November NAIFA LTC & Ethics Class
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11/20/2019
When: November 20, 2019
8:30 a.m.-4 p.m.
Where: Newman Long Term Care
6636 Cedar Ave South
Richfield, Minnesota  55423
Contact: Member Services
651-366-6091


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Agenda

8:30 a.m.-12:30 p.m. MA Eligibility & LTC Partnership Program (4 CECs)
12:30-1 p.m. Lunch (Included for everyone)
1-4 p.m. Ethics in Financial Services Practices (3 CECs)

*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 attendees.


MA Eligibility & LTC Partnership Program

Instructor: Lori Gubash, NGL - National Guardian Life
Credits: 4 CECs

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

Fees

Members $50 | Nonmembers $70
Members (both classes) $95 | Nonmembers (both classes) $135

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 Minnesota 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 reported to Sircon, CFP and ClearCert for each individual if applicable.

Ethics in Financial Services Practices IV

Instructor: Todd Johnson, Done Inc.
Credits: 3 CECs

A practical approach for influencing ethical business culture - The purpose of this course is to help insurance and financial advisors influence ethical behavior through their financial services practice by:

  1. Developing an ethical perspective.
  2. Learning a model for ethical thought in a team environment.
  3. Learning how to create a culture of ethical accountability.

Fees

Members $50 | Nonmembers $70
Members (both classes) $95 | Nonmembers (both classes) $135

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 update 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-Minnesota 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-Minnesota 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 Advisors-Minnesota

    600 State Street, Suite A, Cedar Falls, Iowa 50613
    Phone: 651-366-6091
    Email: info@naifa-mn.org

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