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.
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
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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