Details
 

November 9, 2022

OFDA Insurance Seminar - AM and PM Sessions

OFDA Office, Columbus

How to Register:

Online Registration is closed. Walk-in registrations accepted; please bring registration flyer with payment.

Download Registration Flyer!

Registration Fees:

Two 5 Hour Sessions! Choose one - or both!

OFDA Member:

  • Both Sessions: 7:30 AM - 5:00 PM
    • $150 - Package Discount!
  • AM Session (Only): 7:30 AM - 12:00 PM
    • $100
  • PM Session (Only): 12:30 - 5:00 PM
    • $100

OFDA Non-Member:

  • Both Sessions: 7:30 AM - 5:00 PM
    • $300
  • AM Session (Only): 7:30 AM - 12:00 PM
    • $150
  • PM Session (Only): 12:30 - 5:00 PM
    • $150

To receive 100% refund, OFDA must be notified 24 hours prior to the start of the program. Registration fee must be paid in full prior to the start of the program.

CE Breakdown:

  • AM Session: 5 Insurance CE, approved with the Ohio Department of Insurance
  • PM Session: 5 Insurance CE, includes 3 CE, Ethics, approved with the Ohio Department of Insurance
  • INSURANCE CE ONLY
    • The Ohio Agent Continuing Education (CE) rule (OAC 3901-5-01) has been amended to allow agents who completed more than the required credit hours to apply those extra credits to the next renewal period as of February 1, 2016. Listed below are a few important notes about agent CE credit carryover:
      • Resident agents who hold a Major Lines License may carry over up to 12 credits during each renewal period.
      • All carryover credits are applied as “General” credits and therefore agents will continue to need to meet specific “Ethic” or other lines of business requirements.

The Programs:

AM Session: 

Helping Ohio End-of-Life Insurance Consumers with Education about Updated Laws, Products, and Technology Uses

This training focuses on providing an overview of the recent changes to Ohio Preneed laws and the Right to Disposition Guidelines and how to effectively educate and communicate these changes to end-of-life insurance consumers. It also focuses on understanding and how to effectively communicate the value and purpose of end-of-life planning insurance products, provide a review of the compliance process, and discuss technology and innovation in the insurance industry based on demand.

  • 5 CE, approved with the Ohio Department of Insurance

Trainers/Presenters:

Kevin Gaffney,
Regional Sales VP,
Funeral Directors Life
Kevin Gaffney
Pam Ulery,
Director of Sales Development,
Funeral Directors Life
Pam Ulery 2021

 

PM Session: 

Professional Ethics

This course will teach the elements of ethics and how they have developed over time. The development of ethics will help us understand how professional and personal ethics can be viewed differently depending upon a segment of population. Professional oaths and acting on ethics are important to remember in the workplace. We will discuss how to respond and act when faced with an ethical dilemma. Finally, we will talk about ethical leadership to protect consumers.

  • 3 CE, Ethics, approved with the Ohio Department of Insurance

Funding Prearranged Funerals

This course explores planning and paying for funerals in advance. The students will better understand the consumers’ reasons for preplanning. The funeral home and the agent will understand the advantages and disadvantages of advance funeral planning and funding. We will discuss the funding options that are available and which are most suitable to different consumers. States are regulated differently and we will discuss what some of those differences are. 

  • 2 CE, approved with the Ohio Department of Insurance

Trainers/Presenters:

Wanda Sizemore,
Director,
Field Training and Development,
Homesteaders Life Company

 Wanda Sizemore Homesteader Life Company

Location:

OFDA Office
2501 North Star Rd.
Columbus, OH 43221

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 11/09/2022 11/09/2022 true America/New York OFDA Insurance Seminar - AM and PM Sessions How to Register: Online Registration is closed. Walk-in registrations accepted; please bring registration flyer with payment. Download Registration Flyer! Registration Fees: Two 5 Hour Sessions! Choose one - or both! OFDA Member: Both Sessions: 7:30 AM - 5:00 PM $150 - Package Discount! AM Session (Only): 7:30 AM - 12:00 PM $100 PM Session (Only): 12:30 - 5:00 PM $100 OFDA Non-Member: Both Sessions: 7:30 AM - 5:00 PM $300 AM Session (Only): 7:30 AM - 12:00 PM $150 PM Session (Only): 12:30 - 5:00 PM $150 To receive 100% refund, OFDA must be notified 24 hours prior to the start of the program. Registration fee must be paid in full prior to the start of the program. CE Breakdown: AM Session: 5 Insurance CE, approved with the Ohio Department of Insurance PM Session: 5 Insurance CE, includes 3 CE, Ethics, approved with the Ohio Department of Insurance INSURANCE CE ONLY The Ohio Agent Continuing Education (CE) rule (OAC 3901-5-01) has been amended to allow agents who completed more than the required credit hours to apply those extra credits to the next renewal period as of February 1, 2016. Listed below are a few important notes about agent CE credit carryover: Resident agents who hold a Major Lines License may carry over up to 12 credits during each renewal period. All carryover credits are applied as “General” credits and therefore agents will continue to need to meet specific “Ethic” or other lines of business requirements. The Programs: AM Session:  Helping Ohio End-of-Life Insurance Consumers with Education about Updated Laws, Products, and Technology Uses This training focuses on providing an overview of the recent changes to Ohio Preneed laws and the Right to Disposition Guidelines and how to effectively educate and communicate these changes to end-of-life insurance consumers. It also focuses on understanding and how to effectively communicate the value and purpose of end-of-life planning insurance products, provide a review of the compliance process, and discuss technology and innovation in the insurance industry based on demand. 5 CE, approved with the Ohio Department of Insurance Trainers/Presenters: Kevin Gaffney,Regional Sales VP,Funeral Directors Life Pam Ulery, Director of Sales Development,Funeral Directors Life   PM Session:  Professional Ethics This course will teach the elements of ethics and how they have developed over time. The development of ethics will help us understand how professional and personal ethics can be viewed differently depending upon a segment of population. Professional oaths and acting on ethics are important to remember in the workplace. We will discuss how to respond and act when faced with an ethical dilemma. Finally, we will talk about ethical leadership to protect consumers. 3 CE, Ethics, approved with the Ohio Department of Insurance Funding Prearranged Funerals This course explores planning and paying for funerals in advance. The students will better understand the consumers’ reasons for preplanning. The funeral home and the agent will understand the advantages and disadvantages of advance funeral planning and funding. We will discuss the funding options that are available and which are most suitable to different consumers. States are regulated differently and we will discuss what some of those differences are.  2 CE, approved with the Ohio Department of Insurance Trainers/Presenters: Wanda Sizemore, Director, Field Training and Development, Homesteaders Life Company   Location: OFDA Office2501 North Star Rd.Columbus, OH 43221 OFDA Office, Columbus