Optional -


We are always looking for speakers! 
If someone you know has CE or non-CE content and would like to
speak 
at one of our monthly meetings, let us reserve your date.

We know our members have knowledge and experience from
which we can all learn. 
Email us today to schedule a date!

Upcoming events

    • June 12, 2025
    • 5:00 PM - 7:30 PM
    • Javi's - 7212 Old Jacksonville Hwy, Tyler, TX 75703
    Register


    • June 13, 2025
    • 11:30 AM - 1:00 PM
    • Heartland Security Insurance Group, 501 Shelley Drive, Tyler, TX 75701 - Main Floor Conference Room
    Register

    Fundamentals of Disability (1 credit)

    This continuing education course is a basic level one hour course focused on providing you disability basics. We’ll dive into the need for income protection and statistics around prevalence of disability. You’ll learn how to differentiate disability programs and what to look for in a plan.

    Course Overview:

    • Need for disability income replacement

     Types of disability offering

     Foundations of a disability plan

     Sample plan design/Price Drivers


    • July 11, 2025
    • 11:30 AM - 1:00 PM
    • Heartland Security Insurance Group, 501 Shelley Drive, Tyler, TX 75701 - Main Floor Conference Room
    Register

    Course # 143021

    Provider # 224650

    • August 08, 2025
    • 11:30 AM - 1:00 PM
    • Heartland Security Insurance Group, 501 Shelley Drive, Tyler, TX 75701 - Main Floor Conference Room
    Register

    This Continuing Education course is designed to equip insurance professionals with the knowledge and tools necessary to implement best practices regarding the Health Insurance Portability and Accountability Act (HIPAA) Privacy &  Security Rules. 

    Insurance and benefits professionals handle protective health information daily, making it crucial to understand and comply with the HIPAA Rules. Failing to do so can easily result in data breaches, legal exposure, regulatory action, and financial devastation.

    By the end of this course, participants will be able to:

    1. Understand the Key Components of HIPAA: Define HIPAA and explain its importance in protecting health information.
    2. Identify and Implement Best Practices: Describe essential do's and don'ts for brokers to maintain HIPAA compliance.
    3. Recognize and Address Security Risks: Conduct risk assessments and implement strategies to mitigate potential risks to PHI.
    4. Handle PHI Securely: Ensure proper protocols for the handling, storage, and disposal of PHI.
    5. Report and Manage Breaches: Understand the procedures for reporting and managing HIPAA breaches effectively.

    Course# 140213

    Provider# 201108

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