NEW FOR 2025!
Save time and sign up for all 12 WOW courses with just one click! No more registering for each session individually — secure your spot in every webinar at once and stay ahead with the latest industry insights.
DAY 1
Monday, June 2
11:00 a.m.
CE #391654
Fearlessly Swift: Customer Service According to Taylor Swift
“Swifties” and pop culture lovers alike — get ready for the most fearlessly fun CE course of the year! This session transforms Taylor Swift’s biggest hits into powerful lessons on customer service, helping health insurance brokers master communication, conflict resolution, and client retention with a fresh, engaging twist. Through real-world applications and actionable strategies, brokers will learn how to build trust, prevent complaints, and create unforgettable client experiences. Whether you’re a longtime Swiftie or just here for the bops, this course will leave you energized, empowered, and ready to shake off service challenges like a pro.
PRESENTED BY
Paul Roberts
DAY 2
Tuesday, June 3
9:00 a.m.
CE #392022
Artificial Intelligence and Security in Health Insurance
This California CE course equips health insurance brokers with a practical understanding of AI technologies and their growing role in benefits administration, client service, and cybersecurity. Participants will explore leading AI models, their applications in employer HR platforms, and key security risks like data privacy and fraud. Brokers will learn how to navigate AI-driven changes in benefits, advise clients on responsible use, and safeguard their own operations. By expanding their expertise, brokers can provide smarter guidance, strengthen client relationships, and stay ahead in an evolving, tech-driven marketplace.
PRESENTED BY
Scott Diehl
11:00 a.m.
CE #375371
Social Media Strategies for Health Insurance Agents
This course equips health insurance brokers with effective social media strategies to enhance visibility, build trust, and connect with clients in an increasingly digital marketplace. Participants will explore platform-specific best practices, content creation techniques, and local SEO tactics designed to attract geo-targeted leads. Brokers will learn how to engage their audience authentically, position themselves as trusted advisors, and leverage digital tools to strengthen client relationships. By implementing these strategies, brokers can expand their reach, differentiate themselves in the market, and drive business growth through meaningful online engagement.
PRESENTED BY
Kalup Alexander
DAY 3
Wednesday, June 4
9:00 a.m.
CE #391893
ACA at 15: The Evolution of American Health Care
Fifteen years after its passage, the Affordable Care Act (ACA) remains a cornerstone of American health care. This CE course provides health insurance brokers with a comprehensive look at the ACA’s evolution, legal challenges, and ongoing impact on employer-sponsored health plans. Participants will explore key provisions that have stood the test of time, major Supreme Court rulings, and the ACA’s future under shifting political landscapes. The course will also cover current compliance obligations, regulatory updates, and potential policy changes, equipping brokers with the knowledge they need to confidently navigate ACA requirements and advise their clients.
PRESENTED BY
Paul Roberts
11:00 a.m.
CE #384058
Employee Leave Laws and Benefits: Federal and California
Health insurance brokers are frequently asked about leave laws, but these are employment laws first, with direct impacts on benefits administration, compliance, and employer obligations. Hosted by WOW fan favorite and attorney Marilyn Monahan, this CE course unpacks the overlapping federal and California leave laws – including FMLA, CFRA, and PDL – and their connection to group benefits. Brokers will learn what benefits must be offered during leave, who pays for them, and how wage replacement programs fit in. While insurance brokers generally may not provide HR law legal guidance, understanding these laws helps brokers better support clients and anticipate compliance pitfalls.
PRESENTED BY
Marilyn Monahan
DAY 4
Thursday, June 5
9:00 a.m.
CE #391578
HRAs Unpacked: Understanding ICHRAs and QSEHRAs
Health Reimbursement Arrangements (HRAs) provide employers with a flexible, tax-advantaged way to help employees pay for health care costs. This CE course offers a clear and practical breakdown of HRAs, explaining how they work and how they differ from other employer-funded benefits. Participants will take a closer look at ICHRAs and QSEHRAs, which allow employers to fund or reimburse employees for individual health plan premiums – a unique alternative strategy to traditional group insurance. With a focus on key regulations, employer considerations, and compliance essentials, this course helps brokers better understand HRAs and respond to growing employer interest in these evolving benefit models.
PRESENTED BY
Paul Roberts
11:00 a.m.
CE #391034
Self-Funding Simplified: A Beginner's Guide
This CE course provides health insurance brokers with a clear and practical introduction to self-funded health plans, including strategies for employee benefits and an overview of Level Funded options. Participants will gain a confident understanding of plan structures, the role of stop-loss insurance, and the cost-saving potential of self-funding. Brokers will learn how to identify ideal employer candidates, advise clients considering a transition from fully insured plans, and explore various self-funding models, with or without captives. By expanding their expertise, brokers can offer tailored solutions, differentiate themselves in the market, and build stronger, more strategic client relationships.
PRESENTED BY
Paul Roberts
DAY 5
Friday, June 6
9:00 a.m.
CE #392024
California Legislative Update 2025 with CAHIP
Staying informed on legislative changes in California is essential for health insurance brokers navigating an evolving regulatory landscape. This CE course provides an in-depth look at key bills, policy trends, and regulatory shifts affecting fully insured employer-sponsored health plans, individual coverage, and the broader health care system within California. Participants will gain insight into legislative priorities, the impact of new laws, and how the political climate may shape future health care policies. With a focus on compliance, industry challenges, and upcoming regulatory considerations, this course ensures brokers stay ahead of critical developments that influence their business and client strategies.
PRESENTED BY
Faith Borges
DAY 6
Monday, June 9
9:00 a.m.
CE #391534
Ethics in Action: Navigating Challenges in Health Insurance
Ethical decision-making is at the core of every health insurance broker’s role. This CE course explores real-world ethical dilemmas, providing brokers with practical strategies to navigate issues of integrity, fairness, and responsibility. Participants will learn how to build trust, exceed compliance standards, and strengthen client relationships while upholding the highest levels of professionalism. By applying ethical principles in daily practice, brokers can confidently address complex situations and make a lasting impact in the industry.
PRESENTED BY
Paul Roberts
11:00 a.m.
CE #391535
Ethics in Practice: Advancing Standards in Health Insurance
Maintaining professionalism and trust is more critical than ever in today’s evolving health insurance landscape. This CE course provides brokers with actionable strategies to address modern ethical challenges, including conflicts of interest, responsible technology use, and client transparency. Participants will explore real-world case studies to enhance their ability to navigate ethical dilemmas, ensure accountability, and uphold industry standards. By strengthening their ethical foundation, brokers can build trust, protect client interests, and reinforce public confidence in the profession.
PRESENTED BY
Paul Roberts
DAY 7
Tuesday, June 10
9:00 a.m.
CE #391907
Sizzling Hot Compliance Topics 2025
Staying ahead of compliance changes is critical for health insurance brokers, and 2025 is shaping up to be a high-impact year. This CE course breaks down the hottest regulatory topics affecting employer-sponsored health plans, from new federal reporting and attestation requirements to mental health parity enforcement, surprise billing rules, and prescription drug cost reforms. Brokers will gain actionable insights on employer obligations, compliance risks, and enforcement trends, ensuring they can confidently guide clients through the latest legal shifts. Don’t get burned by noncompliance! Stay informed and ready for what’s next!
PRESENTED BY
Paul Roberts
11:00 a.m.
CE #391908
Health Insights for Insurance Agents
Health insurance brokers work in a fast-paced, demanding industry, balancing client needs while navigating complex coverage options. This CE course focuses on practical wellness strategies to help brokers enhance focus, energy, and productivity, ensuring they perform at their best. Participants will explore science-backed techniques for managing stress, improving mental clarity, and sustaining high performance in client interactions. The course also examines common health challenges impacting clients — such as chronic conditions, stress, and lifestyle risks — and how these factors influence insurance decisions. By prioritizing both personal wellness and health literacy, brokers can reduce burnout, strengthen client relationships, and provide even better service in today’s evolving insurance landscape.
PRESENTED BY
Zack Fenderson
Frequently Asked Questions
I am not a resident of California and am licensed in another state. Will the WOW CE credits work for me?
The WOW program is exclusive to California agents with resident health licenses; it offers California licensees the opportunity to earn up to 12 CE hours in just seven days. The courses are not vetted or approved by any other state’s Department of Insurance. If you hold a broker license in another state, including a non-resident California license, you'll need to complete Continuing Education (CE) programs approved by your state's Department of Insurance. Please check with your state DOI for more information.
How long must I stay signed-in to the webinar to receive CE credit?
In order to receive CE Credit, you need to be online for the full duration of the webinar. Be sure you sign on before the start of the course — and stay on to answer all polling questions during the webinar. If you don’t sign on and take part in the full course — including answering each polling question as it is displayed — you will not receive CE Credit.
The California Department of Insurance (DOI) CE Credit rules stress that CE courses are both an audio and visual experience; you must experience the two to receive CE Credit from the DOI.
Can I share my Zoom link to a course with colleagues?
No. Your links to join Zoom are unique to you, and are an important factor in processing CE Credit with the California DOI. When you registered for WOW, you submitted your official license name and number, which are now associated with your unique Zoom join links, and are used for CE Credit processing.
Each Zoom link only allows one admission. Brokers who wish to register for WOW must do so individually on the WOW registration page.
When will I receive CE Credit from the DOI?
The California DOI will review CE records within 30 days of your completion of each course and assign credits if applicable.
The department suggests brokers complete required CE Credit hours at least 60 days prior to the expiration date of your license to allow sufficient time for providers to submit necessary information to update your records. If hours are completed near or at the end of your renewal term, your credits will still count and you will be able to renew, but your renewal may be delayed.
To check your CE Credit hours, log in to the California DOI's Sircon website to view your CE transcript and license status.
If I have registered for WOW, but I have not received a course link – or, if I can’t find my course link – what can I do?
Send an email to wow@wordandbrown.com prior to the scheduled start of your course. Keep in mind that each webinar has a unique URL. If, for example, you signed up for five CE Credit courses, you should have five unique course login links.
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