NAIFA DE Fall Symposium October 13  Virtual

The show must go on – albeit virtual – NAIFA Delaware is continuing to offer the opportunity to network, learn, and earn CE credits. Attendees will receive credit for those presentations they are logged in for. The log of attendees is stored electronically. If a registrant is logged into 2 presentations, they will receive those 2 credits earned. The electronic log will show the start and end time for each participant. All attendees must pre-register to receive credit and provide their license information at registration in order to receive credit(s). 

The order of the speakers and times are below. Please allow a little variance in the schedule.

Please DO NOT use the dial-in number with the phone to access the symposium. That number is NOT toll-free and we cannot be held accountable for charges incurred.

Please download the webex app on your desktop, laptop, or tablet to connect the easiest way. If you are logging in to the symposium with colleagues at the office in a conference room environment, each person will need to log into webex on their own device to be counted as present.

8:30 AM
Welcome, Introduction to Fall Symposium, Pledge of Allegiance

NAIFA Delaware President, Lee Sausen, CPA

8:45 - 9:35 AM
Recent Developments to DE Trust Law and Availability of Virtual Execution

Speaker: Jennifer E. Smith, Esq.
McCollum D'Emilio Smith Uebler LLC

9:40 - 10:40 AM
Medicare in COVID 19 Environment

Speaker: Nicole Kennedy, CLTC
Director of Relationship Management, HTA

10:45 - 11:35 AM
Health Advisory Solutions

Speaker: Cathy McComas, VP, Connection Sales, PinnacleCare

12:40 - 12:50 PM - BREAK

12:55 - 1:45 PM
Speaker: Pre-Retirement 101

Speaker: Matthew Baxter
Public Affairs Specialist, Social Security Administration

1:50 - 2:50 PM
2020 Underwriting Update

Speaker: Ron Cale, FLMI
Principal Financial Group

2:50 - 3:40 PM
Agent Ethics for Insurance Professionals

Speaker: Stephen Kutch
Delaware Dept. of Insurance Fraud Bureau
Accredited Health Care Fraud Investigator, and Certified Fraud Specialist

11:40 - 12:40
Healthy Habits of Highly Effective Brokers. How to Maximize Client Satisfaction in the Insurance Industry

Speaker: Wendy Ebner, VP
Savoy Associates

3:40 - 4:30 PM
Going Down the Mountain: Correcting Conventional Wisdom on Retirement Income Planning

Speaker: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS, Director Advanced Strategies
Jackson National Life Distributors LLC

bill with book
Delaware State Capitol Building in Dover, Delaware

Day in the Hall - Meeting will be rescheduled for the Fall.
Frazier's Restaurant, Dover, DE

The Political Action Committee of NAIFA Delaware will host the Day in the Hall on April 29 beginning at 11:30 AM 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.
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National Performance + Purpose Boston October 1–4
Revolutionize Yourself!

Find out more about this great opportunity (click here)

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.

Healthy Habits of Highly Effective Brokers. How to Maximize Client Satisfaction in the Insurance

Speaker: Wendy Ebner, VP
Savoy Associates

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


Locate your license numbers

Find your National Producer Number, License Number or print out your transcript.
Click here.