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
Jul 18 – Jul 18 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: Thu, July 18, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Jul 18 – Jul 18 The Auto Policy Uncovered Arlington, TX
General 4
General $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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

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

Taught By:
  • Dale DeShazo
Jul 18 – Jul 18 What's in a Homeowners Policy? Arlington, 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:
  • Comfort Suites - Arlington
  • 411 West Road To Six Flags St.
  • Arlington, TX 76011

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

Taught By:
  • Dale DeShazo
Jul 18 – Jul 18 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, July 18, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Jul 19 – Jul 19 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: Fri, July 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Jul 19 – Jul 19 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, July 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Jul 19 – Jul 19 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, July 19, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Jul 19 – Jul 19 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition Houston, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

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

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

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Jul 22 – Jul 22 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, July 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 23 – Jul 23 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, July 23, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 24 – Jul 24 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, July 24, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 25 – Jul 25 The Auto Policy Uncovered San Antonio, TX
General 4
General $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:
  • Courtyard by Marriott - San Antonio Medical Center
  • 8585 Marriott Dr
  • San Antonio, TX 78229

  • Get Directions
  • #1: Thu, July 25, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Jul 25 – Jul 25 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, July 25, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 25 – Jul 25 Multi-Line Insurance - Its Evolution and Coverage San Antonio, TX
General 4
General $59.00  Add to Cart 

This class will look at the development of Multiple-line policies specifically the homeowners policy and the commercial package policy.  It will trace the rise of the modern property and casualty insurance company and how underwriting practices, risk management techniques, and accurate data led to the evolution of the multiple-line policies. The course will also take a close look at the coverages provided by the homeowners and commercial package policies and how these coverages fit into the risk management process.

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 Medical Center
  • 8585 Marriott Dr
  • San Antonio, TX 78229

  • Get Directions
  • #1: Thu, July 25, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Jul 26 – Jul 26 From Gunshots to Dog Bites, 1st Edition, Revised San Antonio, 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:
  • Courtyard by Marriott - San Antonio Medical Center
  • 8585 Marriott Dr
  • San Antonio, TX 78229

  • Get Directions
  • #1: Fri, July 26, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Jul 26 – Jul 26 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, July 26, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 26 – Jul 26 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 Medical Center
  • 8585 Marriott Dr
  • San Antonio, TX 78229

  • Get Directions
  • #1: Fri, July 26, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Aug 12 – Aug 12 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, August 12, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 13 – Aug 13 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, August 13, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 14 – Aug 14 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, August 14, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 15 – Aug 15 The Auto Policy Uncovered Dallas, TX
General 4
General $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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Aug 15 – Aug 15 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, August 15, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 15 – Aug 15 What's in a Homeowners Policy? Dallas, 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 - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Aug 16 – Aug 16 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Aug 16 – Aug 16 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, August 16, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 16 – Aug 16 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Aug 22 – Aug 22 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: Thu, August 22, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Aug 22 – Aug 22 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, August 22, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Aug 23 – Aug 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: Fri, August 23, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Aug 23 – Aug 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: Fri, August 23, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Sep 19 – Sep 19 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: Thu, September 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Sep 19 – Sep 19 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, September 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 19 – Sep 19 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, September 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Sep 19 – Sep 19 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: Thu, September 19, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 19 – Sep 19 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: Thu, September 19, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Sep 20 – Sep 20 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: Fri, September 20, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 20 – Sep 20 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, September 20, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Sep 20 – Sep 20 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition Houston, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

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

  • Get Directions
  • #1: Fri, September 20, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Sep 20 – Sep 20 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, September 20, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 20 – Sep 20 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, September 20, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Sep 20 – Sep 20 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: Fri, September 20, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Sep 23 – Sep 23 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, September 23, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 24 – Sep 24 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, September 24, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 25 – Sep 25 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, September 25, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 26 – Sep 26 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, September 26, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 27 – Sep 27 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, September 27, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 17 – Oct 17 Ethics and the Business of Insurance Dallas, 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 - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Oct 17 – Oct 17 Multi-Line Insurance - Its Evolution and Coverage Houston, TX
General 4
General $59.00  Add to Cart 

This class will look at the development of Multiple-line policies specifically the homeowners policy and the commercial package policy.  It will trace the rise of the modern property and casualty insurance company and how underwriting practices, risk management techniques, and accurate data led to the evolution of the multiple-line policies. The course will also take a close look at the coverages provided by the homeowners and commercial package policies and how these coverages fit into the risk management process.

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, October 17, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Oct 17 – Oct 17 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, October 17, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Oct 17 – Oct 17 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, October 17, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Oct 18 – Oct 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: Fri, October 18, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Oct 18 – Oct 18 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Oct 18 – Oct 18 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Oct 18 – Oct 18 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, October 18, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Charles Berry
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Oct 21 – Oct 21 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, October 21, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 22 – Oct 22 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, October 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 23 – Oct 23 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, October 23, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 24 – Oct 24 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, October 24, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 25 – Oct 25 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, October 25, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 07 – Nov 07 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition San Antonio, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

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

  • Get Directions
  • #1: Thu, November 07, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 07 – Nov 07 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, November 07, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 08 – Nov 08 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, November 08, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 08 – Nov 08 From Gunshots to Dog Bites, 1st Edition, Revised San Antonio, 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:
  • Courtyard by Marriott - San Antonio
  • 8615 Broadway Street
  • San Antonio, TX 78217

  • Get Directions
  • #1: Fri, November 08, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 14 – Nov 14 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, November 14, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Nov 14 – Nov 14 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition Arlington, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

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

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

Taught By:
  • Dale DeShazo
Nov 14 – Nov 14 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, November 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Nov 14 – Nov 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, November 14, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 15 – Nov 15 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, November 15, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Nov 15 – Nov 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, November 15, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 15 – Nov 15 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: Fri, November 15, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 15 – Nov 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, November 15, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Nov 18 – Nov 18 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, November 18, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 19 – Nov 19 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, November 19, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 20 – Nov 20 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, November 20, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 21 – Nov 21 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, November 21, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 22 – Nov 22 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, November 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 09 – Dec 09 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Mon, December 09, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 10 – Dec 10 Understanding Indexed Annuity and Life Insurance Contracts Online
General 4
General $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, December 10, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 11 – Dec 11 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

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

Location Details: Session Details:
  • Online
  • #1: Wed, December 11, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 12 – Dec 12 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition Houston, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

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

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

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Dec 12 – Dec 12 Beneficiary Designations - Getting it Right Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Thu, December 12, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 12 – Dec 12 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, December 12, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Dec 13 – Dec 13 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, December 13, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Dec 13 – Dec 13 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, December 13, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Notes:
Please park on the roof level of the garage. Those who need handicapped or oversized vehicle parking will be the exception and there are designated spots. Management will enforce and ticket vehicles.
Dec 13 – Dec 13 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
General 4
General $49.00  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.

Location Details: Session Details:
  • Online
  • #1: Fri, December 13, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 19 – Dec 19 Medicare and Medicare Supplements: Closing the Coverage Gap, 2nd Edition Dallas, TX
CE-Medicare Related 4
General 4
CE-Medicare Related $59.00  Add to Cart 

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

Location Details: Session Details:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, December 19, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Dec 19 – Dec 19 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Dec 20 – Dec 20 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, December 20, 2019, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Dec 20 – Dec 20 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:
  • Norris Conference Center - Dallas
  • 12005 Ford Rd
  • Ste 101
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, December 20, 2019, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo