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Continuing Education & additional information provided below.
Vice President of Distribution and Head of Care Solutions with OneAmerica Financial
Jeff Levin, CLTC
is Vice President of Distribution and Head of Care Solutions with OneAmerica Financial. He leads a team of divisional vice presidents, regional sales directors and account directors, and the account management team in the distribution, sale, and support of the company’s Care Solutions product line. Now with OneAmerica for more than 5 years, Jeff brings 30 years of experience in various long-term care distribution, account management, product development, operations, and leadership roles. A winning business leader with deep commercial expertise, Jeff is a collaborative, hands-on leader with a passion for helping others achieve their goals. He is certified in long-term care and Six Sigma. He is a sought-after panelist and thought leader among the industry’s associations and trade publications. Jeff is the current CEO for the Intercompany Long Term Care Insurance Conference Association, Inc. (ILTCI) Conference and was Chair for the 2025 conference. Additionally, he serves on the Board of Directors for CLTC, is a member of LIMRA’s Supplemental Health, DI & LTC Planning Committee, and participates in NAIFA’s Long Term Care Legislative Working Group.
Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial
Amy Chinn, FLMI, HIA is Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial,® where she leads a strategy focused on customer care, proactive risk management, and operational excellence. With over 25 years of experience in the financial services industry—including disability, life, dental, and long-term care—Amy is passionate about transforming claims into a true differentiator. She has a strong track record of partnering with healthcare providers and leveraging technology to drive early intervention and impactful outcomes. Amy holds multiple industry designations and serves on the board of Dollars for Scholars, supporting access to education.
Professor of Neurology and Director of the Center for Neurodegenerative Disorders at Indiana University School of Medicine
Donna Wilcock, PhD is Professor of Neurology and Director of the Center for Neurodegenerative Disorders at Indiana University School of Medicine. She is also the Barbara and Larry Sharpf Professor in Alzheimer's Disease Research, a member of Stark Neurosciences Research Institute, and a member of the Indiana Alzheimer's Disease Research Center (IADRC). Dr. Wilcock's research focuses on the intersection of Alzheimer's disease and vascular cognitive impairment and dementia. Using mouse models and patient samples, Dr. Wilcock is exploring the role of neuroinflammation and dysregulated angiogenesis in VCID. In addition, she has several active projects exploring the underlying mechanisms of beta-amyloid immunotherapy-related ARIA. Her research is funded by the NINDS and NIA.
Intermediate
1 CFP® credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.
1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of lifetime healthcare
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate
National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.
Additional CE Credit Info:
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.
Note that state insurance CE credits are not available for this webinar.
Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.
NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.
There are no PowerPoint slides or presentation material for this program. The presentation will consist of a conversational format between the panelists.
This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can’t attend the live webinar? Register and you will automatically be sent the recording link.
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Phone: 877-866-2432
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