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(s) Class City &
State
Credit Hours Credit Type Price   Details
Aug 27 – Aug 27 Retirement Planning Strategies, 1st Edition, Revised Houston, 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

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 – Aug 27 The Ins and Outs of Group Insurance Houston, TX
General 4
General $49.00  Call Customer Support to Purchase  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 – Aug 28 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 – Aug 28 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 – Sep 03 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 – Sep 03 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 – Sep 04 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 – Sep 04 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 – Sep 17 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 – Sep 17 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 – Sep 18 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 – Sep 18 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 – Sep 24 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 – Sep 24 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 – Sep 25 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 – Sep 25 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.
Oct 08 – Oct 08 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, October 08, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Oct 08 – Oct 08 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, October 08, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 08 – Oct 08 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, October 08, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 08 – Oct 08 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, October 08, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
Oct 09 – Oct 09 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, October 09, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 09 – Oct 09 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, October 09, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Oct 09 – Oct 09 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, October 09, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
Oct 09 – Oct 09 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, October 09, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 22 – Oct 22 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, October 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.
Oct 22 – Oct 22 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, October 22, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Oct 22 – Oct 22 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, October 22, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Oct 22 – Oct 22 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, October 22, 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.
Oct 23 – Oct 23 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, October 23, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Oct 23 – Oct 23 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, October 23, 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.
Oct 23 – Oct 23 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, October 23, 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.
Oct 23 – Oct 23 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, October 23, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Oct 29 – Oct 29 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, October 29, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 29 – Oct 29 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, October 29, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 30 – Oct 30 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, October 30, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Oct 30 – Oct 30 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, October 30, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Nov 05 – Nov 05 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, November 05, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Nov 05 – Nov 05 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, November 05, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
Nov 06 – Nov 06 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, November 06, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Nov 06 – Nov 06 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, November 06, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
Nov 12 – Nov 12 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, November 12, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Nov 12 – Nov 12 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, November 12, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Nov 13 – Nov 13 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, November 13, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Nov 13 – Nov 13 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, November 13, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Nov 19 – Nov 19 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, November 19, 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.
Nov 19 – Nov 19 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, November 19, 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.
Nov 20 – Nov 20 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, November 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.
Nov 20 – Nov 20 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, November 20, 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.
Dec 03 – Dec 03 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, December 03, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Dec 03 – Dec 03 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, December 03, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
Dec 04 – Dec 04 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, December 04, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
Dec 04 – Dec 04 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, December 04, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
Dec 10 – Dec 10 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, December 10, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Dec 10 – Dec 10 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, December 10, 2015, 1:00 PM - 5:00 PM (local time)

Taught By:
  • Walt Bronson
Dec 11 – Dec 11 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, December 11, 2015, 8:00 AM - 12:00 PM (local time)

Taught By:
  • Walt Bronson
Dec 11 – Dec 11 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, December 11, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Dec 17 – Dec 17 Recognizing the Signs of Insurance Fraud, 2nd Edition Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take
Location Details: Session Details:
  • Kaplan College - Arlington
  • 2241 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, December 17, 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.
Dec 17 – Dec 17 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 S Watson Rd.
  • Ste. 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, December 17, 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.
Dec 18 – Dec 18 What's in a Homeowners Policy? Arlington, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The homeowners policy insures more than just a house. Yet there are still limitations and exclusions that, if unknown to the policyholder, could result in a coverage gap. This class describes the details of the homeowners policy, including property and liability coverages and key endorsements. Since all homeowners policies are not created equal, differences among various policy forms are compared based on what perils they cover. The insured's responsibilities at the time of loss and other information needed at the time of claim are also reviewed.

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

  • Get Directions
  • #1: Fri, December 18, 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.
Dec 21 – Dec 21 Recognizing the Signs of Insurance Fraud, 2nd Edition San Antonio, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take
Location Details: Session Details:
  • Kaplan College - San Pedro
  • 7142 San Pedro Ave.
  • Ste. 100
  • San Antonio, TX 78216

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

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Dec 21 – Dec 21 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: Mon, December 21, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Dec 22 – Dec 22 What's in a Homeowners Policy? San Antonio, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The homeowners policy insures more than just a house. Yet there are still limitations and exclusions that, if unknown to the policyholder, could result in a coverage gap. This class describes the details of the homeowners policy, including property and liability coverages and key endorsements. Since all homeowners policies are not created equal, differences among various policy forms are compared based on what perils they cover. The insured's responsibilities at the time of loss and other information needed at the time of claim are also reviewed.

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

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

Taught By:
  • James Parsons
Notes:
Business casual attire required at this location (jeans are acceptable).
Dec 22 – Dec 22 Recognizing the Signs of Insurance Fraud, 2nd Edition Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

While most people who buy insurance are honest, there are those who make a business out of defrauding the insurance industry. The cost of fraud is a serious issue for both the insurance industry and the insurance consumer. Vigilance in the face of this threat is a responsibility of all those involved in the industry. This threat exists in addition to the problems caused by individuals that fall victim to the temptation of circumstance combined with a certain amount of moral weakness.

This course is designed to help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. The course addresses the issue of fraud across the major lines of insurance. The key objectives of this course are:

  • Promoting awareness and understanding of the problem and its costs
  • Describing how insurance fraud is committed
  • Explaining how insurance professionals can recognize fraud and the actions to take
Location Details: Session Details:
  • Texas School of Business North
  • 711 East Airtex Dr.
  • Houston, TX 77073

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

Taught By:
  • Walt Bronson
Dec 22 – Dec 22 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: Tue, December 22, 2015, 1:00 PM - 4:00 PM (local time)

Taught By:
  • Walt Bronson
Dec 23 – Dec 23 What's in a Homeowners Policy? Houston, TX
General 4
General $49.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

The homeowners policy insures more than just a house. Yet there are still limitations and exclusions that, if unknown to the policyholder, could result in a coverage gap. This class describes the details of the homeowners policy, including property and liability coverages and key endorsements. Since all homeowners policies are not created equal, differences among various policy forms are compared based on what perils they cover. The insured's responsibilities at the time of loss and other information needed at the time of claim are also reviewed.

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

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

Taught By:
  • Walt Bronson