On Demand & CE

Webinars OnDemand

Missed a webinar? Watch our trainings at your own convenience.


PrimePay: 7 Common ERISA Mistakes

Learn the seven ERISA mistakes employers routinely make − and how you can help your clients avoid these fines.

Experts from PrimePay discuss their ERISA Wrap Plan solution that includes:

• Comprehensive employer consultation
• Employer Compliance Guide
• Plan document
• Summary Plan Description (SPD)
• Summary of Material Modification (SMM)
• Summary Annual Report (SAR)
• ERISA notices and disclosures
• Form 5500 filing
• ERISA alerts

6056 Reporting: Don’t Fear the Forms

Learn how to conquer IRS Section 6056 Reporting Responsibilities: Don’t Fear the Forms.

Topics include:

  • How Applicable Large Employers should report coverage offered in 2016 to the IRS
  • How to get the right numbers needed for IRS Forms 1095-C through an exclusive Word & Brown resource
  • IRS codes and how to apply them on IRS Forms 1095 and 1094, including eligibility for qualifying offer method

We’ll also walk through our comprehensive 6056 Compliance Toolkit and Calculator. Our exclusive resources provide groups sold through Word & Brown with vital information they need to complete 6056 reporting.

Abacus Medical Support Plan

Find out how you can offer group medical insurance plan savings for your clients, while offering first-dollar health benefits for employees. No one plans to get sick or injured, but you can help your clients’ employees be prepared with the Abacus Medical Support Insurance Plan.


EaseCentral ACA Compliance
Now more than ever, ACA Compliance is best supported through a good mix of the right expertise and quality technology.

Word & Brown, in partnership with EaseCentral, is pleased to announce the new ACA Module available within the EaseCentral application and supported by BenefitComply – an excellent resource for all of your compliance needs; ERISA Reporting, SPDs, and more.


Form 5500 Webinar
The Department of Labor says 90-95% of audited employers have at least one ERISA violation. Help your clients avoid an audit and penalties, with help from ABV Advisors and Word & Brown.


AlphaStaff Webinar – Clearing the Confusion around PEOs
Join us for answers to the questions you’ve been wanting to know around PEO, HR outsourcing, and technology services and let us show you how you can improve your trusted advisor position with your clients.


6056 Reporting Toolkit Webinar 
This webinar will guide you through our exclusive IRS Section 6056 Employer Reporting Data Chart and Toolkit for the Affordable Care Act (ACA) reporting requirements.


HRWow – Offer HR Support FREE to Your Clients
Our certified HR Pros are ready to answer your clients’ HR compliance and employee relations questions. Build a stronger relationship with your clients by offering them HRWow free.


Long Term Care Insurance Webinar
Katie O’Rourke, Managing Partner from Northstar Network Insurance, will guide you through the key points you need to assist your clients in understanding their Long Term care planning options.


AlphaStaff – How to Sell Against Other PEOs
Today’s business owners are looking for more than just benefits offerings from their brokers. This informative 30-minute webinar will help you stay ahead of your competitors with tips on how to compete with all-in-one PEO offerings and the technology services your clients want and need.


CaliforniaChoice Simple Solutions Webinar
If you missed the recent CaliforniaChoice Simple Solutions Road Show,  join Michael Payton, Sales Director at CHOICE Administrators, as he discusses CaliforniaChoice and their back to basics approach to helping you maximize your opportunities during the 4th Quarter.


Quote-o-Matic – Overview Presentation
During this webinar you will receive an overview of the updated quoting website. Together, we’ll review the functionality that will help catapult you to super stardom with customers and prospects by delivering high-quality analysis and output that matches most any presentation style.

Need CE Credit?

Complete your Continuing Education requirements at a discounted rate through Word & Brown’s portal.

Click here to access.


Online Trainings by     Don Goldmann

Word & Brown University Vice President Don Goldmann, the President of the National Association of Health Underwriters, has launched a new online training series.

Click here to access Don Goldmann’s Corner.