401(k) Update (5 Credit Hrs) – In this course we focus on 401(k) plans. We provide an overview of the structure and operation of these plans and review the numerous rules and regulations that govern these and other qualified retirement plans. This is an introduction to and a review of 401(k) plans as well as an update. We provide a review of the latest innovations in both plan structure and funding. Plan design, implementation, operations and administration are included in the discussion. Level of difficulty - Basic  View the course schedule
Advanced Estate Planning (5 Credit Hrs) – This course addresses larger and complex estates and the significant issues high net worth individuals and families face in connection with the transfer of their wealth. This course places a heavy emphasis on the gift and estate tax problems that must be addressed. It addresses the unique nature of assets held in complex estates such as privately-held and family owned businesses, farms, ranches, intellectual property and other illiquid assets. There is a comprehensive discussion of trusts along with leveraging, discounting and freeze techniques. There is also section on charitable giving. Level of Difficulty - Advanced View the course schedule
All About Annuities (3 Credit Hrs) – This course is an introduction to and review of annuities. The idea is to cover everything from A to Z with regard to annuity contracts. We review fixed, variable and indexed annuities along with annuity options and riders. We also discuss flexible, single premium deferred and single premium immediate contracts. We look at issues that affect the accumulation period in annuities as well as the payout period. We also cover annuity rules and regulations including those proposed in new federal legislation. Level of Difficulty – Basic View the course schedule
Basic Estate Planning (8 Credit Hrs) – This course is packed with valuable and timely information for you and your clients. It’s a comprehensive introduction to and review of estate planning. It covers everything you need to consider in constructing the right estate plan for yourself or your clients. We cover wills, trusts, taxes, expenses, intestate distributions, property titling, powers of attorney, along with executor, guardian and trustee duties and much more. Level of Difficulty – Basic View the course schedule
Business Agreements (5 Credit Hrs) – The more you understand business transactions the better prepared you’ll be to work in the business market. This is a review of a variety of common agreements used in business. The course identifies the characteristics of each and points out both common and alternative uses for these contracts. We cover a variety of contracts including leases, employment and consulting agreements, confidentiality and non-compete agreements, purchase, installment sale, and buy/sell agreements. We also look at executive compensation agreements. We’ve added new agreements to the subject matter. Level of Difficulty – Basic View the course schedule
Financial Statements (5 Credit Hrs) – Learn to speak and understand the language of business and finance. This valuable introductory course will teach you how to read, understand, analyze and interpret financial reports and information for both manufacturing and service businesses including professional firms. We look at income statements, balance sheets and statements of cash flow, footnotes, opinion letters and supporting documentation from the perspective of managers, owners, investors and other interested parties. The course is designed for non financial professionals. Level of Difficulty - Basic View the course schedule
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How To Become A Millionaire - Financial Planning For Financial Independence (5 Credit Hrs) – How do the rich get rich? In this entertaining course we look at the economic activities, personal behaviors and the planning activities that lead to the acquisition and preservation of wealth. We look at the supporting factors that allow people to succeed and prosper in a democratic and capitalistic environment. The course also examines the role that advisors play in helping clients acquire and preserve wealth. Level of difficulty - Basic View the course schedule
Maximizing Retirement Benefits (3 Credit Hrs) – What does the law allow? A surprisingly large sum! This in-depth course, presented by actuarial and retirement plan experts teaches you how to help your clients get the most benefit out of ERISA statutes and their underlying rules and regulations. Maximize your retirement benefits by attending this valuable presentation. Level of difficulty - Advanced View the course schedule
Professional / Employment Liability (2 Credit Hrs) – What types of liability claims are brought against professionals and what are the appropriate defenses? Who should represent professionals in malpractice cases and what options do insurance agents have in the selection of counsel? Likewise, what types of claims are brought against employers, what are the defenses and what type of expertise does it take to adequately represent employers who are exposed to employer practices claims. This course will provide insurance agents and professionals with valuable insight into the history and nature of such claims and demonstrate how all parties at interest can interact to achieve the best outcome. Level of difficulty - Intermediate View the course schedule
Roth Conversions (2 Credit Hrs) – Starting in 2010 the ban on converting traditional IRA’s and other qualified accounts to Roth IRA’s is lifted. There will be many questions and much discussion about what to do throughout 2010 and thereafter. Is conversion the right thing to do? Who will benefit and who won’t? In this course you’ll learn about the new rules, the tax consequences and how to figure out how to help your clients decide what is best for them. Level of difficulty – Basic View the course schedule
Social Security And Medicare (5 Credit Hrs) – This course will provide you with an overview of Social Security, Medicare and Medicaid as well as an update on rules, regulations and legislation for these programs. We cover Social Security disability claims and expedited procedures for receiving disability benefits. Long term care and the new long term care / Medicaid partnership programs are discussed as well. Level of Difficulty - Basic View the course schedule
Trends In Employee Benefits (2 Credit Hrs) – Employers are struggling to keep the cost of employee benefits under control and rethinking their role as the principal provider of benefits for employees. More and more employees are faced with benefit cuts and increased out-of-pocket expenses. From health plans to long term care, from retirement benefits to college savings plans, the landscape is changing. This course provides an insight into these key trends and describes the role of voluntary products in the payroll deduction market as well. Level of Difficulty – Basic View the course schedule
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