SCHEDULE OF EVENTS

11:45 a.m. to 1:00 p.m.
Optional Lunch with Symposium Attendees

1:00 – 1:50 p.m.
Fraternal Insurance Protection & Fundamentals
(1 credit – PA Approved)
Presenter: Todd Martin, Pierson Ferdinand
Learn about the rise of fraternal benefit societies in the 1800s and how this early form of insurance allowed members to band together—not just for mutual protection, but to radically improve the lives of their neighbors. Tracing the evolution of fraternal insurers, this session will describe how they went from grassroots organizations to the modern, state-regulated insurance companies focused on doing good. Discover how fraternals became the ultimate alternative for mission-driven consumers who want their dollars to make a difference. Understanding this history and their products’ unique policy features is the key to unlocking the values-based sales conversations that set you apart.

1:50 – 2:00 p.m.
Break

2:00 – 2:50 p.m.
Ethical, Client-Centered Approach to Advice in a Shifting Regulatory Environment (1 credit – PA Approved Ethics Credit)
Presenter: Christopher Gandy, LACP, NAIFA Board President
This course provides insurance professionals with the knowledge and skills required to conduct their professional activities in compliance with the most commonly adopted regulatory ethical standards. Our expert instructor will lead attendees through the core principles of the NAIFA Code of Ethics, providing real-world scenarios and discussing various approaches to ethical decision making.

2:50 – 3:00 p.m.
Break

3:00 – 3:50 pm
Responsible Use of AI and Digital Tools in Insurance
(1 credit – PA Approved)
Presenter: Chris Luiz, Scout InsurTech
This course explores artificial intelligence and machine learning opportunities for insurance producers from generative AI, predictive analytics, and chatbots, to tools for improving the customer experience and operations. The session will also discuss regulatory technologies to support compliance.

3:50 – 4:30 p.m. Networking activity with Symposium Attendees
(Session not eligible for CE credit but will give valuable insight into the marketing and sales of fraternal insurance products and the unique characteristics of these carriers.)