NAIC News Release - Legendary Actress Rita Moreno Encourages Seniors to "Keep Moving" in New PSA

08 August 2017 Administrator Adjusters, Affordable Care Act, Anti-Money Laundering, Continuing Education, Annuity, Ethics, Long Term Care Partnership, Multimedia Products, Navigator, Prelicensing, Life & Health, Property & Casualty, Securities
FOR IMMEDIATE RELEASE

Legendary Actress Rita Moreno Encourages Seniors to "Keep Moving" in New PSA
PSA part of NAIC’s senior education campaign on financial planning and insurance preparedness

PHILADELPHIA (Aug. 8, 2017) —The National Association of Insurance Commissioners (NAIC) today announced the launch of a nationally televised public service announcement (PSA) starring Rita Moreno, one of only 12 people to have won an Emmy, Grammy, Oscar and Tony. The PSA is the next phase of Moreno's partnership with the NAIC to encourage seniors to get smart about their insurance policies and financial plans as part of NAIC's Insure U consumer education campaign.

Rita has enjoyed a distinguished career spanning seven decades, but she is no stranger to the challenges faced by many seniors with their insurance policies and personal finances. During their 46-year marriage, Rita's husband Leonard was solely responsible for handling the family's financial affairs. After his passing, she was not only emotionally exhausted, but completely unprepared to take on complex insurance and financial matters. Rita emerged from the experience motivated to help older Americans avoid similar situations.

"I was fortunate to have a close friend help me figure out my policies and plans after my husband passed, but not everyone is so lucky," said Moreno. "End-of-life conversations are tough, but necessary. That's why the Insure U campaign is so important — these resources can help families navigate discussions so they make the best insurance and financial decisions for themselves and their families."

The new, high-energy PSA gives viewers a look at a "day in her life" and is rooted in Rita's simple, yet meaningful, life motto: "keep moving." Rita hopes her message inspires families to make smart insurance and retirement planning decisions together.

"Rita's story is a great example of why NAIC launched its Retirement Security Initiative. Unfortunately, many consumers don't take time to get educated about their long-term financial well-being," said Ted Nickel, NAIC President and Wisconsin Insurance Commissioner. "We're excited to continue this partnership with Ms. Moreno. We are confident her PSA will encourage baby boomers and seniors to talk about retirement, insurance and financial planning sooner rather than later."

To get started, Insure U offers the following tips:

  • Sharing is caring. If your plans and policies are a mystery to your spouse or partner, don't wait to share. An open exchange of information is vital to ensure you are both prepared if one of you is unable to provide information.
  • Ask the experts. When reviewing your plans and policies, do not make assumptions. A call to your state insurance department can help clear up confusion about insurance policies and ensure you are not carrying more insurance than necessary, which may help save money and prevent fraud.
  • Pass it on. Make sure your adult children understand your long-term care plans, life insurance policies, end-of-life wishes and the importance of planning ahead for their family. "This situation really made my daughter think," said Rita. "She learned a very valuable lesson from my experience."
  • Help is available. If a loved one has passed away and you need help locating their life insurance policies and annuity contracts, NAIC's Life Insurance Policy Locator may be able to help. Just complete the request form and the NAIC will inquire with participating companies to track down the information you need.

The TV PSA is the latest addition to the NAIC Retirement Security Initiative communications. Other assets include a nationally distributed radio PSA and "Life Unscripted," a video series featuring Rita's take on modern advancements, such as social media and the sharing economy, and lessons learned after her husband's death. To help seniors get insurance-smart and avoid fraud, NAIC also created 10 Tips to Help Seniors Navigate the 21st Century, a downloadable checklist of information all seniors should know about the sharing economy, social media, long-term care, living with adult children, annuities and more.

For unbiased tips and tools to help consumers understand their insurance options, visit www.insureuonline.org. Consumers who need insurance information specific to where they live can contact their state insurance commissioner.

Indiana Department of Insurance issues a clarification bulletin to Life and/or Health Producers

16 May 2014 Administrator Continuing Education, Ethics

May 16, 2014:  Indiana's Insurance Commissioner, Stephen Robertson, issued Bulletin 207 on Tuesday, May 13 in an effort to clarify producer confusion regarding the timing of the new 3-hour ethics CE requirement, which became effective July 1, 2013.  Producers holding licenses with qualifications in Life, Health, Variable Life, and Variable Annuity ("Life and Health Producers") were required to complete 3 hours of CE related to ethical practices in the marketing and sale of life, health, or annuity insurance products to renew their producer licenses.

"The Department interprets the change to IC 27-1-15.7-2(a) to be inapplicable to the first renewal after July 1, 2013.  Stated differently, LIfe and Health Producers will NOT be required to obtain the ethics requirement until the first renewal period after July 1, 2014.  Life and Health Producers who do NOT complete 3 hours of ethics CE will NOT be able to renew their licenses after June 2014 even IF they have completed 24 hours of non-ethics CE.  This ethics CE requirement continues for every Life and Health Producer's renewal cycles after June 2014.

Insurance producers with qualifications in more than one line of authority are not required to complete MORE than 24 hours of CE credit to renew their licenses.  Life and Health Producers taking 3 hours of ethics as part of their Certified Financial Planner certification renewal will be considered compliant with this new CE requirement."

A.D. Banker & Company offers the following CE courses in Indiana:

  • Avoiding E&O Claims
  • Ethical Insurance Practices
  • Ethics for Professionals
  • Ethics in Business
  • Ethics in the Senior Market
  • Ethics: Delivering on the Promise

Click here to enroll

Georgia Now Requires 24 hours of CE with 3 Ethics!

05 May 2014 Administrator Continuing Education, Ethics

May 5, 2014:  A.D. Banker & Company announces a statutory change in the Georgia Continuing Education requirement for insurance producers licensed fewer than 20 years.  This represents a change from the current requirement of 30 hours per biennium with 6 hours of ethics.

Effective for biennial license renewals on or after May 6, 2014, a minimum of 24 hours of continuing education is now required inclusive of 3 hours devoted specifically to the subject of ethics.  For resident licensees continually licensed for 20 years or longer, the minimum number of required CE hours is 20 (including 3 hours of ethics).

A.D. Banker & Company offers producers in Georgia a large selection of course topics that will meet this new requirement!  Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

3 New CE Webinar Courses Available in March!

26 February 2014 Administrator Affordable Care Act, Continuing Education, Ethics, Navigator
 
February 26, 2014:  A.D. Banker & Company - the nation's leading provider of insurance continuing education courses, announces 3 new Webinar CE courses: 
1.  The Health Insurance Marketplace (3 LH or HH credits)

2.  Ethics in the Senior Market (3 ethics credits)

3.  Professional Liability (3 PC credits) 

Click here to enroll!

Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

Florida 5 Hour Law & Ethics Update Courses Now Online

10 January 2014 Administrator Continuing Education, Annuity, Ethics, Multimedia Products, Florida
January 10, 2014:  A.D. Banker & Company - the nation's leading provider of insurance continuing education courses, has released 2 Online-Interactive CE courses in Florida to meet the state's newest license renewal requirement.

  1. "5-Hr Law & Ethics Updates for LHV" 
  2. "5-Hr Law & Ethics Updates for General Lines"
 
NEW!  For CE compliance periods ending October 2014, and after, a 5-hour law and update course is required for all continuing education requirements, except title. The remaining hours for a licensee's continuing education requirement can be met by completing any other courses approved by the Department.  For details, visit the Florida's website here.
 
To register for this or any other CE course, Click Here or call 800.866.2468
 
Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

California NEW Ethics Requirement - 3 hours - 2014

01 November 2013 Administrator Adjusters, Continuing Education, Ethics, California
 
Beginning January 1, 2014, all California resident Agents, Brokers, and Adjusters will be required to complete three (3) hours of Ethics CE each license term, regardless of license type. Click Here to download the Department of Insurance Agent-Broker memo.
 
A.D. Banker & Company's 2014 schedule will include 3 hour Ethics courses - Webinar - Classroom - Online - Self-Study
 
To view our entire library of CE titles, go to www.adbanker.com or call our Customer Care Center 800.866.2468 for personal assistance.
 
Popular CE courses include:  8 and 4-Hour Annuity training, Anti-Money Laundering, Long-Term Care, Ethics, Homeowners' Valuation, Flood, Identity Theft, Insurance Fraud, and more. 

Ohio Online CE with NO FINAL EXAMS!

18 October 2013 Administrator Continuing Education, Annuity, Ethics, Long Term Care Partnership, Ohio
 
A.D. Banker & Company now offers Online CE courses in Ohio with no final exam required.  Online continuing education courses are delivered interactively and can be accessed from any device with and Internet connection.  Choose from a wide variety of current, industry relevant titles available 24/7.  Online CE subscription can be purchased for $39.95, or courses can be selected individually.
 
CE has never been so easy or convenient!
 
Click here to enroll today, or 
Call our Customer Care Center (800) 866-2468
  
A.D. Banker & Company offers other Continuing Education courses as Live Classes and Webinars, as well as Online or Self-Study.  Other CE courses include:  Annuity Suitability, Anti-Money Laundering, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, and more.
 

Florida 5-Hr Law & Ethics Update Courses Available Online

16 September 2013 Administrator Continuing Education, Annuity, Ethics, States
January 10, 2014:  A.D. Banker & Company - the nation's leading provider of insurance continuing education courses, has released 2 Online-Interactive CE courses in Florida to meet the state's newest license renewal requirement.

  1. "5-Hr Law & Ethics Updates for LHV" 
  2. "5-Hr Law & Ethics Updates for General Lines"
 
NEW!  For CE compliance periods ending October 2014, and after, a 5-hour law and update course is required for all continuing education requirements, except title. The remaining hours for a licensee's continuing education requirement can be met by completing any other courses approved by the Department.  For details, visit the Florida's website here.
 
To register for this or any other CE course, Click Here or call 800.866.2468
 
Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

Insurance CE Webinars are now available!

13 May 2013 Administrator Continuing Education, Annuity, Ethics, Long Term Care Partnership, California, Kansas, Nebraska, New York, Ohio, Oregon

A.D. Banker & Company is excited to announce a full line-up of Webinar CE courses that will be available May 15, 2013.  These are attendance-based sessions (NO final exams).  Courses are led by insurance professionals with years of industry experience and can be attended from anywhere the internet is available. 

 

The following list of courses are available (check your state for specific credit categories and approval):

Life and Health Topics

·          4 Hour Annuity Suitability

 ·        California Suitability & Annuities

 ·        Colorado 5 hour LTCP Renewal

·         Disability Income Planning

·         Financial Planning Solutions

·         Health Insurance & the PPACA

·         Life Insurance Plans & Policies

·         Medicare

General Topics

·         Anti-Money Laundering

·         Cyber Liability

·         Identity Theft

·         Insurance Fraud

Property/Casualty Topics

·         P&C Risks and Catastrophes

Ethics Topics

·         Ethics: Avoiding E&O Pitfalls

·         Ethics: Delivering on the Promise

 

CE Webinars are currently approved in:  AK, AL, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MO, MS, MT, NC, ND, NE, NY, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WI, WV, WY.

Texas Classroom Equivalent Courses Now Available

03 December 2012 Administrator Continuing Education, Ethics

A.D. Banker & Company, the national leader in classroom and online continuing education and insurance licensing, now has Classroom Equivalent Continuing Education courses for Texas. Classroom equivalent courses provide CE credits, but have the added convenience of not requiring students take an exam.

Producers in Texas must complete 30 hours of CE, with 50% of their hours being completed in a classroom or classroom equivalent course. Courses include:

  • Life Insurance Plans & Policies
  • Personal Lines
  • Personal & Business Liability
  • Auto & Homeowners Liability
  • Anti-Money Laundering
  • USA Patriot Act: Issues and Concerns
  • Ethical Insurance Practices
  • Ethics: Avoiding E & O Claims

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass state licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

For more information, visit www.adbanker.com, or call us at 800.866.2468.