Pay for 15 or more credit hours before attending your first live class and receive the CE-Advantage savings. With
CE-Advantage, you select CE credits in any combination of half-day and full-day live classes and receive 10% off!
Call 800-824-8742 to save 10% and mention discount code: CENY15!
Note: CE-Advantage is for live classes only. Offer expires April 15, 2012.
Covering Business Liability Exposure - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Commercial Property Principles - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Covering Business Liability Exposure - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Covering Business Liability Exposure - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Commercial Property Principles - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Commercial Property Principles - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Covering Business Liability Exposure - New York, NY (February 22, 2012)
New York, NY –
February 22, 2012 Line of Authority: BR Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to one of the following:
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Agents and Ethics - New York, NY (February 23, 2012)
New York, NY –
February 23, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Social Security 2010 and Beyond - New York, NY (February 23, 2012)
New York, NY –
February 23, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Social Security 2010 and Beyond - New York, NY (February 23, 2012)
New York, NY –
February 23, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Agents and Ethics - New York, NY (February 23, 2012)
New York, NY –
February 23, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Social Security 2010 and Beyond - New York, NY (February 23, 2012)
New York, NY –
February 23, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LSB Life Settlement Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: BR Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: BR Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
360 Degrees of Managing Risk and Financial Services for Individuals - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
360 Degrees of Managing Risk and Financial Services for Individuals Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class prepares multi-line agents to offer financial protection services to their insureds. It looks at ways agencies can help clients develop strategies to guarantee their financial security. Agents gain a more complete understanding of their clients’ financial risks, as well as ways to address them.
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: LSB Life Settlement Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Delivering First-Class Service in Today's Market - New York, NY (March 14, 2012)
New York, NY –
March 14, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Delivering First-Class Service in Today's Market Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
LSB Life Settlement Brokers (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class teaches insurance professionals to communicate effectively with clients so that clients feel they are receiving first-class service. Students will learn:
Suitability: Matching the Product to the Need - New York, NY (March 15, 2012)
New York, NY –
March 15, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Suitability: Matching the Product to the Need - New York, NY (March 15, 2012)
New York, NY –
March 15, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Suitability: Matching the Product to the Need - New York, NY (March 15, 2012)
New York, NY –
March 15, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Insurance Planning for Seniors - New York, NY (March 15, 2012)
New York, NY –
March 15, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Location:
Kaplan Financial Education
61 Broadway, Ste. 700
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to one of the following:
Annuities (4.0 Credit Hours)
This class explores the structure of fixed, variable and indexed annuities, and how to use the product’s unique characteristics for both wealth accumulation and distribution. The class helps producers make suitable recommendations in accordance with the NAIC annuity suitability model.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This is a broad-based retirement planning class covering planning elements such as client needs and expectations, income needs analysis, financial product uses and application, retirement funding vehicles, Social Security, serving the retiree’s health care needs, and wealth distribution.
All About Annuities - New York, NY (April 10, 2012)
New York, NY –
April 10, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to one of the following:
Annuities (4.0 Credit Hours)
This class explores the structure of fixed, variable and indexed annuities, and how to use the product’s unique characteristics for both wealth accumulation and distribution. The class helps producers make suitable recommendations in accordance with the NAIC annuity suitability model.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to one of the following:
Annuities (4.0 Credit Hours)
This class explores the structure of fixed, variable and indexed annuities, and how to use the product’s unique characteristics for both wealth accumulation and distribution. The class helps producers make suitable recommendations in accordance with the NAIC annuity suitability model.
Realistic Retirement Planning - New York, NY (April 10, 2012)
New York, NY –
April 10, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This is a broad-based retirement planning class covering planning elements such as client needs and expectations, income needs analysis, financial product uses and application, retirement funding vehicles, Social Security, serving the retiree’s health care needs, and wealth distribution.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This is a broad-based retirement planning class covering planning elements such as client needs and expectations, income needs analysis, financial product uses and application, retirement funding vehicles, Social Security, serving the retiree’s health care needs, and wealth distribution.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Agents and Ethics - New York, NY (April 11, 2012)
New York, NY –
April 11, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Keeping Business Legal and Ethical - New York, NY (May 8, 2012)
New York, NY –
May 8, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Keeping Business Legal and Ethical - New York, NY (May 8, 2012)
New York, NY –
May 8, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial General Liability Total Credit Hours: 3.0
Credit hours apply to one of the following:
BR Brokers (3.0 Credit Hours)
C3 General Consultants (3.0 Credit Hours)
PC Property/Casualty Agents (3.0 Credit Hours)
PA Public Adjusters (3.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Keeping Business Legal and Ethical - New York, NY (May 8, 2012)
New York, NY –
May 8, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial General Liability Total Credit Hours: 3.0
Credit hours apply to one of the following:
BR Brokers (3.0 Credit Hours)
C3 General Consultants (3.0 Credit Hours)
PC Property/Casualty Agents (3.0 Credit Hours)
PA Public Adjusters (3.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial General Liability Total Credit Hours: 3.0
Credit hours apply to one of the following:
BR Brokers (3.0 Credit Hours)
C3 General Consultants (3.0 Credit Hours)
PC Property/Casualty Agents (3.0 Credit Hours)
PA Public Adjusters (3.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Commercial General Liability Total Credit Hours: 3.0
Credit hours apply to one of the following:
BR Brokers (3.0 Credit Hours)
C3 General Consultants (3.0 Credit Hours)
PC Property/Casualty Agents (3.0 Credit Hours)
PA Public Adjusters (3.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Variable Contracts in the Financial Planning Process - New York, NY (May 9, 2012)
New York, NY –
May 9, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Variable Contracts in the Financial Planning Process Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class reviews the basics of fixed and variable contracts, and how they differ. It focuses on the unique attributes of variable contracts—their mechanics and function. Topics include the impact of risk tolerance on the buying decision, the suitability and applicability of variable product recommendations, and separate account selection.
Today's Estate Planning Strategies - New York, NY (May 9, 2012)
New York, NY –
May 9, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Variable Contracts in the Financial Planning Process - New York, NY (May 9, 2012)
New York, NY –
May 9, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Variable Contracts in the Financial Planning Process Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class reviews the basics of fixed and variable contracts, and how they differ. It focuses on the unique attributes of variable contracts—their mechanics and function. Topics include the impact of risk tolerance on the buying decision, the suitability and applicability of variable product recommendations, and separate account selection.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Variable Contracts in the Financial Planning Process - New York, NY (May 9, 2012)
New York, NY –
May 9, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Variable Contracts in the Financial Planning Process Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class reviews the basics of fixed and variable contracts, and how they differ. It focuses on the unique attributes of variable contracts—their mechanics and function. Topics include the impact of risk tolerance on the buying decision, the suitability and applicability of variable product recommendations, and separate account selection.
Qualified Plan Distributions - New York, NY (June 5, 2012)
New York, NY –
June 5, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Qualified Plan Distributions Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This class helps insurance agents and financial advisors understand the types of qualified plans now in existence. Students gain a working knowledge of the rules and regulations associated with plan distributions. The class touches on the tax issues associated with qualified plan distributions, and the producer’s ability to recognize planning opportunities for their clients.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Qualified Plan Distributions Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This class helps insurance agents and financial advisors understand the types of qualified plans now in existence. Students gain a working knowledge of the rules and regulations associated with plan distributions. The class touches on the tax issues associated with qualified plan distributions, and the producer’s ability to recognize planning opportunities for their clients.
Estate Planning: Passing It On - New York, NY (June 5, 2012)
New York, NY –
June 5, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Estate Planning: Passing It On Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
Be prepared to adequately plan your client’s estate needs. Among the topics covered are an overview of the estate planning process; types of property interests including community property, co-ownership, and property transfers at death; ethical considerations; choosing a fiduciary; and important information on administering an estate.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Estate Planning: Passing It On Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
Be prepared to adequately plan your client’s estate needs. Among the topics covered are an overview of the estate planning process; types of property interests including community property, co-ownership, and property transfers at death; ethical considerations; choosing a fiduciary; and important information on administering an estate.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Qualified Plan Distributions Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
This class helps insurance agents and financial advisors understand the types of qualified plans now in existence. Students gain a working knowledge of the rules and regulations associated with plan distributions. The class touches on the tax issues associated with qualified plan distributions, and the producer’s ability to recognize planning opportunities for their clients.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Estate Planning: Passing It On Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
Be prepared to adequately plan your client’s estate needs. Among the topics covered are an overview of the estate planning process; types of property interests including community property, co-ownership, and property transfers at death; ethical considerations; choosing a fiduciary; and important information on administering an estate.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: BR Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: PA Public Adjusters Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: LB Life Brokers Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: C3 General Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Ethics and Regulationin the Insurance Industry - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: PC Property/Casualty Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: LA Life/Accident and Health Agents Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Understanding Disability Income Insurance - New York, NY (June 6, 2012)
New York, NY –
June 6, 2012 Line of Authority: C1 Life Consultants Credit Hours: 4.00
Location:
Kaplan Financial Education
61 Broadway
New York, NY 10006
[ Get Directions ]
Class Time: 1:15 pm - 5:00 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to one of the following:
LA Life/Accident and Health Agents (4.0 Credit Hours)
LB Life Brokers (4.0 Credit Hours)
BR Brokers (4.0 Credit Hours)
C3 General Consultants (4.0 Credit Hours)
C1 Life Consultants (4.0 Credit Hours)
PC Property/Casualty Agents (4.0 Credit Hours)
PA Public Adjusters (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Resident Requirements
All licensees (producers, brokers, consultants, adjuster) must complete 15 hours of CE credit every 2 years in the line in which the license is held.
Licensees holding more than one license (LH & PC) must complete 30 hours of CE with 15 hours in each line category (LH & PC). Bridge courses can be taken to satisfy both lines.
You should not repeat any course already reported for CE credit. Beginning with licenses renewing on or after February 1, 2009 you will no longer be able to renew your license if reporting a course that was completed in an earlier licensing period.
Licensees must maintain records of completed continuing education courses and will be held responsible if a course is repeated.
This state has issued a notice reminding licensees who sell flood insurance of their requirement to comply with the minimum training requirements established FEMA and the National Flood Insurance Program.
Beginning with licenses renewing on or after February 1, 2009 you will no longer be able to renew your license if reporting a course that was completed in an earlier licensing period.
Annuities
Effective 6/30/2011: Regulation 187 (Part 224 of Title 11 of the Official Compilation of the State of New York) requires insurers to set forth standards and procedures for recommendations to consumers with respect to annuity contracts so that the insurance needs and financial objectives of consumers are appropriately addressed.
Section 224.4 (g) & (h) holds the insurance company responsible for ensuring that every producer recommending its annuity products is adequately trained to make the recommendation. However, the regulation does not require the completion of specific training requirements. It is the responsibility of the producer to know the annuity training requirements of the insurance company with whom he or she works.
Long-Term Care Training
Licensed producers who will sell New York State Long-Term Care Partnership insurance after 4/1/05 must complete a one-time 8 hour training course prior to selling LTCP policies.
Non Resident Requirements
Non-resident producers are exempt from CE, however, non-residents are not exempt from the LTCP requirement.
Proctor/Monitor Requirements
Print Requirements
A state-approved monitor must monitor the exam and the exam must be closed book. Make an appointment and bring 2 pieces of photo identification (preferably your drivers license and producer/broker license) Give the monitor the sealed exam envelope. The monitor completes the Declaration of Compliance on the back of the answer sheet, includes a copy of his or her current monitor approval document along with the monitor affidavit, and forwards all exam materials to Kaplan. For a list of approved monitors, check the NY DOI's website. Please note that monitors may charge a fee for this service.
Online Requirements
A state-approved monitor must monitor the online exam and the online exam must be closed book. Make an appointment and bring 2 pieces of photo identification (preferably your driver's license and producer/broker license). For a list of approved monitors, check the NY DOI's website. The monitor must complete the monitor affidavit before the exam is launched. Once the exam is completed, the monitor must verify his or her information and confirm that the student has completed the exam with no outside assistance. Upon exam completion, the monitor will submit the materials which, in turn, will be electronically transmitted to Kaplan Financial. Please note that monitors may charge a fee for this service.
Reporting Requirements
Report within 30 days of completion. Need last four digits of Agent's SSN and full license number to report. Weekly reporting.
Period Criteria Requirements
After your license has been renewed the first time, continuing education (CE) will always be required upon subsequent renewal or relicensing applications. Credits must be accumulated during the renewal period, which begins with the effective date of the license. CE must be completed before processing the renewal or relicensing application
Carryover Criteria Requirements
Carryover of CE hours is not permitted. By statute, fifteen (15) new and different CE credits must be earned during each licensing period.
Course Repetition
Course repetition is not permitted.
Acceptable Training Methods
CORRESPONDENCE (PRINT)
CLASSROOM
ONLINE (INTERNET DELIVERY)
COMPANY SEMINARS
CBT/CD-ROM (COMPUTER-BASED TRAINING)
Notice
This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.
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