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
Jun 19 – Jun 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: Wed, June 19, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jun 19 – Jun 19 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: Wed, June 19, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jun 25 – Jun 25 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 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
LA Life/Accident and Health Agents $59.00  Add to Cart 

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.

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: Tue, June 25, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jun 25 – Jun 25 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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: Tue, June 25, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jul 17 – Jul 17 Beneficiary Designations - Getting it Right 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 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will 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: Wed, July 17, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jul 17 – Jul 17 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 17, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jul 18 – Jul 18 Understanding IRAs - Products, Distributions, and Strategies, 1E 2R 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 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 18, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Jul 18 – Jul 18 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 18, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Aug 01 – Aug 01 Retirement Planning Strategies, 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 

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.

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 01, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • John Bellavita
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Aug 01 – Aug 01 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 01, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • John Bellavita
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Aug 22 – Aug 22 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 22, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Aug 22 – Aug 22 Social Security: Now . . . and the Future? 2nd Edition, 4th 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 "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 an 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 22, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Sep 18 – Sep 18 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: Wed, September 18, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Sep 18 – Sep 18 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 18, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 19, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Sep 19 – Sep 19 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 19, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Oct 03 – Oct 03 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 03, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Oct 03 – Oct 03 Social Security: Now . . . and the Future? 2nd Edition, 4th 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 "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 an 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 03, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Oct 24 – Oct 24 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 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
LA Life/Accident and Health Agents $59.00  Add to Cart 

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.

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 24, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Oct 24 – Oct 24 Financial Strategies to Achieve Client Objectives, 2nd 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 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

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 24, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Nov 13 – Nov 13 Life Insurance and Annuities: The Effects of Income and Estate Taxation 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 

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

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 13, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Nov 13 – Nov 13 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 13, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
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: Thu, November 14, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Nov 14 – Nov 14 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, November 14, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Laurel Stauffer-Daly
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Dec 11 – Dec 11 Social Security: Now . . . and the Future? 2nd Edition, 4th 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 "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 an 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 11, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Dec 11 – Dec 11 Retirement Planning Strategies, 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 

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.

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 11, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Dec 12 – Dec 12 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, December 12, 2019, 8:30 AM - 12:15 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.
Dec 12 – Dec 12 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

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 12, 2019, 1:15 PM - 5:00 PM (local)

Taught By:
  • Robert Quinlan
Notes:
It is mandatory to have a photo id for entrance at Kaplan Financial Education.