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.
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 CDT
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 CDT
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