NAIFA-Nebraska is teaming up with our friends from NABIP-Nebraska (National Association of Insurance & Benefit Professionals - formerly known as the "Health Underwriters" -- to putt together some great CE programs for you on Thursday, April 20 at Mahoney State Park - with "in-person" and "virtual" attendance options!  Here's what is in store:

MORNING SESSION

8:30AM - Check-in with continental breakfast available

All programs will provide LIFE & HEALTH Insurance CE credit for both NE & IA, along with credit for CFP (pending approvals). 

9:00AM -- "The 2023 Medicare Marketplace" (2-hour CE program) - Presented by Craig Taylor, CLF, MA, DIA, CLTC® of Senior Market Sales (SMS).  Craig is Associate Director of Medicare Solutions with SMS.

This program will bring you up-to-speed on the current Medicare Market and where it is trending. The course will reinforce the basic parts of Medicare, why Medicare Supplement insurance is so important and the direction that Medicare, Medicare Supplement and Medicare Advantage is heading in the  future. The program will explain recent rule changes from CMS effective in 2022 and touch on those suggested and in review for 2023. 

11:00AM -- Working With the Nebraska Legislature (1-hour CE program) - Presented by Korby Gilbertson, NABIP-Nebraska Lobbyist

NABIP's lobbyist will provide you with an overview of Nebraska's unique Unicameral and review ways you and other NAIFA and NABIP members can become more effective in making your voice heard and working with the Senator from your Legislative District.  

12:00PM -- Buffet lunch available 

AFTERNOON SESSION

All programs will provide LIFE & HEALTH Insurance CE credit for both NE & IA, along with credit for CFP (pending approvals). 

1:00PM -- Ideas to Help You Sell More Insurance and Other Helpful Information You Should Know to Better Serve Your Clients (2-hour CE program) - Presented by David Wilson, Walentine O"Toole law firm in Omaha

This seminar is designed to teach insurance professionals about approaches to take when selling insurance to prospective clients and to provide ideas of possible opportunities where it makes sense to sell life insurance or other insurance products to clients. The presentation will include information on legal issues with which insurance professionals should be familiar to better serve their clients.

3:00PM -- Estate Planning with Charitable Giving (1-hour CE program) -- Presented by Catherine French McGill, JD, CAP®, AEP® - Gift Acceptance Manager, Omaha Community Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. The needs and priorities of a donor may differ depending on overall goals and intentions. Two of the more common ways to create a charitable legacy are donor advised funds and private foundations. This program will involve a deeper dive into the features and benefits of donor advised funds, specifically in comparison with private foundations; and compare and contrast sponsors of donor advised funds, including national gift funds, community foundations, and single-issue sponsors. It will also include a general overview of non-cash charitable gifts, including charitable giving with retirement assets and charitable giving for business owners, and how to incorporate these strategies into your conversations with donors to maximize charitable giving.

All programs are FREE for NAIFA and NABIP members.  Non-members are welcome to attend for $50 (half-day) or $75 (full-day).  Lunch is included for all in-person registrations.

REGISTER ONLINE - or contact Exec VP Joe Pittman at [email protected] or 402-397-0280.