From an overview of the Affordable Care Act to the new
age of long-term care planning, employment law to social media, breakout
sessions at FAIA’s 110th Anniversary Convention & Education Symposium have
much to offer life and health agents.
The ACA: Exchanges and More
What is the Affordable Care Act, and how will it affect consumers and your
business? This session will provide a brief introduction to the health care
system and background information on the ACA, and then tackle exchanges, health
plans, and navigators in depth.
The New Age of LTC Planning: Traditional LTCI vs. Hybrid
Life & Annuity LTC Policies
This course takes a close look at the rapidly changing traditional LTCI
marketplace and the growing Life and Annuity based LTC products. Michael will
break down these two different concepts to their essential components, compare
their strengths and weaknesses, and simplify them.
Employment Law and the Insurance Agent
Compliance with federal and state employment laws is one of the most challenging
issues agents face. This two-hour session will address the fair labor standards
act; whether that producer of yours is an independent contractor or actually an
employee; the equal pay act; age discrimination; and more.
Suitability of Annuity & Life Transactions for
This class reviews the duties of insurers and agents in determining an
objectively reasonable basis for recommendations of annuities. Topics include
client assessment, agent responsibilities, disclosure of risk, churning and
twisting, and record keeping.
What Every Insurance Agent Needs to Know About Lawsuit
Prevention, Tax Reduction, and Estate Planning Strategies
Is your financial house in order? Discover the tools needed to become
invincible to lawsuits, save thousands in taxes, and achieve financial peace of
mind. It takes a lifetime to accumulate your assets. Take three hours to
Insurance 2.0: Using Online Media to Build Relationships
and Provide Value
While many agents are dipping their toes into the waters of social and digital
media, few are ready to take the plunge. Ryan Cohn will explain the
revolutionary shifts that are changing the way agents interact with prospects,
customers, and colleagues, and walk the audience through a variety of B2B and
B2C opportunities that can build relationships and provide value.
Agency Buy/Sell Agreements: How to Capture True Value or
Ruin a Lifetime of Work
Most buy/sell agreements are written by attorneys who know nothing about agency
valuation, or by CPAs who only consider tax angles. Crucial to crafting
buy/sell agreements is the understanding that different legal definitions of
“value” exist. (For agency principal’s only.)
For a complete description of each class, presenters, and continuing education information, visit our Breakout Sessions page.