NAIFA DE Fall Symposium • October 26, 2021  In-Person

Attendees will receive credit for those presentations they are in attendance for. All attendees must pre-register to receive credit and provide their NPN# or license information for CFP, at registration in order to receive credit(s). 

Speakers and topics are being posted below as they secured. Presentations are being filed for DE and PA Insurance CE. They have been filed in Delaware and Pennsylvania.

Please allow a little variance in the schedule.

8:30 – 8:35 AM

Welcome, Pledge of Allegiance

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Medicare Enrollment Periods

Joan Miles, Client Services Specialist, HTA

Attendees can expect to learn about changes in Medicare, Out of Pocket costs, Changes to Part D, Medicare Premium Changes - B/D and IRMAA, Enrollment Periods for secondary insurance, Open Enrollment vs Guaranteed Issue, Stages of Prescription Drug Plan, Penalties and more!

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Joan has been working with HTA Insurance for 3 years as a Senior Client Services Specialist. She is also one of the key members of HTA’s Employer Services Division. Her role in both of these departments tap into her experience with presenting and teaching. She actively provides client education seminars and webinars for various employer groups and financial advisors.
Prior to joining us at HTA, Joan taught in public and private school systems. She also has experience training medical professionals how to document information using an electronic medical record (EPIC) that most hospitals use nationwide.
In her free time, she enjoys traveling, teaching spin classes and walking. She earned her bachelor’s degree in Education from Westminster College in New Wilmington, PA. She became a certified insurance agent in 2019. Joan currently lives in Morgantown, Pennsylvania with her husband and two sons.

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Health Savings Accounts: Connecting Health & Wealth

Stephanie Records, HSAe, Regional Sales Director Upper Mid-Atlantic, HealthEquity

This course helps you understand how an HSA, when paired with a retirement plan, allows employees to both lower healthcare costs today and be better prepared for retirement.

 

Bio

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Robert Milton, Regional Sales Vice President, Brighthouse Financial

Overview of Presentation

Robert Milton is the Senior Financial Product Sales and Distribution Strategy Specialist with more than 14 years combined diverse experience in financial product sales, marketing strategy, distribution management, and entrepreneurial ventures. Three years driving product marketing strategy for flagship products of Jackson National Life. Two years managing Annuity distribution for MetLife. Three years as a senior member of the MetLife Annuity Wholesaling team. More than Two years immersed in intermediary sales and working with retail clients face to face for a major asset manager. Proven results consulting with, presenting in person and over the phone to financial advisors and end clients. Expertise in providing a unique perspective from end consumer experience to distribution strategy that can be utilized to quickly adapt to new environments, navigate home office and gatekeeper networks, build strong team and client partnerships, and successfully garner new sales and retain accounts.

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Agent Ethics for Insurance Professionals Fall 2021

Steve Kutch, Department of Insurance

This presentation will help earn the required Ethics CE for Insurance. More on Steve coming soon.

Steve always had a desire to be part and serve in the law enforcement community. His career first started when he joined the United States Air Force and trained as a Security Specialist. While a member of the Delaware Air National Guard he took advantage of their college assistance, and started taking courses at Delaware Technical and Community College in Criminal Justice. In 1995, Steve was hired by the Wilmington Police Department as a uniform police office. During his career in law enforcement, he continued his higher education, obtaining a Bachelor's and Master's Degree at Wilmington College. In 2007, Steve graduated from Widener University with a Juris Doctorate and becoming a member of the bar in Pennsylvania and New Jersey, where he practice in a small firm in Carney Point New Jersey. In 2008, Steve took his military and law enforcement experience and accepted a job for the U.S. Department of State overseas, training the Afghanistan Army and Police Force. For the last 6 years, Steve has worked at the Delaware Department of Insurance Fraud Bureau handling all aspects of insurance fraud to include health care fraud. Through the insurance industry, Steve now has attained the designation of Accredited Health Care Fraud Investigator, and Certified Fraud Specialist.

12:15 – 12:45

Lunch Break

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Delaware State Capitol Building in Dover, Delaware

Day in the Hall - Meeting will be rescheduled when we can safely gather in groups.

The Political Action Committee of NAIFA Delaware will host the Day in the Hall at Frazier's Restaurant in Dover. After lunch members will walk over to the Hall to meet with Legislators. NAIFA members are strongly encouraged to attend this important lunch meeting. This event is FREE to NAIFA members!

This event has been pivotal to the reason we are NAIFA members and supporters. How often do you get to have lunch with 20-25 Delaware representatives and senators (many of them new!). This is an opportunity for leaders to hear about how important our industry is and why they need to know us when creating legislation that concerns us. Political advocacy is insurance that our career will be around a long time and help us be prosperous!
  • Come and get connected to influential people in our community. NAIFA members are in the business of meeting people, and who better to introduce you to people in your community than your local Senator or Representative?
  • Be proud of your industry and what it does for people! 100M+ families in this country alone rely on some type of insurance or investment-related product. Show up and show that off!
  • Have a say in the laws that get passed. If you make a connection with these legislative leaders, they will reach out to you for advice before they potentially put through legislation that can hurt our industry.

Recording below: Bill Cates shared his knowledge of communicating your value and growing your business. He's the author of  Radical Relevance: Sharpen Your Message, Cut Through the Noise, Win More Ideal Clients. Unfortunately due to COVID, this meeting had to be changed to a virtual format. If you were unable to join at that time, we have shared a link to the recording below.

If you missed the special webinar “Radical Relevance” hosted by Bill Cates - don't worry! Recording can be viewed below.

 

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