2022-11-17 LIVE & BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - $45

 

Call 317-844-6268 for registration questions.

November 17, 2022

(All times are ET)

8:00 am - In person registration

8:20 am - Zoom login (broadcast only)

8:30 am - Elder Abuse Overview, Marian Liu

9:30 am - Consumer Protection and Senior Scam Prevention, Tamara Weaver

10:30 am - Panel on Elder Abuse, Marian Liu, Nancy Gilmer Moore, Melody Quante, Tamara Weaver

11:30 am - The Impact of Health and Wellness on Life InsuranceKimberly Lipps

12:30 pm - Dismissal

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Session broadcast live from:
 

  • Thrive Conference Room,  9000 Keystone Crossing, Indianapolis, IN  46240 (map)

8:30 am - 9:30 am

               "Elderly Abuse Overview"

 

Pi-Ju (Marian) Liu, Ph.D.
Assistant Professor, School of Nursing, Center on Aging and the Life Course
Purdue University

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

Dr. Liu is an Assistant Professor at Purdue School of Nursing and a Faculty Associate in the Center on Aging and the Life Course at Purdue University. She conducts applied and translational research around elder justice issues, covering topics on elder abuse, neglect, and exploitation. She works with Adult Protective Services at the national, state, and county level to measure effective services and outcomes, improve statewide data collection, and advocate for additional training for Adult Protective Services workforce. She is also the Co-Chair of the National Adult Protective Services Association’s Research-to-Practice Interest Group.

Expected Agenda:

  • Speaker's Research

  • Types of Elder Abuse

  • Elder Mistreatment Consequences

  • Elder Mistreatment Risk Factors

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Tamara Weaver 2022.jpg

9:30 am - 10:30 am

               "Consumer Protection and Senior Scam Prevention"

 

Tamar Weaver, JD
Deputy Attorney General, Consumer Protection Division
Office of Attorney General Todd Rokita
 

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

Tamara Weaver is a native Hoosier, born and raised in Chesterton, Indiana. She obtained her B.A. in Political Science from Valparaiso University and earned her law degree from the Valparaiso University School of Law.  Tamara is also a Lilly Endowment Scholar from Porter County.  She has been with the Office of the Indiana Attorney General since 2010 in a variety of capacities, including many years in Victim Services, and currently serves as a Deputy Attorney General in the Consumer Protection Division. Tamara works on a variety of cases including charitable trusts and institutional funds, nonprofits, educational institutions, and other matters involving enforcement of the State’s consumer protection laws.  She has served as the Office’s representative on the Indiana Council Against Senior Exploitation since its founding and works to educate and empower Hoosiers on issues facing senior consumers while also focusing on enforcement of senior consumer protection laws.

Expected Agenda:
 

  • Consumer Protection Overview

    • General laws

    • Senior Consumer Protection Act

    • Complaint and Mediation process

  • Data Privacy Scams

    • Identity Theft

    • Credit Freezes

    • Do Not Call

  • Scam Red Flags, Common Scams

    • Romance Scams

    • Text Scams

    • Covid Scams

    • Grandparent Scams

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10:30 am - 11:30 pm

 

"Panel on Elder Abuse"

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

Expected Panel Discussion:
 

Senior Medicare Patrol, or SMP, programs help Medicare and Medicaid beneficiaries protect against, detect, prevent, and report health care fraud. In doing so, they not only protect older persons, they also help preserve the integrity of the Medicare and Medicaid programs.

SMP staff and teams of highly trained volunteers conduct outreach to Medicare beneficiaries in their communities through group presentations, exhibiting at community events, answering calls to the SMP help lines, and one-on-one counseling. Like much of the SMP audience, most SMP volunteers are retirees and Medicare beneficiaries themselves and are well-positioned to assist their peers.

SMP’s primary goal is to protect, detect, and report Medicare fraud, errors, and abuse by sharing knowledge of common fraud and scam trends with Medicare beneficiaries, their family, and caregivers and providing them the know-how to protect their personal identity, handle healthcare billing inaccuracies, and recognize and avoid deceptive health care practices and unnecessary or inappropriate services and charges.  When Medicare and Medicaid beneficiaries are unable to act on their own behalf to address these problems, SMPs work with family caregivers and others to address the problems, and if necessary, make referrals to outside organizations who are able to intervene.

Panel:
 

  • Marian Liu, Ph.D., Assistant Professor, School of Nursing, Center on Aging and the Life Course, Purdue Univ.
     

  • Nancy Gilmer Moore, Program Director, Sr. Medicare Patrol, IN Assoc. of Area Agencies on Aging (IAAAA)
     

  • Melody QuanteInvestor Education Specialist, Indiana Secretary of State-Securities Division
     

  • Tamara Weaver, JD, Deputy Atty. General, Consumer Protection Division, Office of Atty. General Todd Rokita

Nancy Gilmer Moore,

Program Director, Senior Medicare Patrol,

Indiana Association of Area Agencies on Aging (IAAAA)

 

Nancy Gilmer Moore is the Chairwoman of the Indiana Council Against Senior Exploitation (IN-CASE). Ms. Moore is Program Director for Indiana Association of Area Agencies on Aging (I4A) and directs the Senior Medicare Patrol (SMP) program, a federally funded statewide program that helps Medicare beneficiaries, and their caregivers prevent, detect and report health care fraud.  SMP is a program of the I4A, which advocates for quality programs and services for older adults and persons with disabilities. She holds a BA degree from Indiana University.

 

 

Melody Quante

Investor Education Specialist,

Indiana Secretary of State-Securities Division

 

Melody Quante is the Investor Education Specialist for Indiana Secretary of State Holli Sullivan in the Securities Division. Through the Indiana MoneyWise program, she travels the state on a mission to improve financial literacy and educate all Hoosiers about investment fraud. Her life in public service began at the University of Indianapolis, where she studied political science. Melody has worked in different capacities around the Indiana General Assembly, as well as the political and legal marketing industries. Outside of work, you’ll find Melody participating on her trivia team, on the driving range, or spending time with her many nieces and nephews.

 

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Kimberly Lipps 2022.jpg

11:30 am - 12:30 pm

               "The Impact of Health and Wellness on Life Insurance"

 

Kimberly Lipps
Regional Vice President
John Hancock

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

Kimberly Lipps joined the financial services industry upon graduating from Butler University. She served as a financial advisor during her early career, and has spent the past 21 years with John Hancock as a wholesaler for their life and long term care products. Kimberly has been a certified CE instructor for 18 years. In her free time, Kimberly enjoys supporting the Colts and attending Butler basketball games.


 

Course Description:

In this course you will learn and discuss the trends in the life insurance industry surrounding sales, customer perceptions, and customer experiences. You will understand the core concepts of behavioral economics including: over optimism, bounded rationality, hyperbolic discounting, and loss aversion. By learning to apply these concepts to wellness and health initiatives, traditional risk management techniques, you will understand how one such example is being implemented in the US Life Insurance market. Additional discussion surrounding a shared-value approach towards insurance risk management between the insurer and insured and how that provides a modern perspective and approach towards insurance.

Expected Agenda:
 

  • Life Insurance Trends

  • Behavioral Economics & Health Outcomes

  • Wellness and Life Insurance

  • Creating Shared Value from Better Health

  • Conclusion

12:30 pm

 

Dismissal

 

Questions?  Call us at 317-844-6268.