product/market considerations and coming up with a firm proposal. We can't wait to show you the value we bring to the table when you're working with prospects.

Dickerson Insurance Services is pleased to announce our newest level-funding partner, United Healthcare. c including:

• Available in California for groups with 10 to 100 employees

• Features semi-custom plan designs using a United Healthcare provider network

• Opportunity for a claim surplus refund along with wellness incentives

• Competitive broker compensation

• And more!

This one (1) hour CE course provides an update on the latest benefit compliance issues related to employers and the Affordable Care Act. It will cover the continuing definition of an Applicable Large Employer, Minimum Value Coverage standard and Affordability of the coverage as it pertains to the Employer “Shared Responsibility” Mandate of the ACA. It will address any changes made to the above provisions and the enforcement by IRS of Section 4980(H) of the law. This course is registered in the state of California. (Course No. 385511)

This one (1) hour CE course provides an overview of how employers are reducing their health benefit spend through a variety of funding and contracting arrangements including Preferred Provider, Reference Based Pricing and provider capitation. Several case studies will be reviewed showing the results and comparison of these alternatives for both large and smaller employers who have adopted an alternative funded arrangement. This course is registered in the state of California. (Course No. 379893)

This one (1) hour CE course provides the licensed employee benefits advisor with an overview of Health and Ancillary Benefit Exchanges (also known as “Marketplaces”). It will describe fundamental differences between public and private exchanges and explore the theory behind the creation and operation of exchanges. It will then look at exchanges as sources of competitively priced “high deductible health plans” that can be used for both HSA and HRA arrangements. This course is registered in the state of California. (Course No. 386271)​

Join Dickerson and HR Service Inc. for this informative one hour webinar to learn about important changes and laws taking effect on January 1, 2022 including:

• No Surprises Act

• The Transparency in Coverage Act

• Insurance Broker Compensation Act

This one (1) hour CE course provides the licensed employee benefits advisor with an overview of Health Reimbursement Arrangements (HRA) and specifically of “Group HRA” programs. It discusses the history of HRAs and the recent changes to HRAs that are now approved by the IRS. It then looks at some case studies of HRAs for small and large employers and describes the current market for high deductible health plans available for use with an HRA plan. It will also describe proposed changes to HRAs at the Federal level. This course is registered in the state of California. (Course No. 386270)