Continuing Education Courses
Continuing Education (CE) - (Membership Required for Access) - Relevant courses taught by industry experts, attorneys and top members of the industry. Learn and satisfy your CE requirement at your convenience. Visit the Archive for additional materials.
On Demand Courses include:
On Demand Courses include:
Title: (NEW) The Use of Life Insurance in Charitable Planning - 90 minutes (on demand and live)
Working with clients who are or might be charitably inclined is a significant opportunity for life insurance professionals. This course discusses raising the topic with clients to a variety of planning methods including the use of wills, charitable trusts, tax advantages, the leverage opportunities of life insurance and integrating legal counsel.
Title: (NEW) The Ticking Time Bomb - 120 minutes (on demand and live)
Generate more business for your practice and the lawyers with whom you work. Estate and Business planning attorneys often use life insurance to achieve planning objectives. Rarely, if ever are proper Policy Reviews conducted to insure coverage continues to meet planning and client goals. Most often lawyers and clients are unaware of the process. Most agents don’t continue to service these policies and trustees of ILITs don't understand or satisfy their fiduciary duties. This “Ticking Time Bomb” in the lawyer’s file can result in liability, damaged relationships and missed opportunities. This course equips agents to work with legal counsel to service clients and generate business for the lawyers and for themselves by identifying problems with older policies before they explode, turning a potential problem into high level client service and a source of fees for the lawyer and new business for the agent. The material is presented by a practicing attorney offering a unique perspective for the life agent.
Title: Working with Lawyers - 120 minutes (on demand and live)
A successful relationship with lawyers and law firms can be key to success with referrals, collaboration, joint clients and resources. Creating and building these business relationships can be challenging. This course contains "What Lawyers Wish You Knew" to help insurance agents (and financial advisors) create and build effective working relationships with lawyers and law firms.
Title: General Estate Planning - 90 minutes (on demand and live)
Material includes the fundamentals of estate planning and how life insurance plays a role in this planning. Covered are the use of Wills, Trust, ILITs, the forgotten role of the Trustee, the critical importance of the insurance review.
Title: What Lawyers Want - 60 minutes (on demand)
A shortened version of "Working with Lawyers". Do you have a case with a lawyer? Does your client have a lawyer with whom you must engage? This course will help you make the most of that relationship. What lawyers wish life agents knew before working with lawyers. Make the lawyer your ally not your adversary.
Title: Annuities - Sales and Issues - 120 minutes (on demand)
The course includes the fundamentals of annuities, client suitability and liability. Litigation trends and minimizing liability exposure is discussed. If annuities are part of you client offerings, this information is critical.
Title: Building a Referral Practice - 90 minutes (on demand, live and webinar)
Building a referral practice is a goal of many life insurance professionals. This material addresses creating referral sources, acquiring client referrals, getting referrals from existing clients, COIs (centers of influence) other professionals and your natural market. Setting goals and effective follow up are discussed.
Title: Avoiding Claims and Complaints - 120 minutes (on demand and live)
Avoiding claims and client complaints is critical to success and maintaining a positive reputation. Clients often search your record before doing business. The material includes an overview of Federal and State securities laws, what is applicable to advisors, agents and brokers. Issues of suitability, registration, contractual and negligence claims are discussed.
Title: Working with Elderly Clients - 120 minutes (on demand)
Many life insurance professionals work with clients of an advanced age. Working with elderly clients has a particular set of issues and challenges. This course explores aspects of working with older clients. State laws on elder abuse and suitability issues. mitigating liability and client dissatisfaction are discussed as well as coordination with legal counsel.
Title: Issues following Death - 120 minutes (on demand and live)
Life insurance professionals guide clients and families dealing with the issues surrounding death of a family member or business partner. This course addresses how advisors of different disciplines help clients and their families address the steps and issues. Discussion of legal, financial and tax issues including insurance claims, payouts, probate and related issues. Included is a checklist of issues to address (Also available in the "Online Library")
Title: Business Succession Planning - 120 minutes (on demand and live)
Life Insurance practices often represent small business and business owners. This material address the practical, financial and tax aspects of business planning (multi generational and buy/sell) and the role of life insurance in business planning. Sales strategies and opportunities are also discussed. (Forms available in the "Online Library")
Title: Life Insurance Planning for Small Businesses - 120 minutes (on demand)
The basics of life insurance and sales strategies including buy/sell, stock redemption, key man and bonus issues are reviewed and addressed. Sales strategies are discussed. (related documents are available in the "Online Library")
Title: Avoiding the “It” - 60 minutes (online and webinar)
This course is for life insurance professionals, financial advisors and lawyers. The focus is on selling help, advice and counsel as opposed to a product. Issues of client response to professional help and guidance, commoditization of advice, internet competition are discussed.
Title: Client Service Checklist - 90 minutes (online and live)
How to utilize a client service checklist to serve clients and gather more business. The checklist is available in the "Online Library".
Working with clients who are or might be charitably inclined is a significant opportunity for life insurance professionals. This course discusses raising the topic with clients to a variety of planning methods including the use of wills, charitable trusts, tax advantages, the leverage opportunities of life insurance and integrating legal counsel.
Title: (NEW) The Ticking Time Bomb - 120 minutes (on demand and live)
Generate more business for your practice and the lawyers with whom you work. Estate and Business planning attorneys often use life insurance to achieve planning objectives. Rarely, if ever are proper Policy Reviews conducted to insure coverage continues to meet planning and client goals. Most often lawyers and clients are unaware of the process. Most agents don’t continue to service these policies and trustees of ILITs don't understand or satisfy their fiduciary duties. This “Ticking Time Bomb” in the lawyer’s file can result in liability, damaged relationships and missed opportunities. This course equips agents to work with legal counsel to service clients and generate business for the lawyers and for themselves by identifying problems with older policies before they explode, turning a potential problem into high level client service and a source of fees for the lawyer and new business for the agent. The material is presented by a practicing attorney offering a unique perspective for the life agent.
Title: Working with Lawyers - 120 minutes (on demand and live)
A successful relationship with lawyers and law firms can be key to success with referrals, collaboration, joint clients and resources. Creating and building these business relationships can be challenging. This course contains "What Lawyers Wish You Knew" to help insurance agents (and financial advisors) create and build effective working relationships with lawyers and law firms.
Title: General Estate Planning - 90 minutes (on demand and live)
Material includes the fundamentals of estate planning and how life insurance plays a role in this planning. Covered are the use of Wills, Trust, ILITs, the forgotten role of the Trustee, the critical importance of the insurance review.
Title: What Lawyers Want - 60 minutes (on demand)
A shortened version of "Working with Lawyers". Do you have a case with a lawyer? Does your client have a lawyer with whom you must engage? This course will help you make the most of that relationship. What lawyers wish life agents knew before working with lawyers. Make the lawyer your ally not your adversary.
Title: Annuities - Sales and Issues - 120 minutes (on demand)
The course includes the fundamentals of annuities, client suitability and liability. Litigation trends and minimizing liability exposure is discussed. If annuities are part of you client offerings, this information is critical.
Title: Building a Referral Practice - 90 minutes (on demand, live and webinar)
Building a referral practice is a goal of many life insurance professionals. This material addresses creating referral sources, acquiring client referrals, getting referrals from existing clients, COIs (centers of influence) other professionals and your natural market. Setting goals and effective follow up are discussed.
Title: Avoiding Claims and Complaints - 120 minutes (on demand and live)
Avoiding claims and client complaints is critical to success and maintaining a positive reputation. Clients often search your record before doing business. The material includes an overview of Federal and State securities laws, what is applicable to advisors, agents and brokers. Issues of suitability, registration, contractual and negligence claims are discussed.
Title: Working with Elderly Clients - 120 minutes (on demand)
Many life insurance professionals work with clients of an advanced age. Working with elderly clients has a particular set of issues and challenges. This course explores aspects of working with older clients. State laws on elder abuse and suitability issues. mitigating liability and client dissatisfaction are discussed as well as coordination with legal counsel.
Title: Issues following Death - 120 minutes (on demand and live)
Life insurance professionals guide clients and families dealing with the issues surrounding death of a family member or business partner. This course addresses how advisors of different disciplines help clients and their families address the steps and issues. Discussion of legal, financial and tax issues including insurance claims, payouts, probate and related issues. Included is a checklist of issues to address (Also available in the "Online Library")
Title: Business Succession Planning - 120 minutes (on demand and live)
Life Insurance practices often represent small business and business owners. This material address the practical, financial and tax aspects of business planning (multi generational and buy/sell) and the role of life insurance in business planning. Sales strategies and opportunities are also discussed. (Forms available in the "Online Library")
Title: Life Insurance Planning for Small Businesses - 120 minutes (on demand)
The basics of life insurance and sales strategies including buy/sell, stock redemption, key man and bonus issues are reviewed and addressed. Sales strategies are discussed. (related documents are available in the "Online Library")
Title: Avoiding the “It” - 60 minutes (online and webinar)
This course is for life insurance professionals, financial advisors and lawyers. The focus is on selling help, advice and counsel as opposed to a product. Issues of client response to professional help and guidance, commoditization of advice, internet competition are discussed.
Title: Client Service Checklist - 90 minutes (online and live)
How to utilize a client service checklist to serve clients and gather more business. The checklist is available in the "Online Library".
Do you have a suggestion for a course or a topic for presentation? If there is a course you would like to see offered or a topic that may be appropriate for a presentation, webinar or presentation or if you know a speaker that would like to be part of our monthly program - Please let us know.