Jumbo CE Day 2016

Jumbo CE Day 2016

This year's event will be held at the SEATTLE YACHT CLUB on Thursday, March 17, 2016 from 7:30am to 4:30pm for a fulfilling meeting with your colleagues and friends!


Presenting Sponsor

Have a business to showcase to our members?  Become an exhibitor!  Package details at the bottom of this page.  For more information or to become an MDRT Day Exhibitor, contact Association Executive, Jenna Olson (office@naifase.org or 206-228-9351).


Applicant First

Washington Brokerage
Service is Our #1 Product

You Deserve More

The Guardian
Built for the Long Term

Kiel Mortgage
Big Enough to do the Job,
Small Enough to Care

Contact Jenna Olson to discuss how NAIFA Seattle/Eastside can best meet your promotional needs.  (see Leadershippage for full contact information)

Event Details

                    Thursday, March 17, 2016

                    Seattle Yacht Club (map)
                    1807 E. Hamlin Street
                    Seattle, WA 98112
                    7:00am    Registration & Breakfast
                    7:30am    Program Begins
                    12:00pm  Break for Lunch
                    4:30pm    Program Ends
                    $119.00  Full Day
                    $59.00    Half-Day (morning or afternoon)
                    Non-Members & Guests
                    $149.00  Full Day
                    $74.00    Half-Day (morning or afternoon)

Call Jenna Olson at (206) 228-9351 with any questions or to make a payment over the phone.

Master of Ceremonies

Lisa Kruckeberg
Principal Financial Group

Short bio.


Alex Collins, ChFC, CFP
Sound Financial Group

Alex is a Certified Financial Planner (tm) Professional with Sound Financial Group.  He focuses on delivering sound financial strategies, a consistent client focused process and uncommon knowledge through a coaching and education based model.  When not at work you will find Alex with his family cheering on the Sounders, M's, Hawks or Dawgs.

"Life Insurance as an Asset Class"
Short description.
WAOIC Approved CE Course #620474

C.E. Ted Butler

Short bio.

"Housing Wealth – the Misunderstood Retirement Planning Tool"

Learn about the power of incorporating housing wealth in the distribution phase of retirement utilizing the NEW HUD Reverse Mortgage program. Mitigate Sequence of Returns risks, help reduce Portfolio Draw Down, help extend guarantied income in retirement, fund Long Term Care, create a Fall Back Line of Credit and to Purchase a new home. All with no monthly mortgage payments.

Jody Lentz
MassMutual Financial Group

Short bio.

"Introduction to Business Insurance"
Short description.
WAOIC Approved CE Course #611030

ohn B. Nichols
Nichols CO / Vistage International

Short bio.

"Clarity of Our Financial Message to Clients"
Short description.

Michael C. Staeb
Washington Brokerage

Michael is a third-generation insurance wholesaler who started in the industry before graduating high school. His 15 years of experience began with back office operations and career agency distribution before moving into the independent brokerage market in 2004. Since that time he has been recognized for his skills in field underwriting, advanced case design, estate planning, and business planning. He also writes and teaches his own continuing education (CE) content and has been published in industry media.

"LTCi: Traditional vs. Linked Benefits"
What, Why and How of Funding Long Term Care
With less than 15% of Americans having a plan for a long-term care event and 70% of people over age 65 needing long-term care at some point, solutions for this market should be flying off the shelves. This presentation will briefly cover the need for LTC planning then focus on the most significant differences between traditional and linked-benefit long-term care insurance solutions. You will leave you with a basic understanding of the differences between traditional products and newer market alternatives, including asset-based, rider-based, and annuity-based solutions. An overview of chronic illness vs. true LTC benefits will be included as well.
WAOIC Approved CE Course #619768

"Life Insurance 103: Indexed Universal Life"
Understanding Upside Potential and Downside 
Indexed universal life insurance (IUL) is the fastest growing product line in the life insurance market today. With new regulations like AG 49 affecting how these products are illustrated all advisors should understand how they work, even if they are not using them. This presentation will cover IUL mechanics, indexing strategies, choosing an illustrated rate, an overview of accessing cash values in IUL products, and taxation of all forms of life insurance.
WAOIC Approved CE Course #619767

Ryan Jewell

Short bio.

"Disability Income Insurance"
Short description.
WAOIC Approved CE Course #620475

Scott Fowler

Scott is a partner with DIBroker, one of the largest independent disability insurance brokerages in the country.  As a disability specialist, Scott has spoken nationally to companies, sales organizations, associations and independent financial service professionals.  Most recently Scott had the privilege of speaking at the 2007 MDRT meeting in Denver.  Scott is currently the President of NAIFA Washington, is a LILI graduate, and has served in many leadership positions of his local NAIFA chapter.

"Proven DI Strategies and Solutions"
Agents who are successful in the sale of disability insurance know how to design the best possible scenario for each individual client.  They go to each presentation with customized proposals using concepts that motivate clients and prospects to buy.  They are up to date on the changes and enhancements to the products that enable them to make repeat sales to current clients, and they know how to avoid the pitfalls of disability underwriting.  Come learn what it takes to be a successful disability producer.
WAOIC Approved CE Course #601128