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

Live Insurance CE Classes in Texas

Live CE Classes

Meet your continuing education requirements in Texas with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Aug 30 – Aug 30 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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 30, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Aug 30 – Aug 30 Understanding Indexed Annuity and Life Insurance Contracts Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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 30, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Aug 31 – Aug 31 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, August 31, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Aug 31 – Aug 31 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 31, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Sep 13 – Sep 13 Ethics and the Business of Insurance Arlington, 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Thu, September 13, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 13 – Sep 13 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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, September 13, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Sep 13 – Sep 13 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

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

Taught By:
  • Dale DeShazo
Sep 13 – Sep 13 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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

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

Taught By:
  • John Scifo
Sep 14 – Sep 14 Life Insurance and Annuities: The Effects of Income and Estate Taxation Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

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

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

Location Details: Session Details:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, September 14, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Sep 14 – Sep 14 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, September 14, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Sep 14 – Sep 14 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

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

Taught By:
  • Dale DeShazo
Sep 14 – Sep 14 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

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

Taught By:
  • John Scifo
Sep 20 – Sep 20 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 20, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Sep 20 – Sep 20 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, September 20, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Sep 21 – Sep 21 Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

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

  • Get Directions
  • #1: Fri, September 21, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • John Scifo
Sep 21 – Sep 21 Understanding Indexed Annuity and Life Insurance Contracts Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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 21, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • John Scifo
Oct 18 – Oct 18 Ethics and the Business of Insurance San Antonio, 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, October 18, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Oct 18 – Oct 18 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, October 18, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Oct 18 – Oct 18 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, October 18, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Oct 18 – Oct 18 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Thu, October 18, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Oct 19 – Oct 19 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, October 19, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Oct 19 – Oct 19 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, October 19, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Oct 19 – Oct 19 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Oct 19 – Oct 19 Social Security: Now…and the Future? 2nd Edition, 3rd 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 preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

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

Taught By:
  • Ray Rosenberg
Oct 25 – Oct 25 The Auto Policy Uncovered Houston, 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 - Houston Westchase
  • 9990 Richmond Ave
  • Ste 102
  • Houston, TX 77042

  • Get Directions
  • #1: Thu, October 25, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Oct 25 – Oct 25 What's in a Homeowners Policy? Houston, TX
General 4
General $59.00  Add to Cart 

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

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

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

  • Get Directions
  • #1: Thu, October 25, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Oct 26 – Oct 26 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: Fri, October 26, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Oct 26 – Oct 26 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 26, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Nov 08 – Nov 08 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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

  • Get Directions
  • #1: Thu, November 08, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Nov 08 – Nov 08 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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

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

Taught By:
  • Donald Ternier
Nov 09 – Nov 09 Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

Location Details: Session Details:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, November 09, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Nov 09 – Nov 09 Understanding Indexed Annuity and Life Insurance Contracts Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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:
  • Brightwood College - Houston North
  • 711 E Airtex Dr
  • Houston, TX 77073

  • Get Directions
  • #1: Fri, November 09, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Nov 15 – Nov 15 Retirement Planning Strategies, 1st Edition, Revised Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

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

  • Get Directions
  • #1: Thu, November 15, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 15 – Nov 15 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, November 15, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 15 – Nov 15 Understanding Indexed Annuity and Life Insurance Contracts Arlington, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

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

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

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

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

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

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

Taught By:
  • Ray Rosenberg
Nov 16 – Nov 16 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 16, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Nov 16 – Nov 16 Ethics and the Business of Insurance Arlington, 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, November 16, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 16 – Nov 16 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:
  • Brightwood College - Arlington
  • 2241 S Watson Rd
  • Ste 181
  • Arlington, TX 76010

  • Get Directions
  • #1: Fri, November 16, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Dale DeShazo
Nov 16 – Nov 16 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and 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 16, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Ray Rosenberg
Dec 13 – Dec 13 Retirement Planning Strategies, 1st Edition, Revised Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

Location Details: Session Details:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

  • Get Directions
  • #1: Thu, December 13, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Dec 13 – Dec 13 Retirement Planning Strategies, 1st Edition, Revised San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

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

  • Get Directions
  • #1: Thu, December 13, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Dec 13 – Dec 13 Retirement Planning Strategies, 1st Edition, Revised Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

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

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

  • Get Directions
  • #1: Thu, December 13, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Dec 13 – Dec 13 Understanding Indexed Annuity and Life Insurance Contracts Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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, December 13, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • Donald Ternier
Dec 13 – Dec 13 Understanding Indexed Annuity and Life Insurance Contracts San Antonio, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

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

Taught By:
  • Ray Rosenberg
Dec 13 – Dec 13 Understanding Indexed Annuity and Life Insurance Contracts Dallas, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  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.

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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Dec 14 – Dec 14 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, December 14, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Donald Ternier
Dec 14 – Dec 14 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

  • Get Directions
  • #1: Fri, December 14, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Dale DeShazo
Dec 14 – Dec 14 Ethics and the Business of Insurance San Antonio, 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

  • Get Directions
  • #1: Fri, December 14, 2018, 8:00 AM - 12:00 PM (local)

Taught By:
  • Ray Rosenberg
Dec 14 – Dec 14 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:
  • Brightwood College - San Pedro
  • 7142 San Pedro Ave
  • Ste 100
  • San Antonio, TX 78216

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

Taught By:
  • Ray Rosenberg
Dec 14 – Dec 14 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:
  • Brightwood College - Dallas
  • 12005 Ford Rd
  • Ste 500
  • Dallas, TX 75234

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

Taught By:
  • Dale DeShazo
Dec 14 – Dec 14 Life Insurance and Annuities: The Effects of Income and Estate Taxation Houston, TX
General 4
Eligible CFP® CE Hours 4
General $59.00  Add to Cart 

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

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

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

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

Taught By:
  • Donald Ternier