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MFDA October Insurance Course
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10/22/2015 to 10/23/2015
When: Thursday, Oct 22 and Friday Oct 23
Where: Best Western Premier Nicollet Inn
14201 Nicollet Avenue South
Burnsville, MN 
Contact: Kathy Sheridan
763-416-0124

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MFDA October Insurance Course 

Cost: 2 Day MFDA Member $175*........Non-Member $225*
*Includes coffee breaks and lunch
1 Day: MFDA Member $125, Non-Member $150

Cancellation Policy: All fees will be refunded if students must cancel, up until the date and time of the session.

To register go to http://www.regonline.com/Insurance2015


S C H E D U L E

 

Thursday, October 22, 2015
8:30 a.m.    Registration Open


9:00 a.m.    Senior Insurance Market
•    Introduction
•    What Do You Know
•    History of Insurance: Where Did It All Begin
•    Purpose of Insurance
•    Types of Insurance: Purpose and Structure
•    Life Settlements
•    Case Study: Determining the appropriate product for your customer's financial needs

12 p.m.    Lunch (included in registration)
 
1:00 p.m.    Ethical Outlook
•    Introduction
•    Ethical Vocabulary
•    Business Ethics Timeline
•    Understanding Business Ethics
•    Ten Benefits to Managing
•    Case Study - Whistleblowing & the Environment
•    Case Study Debrief

4:00 p.m.    Wrap up and conclusion


Dinner on your own


Friday, October 23, 2015
8:00 a.m.    Registration Open


8:30 a.m.     Essentials Estate Planning Documents
•    Power of Attorney
•    Health Care Directive
•    Will
•    Trust
•    Delegation of Power/Authority
•    Funeral Home Contracts - Who May Sign
•    Preneed Policies
•    At-need Policies


9:15 a.m.      Veterans' Benefits
•    Eligibility Requirements
•    Non Service Related Aid & Pension Benefits
•    Veterans Home Care (State benefit)
•    Spend Down
•    Veteran Burial Benefits

10:45 a.m.     Medical Assistance Pre-Planning- Eligibility

11:45 a.m.    Lunch (included in registration)


12:30 p.m.    Medical Assistance
•    MA Exemptions
•    Assistance After Death Occurs

2:00 p.m.    Post Death Estate/Trust Administration Issues
•    Probate
•    Non- Probate
•    Estate Taxes
•    Creditors
•    Fiduciaries & Your Plan

3:15 p.m.    Wrap up and questions

3:30 p.m.    Class adjourn

Each day will once again have 6 insurance CEU's meaning if you attend both days in their entirety you will have enough to fulfill your annual insurance requirement (24 CEU's every 2 years).  FD CEU's to be determined.

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