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

Live Insurance CE Classes in New York

Live CE Classes

Meet your continuing education requirements in New York 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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Notice: As of April 15, 2016, Kaplan Financial Education will no longer be offering the New York SHOP Certification Training class or the New York Individual Market Certification Training class. Please visit the NY DFS site at http://www.dfs.ny.gov/insurance/agbrok/ab_shop.htm for a list of other education providers offering these classes. 

Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Jul 11 – Jul 11 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, July 11, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Jul 11 – Jul 11 Behavioral Finance I: Why Good People Make Bad Investment Decisions New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

While Modern Portfolio Theory holds that investors’ decisions are guided by a rational desire to minimize risk, both professional and amateur analysts and investors consistently make irrational investment decisions—decisions that go against their own interests.  Behavioral biases based on past experiences and emotions play a powerful role in influencing investment decisions.

This course will show how to identify and minimize the negative effects that behavioral biases have on investment portfolios.  Learning to recognize biased predictions can help advisors better meet client needs. The course digs into the mental shortcuts clients use to compartmentalize their portfolios, including overconfidence, representativeness and mental accounting.

The course will also show how thinking like a financial physician can improve a client’s wealth and health.  Applying the six steps of a good financial physician helps avoid falling into a client’s faulty thinking. At the end, students will learn how to diagnose a client’s biases and gently educate them to reduce their stress and improve their wealth and well-being.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, July 11, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
Jul 19 – Jul 19 What's in a Homeowners Policy? New York, NY
BR Brokers 4
C3 General Consultants 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
BR Brokers $59.00  Add to Cart 

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.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, July 19, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Jul 19 – Jul 19 Higher Ethical Standards for Down in the Trenches New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, July 19, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Aug 08 – Aug 08 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, August 08, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Aug 08 – Aug 08 Ethics and Best Business Practices New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, August 08, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
Aug 09 – Aug 09 The New World of Annuities: Where They’ve Been and Where They’re Going New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, August 09, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Aug 09 – Aug 09 Social Security: Now…and the Future? 2nd Edition, 3rd Revision New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Scurity will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, August 09, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
Sep 19 – Sep 19 Behavioral Finance I: Why Good People Make Bad Investment Decisions New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

While Modern Portfolio Theory holds that investors’ decisions are guided by a rational desire to minimize risk, both professional and amateur analysts and investors consistently make irrational investment decisions—decisions that go against their own interests.  Behavioral biases based on past experiences and emotions play a powerful role in influencing investment decisions.

This course will show how to identify and minimize the negative effects that behavioral biases have on investment portfolios.  Learning to recognize biased predictions can help advisors better meet client needs. The course digs into the mental shortcuts clients use to compartmentalize their portfolios, including overconfidence, representativeness and mental accounting.

The course will also show how thinking like a financial physician can improve a client’s wealth and health.  Applying the six steps of a good financial physician helps avoid falling into a client’s faulty thinking. At the end, students will learn how to diagnose a client’s biases and gently educate them to reduce their stress and improve their wealth and well-being.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, September 19, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Sep 19 – Sep 19 Higher Ethical Standards for Down in the Trenches New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, September 19, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
Sep 20 – Sep 20 Managing Assets and Income in Retirement New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Ten thousand “baby boomers” are turning 65 years old every day, so planning for retirement is more important to insurance and financial advisers than ever before. Furthermore, because of longer life expectancies and the threat of inflation, it’s also more important than ever for retirees to consider equity based investments for variable life, variable annuities and other retirement assets. This course will debunk some of the long held myths regarding retirement income investing, discuss the most important hazards to achieving retirement success and will discuss a variety of strategies for retirement assets and income.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, September 20, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
  • John Bellavita
Sep 20 – Sep 20 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, September 20, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
  • John Bellavita
Oct 10 – Oct 10 Ethics and Best Business Practices New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, October 10, 2018, 8:30 AM - 12:30 PM (local)

Taught By:
Oct 10 – Oct 10 Social Security: Now…and the Future? 2nd Edition, 3rd Revision New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Scurity will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, October 10, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
Oct 11 – Oct 11 The New World of Annuities: Where They’ve Been and Where They’re Going New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Course Description:

Annuities are complex products that offer unique benefits such as guaranteed lifetime income and certain death benefits that are not offered by other products.

Annuities are constantly changing and will likely continue to change in the future. This course will discuss what these products looked like in the past and what benefits they provide in their current form. Discussion will include fixed, variable, and fixed index. In addition, suitability issues and how the Department of Labor’s fiduciary standard will affect annuity sales will also be addressed.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, October 11, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
  • John Bellavita
Oct 11 – Oct 11 Managing Assets and Income in Retirement New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Ten thousand “baby boomers” are turning 65 years old every day, so planning for retirement is more important to insurance and financial advisers than ever before. Furthermore, because of longer life expectancies and the threat of inflation, it’s also more important than ever for retirees to consider equity based investments for variable life, variable annuities and other retirement assets. This course will debunk some of the long held myths regarding retirement income investing, discuss the most important hazards to achieving retirement success and will discuss a variety of strategies for retirement assets and income.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, October 11, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
  • John Bellavita
Nov 14 – Nov 14 What's in a Homeowners Policy? New York, NY
BR Brokers 4
C3 General Consultants 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
BR Brokers $59.00  Add to Cart 

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.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, November 14, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Nov 14 – Nov 14 Higher Ethical Standards for Down in the Trenches New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, November 14, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
Nov 15 – Nov 15 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, November 15, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
Dec 12 – Dec 12 Behavioral Finance I: Why Good People Make Bad Investment Decisions New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

While Modern Portfolio Theory holds that investors’ decisions are guided by a rational desire to minimize risk, both professional and amateur analysts and investors consistently make irrational investment decisions—decisions that go against their own interests.  Behavioral biases based on past experiences and emotions play a powerful role in influencing investment decisions.

This course will show how to identify and minimize the negative effects that behavioral biases have on investment portfolios.  Learning to recognize biased predictions can help advisors better meet client needs. The course digs into the mental shortcuts clients use to compartmentalize their portfolios, including overconfidence, representativeness and mental accounting.

The course will also show how thinking like a financial physician can improve a client’s wealth and health.  Applying the six steps of a good financial physician helps avoid falling into a client’s faulty thinking. At the end, students will learn how to diagnose a client’s biases and gently educate them to reduce their stress and improve their wealth and well-being.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, December 12, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Dec 12 – Dec 12 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
Eligible CFP® CE Hours 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Wed, December 12, 2018, 1:15 PM - 5:00 PM (local)

Taught By:
Dec 13 – Dec 13 The Auto Policy Uncovered New York, NY
BR Brokers 4
C3 General Consultants 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
BR Brokers $59.00  Add to Cart 

When a vehicle is damaged, it’s easy to obtain an estimate and know the repair cost. However, when a person is injured, the total medical costs can often be unknown. And if the insured negligently injures someone else, it could be years before the full extent of damages are determined.  Walk through the details of an auto insurance policy based on the ISO form.  In this class you’ll review key policy elements such as liability coverage, medical payments, uninsured/underinsured motorist provisions, coverage for direct physical damage, and key endorsements and provisions.

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, December 13, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Dec 13 – Dec 13 Ethics and Best Business Practices New York, NY
LA Life/Accident and Health Agents 4
LB Life Brokers 4
BR Brokers 4
C3 General Consultants 4
C1 Life Consultants 4
LSB Life Settlement Brokers 4
PC Property/Casualty Agents 4
PA Public Adjusters 4
LA Life/Accident and Health Agents $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial Education - New York
  • 61 Broadway
  • Rm 700
  • New York, NY 10006

  • Get Directions
  • #1: Thu, December 13, 2018, 1:00 PM - 5:00 PM (local)

Taught By: