Jul 17th: Ah...does Fitbit track whether I'm Ethical?
times shown are in CDT (America/Chicago)
850 Warrenville Road
Lisle, IL 60532
3 Hour Insurance Ethics Program Description
With rates of dementia estimated to triple by 2050, the next 35 years will feature unprecedented drama in financial services and most of the action will be at the Crossroads of Money, Memory and Mercenaries.
As the fight over the fiduciary and suitability standards moves to the SEC, join us for a rigorous yet humorous exploration of the post Dodd-Frank financial services landscape as it relates to IL Insurance Producers and their ethics.
Topics to be discussed:
-The Ethics of the Situation
-Selling complex products to the elderly
-The new "weaponization" of regulation
-Alzheimer's meets the Baby Boomers
-Who is Glenn Neasham and why he matters
Meet our Instructor: Andy Knott is a former Pulitzer Prize nominee and Cook County prosecutor who currently serves as a Portfolio Manager for Wintrust Wealth Management.
Andy holds a CFP®, FINRA Series 7 and 66 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. He regularly teaches continuing education classes in Professional Responsibility/Ethics to CFP® certificants and Illinois insurance agents and is an expert witness in cases involving financial planning.
- Handicap accessible
- Price INCLUDES mandated state of Illinois reporting fees!
- This course is registered for ILLINOIS INSURANCE CREDITS ONLY!
- Free Parking
- Weather Warning: please note this time of year weather can create havoc on traffic. Please be sure to allow yourself enough time to arrive before the start of class. CE Credit hours will not be issued for anyone who arrives late or leaves early.