Life and Health Insurance Regulatory Climate

Target audience and instructional level of this course: foundational

There is no known conflict of interest or commercial support related to this CE program.

Susan Wright's background consists of over 20 years in the financial services industry, where she has focused on producing training and marketing materials, primarily in the areas of finance, insurance, and real estate.

She has held roles at several large insurance and investment companies - including Edward Jones Investments, Met Life, Mass Mutual, National City Bank & Nat City Investments, and A.G. Edwards - where she authored numerous marketing pieces and publications, developed comprehensive training materials, and produced educational courses and books.

Susan has been instrumental in helping to produce vast sales increases for employers and clients, due to her ability to teach industry professionals and consumers the benefits of investments and insurance, and as well as educate them on other related topics such as Medicare/Medicare Supplement, Medicaid, Social Security, and life insurance settlements.

Ms. Wright has been licensed as a real estate broker, an insurance agent, and an NASD securities broker. In addition, she has earned eight industry professional designations, including:

• CLU - Chartered Life Underwriter
• ChFC - Chartered Financial Consultant
• RHU - Registered Health Underwriter
• REBC - Registered Employee Benefits Consultant
• CSA - Certified Senior Advisor
• CLTC - Certified in Long-Term Care
• CCFC - Certified Cash Flow Consultant
• CSS - Certified Seniors Specialist

Ms. Wright earned her MBA degree in Marketing from St. Louis University, and her BA degree in Communications from Michigan State University.

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