NAIFA-Indiana Broadcasts

On the 2nd Thursday of the month, a video broadcast for Insurance CE will be available by virtual attendance.  These will include previously broadcast NAIFA Live presentations, Program-in-a-Box DVDs, etc.
These sessions are available FREE to NAIFA and SFSP members.

Virtual Attendance (Meeting via Zoom Webinar).  Members will participate in the session and receive CE credit if participant meets requirements.  Click here for info on how to use Zoom Webinar.

Watch Parties.  NOTE:  Due to the COVID-19 pandemic, Watch Parties have been suspended indefinitely.  During this time, the Broadcasts are only available through Zoom webinar.  Watch Parties will resume when it is safe.

Registration Fee:  NAIFA Members - FREE
                                SFSP Members    - FREE
                                Non-Members     - Available to members only

 

Call 317-844-6268 for registration questions.

May 14, 2020

  (All times are EDT)

  8:50 am:  Sign-in to Zoom and Join Meeting

  9:00 am:  Presentation

 

                             "The Gotchas & Trap Doors of Life Insurance"

                           Bob Cohen
                           Principal, Tamar Fink

                           (1 hour Indiana Insurance CE approved)

Bob’s focus is in the charitable planning and life insurance arena only, choosing to collaborate with other qualified professionals in the legal, tax, and wealth management areas.

With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors (TFCA), which has exceeded $1 billion in completed charitable gifts.

“It is extremely rewarding to help donors align their giving plans with their giving goals in order to expand services for their favored non-profits.”

In addition, Bob specializes in the evaluation of mispriced and under-performing life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies to acquire new, favorably priced policies, including for individuals with “pre-existing conditions.”

“It concerns me that good people, buying life insurance for selfless reasons, will lose their policy due to poor policy design, and lack of attention. My objective is to help all beneficiaries receive their anticipated benefits.”

Bob is an established speaker and writer on the topic of charitable planning, and effective life insurance policy evaluation/maintenance.

No Watch Party sites available for May 14th broadcast.

 

Register for Virtual Attendance using Zoom Webinar

Questions?  Call us at 317-844-6268.

Add to your calendar

May 21, 2020

  (All times are EDT)

  8:20 am:  Sign-in to Zoom and Join Meeting

  8:30 am - 10:30 am:  Presentation - Charo Boyd

10:30 am - 12:30 pm:  Presentation - Kevin L. Bell JD, CLU, ChFC

 

                              8:30 am: "Where Do I Find Answers?  Social Security Updates"

                           Charo Boyd
                          
Public Affairs Specialist, Social Security Administration

                           (2 hours Indiana Insurance CE approved)

Charo N. Boyd is the Social Security Administration’s (SSA) Public Affairs Specialist for Indianapolis Metropolitan. She is responsible for informing the public about SSA programs and benefits. Boyd is also the primary SSA media contact for television, radio, and newspapers in the aforementioned area. She is often the guest speaker for retirement and disability seminars. She has trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various topics.

Boyd has been employed with SSA since 2002. She began her career as a claims representative in the Downtown Indianapolis District SSA office. She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits).

Boyd has a B.S. in Psychology (Magna Cum Laude) and a M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.

                              10:30 am:  "Investments and the Older Client"

                           Kevin L. Bell JD, CLU, ChFC

                           President, Horizon Planning Group
                           (2 hours Indiana Insurance CE approved)

Kevin L. Bell JD, CLU, ChFC has been a General Agent of Guardian in the state of Indiana for eighteen years. Kevin was President of the Fort Wayne Association of Insurance and Financial Advisors from 1991-1992 and President of the NAIFA Indianapolis from 2008-2009. He was President of NAIFA Indiana from 2003-2004. He has served as national committeeman for the state of Indiana for six years as well as serving on the Indiana Financial Service Foundation for Education board. Kevin is a LILI graduate and moderator and is past chairman of the NAIFA National LILI Committee. He is the current chairman of NAIFA National Communications committee. Kevin is a member of GAMA and is a GAMA Diamond National Management Award winner. In 2009, Kevin received the Jack Peckinpaugh Associate of the Year Award from NAIFA Indiana and the Indianapolis Associate of the Year in 2010.

Kevin is a regular speaker and CE presenter locally and across the region. He created a program in the box for NAIFA entitled,” Leveraging LILI Tools to Improve Your Practice”. He is a member of the Indianapolis Society of Financial Service Professionals, and past member of the American and Pennsylvania Bar Associations. He is an IFAPAC Envoy contributor. Kevin has spent time in a home office as a Vice President of Advanced Underwriting and a Divisional Vice President, however, more than two-thirds of his 33 years in the business has been spent in the field as a regional advanced underwriter, agent and General Agent. 

No Watch Party sites available for May 21st broadcast.

 

Register for Virtual Attendance using Zoom Webinar

Questions?  Call us at 317-844-6268.

Add to your calendar

Scheduled Broadcasts

June 11 -          "Cracking the Retirement Income Code," Curtis Cloke, 2 hrs Ins. CE

July 9 -              "Power of Zero," David McKnight, 1 hr Ins. CE

August 13 -       "How to Turn Your Successful Practice into a Balanced Life," Danny O'Connell, submitted for CE

 

September 10 - TBA
  

October 8 -      "Two Interesting Planning Topics/Behavioral Finance & Decision Making," David Hulstrom, 2 hrs Ins. CE

November 12 - "Understanding the Broadening Options for Extended & LTC Planning," Carroll Golden, sub. for CE

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