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Instructor:
Elizabeth Pate, LUTCF, RICP, LACP
About Betsy... Betsy is a Wealth Advisor at Elevate Financial Group. Her Agency is located in Fredericksburg. She has been in the Insurance and Financial Services industry for over 21 years and is licensed in several states. She is a VCU graduate and holds 3 professional designations (LUTCF, LACP, and RICP).Betsy has served on the NAIFA-Virginia Board for over 15 years. She is a Past President 2018-19 and the current President-Elect of NAIFA-Virginia. She is an esteemed member of our Hall of Fame and also serves as the Virginia NAIFAPAC Chair. She tirelessly volunteers countless hours to her professional association while juggling her busy schedule as a Mom of 2 tweenagers, wife, and active member of her community. We are truly blessed to have her on our Team!
"Top 10 Life Insurance Mistakes"
"Top 10 Life Insurance Mistakes"
Real Court Cases & Lessons ~ 1hr VA CE Webinar
Real Court Cases & Lessons ~ 1hr VA CE Webinar
DATE: Friday, January 16, 2026
TIME: 11am-12pm
LOCATION: The Comfort of Your Own Office
What You Will Learn
It’s time to revisit the Top 10 list because several court decisions and rulings in the recent past highlight the consequences of such errors. We will provide updated examples of real-world problems created by failure to address the oversights. The mistakes generally have two things in common. First, each has potentially serious consequences in terms of expense and aggravation. Second, each can be avoided or, if found in time, corrected quickly and inexpensively. For insurance and other financial service professionals, it is imperative to be alert and spot these life insurance mistakes—whether they are made at the policy’s inception or develop later on.
COST: No Charge for NAIFA-VA Members
Non-member Rate: $15/hr
Members Please Click Here to register.
Non-Members please email marie@naifa-virginia.org or call 804.747.6020 to register.
About our course...
Our course (229584) is a Non-Company/Non-Agency sponsored virtual course (no test) approved for 1-hour L/H CE credit in Virginia. Please note that this is a Virtual Meeting powered by Zoom. In order to get CE credit your system requirements must include a computer or device that allows you to view the presentation (visual capability) and offers audio capability. Meaning you can't receive credit if you just dial in. You'll be asked to answer questions when prompted.
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