Lunch & Learn CE - Register your seat today!
CE Course Details
Your time and your education are valuable, that's why we have created Lunch & Learn CE. In the time it takes to have lunch, you will explore key topics of insurance, in a modern world.
These programs have been designed for the insurance and brokerage industry; its marketers, wholesalers, sales managers, stock brokers and insurance agents.
Understanding Modern Insurance
This is a one hour classroom course to educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and younger, their company appointments, and insurance products.
Dates: May 15, June 19, July 31, September 11
Class begins at 11:30 am
Cost: $25 - 3/$50
Retirement Income Strategies
In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations.
Dates: June 5, July 17, August 28
Class begins at 11:30 am
Cost:$25 - 3/$50
Modern Annuity Subjects
Understand the basics of annuities including classifications of annuities, parties to the annuity contract and uses of the annuity contract. Explore the various contract provisions in annuities and how they impact suitability. Learn to explain the taxation of both qualified and non-qualified annuities during both the accumulation and distribution phases. Understand state and federal regulations related to the suitability of annuity product sales. Examine ethical responsibilities of agents in the annuity sales process.
Dates: May 29, August 14, September 25
Class begins at 11:30 am
Cost: $25 - 3/$50
Your time and your education are valuable, that's why we have created Lunch & Learn CE. In the time it takes to have lunch, you will explore key topics of insurance, in a modern world.
These programs have been designed for the insurance and brokerage industry; its marketers, wholesalers, sales managers, stock brokers and insurance agents.
Understanding Modern Insurance
This is a one hour classroom course to educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and younger, their company appointments, and insurance products.
Dates: May 15, June 19, July 31, September 11
Class begins at 11:30 am
Cost: $25 - 3/$50
Retirement Income Strategies
In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations.
Dates: June 5, July 17, August 28
Class begins at 11:30 am
Cost:$25 - 3/$50
Modern Annuity Subjects
Understand the basics of annuities including classifications of annuities, parties to the annuity contract and uses of the annuity contract. Explore the various contract provisions in annuities and how they impact suitability. Learn to explain the taxation of both qualified and non-qualified annuities during both the accumulation and distribution phases. Understand state and federal regulations related to the suitability of annuity product sales. Examine ethical responsibilities of agents in the annuity sales process.
Dates: May 29, August 14, September 25
Class begins at 11:30 am
Cost: $25 - 3/$50
