Join us for this in-person luncheon meeting where Barb Gerken will discuss the Broker Disclosure Rules.

About the presentation:

Section 202 of the Consolidated Appropriations Act of 2021 (CAA) requires that agent, broker, and consultant compensation related to all group health plans and individual health insurance policies be disclosed for arrangements entered into, renewed, or extended on or after December 27, 2021. Join us for a discussion of the rules, processes, and available tools to stay in compliance with the legislation.

About the Presenter:

Barb Gerken, Vice President and Director of Employee Benefits Compliance at First Insurance Group

With 34 years in the group health insurance market, Barb Gerken is the Vice President | Director of Employee Benefits Compliance for First Insurance Group.

Barb is responsible for agency and client compliance with state and federal regulations affecting employee benefit programs.  She also serves as the operations and staff manager for the agency employee benefits division.

She currently serves as Legislative Chair of the Ohio Association of Health Underwriters (OAHU), and a member of the National Association of Health Underwriters (NAHU) Compliance Corner working group.