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

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.

New Mexico LTC Partnership Training Course Approved

January 13, 2015:  A.D. Banker & Company  announces the approval of both 8 and 4 hour LTC Partnership CE courses to meet the state's new resident agent training requirements.

Effective 11/13/2014
  • Producers with a Life and/or Accident & Health line of authority who plan to sell, solicit or negotitate long-term care insurance must complete an initial 8 hour LTC approved course.  
  • In order to continue to sell LTC insurance, producers must also complete an approved 4 hour LTC refresher course every 24 months.

Click here to enroll!

Continuing Education Courses are available 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.

Announcing 6 NEW Online CE Courses!

February 14, 2014 A.D. Banker & Company the nation's leading provider of insurance continuing education courses, has released 6 brand new online and self-study CE courses. 
 
Our subject matter experts have written all new content for both our 8 and 4 hour long-term care partnership training courses.  Both titles have been ClearCert Certified and will be available in all jurisdictions. 
  1. Long-Term Care Policies & Partnership
  2. 4-Hour Long-Term Care Partnership 
Also added to our CE library are 4 new commercial titles:
  1. Commercial Coverages:  What Every Agent Should Know 
  2. Surplus Lines, Reinsurance, &Terrorism Coverages
  3. Crime & Time Element Coverages
  4. Professional & Executive Liability 

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.

Ohio Online CE with NO FINAL EXAMS!

 
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-StudyOther CE courses include:  Annuity Suitability, Anti-Money Laundering, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, and more.
 

Insurance CE Webinars are now available!

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.