Next VA CE Opportunity 10/16!
Instructor: Scott E. Pettyjohn, LUTCF. ChFEBC
About Scott... Scott became an Insurance and Financial Advisor and joined NAIFA in 1999. He is licensed in several states and works tirelessly to help his clients meet their financial goals, estate strategies and insurance needs. He has served our professional association in many capacities on both a local and state level and is particularly passionate about education and advocacy. He currently serves as Chairman of our Programs Committee. He also sits on the NAIFA-Virginia. Board, is a NAIFA-Virginia Past President, and a LILI (Leadership In Life Institute) graduate. Scott holds his LUTCF designation, and became a ChFEBC (Chartered Federal Employee Benefits Consultant) in January 2023. He is a certified Virginia Insurance Instructor and the author of this course. We are blessed to have him on our Team.
Course #230316, 1hr L/H
DATE: Friday, October 16, 2026
TIME: 11am-12pm
LOCATION: The Comfort of Your Home or Office
This course examines the importance of helping clients prepare financially for death, disability, illness, long-term care needs, and other unexpected events. Using the real-life story behind Leaving Your House in Order as a foundation, the course demonstrates how insurance professionals can help clients organize their financial affairs and create a plan that allows surviving family members to make informed decisions during a difficult time.
The course places particular emphasis on life insurance planning, including identifying the purpose of coverage, determining an appropriate amount of insurance, reviewing beneficiaries and ownership, coordinating coverage with other assets, and conducting periodic policy reviews. Participants will also explore how disability income, health insurance, long-term care coverage, and proper documentation work together to create a comprehensive protection strategy.
Through practical examples and case studies, participants will learn how to move beyond simply selling a policy and instead help clients develop an organized, ongoing insurance plan.
Our course (230316) 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.
COST: No Charge for NAIFA-VA Members
Non-member Rate: $15.75/hr
Members Please Click Here to register.
Non-Members please call 804.747.6020 or
email marie@naifa-virginia.org to register.
** Remember the rules for CE compliance have changed.
Bank as many credits as you can so that you don't miss your
birth month odd/even deadline.
Friday, November 20th, 2026 ~ 11am-12pm
From "Yes" to "How": Preparing for What Changes Hands... or What Doesn't
Course #230478 - 1hr LH
Friday, December 18th, 2026 ~ 11am-12pm
Effective Income Planning with Trusts
Course #230508 - 1hr LH