18 Feb

The IRS and IBS | Spring Forum Speaker, Theresa Barney

1094’s and 1095’s keeping you up at night?  Will the new IRS documentation send your clients into a complete free-fall exactly one year from now?  



Meet Theresa Barney, Manager, Health Care Reform at Moda Health and speaker at PAHU’s 2015 Spring Forum

As Moda Health’s manager of health care reform since the passing of the Patient Protection and Affordable Care Act (ACA) in 2010, Theresa is responsible for leading the implementation of health care reform for Moda. Solely dedicated to health care reform and marketplace implementation, her knowledge and thorough understanding of the ACA and the national, regional and local marketplaces gives several teams across the enterprise the guidance and leadership needed to ensure a smooth implementation in a constantly changing environment.

Over the past five years, Theresa has been on the front lines of health care reform, working directly with the Oregon marketplace (Cover Oregon), Washington marketplace (Washington Healthplan Finder), and the Federal Marketplace for Alaska and Oregon representing the interests of Moda. Along with providing business partners and customers a level of confidence that Moda is on top of the ever-changing regulations, she’s responsible for ACA internal and external communications and ensuring policies and procedures are implemented to comply with the ACA requirements.

Theresa has over 24 years of experience in various aspects of health insurance. With a focus on client and producer relations, her vast and diverse knowledge gives her a unique perspective that allows her to think about and see obstacles and opportunities from a wide array of business needs including operations and risk management.


10 Feb

Waterguns and Strokes | Spring Forum Speaker, Ben Davis

At the 2015 PAHU Spring Forum you’ll have the privilege of hearing Ben Davis present Waterguns and Strokes; Protecting Incomes in the Post-ACA Marketplace

Ben Davis DiBroker

Ben Davis DiBroker


With all of the changes in the health insurance marketplace, it is more important than ever to cross-sell needed products to existing clients. And with reductions in health commissions, locating additional revenue streams can be the difference between having a bad year or making it a good year. Ben will share some amazing real life stories that will illustrate ways other agents have incorporated Individual Disability into their practices, and the impact it has had on client’s lives. Ben will also share a truly memorable exercise that will leave you always able to remember how important Health Insurance and Disability Insurance are for our clients.

Ben Davis has been a disability insurance wholesaler (or broker’s broker) with DIBroker since 2006.  He works with insurance producers on the individual long-term disability insurance for individual clients, or the carve-out individual disability for their groups. He coaches insurance agents through the process so they can sell the right policy to their clients, and helps them look good doing it. His office also provides back-office support: once the producer completes an application, they coordinate with carrier underwriters to get a policy issued without any more work on the producer’s part.

Come see Ben and many more dynamic speakers at the 2015 PAHU Spring Forum Wednesday, April 8th at the Oregon Convention Center.