Ethics and Opportunities is the Best E&O

Tailored for Brokers/Consultants/HR Executives

Tuesday, May 24, 2016 • 9:00 a.m. – 11:00 a.m.

How can you ethically advise clients without “stepping over the line” of giving legal or tax advice? Health professionals are often “paralyzed” about what they can ethically do in the scope of their license with all the complexities of health plans imposed by benefits law and IRS tax codes. Most small and mid-size employers in the group benefits market do not have sufficient revenue to have legal or tax counsel on staff or to pay for such services on a retainer, so the health broker is the main source of information and advice.

Key takeaways:

  1. The information that must be collected and evaluated to identify benefits compliance risks and design opportunities.
  2. “Best practices” for evaluating and dealing with the information collected.
  3. Ethical considerations in working with other professional advisors to solve problems and achieve company objectives.
  4. Practical application of these principles via an actual case study.

Speaker: Don Cooper, MBA, ACBC, CHCC, President, TriFlex Corporation

Cost: $89

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Approved For

2 Hours HR (General) Recertification Credit

The HR Certification Institute has pre-approved this activity for recertification credit towards the aPHR®, PHR®, PHRca®, SPHR®, GPHR®, PHRi® and SPHRi® certifications. The content of the activity submitted has met the criteria of the Approved Provider Program.

The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit.


Two hours insurance Life & Health General Continuing Education Credit. Approved in CA, DE, FL, NC, SC, TN & TX. CE Pending in GA. Sponsored by The Institute for Healthcare Consumerism University in affiliation with TriFlex Corporation, a national insurance education provider.