Print Page   |   Sign In   |   Register
MFDA Virtual Preneed Insurance Course 2020
Tell a Friend About This EventTell a Friend
 

9/30/2020 to 10/8/2020
When: Wed, Sept 30-Thurs, Oct 1 & Wed, Oct 7-Thurs, Oct 8
9:00am-12:00pm
Where: Online via Zoom
United States
Contact: Kathy Sheridan
763-416-0124


Online registration is closed.
« Go to Upcoming Event List  

MFDA Virtual Preneed Insurance Course 2020

Online via Zoom - you will receive a link to the webinars a week before the event.

Part 1: Day 1: Wednesday, September 30 & Day 2: Thursday, October 1 - 9:00am-12:00pm - Online via Zoom

Part 2: Day 1: Wednesday, October 7 & Day 2: Thursday, October 8 - 9:00am-12:00pm - Online via Zoom

 

Full Course: $200 Member, $300 Non-Member
Part 1 or Part 2: $150 Member, $250 Non-Member

 

Approved for the following Continuing Education Units CEUs)

12 MN Insurance CEUs (Part 1: 6 CEUs and Part 2: 6 CEUs)

 

Approved for 12 MN Funeral Director CEUs

(Part 1: 6 Professional Practices CEUs)
(Part 2: Day 1: 3 Regulations and Ethics CEUs and Day 2: 3 General CEUs)

 

Don't need MN Insurance CEUs? You can register to receive only MN Funeral Director CEUs for this course - follow the instructions on registration page.

 

Schedule

Part 1: (6 MN Insurance CEUs) (6 MN FD Professional Practices CEUs)

Day 1: Wednesday, September 30

9:00am-11:50am              Medical Assistance - Callyn Bedker, Pluto Boes Legal, PLLC

11:50am                           Wrap up and conclusion

 

Day 2: Thursday, October 1

9:00am-11:50am              Understanding Estate Planning - Callyn Bedker, Pluto Boes Legal, PLLC

11:50am                           Wrap up and conclusion

 

Part 2: (6 MN Insurance CEUs) (Day 1: 3 MN FD Regulations and Ethics and Day 2: 3 MN FD General CEUs)

Day 1: Wednesday, October 7

9:00am-11:50am              Ethics in Today’s Business World - Don Strickland, Funeral Directors Life

11:50am                           Wrap up and conclusion

 

Day 2: Thursday, October 8

9:00am-11:50am              Understanding the Basics of Insurance to Help Today’s Consumer - Don Strickland, Funeral Directors Life

11:50am                           Wrap up and conclusion

 

 

Course Descriptions

Part 1: Day 1: Course Title: Medical Assistance
Course Description:
Discussion, review and update on Medical Assistance and how housing may affect eligibility of applicants. How to recognize different exceptions to the Medical Assistance Asset limits, and what sorts of planning will allow for additional preservation of assets.  Also to discuss Estate Recovery and when claims can be made.
Learning objectives:
•    To convey a better understanding on how Medicaid works
•    To avoid pitfalls in planning for long term care and Medical Assistance
•    To explain how discuss appropriate expectations with clients when looking at medical assistance
•    To understand what can be taken in an Estate Recovery claim and what order repayments are made.

 

Part 1: Day 2: Course Description: Understanding Estate Planning
Learning what capacity is and how that plays a role in planning for disability and estates, introduction to specialty trusts, such as Supplemental and Special Needs Trusts, Pooled Trusts and ABLE accounts, for disability planning.  Review of estate planning tools to have a better understanding of what they are and who are the individuals in charge. What the processes are for wrapping up an estate, whether it be probate or a trust administration.
Learning objectives:
•    To teach what to look for with capacity
•    To provide options for when incapacity is found and documents are in place, or if they are not.
•    To detail the difference between Supplemental and Special Needs Trusts and other disability planning accounts to ensure proper handling occurs.
•    To walk through the wrapping up process of an estate.  

Part 2: Day 1: Ethics in Today’s Business World
Course Description: This course focuses on understanding how ethics and behaving with integrity impact our professional and personal lives in today’s market.


Part 2: Day 2: Understanding the Basics of Insurance to Help Today’s Consumer
Learning Objectives:
• Provide attendees with a review and basic understanding of insurance-meeting today’s consumer need.
• Provide attendees with how to effectively communicate the purpose of final expense and preneed insurance along with its differences
• Educate attendees on business applications of insurance including the rule of thumb method.
• Make attendees aware of how women are vastly under insured and determine the value offering to them.
• Educate attendees with ways to inform consumers on the making of an insurance policy, its process and the importance of underwriting
• Discuss insurance regulations and how it is vital when meeting consumer demand.
• Educate attendees on how technology effects the insurance industry today and how data is collected.
• Discuss possible COVID-19 long term effects and questions which can impact the insurance industry and consumer demand.
Course Objectives:
This informative and engaging course will review as well as help the attendee communicate the basics of insurance to benefit today’s consumer needs. As an insurance professional, you will learn specifics of the final expense, preneed insurance products and learn how to apply insurance for business and women’s needs. You will also learn to communicate the process on how insurance products are formed and influenced through regulations. Finally, you will be provided information on how technology plays such an important role with today’s consumer and how the data is used to anticipate consumer need even during the COVID-19 pandemic. Our multimedia course will include lecture, chat discussion, and group activities in a webinar format. The insurance industry is rapidly changing, and these changes are vital to meet the technological needs of consumers today. Consumers seek integrity and transparency especially with insurance products they need but are difficult to compare. Understanding the basics of insurance is key to communicating the core function of insurance, its process, and purpose with meaning for today’s consumer.

 

 

Presenter Bios

Callyn Bedker

Attorney at Law, Pluto Boes Legal, PLLC

Callyn T. Bedker joined the firm in 2016. Callyn is licensed to practice law in Minnesota. She received her undergraduate degree in Political Science, Global Studies and History from the University of Minnesota in Minneapolis in 2012 and her Juris Doctor from the University of St. Thomas School of Law in 2015. Callyn is from Buffalo, Minnesota and currently lives in Olivia, Minnesota with her husband, Alex. In her free time she enjoys running, attending auctions and spending time with her family and friends.

 

Don Strickland

Implementation and Training Specialist, Funeral Directors Life

Don Strickland joined Funeral Director's Life in 2015 to work with select producers as an active channel Director of Sales Development. He has a BBA in Management, Master's in Human Resource Management and doctorate work in strategic leadership. He is a fourth-generation funeral professional and general lines insurance agent with over 35 years of experience in management and ownership of family owned businesses. His specific experience includes new start up and market expansion, corporate operations and marketing. With a background in sales management and product training, he joined the Learning & Development team to work on new select producer initiatives, facilitating the Wolfelt experience and implement funeral director and insurance CEU training. Don is married and has 3 children and 5 grandsons.

 

Membership Software Powered by YourMembership  ::  Legal