2022-05-19 LIVE & BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - $45

 

Call 317-844-6268 for registration questions.

May 19, 2022

(All times are ET)

8:00 am - In person registration

8:20 am - Zoom login (broadcast only)

8:30 am - 2022 Legislative Update, John Zarich

9:30 am - Hybrid Life/Long Term Care Solutions, Joe Cerda

10:30 am - Protecting Your Clients' Greatest Asset: Their Paycheck, Tim Kukieza

11:30 am - Volatility Has Arrived, Bryce Gill

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

Session live from:
Conner Prairie Overlook Room, 13400 Allisonville Rd, Fishers, IN 46038, USA (map)

8:30 am - 9:30 am


               "2022 Legislative Update"


Jon Zarich, JD

Lobbyist, NAIFA-Indiana

Principal, CivicPoint LLC
 

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

Jon’s involvement in Indiana government goes back to his time as a Senate Republican intern while still in college. He would later become a legislative assistant with the House Republican Caucus serving members with their legislative duties and staffing the House Insurance Committee. Jon eventually moved to the Insurance Institute of Indiana, starting as a junior lobbyist and eventually serving that organization as Vice President and General Counsel before starting his own public affairs business.

Jon has served as a spokesperson for the insurance industry on issues of national and local importance and has been involved in promoting regulatory reform efforts that have allowed insurers to better compete and serve consumers in the 21st century. Jon has also advised the insurance industry on civil justice matters and amicus participation before the Indiana Supreme Court.

 

Some of Jon's connections to the community include:

  • Vice Chairman, Pike Township GOP Club

  • Volunteer, Big Brothers Big Sisters of Central Indiana

  • Member, Government Affairs Society of Indiana

  • Member, Defense Trial Counsel of Indiana

  • Former Counsel and Lobbyist for the Insurance Institute of Indiana

  • Former Legislative Staff for the Indiana House Republican Caucus

  • Former Legislative Intern for the Indiana Senate Republican Caucus

Jon's education includes a B.A., Political Science; Economics from Indiana University in Bloomington and a J.D. from the Indiana University Robert H. McKinney School of Law.  He is a member of the Indiana Bar.  A native Hoosier, Jon lives in Indianapolis with his wife Katie and their two sons, Blaise and Ambrose.

Course Agenda

 

Expected topics to be discussed include:

  • 2022 Legislative Session Overview

    • General Overview​

    • Legislation Support by NAIFA

    • Legislation Opposed by NAIFA
       

  • A look to 2022 and 2023​

    • Interim Study Committee Topics​

    • Potential 2023 and 2024 Legislation
       

  • Discussion of General Assembly

    • Impact of Supermajorities​

    • House and Senate Insurance Committees

    • Future political challenges

 

Jon Zarich.jpg

9:30 am - 10:30 am

 

"Hybrid Life/Long Term Care Solutions"

Joe Cerda, CLU

Brokerage Director

MassMutual
 

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

Joe Cerda is a Brokerage Director for MassMutual and works with independent financial professionals to develop risk protection solutions for their clients.  Services offered by Joe and his staff include:  case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.

Joe's education includes a BS from the University of California at Davis, an MBA from Indiana University and a CLU from The American College.  In addition, he holds life, health, P&C and LTC licenses for Indiana and California.  He is also securities registered with series 6, 63, 65, 7 and 24 licenses.  Joe is also an approved MassMutual State CE Instructor for Indiana.

Joe is Past President of both the Central Indiana Chapter of the Society of Financial Service Professionals (SFSP) and NAIFA-Indiana.  Joe is also a member of IAHU.  Within MassMutual, he is Past President of the Brokerage Director Advisory Committee.

 

Course Objectives
 

In this session, you will gain an understanding of:
 

  • The basics of Long Term Care​

  • Why Long Term Care is an important issue

  • What are options for paying for care

  • Types of Long Term Care insurance solution

  • The basics of Hybrid Life/Long Term Care Policies​

  • How Hybrid Life/Long Term Care Policies work

  • Features and Benefits

  • Type of client these policies may be suitable for

Joe Cerda Photo.jpg

10:30 am - 11:30 pm

 

"Protecting Your Clients' Greatest Asset:  Their Paycheck"


Tim Kukieza

VP of Disability Insurance

Ash Brokerage
 

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

As Vice President of Disability Income Insurance at Ash Brokerage, Tim Kukieza is passionate about the protection he helps to put in place.  He know coverage will dramatically and positively impacts client's lives when they need it most.

In addition to overseeing the DI marketing team at Ash Brokerage for over 10 years, Tim educates advisors to understand that disabilities do happen, and that their client's income is their most valuable asset.  His vast knowledge comes from more than 25 years of experience in the industry, where he worked for a number of carriers before joining Ash Brokerage.

Tim has lived in Pittsburgh, PA for his entire life, and when he's not protecting other families, he's spending time with his family.  He has been married for 30 years and has two daughters.  He also enjoys exercising and golf when he has time.

 

Course Agenda

 

Expected topics to be discussed include:

  • Who are your prospects and where to find them

  • Life events planning - why is DI important

  • How do you begin the conversation

  • Five easy steps to follow

  • Disability insurance FAQs

  • Key terms

  • Key riders

  • Having the conversation

Tim Kukieza 2022.jpg

11:30 am - 12:30 pm

 

"Volatility Has Arrived"


Bryce Gill

Economist

First Trust
 

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

Bryce Gill is an Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.

At First Trust, Bryce is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog.  He is also one of First Trust's national speakers, traveling around the U.S. to present timely information on the economy and financial markets to both professional and everyday investors.  Cogent's 2017 Survey of Advisors rated First Trust's thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.

Bryce is based in First Trust's Austin, TX office and received an MBA from the University of Texas McCombs School of Business and a BA in Economics from Miami University (Ohio).

 

 

Course Agenda

 

Expected topics to be discussed include:

  • The big picture

  • A recession unlike any other

  • U.S. households are historically strong financially

  • No sign yet of tight monetary policy

  • Anticipating a hawkish shift from the Fed

  • First Trust Stock Index Forecasts

Bryce Gill 2022.jpg

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.