continuing education for insurance and other professionals
CFP & ClearCert Provider

Event Registration

Below is a list of all events that are currently open for registration. Click on the event name to proceed.
05-09-2019

Cradle to Grave, Monitoring Insurance Needs 103486-1W-IA

Cradle to Grave, Monitoring Client's Needs

 

3 CE credits • James (Jim) Pearson, ACS, CLU, LUTCF
 
Location & Webinar Course

  •  • IA Course No. 103486 (General)
  •  • NE Course No. TBA (General)
  •  • TX Course No. TBA (General)
  •  • WI Course No. TBA (General)

 • CFP Board Program ID #256094


Meeting a client’s insurance needs can be as simple as a final expense plan for a newborn; a one page fact finder for a young single or newly married couple with or without children, or an extensive tool to help in making the decisions needed in an ever-evolving family financial environment.  This course will help you determine the best approach to acquire the information a  financial services professional needs to clarify and direct their clients.

09:00 am - 11:45 am CDT
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Understanding Underwriting: Making the Cut 103394-2W-IA

04-24-2019
Time: 11:00 am - 01:45 pm CDT
Location: Webinar - Iowa Credit

Understanding Underwriting: Making the Cut 113865-2W-TX

04-24-2019
Time: 11:00 am - 01:45 pm CDT
Location: Webinar - Texas Credit

Understanding Underwriting: Making the Cut 38952-2W-NE

04-24-2019
Time: 11:00 am - 01:45 pm CDT
Location: Webinar - Nebraska Credit

Making Sense of Medicare 103471-2W-IA

04-25-2019
Time: 09:00 am - 11:45 am CDT
Location: Webinar - Iowa Credit

Making Sense of Medicare 114120-2W-TX

04-25-2019
Time: 09:00 am - 11:45 am CDT
Location: Webinar - Texas Credit