Kaplan's offices will be closed on Monday, May 25 in observance of Memorial Day. Technical Support will be available via email at ​kfeducation@kaplan.com during business hours. We look forward to serving you when we return on Tuesday, May 26.

Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Live Insurance CE Classes in Texas

Live CE Classes

Meet your continuing education requirements in Texas with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date Class City &
State
Credit Hours Credit Type Price   Details
May/22
Fri
Social Security: Now...and the Future? 2nd Edition Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Call Customer Support to Purchase  Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, May 22, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
May/22
Fri
Regulation and Ethics in the Insurance Industry Arlington, TX
Ethics 3
Ethics $39.00  Call Customer Support to Purchase  Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, May 22, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Jun/11
Thu
Retirement Planning Strategies, 1st Edition, Revised Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, June 11, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Dale Deshazo
Jun/11
Thu
Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, June 11, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/11
Thu
The Ins and Outs of Group Insurance Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, June 11, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Dale Deshazo
Jun/11
Thu
The Ins and Outs of Group Insurance Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, June 11, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/12
Fri
Social Security: Now...and the Future? 2nd Edition Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, June 12, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/12
Fri
Social Security: Now...and the Future? 2nd Edition Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, June 12, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Jun/12
Fri
Regulation and Ethics in the Insurance Industry Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, June 12, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/12
Fri
Regulation and Ethics in the Insurance Industry Dallas, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, June 12, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Jun/18
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, June 18, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • James Parsons
Jun/18
Thu
Disability Income Insurance: Safeguarding Your Future San Antonio, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, June 18, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • James Parsons
Jun/19
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised San Antonio, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, June 19, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • James Parsons
Jun/19
Fri
Ethics for Insurance Professionals: A Practical Guide San Antonio, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, June 19, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • James Parsons
Jun/25
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, June 25, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Jun/25
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, June 25, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/25
Thu
Disability Income Insurance: Safeguarding Your Future Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, June 25, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/25
Thu
Disability Income Insurance: Safeguarding Your Future Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, June 25, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Jun/26
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, June 26, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Jun/26
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, June 26, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jun/26
Fri
Ethics for Insurance Professionals: A Practical Guide Arlington, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, June 26, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Jun/26
Fri
Ethics for Insurance Professionals: A Practical Guide Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, June 26, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Jul/09
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, July 09, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jul/09
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, July 09, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Donald Ternier
Jul/09
Thu
Disability Income Insurance: Safeguarding Your Future Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, July 09, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Jul/09
Thu
Disability Income Insurance: Safeguarding Your Future Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, July 09, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Donald Ternier
Jul/10
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, July 10, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Jul/10
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, July 10, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Jul/10
Fri
Ethics for Insurance Professionals: A Practical Guide Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, July 10, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Jul/10
Fri
Ethics for Insurance Professionals: A Practical Guide Dallas, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, July 10, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Jul/23
Thu
Retirement Planning Strategies, 1st Edition, Revised Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, July 23, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Please park in the student parking lot on the south side of the building.
Jul/23
Thu
The Ins and Outs of Group Insurance Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, July 23, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Please park in the student parking lot on the south side of the building.
Jul/24
Fri
Social Security: Now...and the Future? 2nd Edition Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, July 24, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Please park in the student parking lot on the south side of the building.
Jul/24
Fri
Regulation and Ethics in the Insurance Industry Arlington, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, July 24, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Please park in the student parking lot on the south side of the building.
Aug/06
Thu
Retirement Planning Strategies, 1st Edition, Revised Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, August 06, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Dale Deshazo
Aug/06
Thu
The Ins and Outs of Group Insurance Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, August 06, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Dale Deshazo
Aug/07
Fri
Social Security: Now...and the Future? 2nd Edition Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, August 07, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Aug/07
Fri
Regulation and Ethics in the Insurance Industry Dallas, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, August 07, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Aug/13
Thu
Retirement Planning Strategies, 1st Edition, Revised San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, August 13, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Business casual attire required at this location (jeans are acceptable).
Aug/13
Thu
Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, August 13, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/13
Thu
The Ins and Outs of Group Insurance Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, August 13, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/13
Thu
The Ins and Outs of Group Insurance San Antonio, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, August 13, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Business casual attire required at this location (jeans are acceptable).
Aug/14
Fri
Social Security: Now...and the Future? 2nd Edition Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, August 14, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/14
Fri
Social Security: Now...and the Future? 2nd Edition San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, August 14, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Business casual attire required at this location (jeans are acceptable).
Aug/14
Fri
Regulation and Ethics in the Insurance Industry San Antonio, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, August 14, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Ray Rosenberg
Notes:
Business casual attire required at this location (jeans are acceptable).
Aug/14
Fri
Regulation and Ethics in the Insurance Industry Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, August 14, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/20
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, August 20, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Aug/20
Thu
Disability Income Insurance: Safeguarding Your Future Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, August 20, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Aug/21
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, August 21, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Aug/21
Fri
Ethics for Insurance Professionals: A Practical Guide Arlington, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, August 21, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Aug/27
Thu
Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, August 27, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/27
Thu
The Ins and Outs of Group Insurance Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, August 27, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/28
Fri
Social Security: Now...and the Future? 2nd Edition Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, August 28, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Aug/28
Fri
Regulation and Ethics in the Insurance Industry Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, August 28, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Sep/03
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, September 03, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Sep/03
Thu
Disability Income Insurance: Safeguarding Your Future Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, September 03, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Thomas Vance
Sep/04
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Dallas, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, September 04, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Sep/04
Fri
Ethics for Insurance Professionals: A Practical Guide Dallas, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Kaplan College - Dallas
  • 12005 Ford Rd., Ste. 500
  • Classroom 501
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, September 04, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Sep/17
Thu
Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, September 17, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Sep/17
Thu
Disability Income Insurance: Safeguarding Your Future Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, September 17, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Sep/18
Fri
Medicare and Medicare Supplements: Closing the Coverage Gap, 1st Edition, Revised Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, September 18, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Sep/18
Fri
Ethics for Insurance Professionals: A Practical Guide Houston, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave.
  • Ste. 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, September 18, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Sep/24
Thu
Retirement Planning Strategies, 1st Edition, Revised Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, September 24, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Sep/24
Thu
The Ins and Outs of Group Insurance Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, September 24, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Sep/25
Fri
Social Security: Now...and the Future? 2nd Edition Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, September 25, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.
Sep/25
Fri
Regulation and Ethics in the Insurance Industry Arlington, TX
Ethics 3
Ethics $39.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Ethics continues to play an important role in the insurance industry. This class covers the basics of industry regulation and the principles of ethical market conduct. It will review industry regulations and how those regulations affect insurance companies and producers. Also discussed are the ethical standards mandated by most states and federal regulations applicable to many agents. The course concludes by discussing agent responsibilities to the insurer.

Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 South Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, September 25, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Thomas Vance
Notes:
Please park in the student parking lot on the south side of the building.