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Welcome to the

Palm Beach Association of Health Underwriters!
(formerly Palm Coast AHU)

Upcoming Events

2019

NAHU/PCAHU THE association to join as a Partner Member!

Partnership

Ownership/Opportunities

Winning

Education/Engagement/Empowerment

Resources/Relationships

Thanks to our active and engaged members PCAHU is Gold Certified for 2017

PBAHU .... Member Appreciation

June 5, 2019

Check-In/Networking ..... 11:30 a.m.

Lunch 12 noon

NETWORKING WITH PARTNERS

$20 per member for meal only
$25 per member for meal & 50/50 ticket

Join us! Click Here to Register.

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THURSDAY, JUNE 6, 2019
Joint 5 hr C.E. Event with NAIFA - Palm Beaches
“5 hr Mandated Law & Ethics Update for Life & Health Agents”
This course has been approved by the Department of Financial Services to satisfy 5-215 required continuing education
ID# 106434 - Offering ID #1105648. Intermediate Level; 5-215 Provider #697 (AIFA - Palm Beaches)

IMPORTANT: This course satisfies 2-15 or 2-18 licensees needed credits.

Time:
8:00 A.M. - Registration / Breakfast
8:30 A.M. - Start of C.E. (be on time otherwise no credit will be earned)
1:30 P.M. - End of C.E.

Costs:
$55 - PBAHU Member
$65 - Guest of Member or Affiliate NAHU Member
$75 - Non-Member

Location: Vi at Lakeside Village
  2792 Donnelly Drive / Lantana, FL 33462
  (561) 434-5333
Directions:   I-95/Lantana Rd WEST to Congress. Left on Congress to 1^st light – left on Donnelly Dr.,
1/4 mile turn right into Vi at Lakeside Village Drive. OR, Exit 60 – Hypoluxo Rd WEST to Congress.
Right on South Congress. Right on Donnelly Drive. ¼ mile turn right into the Vi at Lakeside Village Drive.
Google converts address to Lake Worth.

Parking: Security guards will direct.

Room: 2^nd flr - Resource Rm - Main Bldg.

Thank you Vi at Lakeside Village & Alternative Home Health Care for Food & Beverage!

Donna Addy
Community Relations Director
Vi at Lakeside Village
(561-434-5333)

Susan Jenkins
Alternative Home Health Care
561-209-2036 (office)
[email protected]

Instructors

Frank Cummings, CFP®, MBA # 1322944
Frank has held management positions in the Health Care Industry before entering
the Financial Services Industry in 1979. He is a Certified Financial Planner (CFP®)
and received a Bachelor in Business Administration degree from Florida Atlantic
University and a Masters Degree from Florida International University. His
professional specialties are in the areas of Financial and Estate Planning, Business
Continuation Planning, Employee Benefit Planning, Retirement Planning etc. He
holds memberships in several Civic Organizations and counsels the area’s youth in
“Personal Financial Planning.” Frank is a Past President of NAIFA – Palm Beaches,
Inc.

Scott Rosen, LUTCF #739112
Scott Rosen is a 26 year veteran of the financial services industry. He has worked
for MetLife, Lincoln and currently as a Brokerage Director for MassMutual South
Florida for over three years. Scott is a Life Underwriting Training Council Fellow
(LUTCF). Scott’s focus is to meet and help independent financial; advisors and
provide various idea’s and marketing to bring even more value to their clients.
Scott is currently serving as President-Elect of National Association of Insurance
& Financial Advisors – Palm Beaches, Inc.

Click HERE to Register for June 6, 2019
All registrations must be prepaid. No at door payments accepted

OPTION

50/50 Raffle Ticket Purchase

buy along with your registration ticket via credit card

Or, don't forget to bring $5 cash to participate

Better Yet .... buy with your registration

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

EFFECTIVE .. IMMEDIATELY!

Pre-Paid Registration is needed for this meeting
which will be handled through PayPal.
We will accept cash, check, credit card at door if necessary
but the preferred method is online credit card payment
which is readily offered upon online registration.

NOTE: Without RSVP, pay an additional $10.00

Cancellation Policy:
Kindly notify us of any cancellations at least 48 hours prior to the event.
Reservations not cancelled will likely be invoiced.

Your cooperation is greatly appreciated!

contact [email protected]

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Upcoming Events!

Future Luncheon Meeting Dates
Holiday Inn/Belvedere Rd / WPB

Mark Your Calendar

May 1, 2019
Mental Health Issues for Senior Citizens
+1 hr CE - Combination Disability Insurance

2018 - 2019 Partner Sponsors