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NAIFA Minneapolis & St. Paul January Meeting!
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 Export to Your Calendar 1/18/2018
When: Thursday, January 18, 2018
11:00am-1:30pm
Where: Map this event »
DoubleTree Minneapolis North
2200 Freeway Blvd
Minneapolis, Minnesota  55430
Contact: Member Services
(651)366-6091


Online registration is available until: 1/17/2018
« Go to Upcoming Event List  

Online Registration will close at 11:59pm on Wednesday, January 17.
All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Register by Mail (PDF)


To kick-off 2018 - FPA, MAHU, NAIFA, FSP, TCEPC and WIFS are hosting a joint event to learn from and better connect with professionals from across the Twin Cities. Join professionals from banking, insurance, legal and all other allied professions for this lively professional development event. A limited amount of space is available and onsite registration will only be available if space allows. Register today!

 

Agenda

11:00 am  Networking & Registration
11:15 am  Lunch
11:40 am  Welcome/Announcements
11:50 am  Presentation
01:30 pm   Adjourn

The Technology Catalyst: Innovation in the insurance industry and how it will impact your clients

This course provides attendees with a look at the technology that is being implemented today and more on the near term horizon. This technology is already challenging the fundamentals of insurance. We will review the Internet of Things (IoT) devices and how insurance companies view them from a risk perspective, and how big data combined with machine learning is changing the underwriting, claims and pricing landscape for the consumer. We begin with an overview of artificial intelligence and big data, and then move into a discussion on how technology is disrupting every type of insurance and the impact it is having on the consumer’s insurance journey.

Learning Objectives:

Increase advisor’s knowledge and understanding of:

  • Big data, IoT, telematics and artifial intelligence
  • How they impact the consumer journey with pricing, underwriting, claims and customer service
  • Why disruption is good for both the consumer and the insurance industry

Jeremy T. Hallett, CLU | CEO, Hallett Financial Group, Inc.

Jeremy Hallett

Jeremy Hallett is CEO of Hallett Financial Group, Inc., a brokerage general agency (BGA) that distributes life insurance, annuities, disability, and long term care products. Hallett Financial has served over 2000 insurance agents and financial advisors since 1990. Jeremy’s partnerships – across technology, insurance, and finance – stem from his willingness to spark innovation and his curiosity about what’s possible in life and business. Playing sax and meditating daily keep him happy and humble. Resume at: https://www.linkedin.com/in/jeremyhallettbga/


Fees

Members: $35 until 1/15/18 then increases to $50
Non-Members: $50

This session is included for season pass holders.

CE Credits

This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 1.5-hours of standard classroom credit toward continuing insurance education requirements. CFP: 1.5-hours Standard credits APPROVED, CLE: 1.5-hours Standard credits PENDING, A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)


PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266
    Email: naifa@naifa-mn.org

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