Michigan Office of Financial and Insurance Regulation March 22, 2010 Continuing Education Courses Providers Offering Courses Open to the Public

Size: px
Start display at page:

Download "Michigan Office of Financial and Insurance Regulation March 22, 2010 Continuing Education Courses Providers Offering Courses Open to the Public"

Transcription

1 March, 00 Continuing Education s Providers Offering s Open to the Public 05 MI OFFICE OF FINANCIAL AND INSURANCE REGULATION PO Box 00 Lansing, MI 909 Website: Contact: TRACY LORD BISHOP at Method Name Insurance Regulation Seminar Ethics 6 Ethics Ofir Rebating Seminar and Property Ofir Suitability Seminar and Property 597 Either 597 Either TRAINING.COM, INC 0 N MO-PAC EXPY STE 00 AUSTIN, TX 777 Website: Contact: APRIL THOMAS at Method Name Adv Personal Auto Ins: Endorsements, "no Faults"/premiums/underwriters Agency Operations and Property Property 576 Property/Casualty 5667 Either Annuities Life 566 Life/ Anti-money Laundering For Insurance Professionals Commercial General Liability Insurance and Property 5670 Either Property 5669 Property/Casualty Employer Practices - 00 Property Property/Casualty 6 Employment Law and Property 567 Either Estate Planning Advanced Life 56 Life/ Estate Planning Basic Life 565 Life/ Ethics And Fraud - 00 Ethics 59 Ethics Ethics For Insurance Professionals Advanced Ethics For Insurance Professionals Basic Evaluating Financial Performance Ethics Ethics 5 Ethics 567 Ethics Life 566 Life/ Page of 9

2 March, 00 Continuing Education s Providers Offering s Open to the Public TRAINING.COM, INC 0 N MO-PAC EXPY STE 00 AUSTIN, TX 777 Website: Contact: APRIL THOMAS at Method Name Flood Insurance Flood 56 Property/Casualty Hipaa For Insurance Professionals -009 Homeowner's And Dwelling Insurance - 00 Life 56 Life/ Property 59 6 Property/Casualty 6 Inland Marine Insurance Property 560 Property/Casualty Insurance Fraud Awareness - 00 Property 59 5 Property/Casualty 5 Introduction To Personal Auto Insurance And The Personal Auto Policy Introduction To Property And The Insurance Contract Legal And Moral Issues In The Insurance Industry - 00 Legal Responsibilities Of The Insurance Agent - 00 Property 575 Property/Casualty Property 5679 Property/Casualty and Property and Property 59 5 Either Either Life Settlements - 00 Life 599 Life/ Life,, Disability & Long Term Care Insurance Life/ 5 Management Of Capital 009 Life 56 Life/ Medicare Life/ Mergers And Acquisitions Part I Life 56 Life/ Mergers And Acquisitions Part Ii Life 56 Life/ Mergers And Acquisitions Part Iii Life 560 Life/ Mold And The Insurance Industry - 00 New Employee and Property New Trends In Life And - 00 Property 59 Property/Casualty 5677 Either Life/ 6 Ocean Marine Insurance Property 56 6 Property/Casualty 6 Overview Of Life Settlement Industry: Current Events & Regulatory Update Personal Auto Insurance - 00 Property and Personal Lines 9967 Life/ Property/Casualty 6 Page of 9

3 March, 00 Continuing Education s Providers Offering s Open to the Public TRAINING.COM, INC 0 N MO-PAC EXPY STE 00 AUSTIN, TX 777 Website: Contact: APRIL THOMAS at Method Name Personal Life Insurance Planning Life 59 Life/ Principles Of Insurance and Property Either 0 Property Insurance Property Property/Casualty 7 The Six Parts Of The Personal Auto Policy Property 5050 Property/Casualty Universal Life Insurance Life 59 Life/ Variable Universal Life Insurance Life 590 Life/ Wills And Trusts Life 56 Life/ 07 5TH GEAR ENTERPRISES, LLC. PO BOX 0 SHERWOOD, OR 970 Website: Contact: CHRISTOPHER GOODBAUDY at Method Name Commercial Liability Insurance Property 55 5 Property/Casualty 5 Concepts And History Of Insurance Errors & Omissions - Insurance For Agents 009 Essentials Of The Personal Umbrella and Property 56 7 Life/ Either 6 Property 5 5 Property/Casualty 5 Ethics In The Practice Of Insurance Ethics 5 Ethics Financial Planning And Divorce Life 5 Life/ Finding Opportunities In Epl Insurance Flood Insurance (understanding Fema-backed Flood Insurance) Insurance And Financial Planning Concepts Insurance Fraud and Property Property 5 Property/Casualty Flood 507 Property/Casualty Life 5 Life/ 50 5 Either 5 Long-term Care Insurance Primer Long Term Care 56 Life/ Page of 9

4 March, 00 Continuing Education s Providers Offering s Open to the Public 07 5TH GEAR ENTERPRISES, LLC. PO BOX 0 SHERWOOD, OR 970 Website: Contact: CHRISTOPHER GOODBAUDY at Method Name Long-term Care Insurance Refresher Long Term Care 57 Life/ Mold Claims & Insurance Property Property/Casualty 5 Property And Casualty Insurance Concepts Property 57 0 Property/Casualty 0 Understanding Ethics: A Way Of Life Ethics 50 Ethics 0 A.D. BANKER & COMPANY, L.L.C COLLEGE BLVD #0 OVERLAND PARK, KS 66 Website: Contact: LAURIE COE at ext Method Name Comprehensive Annuity - 00 Life 50 Life/ Effective Property Solutions Property 90 0 Property/Casualty 0 Estate Planning & Preservation - 00 Life 5 6 Life/ 6 Ethics For The Insurance Professional - 00 Ethics 5 Ethics Modern Retirement Planning - 00 Life 59 Life/ 07 ACADEMY FOR HEALTHCARE MANAGEMENT C/O THE NATIONAL UNDERWRITER CO 50 OLYMPIC BLVD ERLANGER, KY 0 Website: None Provided Contact: MARK LAAKE at Method Name Annuities For Funding Ltc Needs Life 5 Life/ Medicare Advantage & Part D Plan Training 5 Life/ Understanding Annuities Life 59 Life/ Understanding Equity Indexed Annuities Life 57 Life/ Understanding Variable Annuities Life 55 Life/ Page of 9

5 March, 00 Continuing Education s Providers Offering s Open to the Public 079 ACADEMY OF INSURANCE, INC. 057 HWY 9 NORTH HOWELL, NJ 077 Website: Contact: MARY MURRAY at Method Name Mold Prevention: It's In The Water Property 556 Property/Casualty 05 ACCREDITED HOMESTUDY INSTITUTE INC. REAL ESTATE INS SERVICES 05 W. GRAND AVE FRANKLIN PARK, IL 60 Website: Contact: DAWN ESPOSITO at Method Name 0(k) And Ira Programs - 00 Life 997 Life/ Ethical Responsibilities - 00 Ethics 507 Ethics Ethical Standards - 00 Ethics 506 Ethics Ethics - The Guide To Success - 00 Ethics 50 Ethics Insurance Principles - 00 and Property Life & Solutions - 00 Life And Principles Either 997 Life/ 990 Life/ Life Insurance Priniples Life 500 Life/ Medicare, Cobra, Disability Plans - 00 Planning Life And Needs Accident & 9977 Life/ 50 Life/ Principles Of Buy Sell Programs - 00 Life 9976 Life/ Property And Casualty Insurance - 00 Property 997 Property/Casualty Property And Liability Insurance - 00 Property 9975 Property/Casualty Understanding Home And Auto Insurance - 00 Understanding Personal Property Insurance - 00 Understanding Property, Liability And Motor Vehicle - 00 Understanding Umbrella Insurance - 00 Property 997 Property/Casualty Property 9970 Property/Casualty Property 99 Property/Casualty Property 997 Property/Casualty Page 5 of 9

6 March, 00 Continuing Education s Providers Offering s Open to the Public 05 ACCREDITED HOMESTUDY INSTITUTE INC. REAL ESTATE INS SERVICES 05 W. GRAND AVE FRANKLIN PARK, IL 60 Website: Contact: DAWN ESPOSITO at Method Name Understanding Watercraft And Umbrella Insurance - 00 Property 99 Property/Casualty 055 AFFORDABLE-FIRSTCHOICE-SUCCESS-CLIENTELL CE CORPORATE PLAZA STE 00 NEWPORT BEACH, CA 9660 Website: Contact: SHEILA SISEMORE at ext Method Name -hour Long Term Care Long Term Care 559 Life/ Annuity & Life Principles - 00 Life 5069 Life/ Basics Of Property And Casualty Insurance For Dwellings - 00 Buy Sell & Annuity Principles - 00 Code Of Ethics & Professional Responsibility Ethics In The Insurance Marketplace - 00 Property Property/Casualty Life/ 7 Ethics 590 Ethics Ethics 50 Ethics Flood Insurance Program Flood Property/Casualty 6 & Life Concepts - 00 Homeowners & Automobile Insurance Life/ Property Property/Casualty 9 Indexed Annuities Life 9 Life/ Individual & Federal Insurance Programs Life Settlements Medicare, Ltc & Disability Insurance - 00 Michigan Partnership Long Term Care Follow-up Training Personal Lines Coverage Property and Ethics Property and Ethics Accident & 966 Life/ 95 Life/ Accident & Life/ 9 Long Term Care 55 Life/ 97 Ethics Property/Casualty Page 6 of 9

7 March, 00 Continuing Education s Providers Offering s Open to the Public 055 AFFORDABLE-FIRSTCHOICE-SUCCESS-CLIENTELL CE CORPORATE PLAZA STE 00 NEWPORT BEACH, CA 9660 Website: Contact: SHEILA SISEMORE at ext Method Name Preferred Practices Retirement Income Distribution Planning- 00 Suitability Issues You Can't Ignore Life/ Life/ Life/ 0 Umbrella & Watercraft Insurance - 00 Property Property/Casualty 6 Variable, Indexed, Fixed Annuities, Living Benefits And Life and Ethics Life/ Life and Ethics Ethics 07 AGENCY INSURANCE (AIFS CORP) 550 CASCADE RD. SE STE. 05A GRAND RAPS, MI 956 Contact: PETER JAMES at Method Name Agent's E&o - Items To Know and Property Ethics & E&o In Today's Agency, Prop & Casualty & Ethics, Prop & Casualty & Ethics 07 AIRCRAFT BUILDERS COUNCIL, INC. PARK GLEN RD MINNEAPOLIS, MN 556 Website: Either 596 Either Ethics Website: Contact: Sara JENSEN at Method Name 00 Abc Conference Property Property/Casualty 6 Page 7 of 9

8 March, 00 Continuing Education s Providers Offering s Open to the Public 05 AKZO NOBEL COATINGS 5555 SPALDING DRIVE NORCROSS, GA 009 Website: None Provided Contact: MIKE SILLAY at Method Name Ethical Considerations Of Claims Practices Ethical Considerations Of Collision Claims Ethical Considerations Of Fair Sales Practices Ethics 50 Ethics Ethics 50 Ethics Ethics 50 Ethics Improving Insured's Satisfaction Property 5500 Property/Casualty Providing Accident Prevention Advice - 00 Understanding Advanced Vehicle Safety Systems Understanding Body & Frame Repair Understanding Collision Claims & Estimates - 00 Property 5090 Property/Casualty Property 5795 Property/Casualty Property 5797 Property/Casualty Property 509 Property/Casualty Understanding Collision Refinish Property 5796 Property/Casualty Understanding Paintless Dent Removal Property 509 Property/Casualty - 00 Understanding Pre-insurance Property 599 Property/Casualty Inspection (009) Understanding Theft Issues Property 550 Property/Casualty 006 AMERICAN COLLEGE (THE) 70 S BRYN MAWR AVE BRYN MAWR, PA Website: Contact: ANTOINETTE CHRISTALDI at Method Name 0-0 Annuity Suitability Life 505 Life/ 0- The Needs And Uses Of Di Accident & 5006 Life/ 0- When Disability Strikes Accident & 50 Life/ 0-7 Game Changer Business Continuation And Liquidation 0- Game Changer Funding Buy-sell Agreements 0-0 Gamechanger Planning For Retirement Needs Life 500 Life/ Life 5060 Life/ Life 509 Life/ Page of 9

9 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN COLLEGE (THE) 70 S BRYN MAWR AVE BRYN MAWR, PA Website: Contact: ANTOINETTE CHRISTALDI at Method Name 09- Game Changer Long Term Long Term Care 5569 Life/ Care Planning 09- Gamechanger Life Insurance Life 56 Life/ Planning 09- Sma 009 What A Difference A Life 59 Life/ Year Makes 09-5 Gamechanger Executive Life 599 Life/ Benefits 09-9 New Dynamics In Medicare, Life 57 Life/ Medicaid, And Tlc 09-0 The Magic Of Life Insurance Life 576 Life/ And Taxes 09- Esops And Msops In Business Life 59 Life/ Succession 09- Financial Planning: What Would Life 59 Life/ You Do? 09- What The New Tax Changes Life 595 Life/ Mean 09-5 Boomer Retirement: Easing Life 5796 Life/ Fears 09-0 Game Changer Cash Value Life 505 Life/ Insurance Ce 00 Issues In The Ethics Of Ethics 506 Ethics Financial Services Ce 0 Retirement Planning Life 56 Life/ Considerations For Women Ce 0 Savings For Retirement Life 566 Life/ Ce 05 Retirement Income Life 56 Life/ Ce 06 Scenario Planning Continuing Education Project Ce 07cl Issues In The Ethics Of Financial Services Ce0 Distribution Planning For Retirement Fa 0 Techniques For Exploring Personal Markets - 00 Fa 0 Techniques For Meeting Client Needs Fa 0 Marketing Financial Services To Women Life 567 Life/ Ethics 55 Ethics Life 565 Life/ Life 5095 Life/ Life 99 Life/ Life and Ethics 56 Life/ Page 9 of 9

10 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN COLLEGE (THE) 70 S BRYN MAWR AVE BRYN MAWR, PA Website: Contact: ANTOINETTE CHRISTALDI at Method Name Fa 0 Marketing Financial Services To Women Fa Essentials Of Disability Income Insurance Fa Essentials Of Multiline Skills (includes Ltc s) Fa 55 Essentials Of Long Term Care Insurance Life and Ethics 56 Ethics Accident & Life/ 0, Prop & Casualty & Ethics, Prop & Casualty & Ethics Fa 56 Essentials Of Annuities - 00 Fa 57 Essentials Of Life Insurance Products - 00 Fa 6 Foundations Of Retirement Planning- 00 Fa 6 Foundations Of Financial Planning: An Overview - 00 Fa 6 Foundations Of Financial Planning: The Process Fa 6 Foundations Of Investment Planning Fa 7 Foundations Of Estate Planning - 00 Fa 90 Ethics For The Financial Services Professional Fa Essentials Of Business Insurance Either Ethics Long Term Care 50 0 Life/ Life/ Life 5095 Life/ 9657 Life/ Life Life/ Life 506 Life/ Life and Ethics 976 Life/ Life and Ethics Ethics Life 50 Life/ Ethics 57 Ethics Life Life/ 0 Gs 0 Financial Statement Analysis Life 9 Life/ Gs 0 Financial Institutions Life 59 Life/ Gs Security, Analysis And Portfolio Management Life 59 Life/ Gs Business Valuation Life 50 Life/ Gs Qualified Retirement Plans Life 990 Life/ Gs 5 Advanced Estate Planning I - 00 Life 507 Life/ Page 0 of 9

11 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN COLLEGE (THE) 70 S BRYN MAWR AVE BRYN MAWR, PA Website: Contact: ANTOINETTE CHRISTALDI at Method Name Gs 6 Advanced Estate Planning Ii Life 579 Life/ Gs 7 Personal Tax Planning Life 595 Life/ Gs 6 Business Succession Planning I 99 Life/ Gs Bus Succession Plng Ii -009 Life Life/ 7 Gs 9 Charitable Giving Life 55 Life/ Gs Executive Compensation - 00 Life 507 Life/ Gs 9 Charitable Giving Applications Gs 59 Gift Planning In A Nonprofit Context (revised) Life 59 Life/ Life and Ethics 50 Ethics Life and Ethics Life/ Hs 00 Financial Planning: Process And Environment Life and Ethics 5065 Ethics Life and Ethics Life/ Hs Fundamentals Of Insurance Planning Hs Individual Insurance Life 506 Life/ Accident & 57 Life/ Hs Income Taxation Life 5 Life/ Hs The Financial System In The Economy Life 57 Life/ Hs Individual Life Insurance Life 575 Life/ Hs Life Insurance Law Life and Ethics 55 Ethics Life and Ethics Life/ Hs 5 Group Benefits Life 576 Life/ Hs 6 Planning For Retirement Needs Life 5 Life/ Hs Investments Life and Ethics 570 Life/ Life and Ethics Ethics Hs 0 Fundamentals Of Estate Planning Life and Ethics 569 Life/ Life and Ethics Ethics Page of 9

12 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN COLLEGE (THE) 70 S BRYN MAWR AVE BRYN MAWR, PA Website: Contact: ANTOINETTE CHRISTALDI at Method Name Hs Planning For Business Owners And Professionals Hs Financial Planning Applications Hs Estate Planning Applications Hs 0 Advanced Topics In Group Benefits - 00 Life 57 Life/ Life 56 Life/ Life 5 Life/ 99 Life/ Hs Executive Compensation Life 57 Life/ Hs Advanced Topics In Managed Care Hs 50 Understanding The Older Client - 00 Hs 5 & Long-term Care Financing For Seniors Hs 5 Financial Decisions For Retirement Accident & 5 Life/ 99 Life/ Accident & 56 Life/ Life 577 Life/ 07 AMERICAN EDUCATION SYSTEMS LC 77 AUBURN UTICA, MI 7 Website: Contact: JAMES T. CRESSWELL at Method Name Advanced Commercial Auto Insurance - 00 Advanced Commercial Property Insurance - 00 Core Concepts Lh Revised Property 997 Property/Casualty Property 99 Property/Casualty 59 Life/ Core Concepts Pc Revised Property 59 9 Property/Casualty 9 Ethics And Regs For The Mi P/c Producer Ethics And Regs For The Mi Producer - 00 Facts & Requirements For Selling Ltc (-hr) 00 Ethics 5976 Ethics Ethics 509 Ethics Long Term Care 5075 Life/ Flood Insurance Flood 590 Property/Casualty Page of 9

13 March, 00 Continuing Education s Providers Offering s Open to the Public 07 AMERICAN EDUCATION SYSTEMS LC 77 AUBURN UTICA, MI 7 Website: Contact: JAMES T. CRESSWELL at Method Name Hipaa Standards nd Ed Rev (00) Accident & 505 Life/ Life And Insurance Life/ Michigan Auto Essentials Rev (00) Property Property/Casualty 6 Principles Of Life-health - nd Ed Rev (00) 506 Life/ Principles Of P-c, Special Ren (00) Property Property/Casualty 0 Principles Of Property/casualty nd Rev (00) Property 50 Property/Casualty 050 AMERICAN FINANCIAL MARKETING LLC 00 HIGHWAY 69 SOUTH STE 00 ST. LOUIS PARK, MN 556 Website: None Provided Contact: BRIAN BIWER at Method Name Advanced Income Planning Strategies For Financial Professionals Life 57 Life/ 006 AMERICAN INSTITUTE FOR CPCU/INSURANCE INSTITUTE OF AMERICA (AICPCU) 70 PROVENCE RD STE 00 Website: MALVERN, PA 955 Contact: CHRISTINE O QUAY at ext 7667 Method Name Aai - Foundations Of Ins. Production: Principles Of Insurance (009) Aai - Multiple Lines Insurance Production Aai - Principles Of Agency Management (009) Aic - Claim Handling Principles And Practices Property 566 Property/Casualty Property 565 Property/Casualty and Property 56 Either Property Property/Casualty 9 Page of 9

14 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN INSTITUTE FOR CPCU/INSURANCE INSTITUTE OF AMERICA (AICPCU) 70 PROVENCE RD STE 00 Website: MALVERN, PA 955 Contact: CHRISTINE O QUAY at ext 7667 Method Name Aic - Workers Compensation & Managing Bodily Injury Claims (009) Property 56 Property/Casualty Aic 5 - Property Loss Adjusting (009) Property 567 Property/Casualty Aic 6 - Liability Claim Practices Property 566 Property/Casualty Api - Personal Insurance Underwriting And Marketing Practices Property 55 Property/Casualty Api 9 - Personal Insurance Portfolio Management And Issues Cpcu 50 - Foundations Of Risk Managment, Ins. & Professionalism (009) Property 550 Property/Casualty Property and Ethics Property and Ethics 56 Ethics Property/Casualty Cpcu 50 - Ins Operations, Regulations, & Statutory Accounting (009) Cpcu 50 - The Legal Environment Of Insurance (009) Cpcu 50 - Finance For Insurance And Risk Management Professionals 009 Cpcu 55 - Commercial Property Risk Management And Insurance (009) Cpcu 55 - Commercial Liability Risk Management & Insurance (009) Cpcu 55 - Survey Of Personal Risk Management, Ins. & Fin. Planning 009 Cpcu Personal Risk Management & Property-liability Ins (009) Cpcu Personal Financial Planning (009) Cpcu Survey Of Commercial Risk Management & Insurance (009) Cpcu Financial Services Institutions (009) Ethical Guidelines For Insurance Professionals Ins - Property And Liability Insurance Principles (009) Property 56 Property/Casualty Property 565 Property/Casualty Property 56 Property/Casualty Property 560 Property/Casualty Property 569 Property/Casualty and Property 56 Either Property 56 Property/Casualty 56 Life/ Property 56 Property/Casualty Life 56 Life/ Ethics 596 Ethics Property 560 Property/Casualty Page of 9

15 March, 00 Continuing Education s Providers Offering s Open to the Public 006 AMERICAN INSTITUTE FOR CPCU/INSURANCE INSTITUTE OF AMERICA (AICPCU) 70 PROVENCE RD STE 00 Website: MALVERN, PA 955 Contact: CHRISTINE O QUAY at ext 7667 Method Name Ins - Commercial Insurance (009) Property 560 Property/Casualty Ins - Personal Insurance (009) and Property 5609 Either 09 AMERICAN INSURANCE MARKETING AND SALES SOCIETY (AIMS) P.O. BOX 57 Website: None Provided RICHMOND, VA 5 Contact: DONNA GRAY at Method Name How To Turn Your Technical Knowledge Into $$$ Property 55 Property/Casualty Implement For Success (cpia ) Property 56 7 Property/Casualty 7 Position For Success (cpia ) 009 Property and Ethics Property and Ethics 55 7 Property/Casualty 5 Ethics Sustain Success (cpia ) Property 57 7 Property/Casualty 7 00 AMERICAN UNITED LIFE INSURANCE CO. C/O THE NATIONAL UNDERWRITER 50 OLYMPIC BLVD ERLANGER, KY 0 Website: None Provided Contact: MARK LAAKE at Method Name Bright Solutions For Rainy Days Life 555 Life/ Nec 76-0(b) And Church Plans 009 Life 597 Life/ Page 5 of 9

16 March, 00 Continuing Education s Providers Offering s Open to the Public 0756 AMERICA'S HEALTH INSURANCE PLANS c/o InsuranceStudy 00 LAKE COOK ROAD SUITE 50 BUFFALO GROVE, IL 6009 Website: None Provided Contact: Ed Zurek at Method Name Long Term Care Professional Book ; Understanding Needs And Options Long Term Care 95 5 Life/ 5 00 ANBC, INC. EL CAMINO DRIVE P.O. BOX 97 PEKIN, IL 655 Website: None Provided Contact: PAUL J CROSS at Method Name Annuity Lifetime Benefit Income Riders Life 5066 Life/ 0565 ARMTECH INSURANCE SERVICES INC. 70 ND ST LUBBOCK, TX 79 Website: Contact: AMY GARNER at Method Name 00 Spring Agent Update Property 5 6 Property/Casualty 6 07 ASSIST AMERICA, INC. 0 CARNEGIE CENTER SUITE 0A PRINCETON, NJ 050 Contact: HELEN A. CASTRO at Method Name Global Emergency Medical Plans Global Emergency Medical Plans ( Hour) - 00 Website: None Provided 507 Life/ 507 Life/ Page 6 of 9

17 March, 00 Continuing Education s Providers Offering s Open to the Public 07 ASSOCIATION MANAGEMENT OF MICHIGAN 65 CLAY AVENUE S.W. GRAND RAPS, MI 95 Website: None Provided Contact: JANE OWEN at Method Name Income For Today's Retirees Life 550 Life/ True Confessions Of An Exit Strategy Advisor Life 59 Life/ 07 ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS 5 SUMMIT DR WATERFORD, MI Website: Contact: LYNN SZEFI at Method Name Agents E&o- Items To Know Ethics 99 Ethics Ethics And E&o In Today's Agency, Prop & Casualty & Ethics, Prop & Casualty & Ethics Everything You Wanted To Know About E&o But Were Afraid To Ask Accident & and Property & Casualty & Ethics Accident & and Property & Casualty & Ethics Keys To E&o Loss Control and Property Write It Right - 00 and Property 50 Either Ethics 5050 Ethics Either 50 Either 57 Either Page 7 of 9

18 March, 00 Continuing Education s Providers Offering s Open to the Public 000 AUTO OWNERS INSURANCE COMPANY 60 ANACAPRI BLVD LANSING, MI 97 Website: None Provided Contact: AMI RICHARDSON at 57-- Method Name Life, Annuity, Diability & Ltc Life/ 5 Traditional Ira Seminar - 00 Life 5065 Life/ 00 BLUE CROSS BLUE SHIELD OF MICHIGAN 500 GRAND RIVER - L NEW HUDSON, MI 65 Website: None Provided Contact: MICHELE GLADANY at -6- Method Name Aging & care Accident & 59 Life/ American Labor And care Accident & 55 Life/ Basics Of Long Term Care Long Term Care 59 Life/ Blue Care Network Accident & 5 Life/ Care Management Accident & 50 Life/ Cobra (revised) Accident & 57 Life/ Consumer Directed Heathcare Accident & 59 Life/ Dental/vision/medical Connection Accident & 59 Life/ Ethics Ethics 50 Ethics Care Fraud And Abuse Accident & 59 Life/ Care Rating & Finance Accident & 57 Life/ Medicare, Supplemental, Medicare Secondary Payer Laws Accident & 50 Life/ Preferred Provider Organization - 00 Accident & 57 Life/ Prescription Benefit Management Accident & 57 Life/ Page of 9

19 March, 00 Continuing Education s Providers Offering s Open to the Public 05 BOLDEN'S MANUFACTURING, INC. DBA HYDRO LAB 095 STATE RD 9 CICERO, IN 60 Website: None Provided Contact: TRICIA KAISER at Method Name Water Damage Mitigation: Training For Professionals Property 509 Property/Casualty 06 BROKER EDUCATIONAL SALES AND TRAINING 77 CONGRESS ST NEW PORT RICHEY, FL 65 Website: Contact: LISA FALLON at Method Name 59 Best Practices Outline Advisor Presentation - 00 Annuity Contract Structure, Tax Laws And Suitability Life 506 Life/ Life and Ethics 57 0 Ethics Life and Ethics Life/ 7 Are You A Stock Or A Bond? Life 990 Life/ Code Of Ethics And Professional Responsibility Ethics 90 Ethics College Planning Life 95 Life/ Cracking The Code Life 5905 Life/ Creating Retirement Income Life 5609 Life/ Distribution Planning Life 5070 Life/ Ethics For The Insurance Producer (009) Ethics 56 Ethics Ethics In The Insurance Industry Ethics 59 Ethics Financial Advisors Guide To Iras - 00 Life 599 Life/ Go Roth! Life 59 Life/ Guide To Annuities & Ethical Marketing Practices Individual Retirement Accounts And Distribution Planning - 00 Life and Ethics Life/ Life and Ethics Ethics Life 506 Life/ Individual Retirement Arrangements Life 5095 Life/ Insuring Retirement Income: A New Way To Look At Annuitization - 00 Life 5060 Life/ Page 9 of 9

20 March, 00 Continuing Education s Providers Offering s Open to the Public 06 BROKER EDUCATIONAL SALES AND TRAINING 77 CONGRESS ST NEW PORT RICHEY, FL 65 Website: Contact: LISA FALLON at Method Name Iras And Distribution Planning From Iras Life 5076 Life/ Life And Death Planning For Retirement Benefits 6th Ed Live Long Live Rich Creating Your Retirement Check Long Term Care Insurance Training Parlay Your Ira Into A Family Fortune Life 56 Life/ Life Life/ 9 Long Term Care 560 Life/ Life 56 Life/ Qualified Retirement Plans - 00 Life Life/ Retirement Income Redesigned Life Life/ 0 Retirement Planning Using Annuities Part Ii - 00 Life 500 Life/ Retirement Resource Guide Life Life/ 6 Roth 0(k) Life 50 Life/ Structuring The Annuity Contract, Tax Laws And Suitability - 00 Life Life/ Suitability Of Annuities - 00 Life 50 Life/ The Best Way To Save For College The Financial Advisors Guide To Annuities And Suitability Practices The Retirement Savings Time Bomb - 00 Life 570 Life/ Life and Ethics 559 Ethics Life and Ethics Life/ 9 Life Life/ 9 Traditional Iras Life 5607 Life/ Understanding Annuity Contract Structure, Tax Law, Ethical Mktg Pract. Understanding Generation-skipping Trusts - 00 Understanding Living Benefits In Variable Annuities - 00 Understanding The Rollover Market: The Rollover Machine - 00 Life and Ethics 5 Ethics Life and Ethics Life/ 9 Life Life/ 6 Life Life/ Life 5067 Life/ Unveiling The Retirement Myth Life 50 9 Life/ 9 Page 0 of 9

21 March, 00 Continuing Education s Providers Offering s Open to the Public 06 BROKER EDUCATIONAL SALES AND TRAINING 77 CONGRESS ST NEW PORT RICHEY, FL 65 Website: Contact: LISA FALLON at Method Name Your Complete Retirement Planning Road Map Life 5705 Life/ 0 BROKERS' CHOICE OF AMERICA 050 E. EASTER AVE CENTENNIAL, CO 0 Website: None Provided Contact: LUCY ZUGSCHWERT at Method Name Ira University - 00 Life Life/ BUTZEL LONG 50 W. Jefferson Ave. Ste 00 Detroit, MI 6 Website: Contact: Sean Cook at -5-7 Method Name Taxation & Succession Planning Institute Life 557 Life/ 09 C.E.I.S. 60 US HWY 9 HUDSON, FL 667 Website: Contact: EDWARD J HULSE at Method Name Annuities Life 59 0 Life/ 0 Business Life Insurance Life 590 Life/ Commercial & Professional Liability Property 59 Property/Casualty Commercial Business Insurance Property Property/Casualty 6 Disability Insurance Accident & 500 Life/ Disability Insurance Coverage Accident & 59 Life/ Page of 9

22 March, 00 Continuing Education s Providers Offering s Open to the Public 09 C.E.I.S. 60 US HWY 9 HUDSON, FL 667 Website: Contact: EDWARD J HULSE at Method Name Estate Planning Life Life/ 6 Ethics Ethics 5 5 Ethics 5 Ethics In Insurance Ethics 55 Ethics Financial Planning Life 595 Life/ Insurance Accident & 59 0 Life/ 0 Insurance After Hipaa - 00 Accident & 577 Life/ Homeowner Insurance Coverage Property Property/Casualty 0 Homeowners Insurance Policy Property 59 5 Property/Casualty 5 Indexed Insurance Products - 00 Life 57 Life/ Inland Marine Coverage Property 59 5 Property/Casualty 5 Insurance & Employee Benefits Life 566 Life/ Long Term Care Insurance Long Term Care Life/ 5 Long Term Care Insurance Partnership Plan - 00 Long Term Care 5969 Life/ Modern Life Insurance - 00 Life Life/ 9 National Flood Insurance Program Flood 567 Property/Casualty Personal Auto Coverage Property Property/Casualty 0 Personal Auto Insurance Policy Property 59 Property/Casualty The Life Insurance Life 597 Life/ 0607 CAPE SCHOOL, INC. PO BOX 69 BUCKINGHAM, VA 9 Website: Contact: WALTON G MOSELEY at Method Name Automobile Insurance Coverage Property and Personal Lines 967 Property/Casualty Disability Income Insurance Accident & 967 Life/ Ethics For The Field Of Insurance Ethics 5599 Ethics Ethics: A Practical Guide Ethics 5606 Ethics Page of 9

23 March, 00 Continuing Education s Providers Offering s Open to the Public 0607 CAPE SCHOOL, INC. PO BOX 69 BUCKINGHAM, VA 9 Website: Contact: WALTON G MOSELEY at Method Name Everyday Law For Insurance Agents Flood Insurance Training For Insurance Agents and Property General Insurance Digest I, Prop & Casualty & Ethics, Prop & Casualty & Ethics Group Insurance Concepts Identity Theft Insurance and Property Insurance As A Social Instrument Insurance Fraud: Problems And Preventions Life And Collection: Focus On Medical Coverage Either 6 Flood 967 Property/Casualty and Property and Property and Ethics and Ethics Life And Gallery Iv (includes Ltc) and Ethics and Ethics Long Term Care: Addressing Senior Needs Property And Casualty Collection: Focus On Personal Coverage Property And Casualty Gallery Iv (includes Flood) 9675 Either Ethics Life/ Either Either Either Life/ Ethics 50 Life/ Ethics Long Term Care 560 Life/ Property and Personal Lines and Ethics Property and Personal Lines and Ethics Property and Ethics Property and Ethics Ethics Property/Casualty 5 Ethics Property/Casualty Page of 9

NEW Insurance Classes 2012 Schedule

NEW Insurance Classes 2012 Schedule NEW Insurance Classes 2012 Schedule CPCU 560 Financial Services Institutions Fee $250 January 25-May 23 rd, Wednesdays Manage risks more effectively by learning the unique risks faced by financial institutions

More information

Company(ies) Newly Licensed

Company(ies) Newly Licensed Company(ies) Newly Licensed (806) 4730333 DATE OF INCORPORATION: 5/21/1948 LICENSE ISSUE DATE: 3/14/2006 STATE OF DOMICILE: TX 12548 741556924 Stock American AgriBusiness Insurance Company 5102 29TH DR

More information

INSURANCE PRODUCER PRE-LICENSING COURSE PROVIDER LIST

INSURANCE PRODUCER PRE-LICENSING COURSE PROVIDER LIST INSURANCE PRODUCER PRE-LICENSING COURSE PROVIDER LIST The following pre-licensing course providers have been approved by the Department of Business Regulation ( Department ) to offer pre-licensing courses

More information

Business Services INSURER CE PROGRAM DESCRIPTION

Business Services INSURER CE PROGRAM DESCRIPTION Business Services INSURER CE PROGRAM DESCRIPTION As competition between repairers has increased, more and more repairers are trying to find a low-cost way to build brand awareness and differentiate themselves

More information

SCHOOL CATALOG 2015 1

SCHOOL CATALOG 2015 1 SCHOOL CATALOG 2015 1 TABLE OF CONTENTS SCHOOL INFORMATION PAGE 3 OFFICE HOURS PAGE 3 HOLIDAYS AND OTHER DATES OF IMPORTANCE PAGE 3 OWNERS AND OFFICIALS PAGE 3 ADMINISTRATIVE AND INSTRUCTIONAL STAFF PAGE

More information

How To Understand Insurance And Property Insurance

How To Understand Insurance And Property Insurance PROFESSIONAL DEVELOPMENT The Institutes Online Course Descriptions The Institutes online nondesignation courses are priced at $20 per professional development hour. Volume discounts are available for prepaid

More information

Guide To Wealth Management

Guide To Wealth Management Guide To Wealth Management There are many financial issues that impact our lives. Many people never formally address important concerns with their advisors because the conversations may be difficult to

More information

Closed Confirmed Consumer Complaints by Coverage Type As of October 26, 2015

Closed Confirmed Consumer Complaints by Coverage Type As of October 26, 2015 Data reflected in this report is voluntarily submitted to the NAIC proprietary Complaints Database System (CDS) by state insurance departments. Not all states provide all of their complaint data to the

More information

Follow a winning strategy with Strategic Comp

Follow a winning strategy with Strategic Comp Follow a winning strategy with The market is hardening, service is deteriorating, and pricing and losses are on the rise. It s time to make your move. make the right move At, we believe that workers compensation

More information

PRELIMINARY FACT FINDER

PRELIMINARY FACT FINDER CLIENT INFORMATION Family Information Client Spouse Full Name (First, MI, Last) Date of Birth (MM/DD/YYYY) Social Security # Drivers License # / State Address City / State / Zip Home Phone # Business Phone

More information

THE IRA GENERAL S PLAN SM ADDRESSING THE CONCERNS OF THE AFFLUENT SENIOR CITIZEN

THE IRA GENERAL S PLAN SM ADDRESSING THE CONCERNS OF THE AFFLUENT SENIOR CITIZEN THE IRA GENERAL S PLAN SM ADDRESSING THE CONCERNS OF THE AFFLUENT SENIOR CITIZEN BY JOEL KOENIG, CLU AND ALISON L. SEGALL, CLU, CHFC MEMBERS THE KOENIG GROUP, LLC LOOKING BACK IN HISTORY TO PROJECT THE

More information

RATE FILING METHODS FOR PROPERTY/CASUALTY INSURANCE, WORKER S COMPENSATION, TITLE 5/06

RATE FILING METHODS FOR PROPERTY/CASUALTY INSURANCE, WORKER S COMPENSATION, TITLE 5/06 Explanation: In a state with prior approval, a filing may be deemed to have been approved after a certain number of days. If such a provision exists, the number of days is noted in parentheses. File and

More information

Course Catalog. Texas Insurance Continuing Education

Course Catalog. Texas Insurance Continuing Education Course Catalog Texas Insurance Continuing Education October December 2013 Table of Contents Page 4 Commercial Property Coverage: A Building Block in Commercial Insurance Estate Planning Techniques: Understanding

More information

FUNDAMENTALS OF RISK MANAGEMENT AND INSURANCE

FUNDAMENTALS OF RISK MANAGEMENT AND INSURANCE Preface xv FUNDAMENTALS OF RISK MANAGEMENT AND INSURANCE CHAPTER 1 RISK AND ITS TREATMENT 2 Different Definitions 3 Chance of Loss 4 Peril and Hazard 5 Classification of Risk 6 Major Personal Risks and

More information

SIMG Voice. Mercury Insurance Our newest Partnership. In This Issue

SIMG Voice. Mercury Insurance Our newest Partnership. In This Issue SIMG Voice August 21, 2014 Volume IX, Number V In This Issue Mercury Insurance Founders Refresher and Update You are fired Free Seminar Series Contact Us bob@simgins.com john@simgins.com Vicki@SIMGins.com

More information

days. Reply to claimant Life: Affirm or deny coverage every 45 days If settlement period specified, If settlement period specified,

days. Reply to claimant Life: Affirm or deny coverage every 45 days If settlement period specified, If settlement period specified, The date following each state indicates the last time information for the state was reviewed/changed. AL 27-1-17 Health 45 days for paper claims; 30 days for electronic claims. 1 ½% per month. If claim

More information

Long-Term Care Policies

Long-Term Care Policies Long-Term Care Policies This list is given to you for informational purposes only and does not constitute an endorsement by the State Corporation Commission of any policy or service or of any person or

More information

Registration Number. Category. Credit Counseling. Non Profit. Credit. Counseling, Non Profit. Credit. Profit. Credit. Counseling and Debt Settlement

Registration Number. Category. Credit Counseling. Non Profit. Credit. Counseling, Non Profit. Credit. Profit. Credit. Counseling and Debt Settlement Business/ Trade Name Address Registration Number Category Original Registration Date Cancel/Revoke Date Disciplinary Action Advantage Counseling Service, Inc. 2403 Sidney Street Pittsburgh, PA 15203 13

More information

ESTADO LIBRE ASOCIADO DE PUERTO RICO OFICINA DEL COMISIONADO DE SEGUROS

ESTADO LIBRE ASOCIADO DE PUERTO RICO OFICINA DEL COMISIONADO DE SEGUROS ESTADO LIBRE ASOCIADO DE PUERTO RICO OFICINA DEL COMISIONADO DE SEGUROS CARTA NORMATIVA NÚM. N-CA-1-1-2001 27 de febrero de 2001 A TODOS LOS ASEGURADORES DEL PAIS, A TODOS LOS AGENTES GENERALES Y GERENTES

More information

Mike Melvin ph: 877-724-6150 email: contact@atyourpaceonline.com web: www.atyourpaceonline.com/michigan Course ID Y 490-3040

Mike Melvin ph: 877-724-6150 email: contact@atyourpaceonline.com web: www.atyourpaceonline.com/michigan Course ID Y 490-3040 STATE OF MICHIGA PO Box 670 Lansing, MI 8909 Telephone: (517) 7-8068 APPROVED REAL ESTATE ESURE COURSES - The course number (i.e., 0, 100, 200) is listed left of the title as part of the. - Broker applicants

More information

Axalta Business Services

Axalta Business Services Axalta Business Services INSURER CE PROGRAM DESCRIPTION As competition between repairers has increased, more and more repairers are trying to find a low-cost way to build brand awareness and differentiate

More information

Application for Claims-Made Professional Liability Insurance Coverage

Application for Claims-Made Professional Liability Insurance Coverage Application for Claims-Made Professional Liability Insurance Coverage Your acceptance is subject to Underwriter s approval. All questions must be answered. Please attach additional sheets for comments

More information

Single Premium Life Insurance Source List

Single Premium Life Insurance Source List Allianz Life 800-950-7372 www.allianzlife.com GenDex Momentum MA NY OR 0-80 $5,752 2% 100000 15 years. Actual charge varies by risk class at time of issue. 8 different indexing options available with fixed

More information

INSURANCE DICTIONARY

INSURANCE DICTIONARY INSURANCE DICTIONARY Actuary An actuary is a professional who uses statistical data to assess risk and calculate dividends, financial reserves, and insurance premiums for a business or insurer. Agent An

More information

PRIVATE WEALTH MANAGEMENT THE COMPLETE REFERENCE FOR THE PERSONAL FINANCIAL PLANNER

PRIVATE WEALTH MANAGEMENT THE COMPLETE REFERENCE FOR THE PERSONAL FINANCIAL PLANNER PRIVATE WEALTH MANAGEMENT THE COMPLETE REFERENCE FOR THE PERSONAL FINANCIAL PLANNER G. Victor Hallman, Ph.D., J.D. Memberof the Pennsylvania Bar and Lecturer, Wharton School, University of Pennsylvania

More information

Igor A. Zey, MSFS, CFP, CLU, ChFC, CAP, AEP

Igor A. Zey, MSFS, CFP, CLU, ChFC, CAP, AEP Igor A. Zey, MSFS, CFP, CLU, ChFC, CAP, AEP White, Zuckerman, Warsavsky, Luna & Hunt Advisors, LLC Professional Financial Resources, Inc. 15490 Ventura Blvd., #220 Sherman Oaks, California 91403 Office

More information

MRFC Blueprint Exam Content

MRFC Blueprint Exam Content MRFC Blueprint Exam Content As described, the examination content outline is based upon a Job Analysis research study of the role of the financial advisor professional. The examination construction is

More information

INSURANCE. Chapter 6. Chapter 6 Insurance6.6. 6-1 FSI Transition Center Overseas Briefing Center

INSURANCE. Chapter 6. Chapter 6 Insurance6.6. 6-1 FSI Transition Center Overseas Briefing Center 6.6 THE CLAIMS ACT Contents HOUSEHOLD EFFECTS AUTOMOBILE Physical Damage PERSONAL LIABILITY Foreign Comprehensive Personal International Umbrella STATESIDE WHILE ON ASSIGNMENT HEALTH FLEXIBLE SPENDING

More information

LIMITATIONS ON WHICH TYPES OF COVERAGE CAN BE PLACED BY EXCESS LINE LICENSEES

LIMITATIONS ON WHICH TYPES OF COVERAGE CAN BE PLACED BY EXCESS LINE LICENSEES COMPLIANCE ADVISOR LIMITATIONS ON WHICH TYPES OF COVERAGE CAN BE PLACED BY EXCESS LINE LICENSEES A PUBLICATION BY THE EXCESS LINE ASSOCIATION OF NEW YORK ONE EXCHANGE PLAZA 55 BROADWAY 29TH FLOOR NEW YORK,

More information

RATE FILING METHODS FOR PROPERTY/CASUALTY INSURANCE, WORKERS COMPENSATION, TITLE 11/05

RATE FILING METHODS FOR PROPERTY/CASUALTY INSURANCE, WORKERS COMPENSATION, TITLE 11/05 11/05 Explanation: In a state with, a filing may be deemed to have been approved after a certain number of days. If such a provision exists, the number of days is noted in parentheses. File and use states

More information

Approved Mandatory Ethics Training Courses

Approved Mandatory Ethics Training Courses Approved Mandatory Ethics Training Courses Effective January 1, 2013 resident Life and Accident & Sickness and Accident & Sickness licensees must within the cycles set out in the bylaws, complete a Council

More information

Independent Insurance Agents of Rhode Island. Education Catalog. Serving RI s Independent Agents Since 1900

Independent Insurance Agents of Rhode Island. Education Catalog. Serving RI s Independent Agents Since 1900 Independent Insurance Agents of Rhode Island 2015 Education Catalog Serving RI s Independent Agents Since 1900 Table of Contents Continuing Education 3 IIARI Policies 4 In House Training 5 AAI Designation

More information

Company Name NAIC# Address City ST Zip Phone ARCOA Risk Retention Group, 13177 2721 N. Central

Company Name NAIC# Address City ST Zip Phone ARCOA Risk Retention Group, 13177 2721 N. Central List of Risk Retention s Registered in North Carolina ARCOA Risk Retention, 13177 2721 N. Central Phoenix AZ 85004 Avenue ARISE Boiler Inspection and 13580 P.O. Box 23790 Louisville KY 40223 Insurance

More information

Independent Insurance Agents and Brokers of America

Independent Insurance Agents and Brokers of America Independent Insurance Agents and Brokers of America Application for Claims-Made Professional Liability Insurance Coverage Your acceptance is subject to Underwriter s approval. All questions must be answered.

More information

HOME AUTO VALUABLE COLLECTIONS UMBRELLA LIABILITY OVERALL. Fireman s Fund 2002 DE, DC, ID, IN, KY, ME, MD, MA, MI, MN, ME, NE, NV, NM, RI

HOME AUTO VALUABLE COLLECTIONS UMBRELLA LIABILITY OVERALL. Fireman s Fund 2002 DE, DC, ID, IN, KY, ME, MD, MA, MI, MN, ME, NE, NV, NM, RI The following is a representation of the key coverage differences between the Fund Prestige Premier contract and the Portfolio contract. We will develop and publish similar homeowner comparisons for CA,

More information

THE MCGOWAN COMPANIES

THE MCGOWAN COMPANIES THE MCGOWAN COMPANIES THINK MCGOWAN. Built on three generations of dedication to the insurance and financial services industry, The McGowan Companies (TMC) has earned its reputation by empowering our brokers

More information

Insurance Financial Solutions Risk Strategy Wealth & Risk Management

Insurance Financial Solutions Risk Strategy Wealth & Risk Management Insurance Financial Solutions Risk Strategy TM INSURANCE & FINANCIAL SERVICES FIRM Our insurance specialists provide customized risk solutions for companies of all sizes. Shopping with a network of national

More information

Distribution Request for Payment of Qualified Health and Long-Term Care Insurance Premiums THE CITY OF SEATTLE VOLUNTARY DEFERRED COMPENSATION PLAN

Distribution Request for Payment of Qualified Health and Long-Term Care Insurance Premiums THE CITY OF SEATTLE VOLUNTARY DEFERRED COMPENSATION PLAN Instructions Distribution Request for Payment of Qualified Health and Long-Term Care Insurance Premiums THE CITY OF SEATTLE VOLUNTARY DEFERRED COMPENSATION PLAN Retired Public Safety Officers can use this

More information

Life and Health Insurance MIS 260 3 semester Credit

Life and Health Insurance MIS 260 3 semester Credit Instructor: Life and Health Insurance MIS 260 3 semester credits University of Montana School of Business Administration Jack Morton, J.D. Office: Gallagher 324 Office Hours - Tuesday and Thursday 8 a.m.

More information

Welcome to Harleysville Insurance

Welcome to Harleysville Insurance Welcome to Harleysville Insurance Meet our Recognized as Good people to know in the markets we serve, Harleysville has gained prominence within the insurance industry with our long-standing record of financial

More information

AAI. Accredited Adviser in Insurance. Self-Study Designation Course

AAI. Accredited Adviser in Insurance. Self-Study Designation Course AAI Accredited Adviser in Insurance Self-Study Designation Course Course waiver information: If you hold the IIA Certificate in General Insurance (INS); or have passed CPCU 553 or 555 (CPCU 2), CPCU 551

More information

FIUL. Fixed Indexed Universal Life Insurance CONSUMER BROCHURE. Wise Financial Thinking for Life

FIUL. Fixed Indexed Universal Life Insurance CONSUMER BROCHURE. Wise Financial Thinking for Life FIUL Fixed Indexed Universal Life Insurance CONSUMER BROCHURE Wise Financial Thinking for Life The future starts today not tomorrow. FIUL Consumer Brochure Wise Financial Thinking for Life Sagicor Life

More information

Business Owners Insurance. made simple

Business Owners Insurance. made simple Business Owners Insurance made simple What s inside: How to read an Allstate Businessowners Policy Declarations Protecting your building and business personal property Understanding deductibles and coverage

More information

made simple Personal Umbrella Policy Insurance What s inside:

made simple Personal Umbrella Policy Insurance What s inside: Personal Umbrella Policy Insurance made simple What s inside: How to read an Allstate Personal Umbrella Policy Declarations Understanding personal umbrella policy insurance How to file a claim Frequently

More information

Securities Licensing Insurance Licensing Insurance Continuing Education. Class Schedules. October December 2013. Texas

Securities Licensing Insurance Licensing Insurance Continuing Education. Class Schedules. October December 2013. Texas Securities Licensing Insurance Licensing Insurance Continuing Education Class Schedules October December 2013 Texas Campus Locations Arlington Kaplan Professional Schools 1900 Ballpark Way, Ste. 106 Arlington,

More information

Stat e. Company Name Address Line 1 City

Stat e. Company Name Address Line 1 City Company Name Address Line 1 City Stat e Postal Code Rating ACE Indemnity Insurance Company PO Box 1000 Philadelphia PA 19106 A+ (Superior) Alterra America Insurance Company 9020 Stony Point Parkway Richmond

More information

INSURANCE CONCEPTS (13)

INSURANCE CONCEPTS (13) INSURANCE CONCEPTS (13) CONTESTANT ID# START TIME END TIME Provided by the Griffith Foundation for Insurance Education TOTAL POINTS (500) Failure to adhere to any of the following rules will result in

More information

our business is growing yours

our business is growing yours our business is growing yours ABOUT CBIZ n One of the nation s leading: Accounting Providers Employee Benefits Specialists Property & Casualty Agencies Valuation firms Medical Management Practice firms

More information

AmGUARD Insurance Company EastGUARD Insurance Company NorGUARD Insurance Company WestGUARD Insurance Company GUARD

AmGUARD Insurance Company EastGUARD Insurance Company NorGUARD Insurance Company WestGUARD Insurance Company GUARD About Us For over 30 years, we have protected the interests of the small- to mid-sized businesses that insure with us. At Berkshire Hathaway Insurance Companies, we dedicate our efforts in the areas that

More information

YOUR CREDIT UNION PARTNER

YOUR CREDIT UNION PARTNER YOUR CREDIT UNION PARTNER Our focus on you is in everything we do Providing value, solving business challenges and delivering products and services to meet your needs: it s what we do. At CUMIS, we are

More information

Commercial Lines Exposure Checklist For:

Commercial Lines Exposure Checklist For: Commercial Lines Exposure Checklist For: Client Name Date Coverage Has Coverage Need Coverage Not Applicable/ Miscellaneous Policices Aircraft Products Liability Aviation Bonds Breach of Privacy Credit

More information

Estate Planning With Qualified Plans

Estate Planning With Qualified Plans Estate Planning With Qualified Plans Gayle Evans A. Introduction Gayle Evans a member of Chinnery Evans & Nail PC, in Lee s Summit, Missouri, as well as DosterUllom, LLC, in Chesterfield, Missouri, has

More information

Table of Contents FINANCIAL PLANNING ISSUES CASH FLOW AND DEBT. Health, Disability, and Long-Term Care

Table of Contents FINANCIAL PLANNING ISSUES CASH FLOW AND DEBT. Health, Disability, and Long-Term Care FINANCIAL PLANNING ISSUES Table of Contents The Financial Planning Puzzle 1 The Need for Financial Planning 2 Basic Steps in the Financial Planning Process 4 Choose the Financial Planning Team 5 Annual

More information

Property & Casualty Insurance Agents and Brokers E & O Application

Property & Casualty Insurance Agents and Brokers E & O Application Property & Casualty Insurance Agents and Brokers E & O Application 1. Applicant s Legal Entity : 2. Address: City: County: State: Zip: 3. Contact : No. of Locations: State(s): 4. Phone: Fax: Website Address:

More information

Contact Person s Email Address: What Associations and/or Industry Trade Groups are you a member of or participate in? (if any): Insurance Carrier:

Contact Person s Email Address: What Associations and/or Industry Trade Groups are you a member of or participate in? (if any): Insurance Carrier: Brown & Brown Program Insurance Services, Inc. Insurance Agents, Brokers, and Consultants Errors & Omissions Insurance Application for Claims Made and Reported Coverage Source: Legacy IMPORTANT NOTICE

More information

Lifetime Income Financial Evaluation

Lifetime Income Financial Evaluation Lifetime Income Financial Evaluation Client Name We will hold in the strictest confidence the information collected and entered in this document, other documents, and computerized software programs. We

More information

Making your financial success personal

Making your financial success personal Comprehensive, customized financial solutions for individuals and businesses Making your financial success personal Registered Representative of, and Securities and Investment Advisory services offered

More information

CHAPTER 18 GENERAL INSURANCE

CHAPTER 18 GENERAL INSURANCE WISCONSIN LEGISLATOR BRIEFING BOOK 2015-16 CHAPTER 18 GENERAL INSURANCE Insurance protects against unexpected losses of income or property. The state regulates general insurance matters through the Office

More information

Travelers 1 st Choice ACCOUNTANTS PROFESSIONAL LIABILITY COVERAGE INVESTMENT ADVICE/FINANCIAL PLANNING PRACTICE SUPPLEMENT

Travelers 1 st Choice ACCOUNTANTS PROFESSIONAL LIABILITY COVERAGE INVESTMENT ADVICE/FINANCIAL PLANNING PRACTICE SUPPLEMENT Travelers 1 st Choice ACCOUNTANTS PROFESSIONAL LIABILITY COVERAGE INVESTMENT ADVICE/FINANCIAL PLANNING PRACTICE SUPPLEMENT SM Travelers Casualty and Surety Company of America Hartford, Connecticut Important

More information

Independent Insurance Agents of Connecticut 2014 Professional Development Opportunities

Independent Insurance Agents of Connecticut 2014 Professional Development Opportunities 30 Jordan Lane,, CT 06109 Date Hours Course Location Credits Feb. 25 Feb. 25 Feb. 27 March 4 March 6 March 11 March 13 March 18 March 19 March 20 March 27 April 1 April 3 April 8 April 10 April 10 April

More information

Schools for Electroneurodiagnostic Technology [Updated 02.22.08]

Schools for Electroneurodiagnostic Technology [Updated 02.22.08] Schools for [Updated 02.22.08] The following list of schools has been compiled by the American Society of Technologists, Inc. as a service to those interested in electroneurodiagnostic education. The information

More information

The Capacity Group of Companies

The Capacity Group of Companies The Capacity Group of Companies Capacity Coverage of New Jersey, Inc. Atlantic Risk Specialists, Inc. Capacity Marine Corporation ProTrans, Inc. Atlantic Coast Surety, LLC Capacity Benefits & Financial

More information

Life and A&H Industry at a Glance

Life and A&H Industry at a Glance Life and A&H Industry at a Glance 2010 Life and A&H, Fraternal and Health Insurance Industry Analysis Report Table 1 illustrates the life insurance industry s aggregate financial results for insurers filing

More information

Mississippi Insurance Department Property/Casualty Rate Filing Bulletin DECEMBER 2004

Mississippi Insurance Department Property/Casualty Rate Filing Bulletin DECEMBER 2004 Mississippi Insurance Department Property/Casualty Rate Filing Bulletin DECEMBER 2004 ALEA NORTH AMERICA INSURANCE COMPANY files initial rates and rules for its Commercial Umbrella program. Effective Date

More information

Insurance Observations and Recommendations for John & Joan Smith

Insurance Observations and Recommendations for John & Joan Smith 17300 Henderson Pass, Suite 240 San Antonio, TX 78232 (210)918 8998 www.fladvisors.com Insurance Observations and Recommendations for John & Joan Smith Financial Life Advisors (FLA) has reviewed your current

More information

NOTICE TO ALL SURPLUS LINES BROKERS LICENSED IN RHODE ISLAND

NOTICE TO ALL SURPLUS LINES BROKERS LICENSED IN RHODE ISLAND STATE OF RHODE ISLAND AND PROVIDENCE PLANTATIONS DEPARTMENT OF BUSINESS REGULATION Insurance Division 233 RICHMOND STREET PROVIDENCE, RHODE ISLAND 02903 NOTICE TO ALL SURPLUS LINES BROKERS LICENSED IN

More information

A Real Discussion About You and Your Money. Lori B. Gervais, CFP

A Real Discussion About You and Your Money. Lori B. Gervais, CFP A Real Discussion About You and Your Money Lori B. Gervais, CFP Questions We Ask Ourselves What does money mean to me? Where do I see myself in the next 2, 5, 10, or 30 years? Does what we do matter? Are

More information

Financial Education for Securities, Banking, and Insurance Professionals.

Financial Education for Securities, Banking, and Insurance Professionals. Guide to Designations, Programs, and Advanced Degrees From industry-respected designations to accredited master s degrees and a doctoral program, The American College is the educational resource of choice

More information

Travelers Auto and Home Insurance Program

Travelers Auto and Home Insurance Program Travelers Auto and Home Insurance Program ENHANCE YOUR CREDIT UNION MEMBER BENEFITS, NOT YOUR COSTS A plan for your credit union Enhance your member benefits, not your costs It s a fact. Good member benefits

More information

MINT TWELFTH EDITION PEARSON

MINT TWELFTH EDITION PEARSON o o MINT TWELFTH EDITION PEARSON Boston Columbus Indianapolis New York San Francisco Upper Saddle River Amsterdam Cape Town Dubai London Madrid Milan Munich Paris Montreal Toronto Delhi Mexico City Sao

More information

STATE OF MARYLAND MARYLAND INSURANCE ADMINISTRATION 525 ST. PAUL PLACE, BALTIMORE, MARYLAND 21202-2272 Facsimile Number: 410-468-2430

STATE OF MARYLAND MARYLAND INSURANCE ADMINISTRATION 525 ST. PAUL PLACE, BALTIMORE, MARYLAND 21202-2272 Facsimile Number: 410-468-2430 ROBERT L. EHRLICH, JR. GOVERNOR ALFRED W. REDMER, JR. COMMISSIONER MICHAEL S. STEELE LIEUTENANT GOVERNOR JAMES V. MCMAHAN, III DEPUTY COMMISSIONER STATE OF MARYLAND MARYLAND INSURANCE ADMINISTRATION 525

More information

VIRGINIA LICENSE TYPES AS EFFECTIVE 9/1/02 TITLE 38.2, CHAPTER 18, CODE OF VIRGINIA CONVERSION TABLE

VIRGINIA LICENSE TYPES AS EFFECTIVE 9/1/02 TITLE 38.2, CHAPTER 18, CODE OF VIRGINIA CONVERSION TABLE VIRGINIA LICENSE TYPES AS EFFECTIVE 9/1/02 TITLE 38.2, CHAPTER 18, CODE OF VIRGINIA CONVERSION TABLE CURRENT LICENSE CODE NEW LICENSE EFFECTIVE 9/1/02 CODE Life & Health 001 Life & Annuities Health Those

More information

EXAMINATION CONTENT OUTLINE

EXAMINATION CONTENT OUTLINE EXAMINATION CONTENT OUTLINE LOUISIANA EXAMINATION FOR LIFE, HEALTH AND ACCIDENT INSURANCE SERIES 103 # of Questions Minimum Passing Score Time Allowed 150 70% Correct 160 Minutes CONTENT OUTLINE Louisiana

More information

= This information has been updated by the state department of insurance.

= This information has been updated by the state department of insurance. STATUTORY MINIMUM CAPITAL AND SURPLUS REQUIREMENTS The chart below identifies the minimum capital and surplus requirement for each Uniform State. A link to the Application instructions for Primary Application,

More information

Understanding Indexed Universal Life Insurance A General Educational Overview

Understanding Indexed Universal Life Insurance A General Educational Overview Understanding Indexed Universal Life Insurance The Power To Help You Succeed Steve Guerra Field Vice President Greater Texas RLO Pacific Life Insurance Company 24 Waterway Avenue, Suite 825 The Woodlands,

More information

CHANGE OF BENEFICIARY

CHANGE OF BENEFICIARY CHANGE OF BENEFICIARY Instructions and Examples of Beneficiary Designations Change Of Beneficiary Request Form Provisions Relating To Beneficiary Designation, and Notice Regarding Testamentary Trust Page

More information

Your Exam Content Outline

Your Exam Content Outline Your Exam Content Outline The following outline describes the content of one of the Wisconsin insurance examinations. The outlines are the basis of the examinations. The examination will contain questions

More information

Planning Retirement in a Rising Tax Environment

Planning Retirement in a Rising Tax Environment Planning Retirement in a Rising Tax Environment (Based on the published article written in the 2014 semi-annual edition of Wealth Channel Magazine) By Francis J. Lojewski, MSFS, ChFC, CLU, LUTCF, AEP One-sentence

More information

Life Insurance Coverage on a Key Employee

Life Insurance Coverage on a Key Employee Center for Wealth Management Susan A. Myers, CPA, CFP, CLTC Robert J. Moore Justin M. Williamson 755 W. Big Beaver Rd, Ste 600 Troy, MI 48084 248-680-0490 smyers1@metlife.com www.center4wealthmgmt.com

More information

Estate Planning Fact Finder

Estate Planning Fact Finder Estate Planning Fact Finder Advanced Markets Estate Planning Fact Finder Date: Personal Information Note: If you want to do a basic estate planning analysis, please complete pages 2 5. If you want a more

More information

An Asset Repositioning Strategy Repositioning Retirement Assets to Preserve a Legacy using Life Insurance

An Asset Repositioning Strategy Repositioning Retirement Assets to Preserve a Legacy using Life Insurance An Asset Repositioning Strategy Repositioning Retirement Assets to Preserve a Legacy using Life Insurance Chana Beene, CLU Beene Wealth Management 400 Austin Avenue, Suite 200 Waco, TX 76701 Phone 254-755-6575

More information

Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable)

Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) In Good Order Requirements To ensure your new business application will be complete and in good order, please provide Security

More information

Facts About Long-Term Care Insurance In North Carolina

Facts About Long-Term Care Insurance In North Carolina 1-800-443-9354 Long-term care insurance is designed to pay some or all the costs of nursing home, community, or home health care when you cannot meet the needs of everyday living on your own. While such

More information

RISK RETENTION GROUPS DECEMBER 31, 2011

RISK RETENTION GROUPS DECEMBER 31, 2011 Affliates Insurance Reciprocal, A Risk Retention Group C/O Marsh Management Services, Inc. Alliance of NonProfits for Insurance, Risk Retention Group Allied Professionals Insurance Company, A Risk Retention

More information

Estate. Settlement. In Utah

Estate. Settlement. In Utah Estate Settlement In Utah Marc A. Austin, P.C. All rights reserved. No portion of this booklet may be reproduced without written permission. Marc A. Austin, P.C. Attorney at Law 3521 North University Avenue

More information

You Don t Have To Go To Strangers For All Your Insurance & Financial Services

You Don t Have To Go To Strangers For All Your Insurance & Financial Services Financial & Insurance Services... The Credit Union Way MARCH 2010 1-888-439-0770 Email: cufig@goabco.org You Don t Have To Go To Strangers For All Your Insurance & Financial Services YOU CAN NOW GO TO

More information

The Essentials of Church Insurance

The Essentials of Church Insurance The Essentials of Church Insurance By Jerry J. Sparks www.agfinancial.org/insurance 866.662.8210 The Essentials of Church Insurance What coverage does your church need? Churches have become increasingly

More information

Travelers Auto and Home Insurance Program. Enhance your member benefits, not your costs.

Travelers Auto and Home Insurance Program. Enhance your member benefits, not your costs. Travelers Auto and Home Insurance Program Enhance your member benefits, not your costs. A Plan for Your Credit Union Enhance your benefits program, not your costs It s a fact. Good benefits programs help

More information

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Provided to you by: H. Howard Rigg CFS,CRPS,RFC,CASL Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets Written

More information

NOTICE OF PROTECTION PROVIDED BY ALASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION

NOTICE OF PROTECTION PROVIDED BY ALASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION ALASKA NOTICE OF PROTECTION PROVIDED BY ALASKA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION This notice provides a brief summary of the Alaska Life and Health Insurance Guaranty Association (Association)

More information

Helping Secure the Future for Businesses and Individuals

Helping Secure the Future for Businesses and Individuals Helping Secure the Future for Businesses and Individuals Strategic Partnership A Relationship of Trust Wealth Management Strategies Business Exit Planning Executive Compensation Estate Planning Employee

More information

Our Relationship with You... Jolly Owen Team Brochure

Our Relationship with You... Jolly Owen Team Brochure Our Relationship with You... Jolly Owen Team Brochure Benjamin T. Jolly, CFP, AWMA financial advisor S. Grayson Owen financial representative Industry & Community Involvement American Red Cross John Hancock

More information

Business Auto Insurance. made simple

Business Auto Insurance. made simple Business Auto Insurance made simple What s inside: How to read an Allstate Business Auto Policy Declarations Understanding business auto insurance: Deductibles Coverage limits Frequently asked questions

More information

Insurance. Survivorship Life. Insurance. The Company You Keep

Insurance. Survivorship Life. Insurance. The Company You Keep Insurance Survivorship Life Insurance The Company You Keep Permanent Life Insurance Protection for Two People You ve built a legacy, but who will be the recipients your heirs or the IRS? 1 Now is the time

More information

2013 Insurance Commissioner s Annual Report. Appendix F

2013 Insurance Commissioner s Annual Report. Appendix F 2013 Insurance Commissioner s Annual Report Appendix F Top 10 Insurance by Line of Business in Washington 2013 Top 10 Authorized or Groups of Zero Premium Excluded 2013 Washington and Ratio Line of Business:

More information

abacus planning group smart financial decisions The role of advisor collaboration in wealth creation and preservation

abacus planning group smart financial decisions The role of advisor collaboration in wealth creation and preservation abacus planning group smart financial decisions The role of advisor collaboration in wealth creation and preservation Cheryl R. Holland, CFP Columbia Tax Study Group February 22, 2011 abacusplanninggroup.com

More information

Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable)

Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) In Good Order Requirements To ensure your new business application will be complete and in good order, please provide Security

More information

THE CONSUMERS SAFETY NET

THE CONSUMERS SAFETY NET INSURANCE GUARANTY ASSOCIATIONS IN CONNECTICUT THE CONSUMERS SAFETY NET Note: It is a prohibited unfair trade practice and a violation of state law for any person to make use in any manner of the existence,

More information

Michigan Licensed Debt Management Firms

Michigan Licensed Debt Management Firms Michigan Licensed Debt Management Firms As of 10-31-2008 6:10 Services (888) 268-2926 www.debtfreeamerica.com d/b/a Debt-Free America 8575 Gibbs Drive Suite 190 San Diego, California 92123 A Better Choice

More information