Insurance Licensing Faculty
Kaplan’s insurance faculty and subject matter experts consists of close to 50 proficient insurance and financial services professionals who not only teach, but bring significant industry experience. Their relevant and timely real-world knowledge helps you apply complex insurance concepts to real-life scenarios.
Joyce joined Kaplan Professional in October 2006 and has held many roles, including leading the Wealth Management product line followed by the oversight of the financial services business unit. Kaplan’s reach in the financial services and wealth management industry extends globally, and in 2014 Joyce began collaborating with Kaplan Professional’s business units in Australia, the UK, Singapore, and Hong Kong SAR,China. Joyce assumed her current role of SVP of Product Strategy in January 2017.
Her current responsibilities include driving the strategy for the various business units that are responsible for product quality, reputation, and revenue growth. Kaplan Professional provides education opportunities for individuals to achieve industry recognized licenses, continuing education, designations, and credentials across many industries. Joyce regularly works externally as an ambassador for Kaplan and internally by providing support to growth initiatives across the Kaplan portfolio.
Joyce’s involvement in the financial services industry spans 30 years in various capacities. Throughout her career, Joyce has been a frequent lecturer on many financial planning topics. Most recently, she contributed a chapter written with Dr. Charles Chaffin for the Financial Planning Competency Handbook (2nd Ed 2016). Prior to joining Kaplan, Joyce had 20 years of financial planning experience, during which time she advised many executives, directors of Fortune 500 Companies, and small business owners.
Greg is Vice President of Kaplan’s Insurance Education product line. He has more than 30 years of experience in the financial services industry, with 19 years in financial services training.
Greg began his career in 1983 as a compliance examiner with the National Association of Securities Dealers, now known as FINRA. In 1995, Greg became the Chief Operating Officer of Knowledge Pointe, a leading provider of continuing education training for the insurance and securities industries. Knowledge Pointe was acquired by The BISYS Group in 1999 and was integrated with other training providers to become BISYS Education Services. In 2005, Kaplan purchased BISYS Education Services and merged it with Dearborn Financial to become Kaplan Financial Education. Greg ran the insurance and securities education product lines at BISYS and is currently responsible for the insurance education product line at Kaplan. Greg received a BS in business administration with a major in finance from Auburn University and an MBA in management from Mercer University. He has previously held Series 3, 4, 7, 9/10, 24, 63 and 65 securities licenses and a Life, Accident, and Health insurance license in the state of Georgia.
David started teaching insurance, securities, and CE classes for Kaplan Professional in 2005. Previously, he spent 35 years in the financial services industry, beginning his career as a multi-line insurance agent in Illinois.
David held various management positions for 18 of those years with both insurance and investment companies in Texas, California, and Wisconsin.
David received his psychology degree from DePaul University in Chicago and currently manages 60 classroom instructors who teach prelicensing insurance classes in more than 17 states.
Renée is currently a subject matter expert for insurance licensing at Kaplan. She has over 27 years of sales and leadership training, as well as facilitation experience. Her insurance career began as a commercial lines broker and surety manager in California.
She has also worked as a training consultant with various industries, including pharmaceutical, food manufacturing, auto industry, and telecommunications. For the last 8 years, Renée has designed and delivered training for thousands of independent agents, as well as for corporate employees.
Renée has a BA in management from the University of Phoenix, a Certificate in Organizational Development through DePaul University, and has begun work on her MBA. She also maintains insurance licenses for Life & Health and Property & Casualty for the state of Illinois.
Bob has over 30 years of financial services experience. He began his career with Prudential as an Agent before being promoted to Sales Manager, after which he started his own financial and estate planning practice.
He expanded into the insurance and financial training business with ECFS Education Centers for Financial Services as Instruction, Content Author, Sales and Marketing Director until its sale to Dearborn Financial, at which point he was promoted to the Midwest-Great Lakes Regional Director. Dearborn was purchased by Kaplan where Bob has held various positions, most recently as Midwest and Great Lakes Campus Manager and Insurance Content Specialist.
In addition to years of financial, teaching and classroom business management experience, and an exemplary level of insurance awareness, he previously possessed Series 6, 26, and 63 securities licenses, and currently is licensed in insurance (life, health, property and casualty agent). Bob is a LUTC graduate, has received his Financial Planning Certificate as a graduate from Kaplan University, and holds the RFC (Registered Financial Consultant) designation from the IARFC.org.
Curt Anderson has over 30 years’ experience in the financial services industry He began his career as an independent insurance agent, but transitioned to the securities industry where he held positions ranging from product line management to sales and investment advisory management. He was a licensed insurance agent and has held Series 3, Series 7, Series 24, Series 53 and Series 65 registrations.
At Kaplan, Curt has been an insurance and securities instructor, faculty manager, insurance continuing education manager, and a subject matter expert in the areas of securities, retirement planning, and insurance continuing education. Curt holds a BA in finance from St. Cloud State University.
Randy is currently a regulated insurance content specialist, working primarily with editing and maintaining Kaplan’s insurance law supplements. He started as a Kaplan instructor in July 2011 teaching life and health insurance licensing classes. Prior to joining Kaplan, most of his career was spent working for a large multi-line insurance company.
Randy has his CLU®, ChFC®, CPCU® designations, and CFP® certification. He stresses to students that licensing is the minimum entry to a great profession. But, to be a true professional and to better serve their clients, he encourages students to continue their education with professional designations.
Discover why over 40,000 students trusted Kaplan to prepare for their insurance licensing exam in 2018.
Study Tools & Packages
Our expert faculty are one piece of what helps our students succeed. See the study tools that help you practice what they preach.