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NEW - FSS ADVANCE YOUR CAREER! brochure (click here for PDF version) NEW - INVEST IN YOUR FUTURE - Professional Designations (click here for PDF version) NEW - Financial Services Specialist Designation (FSS) flyer (click here for PDF version) Note:You will need the free Adobe Acrobat Reader to view/print it.
September 7, 2011 The following courses have been approved for CE, with NAIFA-Arizona as the provider, and are available for use at the local level at no charge. Instructors also available at no charge. If you have someone interested in instructing a course, please advise. They will have to be approved prior. NEW: “Linked Benefits: Life Insurance or Annuities with Long Term Care Riders” Top Five Ethical Challenges Facing Producers Today New National Health Insurance Law Whole Life Insurance: Why vs How Disability Insurance from an Attorney’s Perspective Dealing With Ethical Issues in Financial Services Top Ten Retirement Planning Mistakes Quantifying the Life Insurance Need NASD Requirement for Variable Annuities Non-Qualified Deferred Compensation Business Insurance for Pass Through Entities Use Estate Planning to Improve Your Bottom Line Voluntary Worksite Benefits Long Term Care Insurance: The Niche in the Executive Marketplace Asset Allocation: Putting Your Client’s Eggs In the Right Basket Values & Ethics – Being Compliant & Profitable Protecting Your Clients Business NAIFA Loss Control Seminar Marketing Consumer Driven Health Plans 529 Plans and Other College Funding Programs Maximizing Health Savings Accounts Opportunities If your association would like to put one of these courses on, please call me for further instructions. Courses are added and removed on a regular basis. NOTE: Locals must be diligent in obtaining the name, address, phone number and license number for each course attendee. And, those items must be legible on provided Course Sign In/Sign Out Sheet. Thank you, Patricia A. Chesebrough, CAE
July 11, 2011 Stand out from the Crowd…….. COMPLETE YOUR FSS!!!! ESSENTIALS OF LONG TERM CARE INSURANCE This class provides an overview of why there is a need for long-term care (LTC) and explains what LTC is and who will need it. The class will describe how to select approach and meet the prospects. Cover the use of fact finding and field underwriting in making the LTC insurance sale; how to customize the poicy to meet the prospect’s objectives; how to deliver the policy and service the plan; the relationship of the LTC neet to comprehensive financial needs; the role of the advisor as a financial services professional; and how to build an LTC insurance practice. 23 CE Credits come with class Moderator will be: Larry Neidich Please contact Stacey Himes D’Antonio for more information.
June 15, 2011
May 23, 2011 NAIFA Members Receive 20% Discount on AHIP Courses - Member Benefits Bit Did you know NAIFA Members receive a 20% discount on courses offered through America's Health Insurance Plans (AHIP)? This includes dozens of courses leading to multiple health and employee benefit designations, Long Term Care Partnership programs and much more! To take advantage of this offer and to view the full list of programs, go to www.ahipinsuranceeducation.org/naifa or call 1-800-509-4422 for assistance. Be sure to explain you are a NAIFA member. Questions? Contact Diane Powers, Vice President, Professional Development & Education, 703-770-8226 or dpowers@naifa.org NAIFA--helps to protect your business, grow your business and save you money! May 23, 2011 Here's another CE for 20 hours: ITEC - Certified Insurance Counselor $395 per person Fiesta Resort - Tempe Agency as an Organization If any of your members are interested tell them to call: Ray Garcia 602-956-1851or email ray@iiabaz.com
April 26, 2011 Attention Multiline Agents--NAIFA Members Benefit from CPCU Course Discounts! Did you know as a NAIFA member you receive a 20% discount on courses leading to the CPCU designation? Take advantage of this great member benefit and expand your multiline knowledge and skills with such programs as “Foundations of Risk Management and Insurance”, “Agency Operations and Sales Management”, and “Reinsurance Principles and Practices” with concentrations in either commercial or personal lines. For more information visit www.cpcuiia.org To register call 1-877-284-5060. Be sure to explain you are a NAIFA member and reference the special promotion code “NAIFA 21” Questions? Contact Diane Powers, Vice President, Professional Development & Education, 703-770-8226 or dpowers@naifa.org
April 6, 2011 Essentials of Multiline Skills FA 222 - 2020-2464 - sponsored by NAIFA-Scottsdale This class meets every Monday from 9:00am to 11:30am - Start Date: 05/02/11 Location: Class location is 1620 S Stapley Dr, Ste 222, Mesa, AZ 85204. This course provides multiline agents with a strategy for helping their clients obtain the various insurance and other financial products they need to achieve their dreams and protect their income and assets. The course provides an overview for how to establish the need, gather information, analyze the information and develop recommendations for products in the various levels of the revised financial planning pyramid. Products discussed include: disability income insurance, life insurance, long-term care insurance, mutual funds and annuities. Retirement and estate planning are also discussed. If interested in this course please contact Haydee Dawson - 480.325.1550
March 17, 2011 NAIFA-Scottsdale - Spring Continuing Education Seminar (Sponsored By Heartland LTC) Courses:
Speaker: Susan Carlson from Heartland LTC Click here for flyer and registatration form. March 15, 2011 Special NAIFA Offer From The American College for Healthcare Reform Courses EVERY ADVISOR NEEDS TO KNOW MORE ABOUT THE IMPACT OF HEALTHCARE REFORM The American College has launched two new in-depth, 10-week webinar courses as part of the Chartered Healthcare Consultant™ curriculum: Essentials of Healthcare Reform (HS 345) covers all of the basics, including mandated timelines, grandfathered plans, medical loss ratios, state exchanges and the "navigator" role, and the impact on other benefits laws. The Healthcare Consultant (HS 346) helps advisors transition to a fee-based healthcare practice, including a review of state and federal regulations and the healthcare planning process. For the course sections launching in April, there is no additional webinar charge and no shipping and handling costs. Plus, if you‘ve never taken a course with The American College, NAIFA has partnered with The American College to offer you an exclusive offer of no new student fee for these courses! See details and register at www.theamericancollege.edu/naifabenefit For more information: Contact Diane Powers, Vice President, Professional Development and Education, (703) 770-8226.
March 1, 2011 NAIFA-Scottsdale Spring Continuing Education Seminar - Sponsored By Heartland LLC Courses:
Speaker: Susan Carlson from Heartland LLC Location: Registration Fees: Pre-register at http://www.naifanet.com/030330/C.E._Spring_2011_Seminar Credit Card or Check at the door payable to “NAIFA Scottsdale” will be accepted. Contact John Wrobel for more information johnw@di.phxcoxmail.com or 480.315.0208 February 22, 2011 Certified Insurance Counselor Institute Wednesday, April 13th - 8am to 5:15pm 20 Hours of CE - $395 Commercial General Liability Call Ray at IIABAZ 602-956-1851
For Information on LUTC Classes and other Professional Development opportunities, please contact: NAIFA-Arizona NAIFA-Phoenix
NAIFA-East Valley NAIFA-Scottsdale
NAIFA-Tucson NAIFA-West Valley NAIFA - Yuma |
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