That’s the only way to describe this year’s NAIFA Tampa CE Academy! Imagine completing all your state CE requirements including the 5 Hour Law & Ethics class in just one day. Participants will receive up to 25 hours of CE for a full day’s participation.
Here is how it works. On the day of the event there will be review class (qualifies for an additional hour of CE) followed by a brief examination. All state filings will be included with registration. The two sessions offered are as follows:
The Advisor’s Guide to Retirement Planning – 19 Hours of CE (Morning Session)
This course has been developed to give the advisor (licensed agent) a complete guide in the retirement planning process. The course will focus on the five-step retirement planning process and examine the various risk factors needed to be considered when developing a retirement plan for your client. It will examine the various sources of retirement income based on the three-legged stool (Social Security, Employer Sponsored Retirement Plans, Savings and IRAs) and introduce a fourth leg to the stool consisting of insurance products and working in retirement. Also addressed is the complex topic of retirement plan distributions and the many rules and regulations that surround this issue. Finally, the course addresses the subject of health care and long-term care planning in retirement with a discussion of Health Savings Accounts, Medicare, and LTC Planning with the use of LTCI and Hybrid LTCI policies as well as the use of reverse mortgages.
Florida 5 Hour Law & Ethics Update – 6 Hours of CE (Afternoon Session)
Insurance is a highly regulated industry. It is regulated to protect the public interest and to make sure insurance is available on an equitable basis. This course will review the regulation of the industry from several perspectives and divided among many authorities. Topics covered include the licensing and oversight of insurance producers and insurers which protect the consumer and allow the Department to maintain standards of uniformity of new Florida insurance laws and updates. In addition, the course will review the federal laws relevant to Florida licensed insurance professionals.
Meet our moderator for this event Tommy Pate of Highland Capital Brokerage.
Note: Continuing Education provided by Broker Educational Sales & Training, Inc. (BEST) is a nationally approved provider of Continuing Education (CE) for the financial and insurance professional and advanced training programs.
Uli Delgado with Pacific Life
Schedule of Events
Registration starts at 8:30 AM
Morning Session starts at 9:00 AM (19 CE Hours)
Meeting and lunch at 11:30 AM
Afternoon Session at 1:30 PM (6 CE Hours)
Super CE Day Ends at 4:00 PM
Members Click Here to Register
Non-Members Click Here to Register
Members (All day) - $110.00
Members (Half Day: Morning or Afternoon) - $70.00
Nonmembers (All day) - $120.00
Nonmembers (Half Day: Morning or Afternoon) - $80.00
All cancellations are subject to a $25.00 cancellation fee
Pricing & Refund Policy: Prices increase $5 the week of an event, no refunds 3 days prior to the event.