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July NAIFA LTC & Ethics Class
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7/27/2017
When: Thursday, July 27, 2017
8:00am-4:00pm
Where: Newman Long Term Care
6636 Cedar Ave South
Richfield, Minnesota  55423
Contact: Member Services
(651)366-6091


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Register by Mail: Download the 2017 Registration Form (PDF) All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Agenda

8:00-8:30am Registration
8:30am-12:30pm Long Term Care
12:30-1:00pm Lunch
1:00-4:00pm Ethics


MA Eligibility & LTC Partnership Program (8:30am)

Instructor: Deb Newman, Newman Long Term Care
Credits: 4 CE

The LTC Partnership Program is now available in Minnesota. State statutes require that this 4 hour refresher course be taken every two years following the initial 8 hour training session. Training must be in place before licensed insurance agents may solicit, negotiate or sell long term care insurance.

In faithful accordance with NAIC guidelines, this 4-hour training program consists of topics related to long term care insurance, long term care services, and the LTC Partnership program itself. Specific units of instruction will include (a) state and federal regulations and requirements, and the relationship between LTC Partnership programs and other public and private coverage of long term care services, including Medical Assistance; (b) available long term care services and providers; (c) changes or improvements in long term care services or providers; (d) alternatives to the purchase of private long term care insurance; (e) the effect of inflation on benefits and the importance of inflation protection; and (f) consumer suitability standards and guidelines. Upon completion of the 4-hour program, insurance agents will be legally qualified, and intellectually prepared, to continue offering the LTC Partnership program to their clients.

Learning objectives:

  1. Medical Assistance (MA) Eligibility Criteria
  2. Long Term Care Partnership Program & MA Eligibility
  3. Applying for MN Health Care Programs
  4. Federal & State Regulations
  5. Current LTC Services & Providers
  6. Changes & Improvements to LTC Services & Providers
  7. Review LTCI Basics
  8. Importance of Inflation Protection
  9. Alternatives to LTCI
  10. Consumer Suitability Standards & Guidelines

Speaker

Instructor: Deb Newman, Newman Long Term Care

Deb Newman is a pioneer of the long term care insurance industry and founder of Newman Long Term Care, one of the largest and most successful long term care marketing organizations in the country. Deb’s focus is on helping people understand that planning ahead will allow them to finish life well. Deb is a nationally known speaker, writer, advisor and educator. As a recognized expert on long term care issues, she frequently speaks to insurance, financial services and government groups as well as consumers. She can be heard regularly on Minnesota’s WCCO & KTLK Radio and has been recently quoted by the Wall Street Journal, Forbes, USA Today, the Star Tribune and Money Magazine.

Deb has received many honors during her 32 years in the financial services industry. In 2009, she was acknowledged by the Minneapolis/St. Paul Business Journal as one of the top 25 Women in Business. She was also named a 2009 Five Star Wealth Manager by Twin Cities Business and Minneapolis-St. Paul magazines. This award reflects client satisfaction information gathered from consumers and financial services professionals. In 2007, Deb was recognized nationally as one of the top ten on the Power List of Who's Who in Long Term Care Insurance. Most recently, she was named to the “Hot 100 in Insurance”, a list of the most influential people in the industry.

Deb has held leadership positions in many insurance industry groups, including:

  • Past Chair of the Board of Directors, Life & Health Insurance Foundation for Education (LIFE)
  • Past President, National Association of Insurance & Financial Advisors (NAIFA) Minnesota
  • Past National President, Association of Health Insurance Advisors (AHIA)

Fees

Members $45 | Non-Members $65
Members (both classes) $85 | Non-Members (both classes) $125

NOTE: Although we are offering two courses, you do not have to attend both. You may choose to attend either session. Lunch will be provided for all registrants.

CE Credits

This course satisfies the Long Term Care 4 Hour update made mandatory by the state of Minnesota. This course is approved in Minnesota for MN Insurance Credits and is eligible for CFP Credits. Attendees who complete this course will receive a certificate that will be emailed to them after the class. In order to receive credit for this course, attendees must provide their applicable license number the DAY OF the class. Credits will be resported to Sircon and ClearCert for each individual.

Ethics in Financial Services Practices (1:00pm)

Instructor: Todd Johnson, former NAIFA MN Executive Director
Credits: 3 CE

As the third course in a series, help insurance and financial advisors: 1) develop an ethical perspective, 2) learn a model for ethical thought in a team environment, and 3) learn how to create a culture of ethical accountability.

Todd Johnson, speaker

Founder and President of Done., Inc. a professional organization to promote ethical practices in professional organizations, Todd consults, trains and coach’s professionals in business operations throughout Minnesota.

Past Minnesota Executive Director for the National Association of Insurance and Financial Advisors (NAIFA Minnesota) from July 2000 through December 2016, Todd worked with the NAIFA Minnesota state board of directors and seventeen local association boards of directors, the board of Minnesota General Agents and Managers Association, served as President of the Minnesota Insurance Political Action Committee and the Minnesota Insurance Agents Education Foundation to protect and to promote the value of the insurance and financial advisor in Minnesota through services and programs that provide members advocacy, business building and camaraderie.

Prior to his work with NAIFA Minnesota, Todd completed a 25-year career with Courage Center, an internationally renowned rehabilitation organization serving 20,000 children and adults with physical disabilities. As the Chief Administrative Officer of Courage Center, Todd was responsible for advising committees of the board of directors and overseeing the all administrative functions for the organization’s 1,200 employees located on six campuses throughout Minnesota.

Todd is a 1977 graduate of the University of Minnesota Carlson School of Management with a Bachelor of Science in Business, majoring in finance and a minor in insurance. He is active with the board of the Villas on Basset Creek association, the board of Oak Grove Church, and has served on several community and professional boards throughout his career.

Fees

Members $45 | Non-Members $65
Members (both classes) $85 | Non-Members (both classes) $125

NOTE: Although we are offering two courses, you do not have to attend both. You may choose to attend either session. Lunch will be provided for all registrants.

CE Credits

This course satisfies the Ethics 3 Hour udpate made mandatory by the state of Minnesota. This course is only approved in Minnesota. Attendees who complete this course will NOT receive a certificate. Credits will be reported to Sircon for each individual.


PCI Compliance: In accordance with PCI compliance, NAIFA-MN may not accept any forms via email nor accept credit card information over the phone. All forms must be faxed or mailed in.

Cancellation Policy: Cancellations received by the NAIFA-MN office at least 48 hours prior to the first day of the event are eligible for a refund of the registration fee, less a $15 administrative fee. No refunds of any kind will be provided for cancellations received after this time. If this date does not work for you, please contact the office and we are happy to move you to another class, based on availability. There is no fee to move classes. The cancellation fee applies if you are canceling your registration.

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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