Superior Service, Quality and Value

Continuing Education 

8517C West Grand Avenue,   River Grove,     Illinois 60171   (847) 455 1130      Fax (847)455-1153
       
   

 

Notice that the CE Client referral Program has been terminated as of 11/01/09

(Order as ISIP #1)  "Interest Sensitive Insurance Products.."

An enlightening review of  economic and taxation policies in 20th Century America  leading  to the interest sensitive product revolution which started in the 1980's, are discussed. A fundamental explanation focusing on Universal Life is compared and contrasted with Interest Sensitive Whole Life and Variable Life Some useful marketing guidelines are also addressed.  50 multiple choice open book self study exam, an intermediate course level.

(Order as PFP #2)  "Practical Financial Planning and the Role of Insurance"

Financial needs analysis emerged in the latter part of the 20th century as a critically accepted tool for insurance planning.  This course reviews the fundamental elements of the financial planning process while explaining the methods by which various insurance contracts can be used to solidify an individual’s financial stability. (Note: historically our most popular course and great for the first year producer!) 50 multiple choice open book self study exam, a very basic course.

(Order as UPL #3)  "Understanding Personal Lines"

Whether you are a property and casualty or a life and health producer, this course is designed to help you spotlight critical insurance needs that no consumer should overlook.  The importance of Homeowners, Liability and the Auto policies are featured with respect to the need satisfaction of the of the individual who is not a business owner.  This course will help the life agent, who is considering licensing in the area of property and casualty, to learn many fundamental property and casualty concepts. 50 multiple choice open book self study exam, a basic course.  

(Order as FIL #4)  "Fundamentals of Insurance Law"

How does insurance industry regulation impact companies, agents and consumers? This course will help you understand and apply contract law, the law of agency and state and federal regulation with respect to the agent and his role with the consumer and applicable regulators. A useful legal history of the life insurance contract is included.  Protect yourself with the useful knowledge contained in this course.   50 multiple choice open book self study exam, a basic course.  

(Order as EPB #5)  "Estate Planning Basics"

Disposing of real and personal property at death while minimizing taxation are common goals of successful estate planning. The materials explain in layman’s terms, the basic legal terminology essential to understanding estate planning. The differences between the will and trusts is featured as well as popular taxation concepts like the Gift Tax exception and the Unlimited Marital Deduction.

Despite the complexity of estate planning, this course is written in an easy to understand manner specifically for the non lawyer. 50 multiple choice open book self study exam, a basic course.

(Order as BIB #6)  "Business Insurance Basics"

 The ownership entities of sole proprietorship, partnership and corporation are thoroughly examined with respect to applicable insurance contract principles as a method of facilitation the continuation of a business due to the death, disability or retirement of a business owner.  The following business concepts are examined: The Buy-Sell Agreement, Disability Buyouts, Business Overhead Expense, Key Person, Split Dollar and Deferred Compensation. 50 multiple choice open book self study exam.  

(Order as RPP #7)  "The Retirement Planning Process"

Accumulating cash adequately during a working lifetime is the minimum goal of every career worker, yet government studies consistently show that at least three quarters of all workers will retire to poverty.  This course compares and contrasts the options of using social insurance, individual initiative and corporate qualified and nonqualified concepts. The use of insurance products as a retirement tool is also explored. 50 multiple choice open book self study exam, a basic course.

   

 (Order as RM #8)  "Risk Management:  Property and Casualty"

This course defines the parameters of risk management with a focus on reducing costs due to loss exposures for both business and the individual.  Methods of limiting loss exposures by avoidance and loss control are discussed.   Classifying loss control measures and the necessary steps of loss control are highlighted.  Financial loss exposure and use or various insurance techniques are compared and evaluated.  

(Order as BP #9)  "Business Planning for the Insurance Producer.."

This course is your guide to personal or small agency business planning.  Includes a review of the business planning process, marketing concepts and various lines of insurance and securities investment.  Our exclusive Busi-Work® Personal Business Planning Workbook is included and will help guide you to greater income potential, if you apply its techniques for improvement. 

*** Do-It-Yourself ***


Special Mandated CE by the State of Illinois For Long Term Care:

 

(Order as TLTC-6 hours only) “Traditional Long term Care Insurance (6 hours only)”

This course is only for Accident and Health Licensed Producers who wish to sell Long Term Care policies.  It satisfies the ONCE IN A LIFETIME REQUIREMENT. If you do not have a Health license, you cannot get credit for this course!  Please see the Credit Hours Web Page for more information.  It has an open book 50 question multiple choice exam.

TO ORDER TLTC...CLICK HERE> TLTC ORDER FORM

 

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