Broker Tool Kit and Resource Center

Dental

  1. TBS Website Broker Tool Kit  – New Dental Choice Flyer (2016)
  2. TBS Website Broker Tool Kit – DENTAL Example Questionaire Terminology Tips (2016)
  3. Broker Tips for Dental Plans (2016)
  4. Dental Terminology Definitions (2016)
  5. Dental Frequently Asked Questions (2016)

Health (Dental) Coverage

  1. Kaiser Pediatric Dental Benefits Summary (2015)
  2. Delta Dental Gold Plan Details (2016)

Disability

  1. Don’t Be Pennywise and Pound Foolish Infographic
  2. Disability Illustration Checklist (Assurity) PDF
  3. Disability Insurance Quote (Crump) PDF
  4. Disability Insurance Q&A
  5. Disability Insurer Financial Ratings
  6. TBS Broker Tool Kit crash course report
  7. Disability Insurer Financial Ratings
  8. Questions – Disability Illustration Checklist Assurity
  9. QUESTIONS – DISABILITY INSURANCE QUOTE
  10. Questions-Disability Insurance

Health

Covered CA

  1. Paying Your Premium
  2. Individuals and Families Information
  3. Agents

Health (Medical) Coverage Plan Information

  1. CREBP-NORBAR Summary of Benefits (2016)
  2. Medical Contract Code List (2016)

How to Pick a Health Plan

  1. How to Pick a Health Plan
  2. Kaiser – Difference Between Plans
  3. Kaiser – Visiting Member Outside Service Area PDF
  4. Kaiser – Deductible Plans

Health Concerns

  1. ABC Health Concerns and the Use of ER

Registering for a Health Plan

  1. Register for Kaiser Permanente

Applications

  1. CREBP-NORBAR Anthem Prudent Application
  2. CREBP-NORBAR Anthem Select Application
  3. Kaiser Application 2019-2020
  4. ACH-EFT Fillable Form
  5. Kaiser Change Form 2019
  6. Anthem Change Form 2019

Life

Guaranteed Issue Life Coverage

  1. MOO Voluntary Life Instructions and Form EOI-VTL
  2. MOO Voluntary Life Rates

Guaranteed Issue Life Insurance

  1. Mutual of Omaha Enrollment Form

Referrals

  1. How to ask for Referrals

Sales

  1. TBS Unique Marketing Page
  2. TBS Website Broker Tool Kit – Sales Statistics
  3. TBS Website Broker Tool Kit – Covered CA-Voter Registration Assistance Training

Sales – Kaiser

  1. 2018 Infertility Benefit Coverage

Sales – Covered CA

  1. Short Form Questionnaire
  2. Paying Your Premium

Sales – Drug Coverage

  1. Anthem Rx Select Drug List for the Small Group
  2. 2018 Anthem / Select (Small Group) Formulary PDF

Sales – Continued

Sales – Prospecting for Health (Medical) Coverage

  1. The Sales Process – Prospecting (2015)
  2. Kaiser Prospect Email Wording (2016)
  3. Broker Prospect Questionnaire
  4. What Makes Us Special
  5. Broker Sales Call and Email Tips

Sales – Health (Medical) Coverage

  1. Soft Closes (2016)
  2. Anthem Blue Card Info (2015)
  3. Anthem Anywhere App Flyer
  4. Broker Reference – The fee for not having health insurance in 2016

Sales – HSA/HDHP Health (Medical) Coverage Tips

  1. HSA/FSA/HRA Comparison Chart
  2. HSA Article – Broker Tips (2016)
  3. Tips for High Deductible Health Plans (2016)
  4. IRS HSA Qualified Medical Expenses (2017)
  5. HSA Contribution Limits
  6. Health Savings Account Information

Supplemental Coverages

  1. GEO Blue Sample Policy – Travel Insurance (2013)
  2. Travel Medical Insurance Flyer
  3. Legal Shield Non-Group Flyer (2016)
  4. LegalShield/IDShield Broker Presentation (2016)

Glossary of Terms

  1. Glossary of Health Medical Insurance Terms (2016)

Special Enrollment/Mid-Year Enrollment

  1. Mid-Year Eligibility – Health Net
  2. Blue Shield of California Special Enrollment Period Questionnaire
  3. Kaiser Special Enrollment Qualifications (2016)
  4. Health-Net Special Enrollment Qualifications (2016)
  5. Covered CA Special Enrollment Qualifications (2016)
  6. Anthem Special Enrollment Qualifications (2016)

Guide (Income) for the Exchange and MediCal

  1. Covered California – Reporting Income Changes for Exchange and MediCal (2016)
  2. FPL 2016 Income Guidelines – With Graph (2016)

Guide for Mid-Year Deductible and OOP Credit Crossover between CREBP – Kaiser Group Plan

  1. Kaiser 2017 Deductible and OOP Crossover Guide (2017)

Long Term Care

  1. LTC Pocket Guide

Medicare

  1. TBS Website Broker Toolkit – Medicare and You (2016)
  2. AARP Health Care Costs
  3. AARP Long Term Care
  4. BlackRock Retirement Expense Worksheet
  5. T.RowePrice Retirement Income Calculator

Vision