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  • Home | NAIFA-Indiana - Advocate Educate Differentiate

    Advocate. Registration Quick Links Oct 20 - 1 hr. CE Broadcast Nov 13-15 - NAIFA National Leadership Conference Washington, D.C. Nov 17 - 4 hrs. CE Live & Broadcast - Quarterly 1/2 Day CE Live OR Broadcast Anthony Wilson - Northwestern Mutual Joshua Salway - Northwestern Mutual Zygmunt Gross - Knights of Columbus Joseph A. Kurucz - Knights of Columbus William J. Moore - Knights of Columbus David Plumb - Illinois Mutual Todd Conklin - MassMutual Financial Group Newest NAIFA-Indiana members Representing Indiana's Insurance and Financial Advisors Advocate. Educate. Differentiate . Securing America's Financial Future See the new NAIFA members throughout the U.S. See the current Indiana Legislative Bill Search Do you have comments or questions? WE CAN HELP! ​ Click on the button below to send us your feedback. We will make it a priority to respond to you in a timely manner. Thank you for helping us to help you. SEND US FEEDBACK Your mission: Grow your business Our mission: Support you in every stage of your career Our membership promise: Advocate. Educate. Differentiate . Join NAIFA Now Renew Membership Contribute To IFAPAC ​ U.S. Rep. Jackie Walorski's Powerful Address at NAIFA's 2019 Congressional Congress ​ NAIFA Statement on the Death of Congresswoman Jackie Walorski The Indiana Chapter of the National Association of Insurance and Financial Advisors (NAIFA-IN) wishes to express our deepest condolences on the news of U.S. Rep. Jackie Walorski’s (R-2nd District) untimely death in a traffic accident Wednesday. ​ “NAIFA-Indiana is deeply saddened by the tragic death of Rep. Jackie Walorski in a terrible traffic accident near Elkhart yesterday,” said Daniel Stallings, NAIFA-Indiana President. ​ “Rep. Walorski was a passionate supporter of all things Indiana and particularly her constituents in Indiana’s second congressional district,” Stallings said. ​ “In addition, Rep. Walorski was a great friend and supporter of NAIFA-Indiana through its members efforts to help Hoosiers become and remain financially self-reliant,” he continued. “Walorski’s death is a great loss to the state and the nation as a whole. Her leadership will be sorely missed. . “The thoughts and prayers of our members are with the families of all those lost in this terrible accident,” Stallings concluded. ​ ​ ​ ​ Your Quarterly Video Newsletter: NAIFA-Indiana Update: Fall 2022 Edition ​ Daniel Stallings, President, NAIFA-Indiana ​ NOTE: The link above contains the quarterly video newsletter in its entirety (all topics). If you prefer, you may view only the desired topic segment by clicking on the appropriate link below. ​ In this Edition: ​ About This Edition's Sponsor: Fall 2022 Edition NAIFA Apex 2022 Recap (August 16-18, 2022) LILI Program receives Gold Award! NAIFA-Indiana Summit 2022 Recap (August 30-31, 2022) NAIFA-Indiana Sales Tip: Fall 2022 Edition NAIFA Member Benefits with Suzanne Carawan: Fall 2022 Edition ​ ​ Here is the link to the NAIFA-Indiana Media Relations Team Volunteer Form that Chris Barnthouse referred to in the video (Word .docx format). Please download it, complete it and email to Sandy Gray. Any questions, please call 317-844-6268 . ​ This edition sponsored by: NAIFA MEMBER STORIES What has NAIFA-Indiana done for you? ​Here are real-life examples of how NAIFA has made a difference in their members' businesses: Thomas R. Gearhart CLU®, ChFC® Financial Advisor Northwestern Mutual - Indiana NAIFA is the only group that brings producers, at the local level, together in a way other industry groups aren’t able. Those of us who really make up the fiber of the insurance and financial services industry find a place in NAIFA. We are more able to affect our communities and work together with the goal of having a more effective impact on regular every day Americans whom we serve. If Congress ever concludes we only work for the rich, we are in trouble. Making good relationships with competitors has helped my business in ways I can only try to measure, mostly with persistency. Perceived “enemies” become friends and colleagues. I cannot imagine my career without with my active NAIFA membership. It has proved to be incredibly valuable. NAIFA is effective in their lobbying efforts. NAIFA works with the other industry organizations. The difference lies in the constituency of more mainstream producers and their clients. As I have for several years, I plan to go to Washington in May for the NAIFA Congressional Conference and Day on The Hill. When elected officials hear about average Americans and the work we do for them as their constituents, they listen. We must continue to remind Washington how valuable both our products and we are, never taking for granted they understand. They don’t. It is a constant process of re-education. I hope you will consider being a member and encourage others to do the same. I just feel strongly that NAIFA is valuable and different from the other industry groups and that we all need to belong. NAIFA-Indiana 1717 E. 116th St., Ste. 104, Carmel, IN 46032 P.O. Box 459, Fishers, IN 46038 Ph: (317) 844-6268

  • Events | NAIFA-Indiana

    Events SFSP Columbus, OH - Lunch and Learn October 13th Oct 13, 11:30 AM – 1:00 PM EDT The OSU Fawcett Center, 2400 Olentangy River Rd, Columbus, OH 43210, USA Topic: A View from the Hill. Speaker: John Russo & Colin Masters from Fidelity Investments +11 more Register Now SFSP Columbus OH - Thursday, October 27, 2022 - Member Social Oct 27, 4:00 PM – 6:00 PM PINS at Dublin, 6558 Riverside Dr, Dublin, OH 43017, USA Drinks, apps and bowling is on us. Just bring yourself and share some good times with fellow members. An excellent opportunity to network and make/renew friendships. +3 more Register Now NAIFA-IN/SFSP Central IN November 17th 1/2 Day CE Nov 17, 8:30 AM – 12:30 PM EST Thrive Conference Room, 9000 Keystone Crossing, Indianapolis, IN 46240, USA This 4-hour CE day is brought to you FREE by NAIFA-Indiana and SFSP Central Indiana Chapters for its members and for $45 for non-members. Register Now

  • 2022-11-17 Live & Broadcast CE - 4 Hours | NAIFA-Indiana

    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 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 ​ 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 ​ 10:30 am - 12:30 pm " Panel on Elder Abuse " ​ (2 hours Indiana Insurance CE pending , 2 hours CFP CE pending , 2 hours 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 Quante , Investor 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. ​ 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 .

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