2021-11-18 LIVE & BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - $45

 

Call 317-844-6268 for registration questions.

November 18, 2021

(All times are ET)

8:00 am - In person registration

8:20 am - Zoom login (broadcast only)

8:30 am - ABLE Accounts: How individuals with disabilities can save money and not risk losing their benefits, Amy Corbin

9:30 am - Immediate Results Workshop, David Linsmeyer

10:30 am - Effective Communication Strategies: Communicating with clients with dementia, Hadya Sow

11:30 am - Long Term Care Insurance Market Update, Chris Barnthouse

12:30 pm - Dismissal

Register for live presentation

 

OR   

 

Register for Zoom Webinar (Non-members call 317-844-6268 for payment prior to Zoom Webinar)

 

Add to your calendar

Watch Parties: Following state and local pandemic guidelines, we are again using Watch Parties in key locations around the state. Watch parties allow a group of people to gather locally and participate in Zoom presentations. Benefits of watch parties include:
 

  • networking with others

  • possible better online connection (larger screen, faster connection, etc.

  • individuals don't interface with Zoom (registration, connection)

  • face-to-face discussion group

 

 

Session broadcast live from:
 

  • Conner Prairie Overlook Room, 13400 Allisonville Rd, Fishers, IN 46038, USA (map)
     

Watch Party Locations:
 

  • Crown Point: 

    • Fairway Independent Mortgage, 112 N. Main Street, Crown Point, IN 46307, (219) 281-3213
       

  • Evansville: 

    • TBA
       

  • Lafayette (tentative):

    • Fairway Independent Mortgage, 615 Ferry St., Lafayette, IN 47901, (765) 714-6097
       

  • Mishawaka:

    • Fairway Independent Mortgage, 12415 McKinley Hwy, Mishawaka, IN 46545, (574) 544-6610
       

8:30 am - 9:30 am

               "ABLE Accounts: How individuals with disabilities can save money and not risk losing
               their benefits
"


Amy Corbin

Executive Director

Indiana ABLE Authority
 

(1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 0.9 hour CLE CE approved)

Amy Corbin is the Executive Director of the Indiana ABLE Authority which oversees INvestABLE Indiana, the state’s 529A ABLE savings plan. Amy has worked for the State of Indiana for over 13 years and has an established background in social work and case management. In her years of service and in her current role she has worked on program development and implementation as well as state and federal advocacy efforts. As Executive Director she oversees program management and operations for the Indiana ABLE Authority and is the agency and board representative to elected officials, the public and the national ABLE industry.

 

Course Description:  
This course will provide attendees with the foundation of understanding ABLE accounts and how this tax-advantaged savings option allows individuals with disabilities to save money and not risk losing vital means-tested benefits such as Supplemental Security Income (SSI) or Medicaid. Attendees will also increase their understanding of Indiana’s own ABLE savings program, INvestABLE Indiana.

 

Learning Objectives:

Increase attendee’s knowledge and understanding of: What is an ABLE account, who is eligible for an ABLE account, what are considered Qualified Expenses, what are the advantages of ABLE accounts and how to enroll.

 

Amy Corbin 2021.jpg

9:30 am - 10:30 am

 

"Immediate Results Workshop"

David Linsmeyer
Professional Sales Consultant and Motivational Speaker

Southwestern Consulting
 

                         (1 hour Indiana Insurance CE pending, 1 hour CFP CE pending, 1 hour CLE CE approved)

David Linsmeyer works for Southwestern Consulting, the professional training and coaching division of the Southwestern Company, the oldest direct selling company in the nation. 

 

David is a professional sales consultant and motivational speaker who has trained thousands of sales professionals from all across the globe. While he was with Southwestern Advantage, David knocked on over 15,000 cold doors, finishing in the top 3%, in a field of 3,500 to 4,000 sales people year after year and currently holds the company record for sales in a campaign for Southwestern Consulting.

 

He has also consulted in a range of industries, including travel, aerospace, healthcare, automotive, direct sales, insurance, mortgage, and real estate, to name a few.  He has also explored and lived in emerging markets throughout Asia, Europe, Africa, and the Middle East, working on large-scale public-private initiatives aimed at providing comprehensive skill development and training to local professionals, most recently designing and implementing sales training programs for the government of Saudi Arabia.

 

His purpose is to ‘shape the world through sharing his genuine love for and curiosity in every single person that crosses his path’ and he is just as passionate about affecting positive change throughout the world as he is about affecting positive change with us here today.

 

David is here to share techniques with us that will help to increase our individual production, and to challenge us all to level up in our lives and business.  Expected topics in this session include:

 

  • Habits Triangle

    • Skills

    • Motivation

    • Systems

    • Habits and Accountability

 

  • How to Multiply Time
     

  • The Focus Funnel (TM)

    • Eliminate

    • Automate

    • Delegate

    • Quick share

David Linsmeyer 2021.jpeg
Hadya Sow 2021.jpg

10:30 am - 11:30 pm

 

"Effective Communication Strategies: Communicating with clients with dementia"


Hadya Sow, MPH

Senior Program Manager

Alzheimer's Association Greater Indiana Chapter
 

(1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved)

As the Senior Program Manager for the Alzheimer's Association Greater Indiana Chapter, Hadya Sow's primary role is to provide Alzheimer's education and share information about the free resources available. She works closely with community organizations, health professionals, and families. Her background is in public health and she received her MPH at IUPUI.

 

Program Goals:

  • Explain the communication changes that take place throughout the course of dementia
     

  • Decode the verbal and behavioral messages delivered by someone with dementia and respond in ways that are helpful to the person
     

  • Identify strategies to connect and communicate at each stage of the disease

chris barnthouse.jpg

11:30 am - 12:30 pm

 

"Long Term Care Insurance Market Update"


Christopher S. Barnthouse, MBA, CLTC

Financial Representative

Northwestern Mutual
 

(1 hour Indiana Insurance CE pending, 1 hour CFP CE approved, 1 hour CLE CE approved)

Chris Barnthouse served more than 25 years in the United State Army before embarking on a career representing the Northwestern Mutual and other select companies in 1997.  Although he served primarily in the infantry and Special Forces, Chris became most known to Indiana as the Army's spokesman during the final years of Fort Harrison. 

 

Since his retirement, Chris has become a recognized expert in the field of Long Term Care Insurance and is often asked to speak on the topic at public, industry, and government forums.  His 2011 testimony before the Indiana General Assembly is largely credited with gaining nearly unanimous support for a bill that lifted restrictions on the Long Term Care Insurance industry that had severely retarded sales in Indiana. 

 

In addition to his business activities, Chris stays busy with his volunteer work as a member of Lawrence Kiwanis Club, and as an active member of veterans service organizations including the Military Officers Association of America, The Association of the United States Army, AMVETS, Disabled American Veterans and Vietnam Veterans of America.

 

A member of NAIFA since 1998, Chris served on the Board of Directors for former NAIFA-Indianapolis for nearly 15 years and as its president during the 2015-2016 year.  He currently serves on the NAIFA-Indiana Communications Committee.

 

Chris has a Bachelor of Science degree in biology and chemistry from Nicholls State University in Louisiana and an MBA from the University of Indianapolis.  He lives in Carmel with his wife of 33 years, Lisa.

Course Goal:

Provide an update on the current trends in Long Term Care insurance (LTCi).

Learning Objectives:

  • Define Long Term Care and It’s Risk
     

  • Identify Current LTCi Solutions/Products
     

  • Discuss Industry Trends
     

  • What’s New in LTCi?

12:30 pm

 

Dismissal

 

Register for live presentation

 

OR   

 

Register for Zoom Webinar (Non-members call 317-844-6268 for payment prior to Zoom Webinar)

Add to your calendar

Questions?  Call us at 317-844-6268.