2024-10-17 BROADCAST 1 HOUR CE
Registration Fee: NAIFA/SFSP Members - FREE
Non-Members - $25
Call 317-844-6268 for registration questions.
(All times are ET)
8:15 am - In person registration
8:55 am - Zoom login (broadcast only)
9:00 am - Consumer Protections in Annuity Transactions, Brad Wethington
10:00 am - Dismissal
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(Non-members call 317-844-6268 for payment prior to Zoom Webinar)
Session live from:
Northwestern Mutual, 600 E. 96th, Ste. 100 (NM Class Room), Indianapolis, IN 46240 (map)
9:00 am - 10:00 am - "Consumer Protections in Annuity Transactions"
Brad Wethington, CLU, ChFC, RHU, LUTCF
Financial Advisor
Lifetime Financial Growth
(1 hour Indiana Insurance CE approved)
Brad Wethington entered the insurance and financial services industry in 1987 and has since held roles as an agent, agency manager, and home office executive. He has spoken numerous times throughout his career to insurance professionals and business organizations, including here at NAIFA-Indiana.
Brad holds several prestigious designations, including CLU, ChFC, RHU, and LUTCF, which underscore his deep expertise and commitment to professional excellence. He graduated Summa Cum Laude from Southern New Hampshire University with a Bachelor of Science in Business Administration. Brad holds his Property/Casualty and Life & Health insurance licenses, as well as his FINRA Series 7, 6, 66, 63, and 26 securities registrations. Brad also serves as a Commission Member on the Indiana Department of Insurance Producer Education and Continuing Education Commission.
Brad has been a NAIFA member since May 1, 1987. He began serving on the NAIFA board in 1998 and has spent most of the past 26 years at either the State or Local level, including multiple years as the NAIFA-Indy South President. He is currently an At Large Member of the NAIFA-Indiana Board of Trustees and will become your Secretary/Treasurer on January 1st.
Brad and his wife of 33 years, Shelley, split their time between their homes in Indianapolis and Fort Myers Beach, FL. He is the father of 3, grandfather of 4 beautiful granddaughters, and Godfather of 10.
Learning Objectives
Brad will be sharing his insights on consumer protections in annuity transactions, a topic that is both timely and crucial for our industry. His extensive knowledge and practical approach make him an invaluable resource for all of us. Attendees will learn about the new requirement effective July 1, 2024 and fulfill the 1 hour require course by the end of the year.
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.