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
Feb 22 – Feb 22 Life Insurance and Annuities: The Effects of Income and Estate Taxation Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Call Customer Support to Purchase  Call Customer Support to Purchase  Call Customer Support to Purchase

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

  • Get Directions
  • #1: Fri, February 22, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Mar 14 – Mar 14 Recognizing the Signs of Insurance Fraud, 2nd Edition Houston, TX
General 4
General $59.00  Add to Cart 

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

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

  • Get Directions
  • #1: Thu, March 14, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Mar 14 – Mar 14 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Thu, March 14, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Mar 14 – Mar 14 Recognizing the Signs of Insurance Fraud, 2nd Edition Arlington, TX
General 4
General $59.00  Add to Cart 

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

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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Thu, March 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Mar 14 – Mar 14 Higher Ethical Standards for Down in the Trenches Houston, TX
Ethics 4
Ethics $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, March 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Mar 15 – Mar 15 Disability Income Insurance: Safeguarding Your Future Houston, TX
General 4
General $59.00  Add to Cart 

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.

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

  • Get Directions
  • #1: Fri, March 15, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Mar 15 – Mar 15 Higher Ethical Standards for Down in the Trenches Arlington, TX
Ethics 4
Ethics $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Fri, March 15, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Mar 15 – Mar 15 Disability Income Insurance: Safeguarding Your Future Arlington, TX
General 4
General $59.00  Add to Cart 

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.

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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Fri, March 15, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Mar 15 – Mar 15 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Houston, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, March 15, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Mar 21 – Mar 21 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Thu, March 21, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Mar 21 – Mar 21 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Thu, March 21, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Mar 22 – Mar 22 Ethics and Best Business Practices San Antonio, TX
Ethics 4
Ethics $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Fri, March 22, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Mar 22 – Mar 22 Disability Income Insurance: Safeguarding Your Future San Antonio, TX
General 4
General $59.00  Add to Cart 

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.

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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Fri, March 22, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Apr 11 – Apr 11 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • #1: Thu, April 11, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Apr 11 – Apr 11 Recognizing the Signs of Insurance Fraud, 2nd Edition Dallas, TX
General 4
General $59.00  Add to Cart 

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

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:
  • #1: Thu, April 11, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Apr 12 – Apr 12 Higher Ethical Standards for Down in the Trenches Dallas, TX
Ethics 4
Ethics $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:
  • #1: Fri, April 12, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Apr 12 – Apr 12 Disability Income Insurance: Safeguarding Your Future Dallas, TX
General 4
General $59.00  Add to Cart 

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.

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:
  • #1: Fri, April 12, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Apr 18 – Apr 18 What's in a Homeowners Policy? Houston, TX
General 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, April 18, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Apr 18 – Apr 18 From Gunshots to Dog Bites, 1st Edition, Revised Houston, TX
General 4
General $59.00  Add to Cart 

There is no longer such a thing as a typical liability claim. Today, courts are hearing claims covering everything from sexually transmitted diseases, to serving alcohol to minors, to gunshots and dog bites. This class will teach you how to design coverage to make sure your clients are protected. Actual cases are used to illustrate how the courts establish comparative fault, liability, and damages.

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

  • Get Directions
  • #1: Thu, April 18, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Apr 19 – Apr 19 Ethics and the Business of Insurance Houston, TX
Ethics 4
Ethics $59.00  Add to Cart 

This course will discuss compliance and ethics and delve into the difference between acting legally and acting ethically. Students will have the opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. Attendees will talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.

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

  • Get Directions
  • #1: Fri, April 19, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
May 16 – May 16 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Thu, May 16, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
May 16 – May 16 Higher Ethical Standards for Down in the Trenches San Antonio, TX
Ethics 4
Ethics $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Thu, May 16, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
May 17 – May 17 Life Insurance and Annuities: The Effects of Income and Estate Taxation San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Fri, May 17, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
May 23 – May 23 Ethics and Best Business Practices Houston, TX
Ethics 4
Ethics $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, May 23, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
May 23 – May 23 Life Insurance and Annuities: The Effects of Income and Estate Taxation Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Thu, May 23, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
May 23 – May 23 Ethics and Best Business Practices Arlington, TX
Ethics 4
Ethics $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Thu, May 23, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Charles Berry
May 23 – May 23 Disability Income Insurance: Safeguarding Your Future Houston, TX
General 4
General $59.00  Add to Cart 

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.

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

  • Get Directions
  • #1: Thu, May 23, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
May 24 – May 24 Beneficiary Designations - Getting it Right Arlington, TX
General 2
Eligible CFP® CE Hours 4
General $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Fri, May 24, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
May 24 – May 24 Life Insurance and Annuities: The Effects of Income and Estate Taxation Houston, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, May 24, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
May 24 – May 24 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Houston, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, May 24, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
May 24 – May 24 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

  • Get Directions
  • #1: Fri, May 24, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Charles Berry
Jun 13 – Jun 13 Life Insurance and Annuities: The Effects of Income and Estate Taxation Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • #1: Thu, June 13, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Jun 13 – Jun 13 Beneficiary Designations - Getting it Right Houston, TX
General 2
Eligible CFP® CE Hours 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, June 13, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Jun 13 – Jun 13 Higher Ethical Standards for Down in the Trenches Dallas, TX
Ethics 4
Ethics $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:
  • #1: Thu, June 13, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Jun 13 – Jun 13 Recognizing the Signs of Insurance Fraud, 2nd Edition Houston, TX
General 4
General $59.00  Add to Cart 

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

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

  • Get Directions
  • #1: Thu, June 13, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Jun 14 – Jun 14 Higher Ethical Standards for Down in the Trenches Houston, TX
Ethics 4
Ethics $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, June 14, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Jun 14 – Jun 14 Beneficiary Designations - Getting it Right Dallas, TX
General 2
Eligible CFP® CE Hours 4
General $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:
  • #1: Fri, June 14, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Jun 14 – Jun 14 Life Insurance and Annuities: The Effects of Income and Estate Taxation Houston, TX
General 4
Eligible CFP® CE Hours 4
General $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:
  • Norris Conference Center - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Fri, June 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Notes:
Please park on the roof level of the garage.
Jun 14 – Jun 14 Ethics and Best Business Practices Dallas, TX
Ethics 4
Ethics $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:
  • #1: Fri, June 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo