continuing education for insurance and other professionals
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Below is a list of all events that are currently open for registration. Click on the event name to proceed.
02-26-2019

Making Sense of Medicare 256086-1-CFP

15 percent of Americans rely on Medicare for their health care security.  Every year we hear about “changes to Medicare” and we all wonder, “What now?”  If you work in this area or not, we are all going to be on Medicare at some point, so it is important to stay informed with the facts.  In this class, we will refresh our knowledge on Medicare and discover what is new for 2019 and beyond.

01:00 pm - 03:45 pm CST
03-06-2019

How to Evaluate the In-Force Life Policy 256085-1-CFP

Life insurance is intended to last for the lifetime of the policyholder in many instances.  What if the agent leaves the business?  The policyholder can be left with a policy they do not know how to get information on, let alone how to decipher the information they get if and when they can receive it.  We in the industry can’t always just place new policies!  To do our job well, we have to take apart the inter-workings of the customer’s current insurance and see how well it may already be fitting to what needs they have before we can place new, more and better policies.  They may already be sitting on a gold mine, although chances are their needs will have changed some.  This class will help producers to do more than glance at an annual policy statement and make presumptions that may or may not be accurate.  We will learn how to go the full mile and get full and accurate information and fully explain it and to be that hero who helps the client.  Real life stories will surprise you.

11:00 am - 01:45 pm CST
03-07-2019

The Versatility of Life Insurance 256079-1-CFP

The life insurance industry is a vital part of the U.S. economy.  Life insurance provides benefits to policy holders and beneficiaries, as well as generates thousands of jobs.  We will discuss the history of life insurance, how it has evolved, and how vital it is to sustaining our infrastructure.  The class will also provide an overview of the different types of life insurance products available in the marketplace.  We will discuss the features of each type, how they work and what riders may be available.  There will be examples of what product may be suitable for different situations.  Life insurance can also be an effective tool for retirement planning, long term care and business planning.  We will go over some case studies to show how life insurance may be implemented to help those needs.

10:30 am - 04:00 pm CST
03-20-2019

The R.I.P. Roadmap 256082-2-CFP

This class is where the estate planning rubber meets the road, in the insurance world especially. In this course, you will learn what it takes to put an effective estate plan in writing and make it legal.  Life insurance provides a solid foundation for any estate plan as a way to pay end-of-life expenses, taxes, and purchase businesses.  We will discuss pitfalls to avoid with realistic examples.  Taught by an insurance professional, the material is not legal advice, but rather, offers general guidance to point insurance producers and their clients in the right direction on conversations to have with their attorneys and how and when insurance can be used as part of these solutions.

01:00 pm - 03:45 pm CST
04-11-2019

Physical and Digital Probate 256084-2-CFP

Insurance professionals must be familiar with financial planning topics.  Planners need an awareness of legal documents, planning, and processes that occur before and after death.  Tax knowledge is also helpful.  Personal representatives are tasked with adhering to the decedent’s wishes while distributing assets according to fiduciary laws. There is a strong connection to the past, but with today’s hectic online life, often digital demands of probate are overlooked. How will your legacy live on in both physical and virtual reality? We will take a close look at how to, not only transfer physical assets through the probate process, but also advice on how to handle digital assets when someone dies.  Taught by an insurance professional, the information is not legal advice, but rather, is guidance for us insurance producers, knowledge to point clients in the right direction for help and be aware that online assets exist.  

01:00 pm - 03:45 pm CST
04-24-2019

Understanding Underwriting: Making the Cut 256070-2W-CFP

Life insurance is the one asset that requires good health in order to buy it.  By the time you know you need it, it’s too late if you are dead or have a serious health impairment. Tell me how long you will live and I will tell you what type of insurance to buy – Who of us knows that answer!  Underwriting categories have gotten more competitive.  Many applicants approach this process like a personal challenge, which is great if they do qualify favorably.  The problem is when they don’t make the exact desired category, they can end up taking it too personally, which can interfere with the more important issue of getting some coverage locked in at some price before you die and need it. We will discuss many factors carriers use to make the various rate cutoffs.  Discuss the stages of the underwriting processes at insurance company home offices and what this vetting of risks can feel like from the customer’s point of view.  In the end, we will integrate all the concepts we learn by doing a difficult underwriting mock case.

11:00 am - 01:45 pm CST
04-25-2019

Making Sense of Medicare 2560086-2-CFP

15 percent of Americans rely on Medicare for their health care security.  Every year we hear about “changes to Medicare” and we all wonder, “What now?”  If you work in this area or not, we are all going to be on Medicare at some point, so it is important to stay informed with the facts.  In this class, we will refresh our knowledge on Medicare and discover what is new for 2019 and beyond.

09:00 am - 11:45 am CST
01:00 pm - 03:45 pm CST
09:00 am - 11:45 am CST
01:00 pm - 03:45 pm CST
09:00 am - 11:45 am CST
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Ethics 2019: Anti-Money Laundering 103406-1-IA

02-21-2019
Time: 08:30 am - 11:20 am CST
Location: Ankeny - DMACC - FFA Enrichment Center

Farm & Business Succession Planning 103485-1-IA

02-21-2019
Time: 12:00 pm - 05:50 pm CST
Location: Ankeny - DMACC - FFA Enrichment Center

Making Sense of Medicare 103471-1W-IA

02-26-2019
Time: 01:00 pm - 03:45 pm CST
Location: Webinar - Iowa Credit

Making Sense of Medicare 114120-1W-TX

02-26-2019
Time: 01:00 pm - 03:45 pm CST
Location: Webinar - Texas Credit

Making Sense of Medicare 39017-1W-NE

02-26-2019
Time: 01:00 pm - 03:45 pm CST
Location: Webinar - Nebraska Credit