2023-09-21 BROADCAST CE
NAIFA/SFSP Joint CE
NAIFA-Indiana and SFSP Central Indiana are offering joint CE sessions FREE to their members in the form of Broadcasts (via Zoom Webinar) and Face-to-Face meetings.
Thursday, September 21, 2023, 8:30am - 12:30pm
Zoom Only
Registration Fee:
NAIFA/SFSP Members - FREE
Non-Members - $45 (payment due before CE credits reported)
Address payment to NAIFA-Indiana and send to:
NAIFA-Indiana, PO Box 459, Fishers, IN 46038
Questions, contact Sandy Gray at 317-844-6268 or email
(All times are ET) - Life Insurance Awareness Month
8:20 am: Sign-in to Zoom and Join Meeting
8:30 am: Life Insurance - Myths vs Reality About Life Insurance, Bill Streeper
9:30 am: Medicare Options at Age 65, Beth Beasley
10:30 am: Who Owns Your Life Insurance Policy?, Kathryn Wakefield (2 hrs CE)
12:30 am: Dismissal
Register for September 21st Zoom Webinar
(Non-members call 317-844-6268 for payment prior to Zoom Webinar)
8:30 am - 9:30 am - Life Insurance - Myths vs Reality About Life Insurance
Bill Streeper, LUTCF
Regional Marketing Director
Penn Mutual
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1 hour Indiana Insurance CE approved
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1 hour CFP CE approved
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1 hour CLE CE approved
Bill Streeper started in the insurance industry in 1994 and joined Penn Mutual in 2009. As a Regional Marketing Director, Bill specializes in advanced planning concepts that satisfy the unique needs of business owners, executives, professionals, and high net worth individuals.
Bill is a member of the Du Page National Association of Insurance and Financial Advisors as well as DuPage IIA, and Finseca (formerly AALU). He holds FINRA Series 6 and 63 licenses, as well as the Life Underwriters Training Council Fellowship (LUTCF) designation.
Bill enjoys walking, biking, basketball, and traveling with his spouse, Jola.
Course Agenda
This course will explore the misinformation about the benefits of cash value life insurance. It will discuss what a client may believe to be true and what is really true. The client will make financial decisions based on need rather than a "want". The course discusses how to talk to your client about the true value of their income potential and the negative impact of "needs" planning as opposed to offering the coverage they really want.
Learning Objectives
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Effectively understand the difference between cash value and permanent insurance, which is appropriate, and how to find a way for the client to afford it.
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Learn to identivy the benefits of cash value life insurance and help your clients see it as an asset that will make their inveatment portfolio better...not be better than their investment portfolio.
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Speak to the affordability of life insurance and effectively communicate how the premium is the solution to their problem...not the problem itself.
9:30 am - 9:30 am - Medicare Options at Age 65
Beth Beasley, CLU
Owner/Agent
Peckinpaugh & Beasley
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1 hour Indiana Insurance CE approved
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1 hour CFP CE approved
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1 hour CLE CE approved
Beth Peckinpaugh Beasley, CLU, is a partner in Peckinpaugh & Beasley, Inc. in Muncie, where she was born and raised. She graduated from the University of Northern Colorado in 1976 with a degree in Special Education, and taught special needs children before entering the insurance business in 1981.
She is a Registered Representative and works extensively in the areas of family insurance planning, individual retirement planning, and issues of particular concern to Seniors.
Beth has been a member of the National Association of Insurance and Financial Advisors since entering the insurance business. She has served as State President of NAIFA- Indiana. She served NAIFA-IN as membership chair for 2 years and Professional Development chair for 4 years. She has been President of the East Central IN Association and served three terms as a Board member.
She is married and blessed to be the mother of three sons.
Course Agenda
This course will provide background and history on Medicare for individuals 65 and older and people with certain disabilities, with a look into the different parts of the program. Attendees will learn how Medicare can be administered publicly (original Medicare) or privately (Medicare advantage).
Learning Objectives
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Participants will learn Medicare's history and background
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Participants will learn the basics of Medicare
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Participants will learn to list the different parts of Medicare and discuss rules for what makes someone eligible for Medicare.
10:30 am - 12:30 pm - Who Owns Your Life Insurance Policy?, Kathryn Wakefield
Kathryn Wakefield, JD, CLU
Director
Advanced Sales
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1 hour Indiana Insurance CE approved
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1 hour CFP CE approved
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1 hour CLE CE approved
Kathryn joined Advanced Sales in 2010. She received her undergraduate degree from the University of Massachusetts at Amherst in Sociology and her law degree from Western New England University. Kathryn began her career as a financial advisor for American Express Financial Advisors prior to coming to MassMutual as well as working for the US Attorney’s office in Springfield during law school.
Kathryn spent a year away from MassMutual in private practice in a large Springfield MA firm, practicing in the areas of estate planning, business succession planning, and entrepreneurial law, including formation of legal entities, transition of business interests, advising existing businesses, and drafting estate plans for individuals and families. She rejoined Advanced Sales in the summer of 2018.
Kathryn is a member of both the Pioneer Valley and Hampden County Estate Planning Councils and is a frequent volunteer at the Hampden County Probate Court‘s lawyer for a day program. Kathryn serves on the Advisory Committee for It Takes a Village, a non-profit organization dedicated to helping young families in Western MA. She also is the registrar, fundraising chair, a board member and soccer coach for Belchertown Soccer Club. She is admitted to practice law in Massachusetts and Connecticut.
Course Agenda
This CE classroom course will educate attendees on how to protect their client's family through life insurance planning. The course will cover the income tax free and grow tax-efficiently benefits of life insurance, as wall as creating adverse gift, estate and income tax consequences, and the often overlooked ownership obstacles to assist their clients.
Expected Discussion Topics
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Third party ownership of life insurance policies
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Personal/Estate Planning - Individual, Trusts, Minor Trusts, Transfer-for-Value
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Business Planning - Buy-Sell, Non-Qualified Plans, Charitable Planning - Gifting
Disclaimer: "We cannot give partial CE credit. When the course is approved for a certain number of hours, you are expected to remain engaged for that period of time. If you are unable to begin and end the course as scheduled, you will not receive CE credit."
Questions? Call us at 317-844-6268.