State CE Day

March 13, 2019
9:00 AM CDT - 4:00 PM CDT

Multiple Locations Across Nebraska

 

TWO GREAT SPEAKERS - SIX Hours OF QUALITY Continuing Education

March 13, 2019
9:00am–Noon and 1:00pm–4:00pm Central Time

Live in Lincoln, streamed to Omaha, Kearney, Grand Island, North Platte and Gering.

Morning Session - 9AM to 12Noon Central Time
Programs Presented by: Jack Marrion of Advantage Compendium Ltd.

9 to 11AM -- How Consumers Make Decision: Annuities, Insurance & Cognitive Biases 

11AM to 12Noon -- Index Annuities: A Suitable Approach

Jack Marrion is president of a research consultancy that publishes the Index Compendium newsletter, the consumer education materials of Safe Money Places and the Advantage Compendium research studies. He is frequently referenced by regulators and in SEC rule filings relating to annuities, as well as appearing as an expert witness. His first index annuity book Index Annuities – Power & Protection is regarded as the ultimate text on index annuities.

Jack’s insights on the annuity and retirement income world have appeared in hundreds of publications, and in 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. Best’s Review said he was likely to affect the course of the industry. He has an MBA from the University of Missouri and his doctoral studies in the area of cognitive bias in decision-making form a new paradigm in the marketing and development of retirement income products.

The Morning Session will provide three hours of credit for NE and IA Life Insurance, CLE, CPE, CFP and PACE (pending approvals).

Afternoon Session - 1PM to 4PM Central Time  

Programs Presented by Brett Danko 

1 to 3PM -- The "New" Retirement

Retirement has evolved over the past 100 years.  As baby boomers reach the age of 65, these changes have accelerated further.   Now more than ever, it is imperative that individuals reaching age 60-65 have an actionable plan for their next 25-35 years of life. This program explores these changes and details anticipated future retirement trends.  

3 to 4PM -- Navigating College Financing 

This program will explore and discuss how given the current economic environment, it is increasingly more difficult to adequately fund a child’s college education.  As this need is in the future, it is easy to delay dealing with the issue in favor of addressing today’s financial burdens.   This training explores methods for helping clients to plan where the child will go as well financing a child’s college education.

The Afternoon Session will provide three  hours of Life credit for NE and IA Life Insurance, CLE, CFP, CPE and PACE (pending approvals). 

 
Multiple Locations Statewide

  • Lincoln - NET, 1800 N. 33 Street
  • Omaha - NEW LOCATION:  Outlook Nebraska, 4125 S. 72 St.
  • Kearney - Central Community College, 1215 30th Avenue
  • Grand Island - Riverside Golf Club, 2820 Riverside Drive
  • North Platte - Prairie Arts Center, 416 N. Jeffers
  • Gering - Gering Civic Center, 1050 M Street

 

Register online - or by e-mail to info@naifanebraska.org.  You also can call Exec VP Joe Pittman at the NAIFA-Nebraska office at 844-249-8806.

 

 

Tickets

$0.00 NAIFA Members

$50.00 Non-Members - Half-Day

$75.00 Non-Members - Full Day