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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Featured Courses

There are no other Live Continuing Education Courses offered to insurance licensees that combine technical information and practical application which result in dramatic and immediate sales.

Please click on a course title to view the course details. Our new courses are listed here:


Contemporary Living Benefits

“Contemporary Living Benefits” is an exciting new course offered by Success Live CE for product distribution companies, broker-dealers, general agencies, and organizations in a Live CE (classroom) presentation format. This comprehensive insurance CE course can be a one-or two-hour presentation, and explains the new living benefits, as well as reviewing the old, for a complete understanding of Living Benefits and the advantages of using these benefits for advisors to help clients achieve Retirement Income Security.


Retirement Income Distribution -- Available in 1 hour and 2 hour formats

This course will instruct participants on every aspect of retirement income distribution planning. It begins by examining the state of retirees today and the threats to successful realization of their desired retirement life. Government programs, tools needed by retirees and their advisors, and basic financial planning that can be adapted to retirement income distribution planning will be explored. The investment consulting process is then adapted to retirement income distribution. Risks retirees face as well as regulatory updates and fiduciary responsibilities toward retirees are discussed.

In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations.


Life Insurance Strategies for Business Succession Planning

This is a course detailing the most popular ways to employ life insurance to assure business continuation. Strategies learned include key person insurance, buy sell (cross purchase and entity plan), and non-qualified deferred compensation. Includes relevant tax discussions as well as updates related to the Pension protection Act of 2006.


Wealth Transfer Planning Strategies

This is a comprehensive course covering many areas of estate planning. The end result of this course is a good understanding of estate planning concepts and specific understanding of how and when a 2nd to dies life policy implemented in an estate plan. Topics include: wills, trusts (AB & ILIT), estate taxes, probate and the uncertainty of the future of estate taxation due to the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.


Non-Qualified Executive And Business Owner Benefits

This is a course that educates the producer about the life insurance funded non-qualified bonus plans most commonly used in executive bonus planning. Discussions include IRC section 162 bonus planning, single bonus (gross up), unfunded plans and relevant ERISA exemptions.


Leveraging Hidden Assets To Maximize Wealth Transfer

This Course is designed to educate the agent about the various ways to use life insurance to replace the shrinkage experienced by qualified retirement plans due to estate and income taxes. Estate planning techniques are explored to shelter tax free death benefits paid to heirs as an offsetting benefit to account for estate and income taxes levied against qualified retirement plans left to them by a benefactor.


Indexed Annuity Suitability

Does your company market Indexed Annuities? If yes, then your wholesaling team needs to be presenting this course to all of your producers.

Discover when clients need the guarantees of an Indexed Annuity.


Life Settlements

As Boomers and Mature clients evaluate their assets for retirement, they may overlook a life insurance policy as a source of monetary value.

Explore who is eligible for a Life Settlement and if, as a fiduciary duty, your producing clients and individual policy holders can benefit.


Untying the Contract Structure Knot

This will be the most sought after and successful continuing education course ever! WHY? Because it solves an industry wide potential onslaught of malpractice lawsuits, while giving wholesalers a breathtaking new story to tell and supplying the producer with unending new sales. This course uncovers the long ignored issues/ramifications of erroneously structured annuity contracts. This is a MUST take course benefiting the entire financial services industry.


CMS – Center for Medicare and Medicaid Services (Rules and Regulations)

Designed especially for Health Care Providers and their marketing/sales teams, this course will define the rules and regulation pertaining to CMS.

Marketing, Compliance, Advertising materials, Medicare Part D, generic Drugs, and Pre-Enrollment are discussed to insure understanding by attendees.


Annuities – a world of opportunity for maximizing Retirement Income

Immediate and Deferred Annuities are a key component or retirement income distribution. Be prepared to learn about IRA stretching options and the impact of beneficiary designations.


Fixed Indexed Product Training

Due to the public’s demand for – and benefit from - guarantees, flexibility and diversity in financial products; and the need for the manufacturers, issuers, distributors and financial professionals to contribute to the flow of information about fixed indexed annuities, the National Association for Fixed Annuities (NAFA), in conjunction with The Success Family of CE Companies, has developed a course to provide insurance agents with the education and knowledge tools necessary understand fixed indexed products.

This course meets the 4 Hour Iowa CE Requirement for Indexed Annuities and is approved nationwide for Insurance, CFP, CLU/ChFC, and CPA Continuing Education.


Challenging Claims

This course covers claims in a number of different casualty situations. Discussions include condominium coverage and valuation of damages as well as water and mold damages. Attention is also paid to mitigation of loss, construction defect, food contamination and pollution claims. A section deals with insurance fraud and tools used to combat fraudulent claims.


Errors And Omissions

This course covers many aspects of errors and omissions coverage including trends in litigation and common areas of liability. A detailed section dealing with defense of claims and the settlement process as well as extended reporting periods and claims made coverage help the agent to understand the generally available coverage options. Discussions include claims subrogation and coverage exclusions and the E & O underwriting process. The last section of the course reviews several case histories to cement the information learned through actual examples of claims, litigation and outcomes.


Estate Planning

This is a comprehensive course covering many areas of estate planning. The end result of this course is a good understanding of estate planning concepts. Much attention is given to the layers of interest within estate planning and common strategies employed to achieve the goals of transferring wealth while minimizing shrinkage. Topics include: wills, trusts (AB & ILIT), estate taxes, probate and the uncertainty of the future of estate taxation due to the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.


Ethics The Agents Role

This course explores many different areas of agent conduct as they relate to several ethical theories. A focus on areas within the insurance industry that give rise to ethical situations helps concentrate on the aspects of agent activity most likely to involve ethical judgment. A discussion of voluntary ethical standards as well as carrier imposed suitability requirements helps to gain an understanding of practices used to limit ethical problems encountered by agents.

 

Complete Alphabetical List

All of our available courses are listed below alphabetically: 


A Lifetime Solution, Immediately

How to utilize variable annuitization to meet the income needs of your client. Immediate annuities have been available for some time now, but until now, have not been widely used. This course will discuss the reasons behind the new demand for this kind of product and will demonstrate what product features of the immediate variable annuity to design the contract to meet the current and future needs of their clients.


Annuities – a world of opportunity for maximizing Retirement Income

Immediate and Deferred Annuities are a key component or retirement income distribution. Be prepared to learn about IRA stretching options and the impact of beneficiary designations.


Annuities: Fact vs. Fiction - The Perils of Pundits

ClienTell's updated one hour course is going to educate producers on the short term focus and sensationalist nature of the media and its’ treatment of Annuities.

Do you believe that magazines, TV, or even newspapers won’t disparage any industry, especially Financial Services, to sell more newspapers, magazines, or ads for TV shows?

The fact of the matter is that Annuities are the only product to have available Lifetime guarantees, plus multiple other riders and benefits to give Investors “Peace of Mind”

This course will help producers in our industry show their clients the benefits of long term investment horizons, not react to daily media fluctuations, and dispel the myths about Annuities.


Annuity History and Overview

Questions and Answer book on annuities - Every objection or question is addressed and answered in this powerful sales tool. Each page is designed as a stand-alone sales presentation.


Asset Allocation for Annuities

Asset Allocation is usually dealt with in a static setting. This workshop will deal with how an individual will benefit from planning for their different needs at different points in their lives. It will also demonstrate what solutions work over the years through the proper allocation of assets and the changes that have to be made along the way. It explains the basics of asset allocation so their clients can make the proper decisions when investing in vehicles such as variable annuities to meet the currents and future needs. Asset Allocation features of an annuity are explained in concept and in application. Features of the annuity product such as tax-deferral are defined and specific variables such as the types of minimum guaranteed death benefit, withdrawal allowances and annuitization schedules are also covered.


Basics of Variable Life Insurance

Covers variable life products and gives examples of their diverse usage. This clever course offers a tongue and cheek review of "The 12 Lamest Excuses People Use for Not Buying Variable Life Insurance." Meets and defeats objections and makes the sale with client-oriented ideas.


Bridging the Retirement Savings Gap

How to fill in the gap between what your clients have and what they need, using annuities and qualified plans, including the Roth IRA. The focus of this workshop is to understand how to position retirement funds such as annuities and life insurance in retirement plans. These particular products have advantages beyond the rate of investment return. The differences in defined benefit and defined contribution plans as well as new tax law changes are covered. This course covers areas such as the multiplication factor of a life insurance death benefit as it impacts the overall estate of the retiree and the way that money is paid out in retirement are examined.


Business Life Insurance

This course uncovers the many uses for life insurance in a business such as key person coverage, buy sell agreements and non-qualified insurance benefits. Not only are the ideas practical, but the information contained will give the attendance a huge head start on putting the programs into place.


Challenging Claims

This course covers claims in a number of different casualty situations. Discussions include condominium coverage and valuation of damages as well as water and mold damages. Attention is also paid to mitigation of loss, construction defect, food contamination and pollution claims. A section deals with insurance fraud and tools used to combat fraudulent claims.


CMS – Center for Medicare and Medicaid Services (Rules and Regulations)

Designed especially for Health Care Providers and their marketing/sales teams, this course will define the rules and regulation pertaining to CMS.

Marketing, Compliance, Advertising materials, Medicare Part D, generic Drugs, and Pre-Enrollment are discussed to insure understanding by attendees.


Contemporary Living Benefits

“Contemporary Living Benefits” is an exciting new course offered by Success Live CE for product distribution companies, broker-dealers, general agencies, and organizations in a Live CE (classroom) presentation format. This comprehensive insurance CE course can be a one-or two-hour presentation, and explains the new living benefits, as well as reviewing the old, for a complete understanding of Living Benefits and the advantages of using these benefits for advisors to help clients achieve Retirement Income Security.


EGTRRA Impact on Qualified Plans

The Economic Growth and Tax Relief Reconciliation Act affected several areas. This course focuses on qualified retirement plans which have been impacted to a greater extent than most business owners realize. This course will help attendees educate the business owners how to best take advantage of these new changes and determine the most suitable plans and funding options. See why annuities and life insurance are a fit into these qualified plans. Learn the “Seven Deadly Sins for Qualified Plans.”


Errors And Omissions

This course covers many aspects of errors and omissions coverage including trends in litigation and common areas of liability. A detailed section dealing with defense of claims and the settlement process as well as extended reporting periods and claims made coverage help the agent to understand the generally available coverage options. Discussions include claims subrogation and coverage exclusions and the E & O underwriting process. The last section of the course reviews several case histories to cement the information learned through actual examples of claims, litigation and outcomes.


Estate Planning

This is a comprehensive course covering many areas of estate planning. The end result of this course is a good understanding of estate planning concepts. Much attention is given to the layers of interest within estate planning and common strategies employed to achieve the goals of transferring wealth while minimizing shrinkage. Topics include: wills, trusts (AB & ILIT), estate taxes, probate and the uncertainty of the future of estate taxation due to the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.


Ethics The Agents Role

This course explores many different areas of agent conduct as they relate to several ethical theories. A focus on areas within the insurance industry that give rise to ethical situations helps concentrate on the aspects of agent activity most likely to involve ethical judgment. A discussion of voluntary ethical standards as well as carrier imposed suitability requirements helps to gain an understanding of practices used to limit ethical problems encountered by agents.


Extending the IRA

Changes in the laws concerning the distribution of IRA assets can have a great impact on when they have to be distributed. This course explains the differences and what planning has to occur. The attendee will learn how the new calculations affect the amount of money that has to be distributed during the lifetime of the IRA owner as well as how to structure the IRA to reduce the amount they have to take if they wish to maximize the amount they pass on to their heirs. Insurance-based products such fixed and variable annuities are often used for IRAs. Applying for the initial IRA contract and servicing existing contracts require a thorough knowledge of the impact that the way the contract is set up and how it is administered.


Financial Planning with Qualified Plans

How to prospect for and sell large qualified plans. Covers everything from the IRAs to Defined Benefit Plans.


Fixed Annuities

New approaches to fixed annuities. Why and when to transfer from equities. Many other retirement planning ideas. Promotes features and benefits. Eliminates the ever-present "yield" objection. A whole new way to sell fixed annuities.


Fixed Indexed Product Training

Due to the public’s demand for – and benefit from - guarantees, flexibility and diversity in financial products; and the need for the manufacturers, issuers, distributors and financial professionals to contribute to the flow of information about fixed indexed annuities, the National Association for Fixed Annuities (NAFA), in conjunction with The Success Family of CE Companies, has developed a course to provide insurance agents with the education and knowledge tools necessary understand fixed indexed products.

This course meets the 4 Hour Iowa CE Requirement for Indexed Annuities and is approved nationwide for Insurance, CFP, CLU/ChFC, and CPA Continuing Education.


From Pavlov to Maslow: Growing from Knee-Jerk Sales to Understanding Client Needs

Working with the client's CPA and Attorney to take care of their needs is always and ideal situation. This course helps all of those professionals work together to design and implement the proper business and estate planning program. Tools to assess the proper course of action are demonstrated as well as how specific insurance-based programs could work.


Indexed Annuity Suitability

Does your company market Indexed Annuities? If yes, then your wholesaling team needs to be presenting this course to all of your producers.

Discover when clients need the guarantees of an Indexed Annuity.


Introduction to Variable Annuities

Covers usage of variable annuities from cradle to grave. Focuses on identifying the need, opening and closing the sale and generating referrals.


Investing Phases for Variable Annuities

Instead of dealing with only one point in the life of an individual, this workshop will deal with how an individual will benefit from planning for their lives utilizing the structure of a variable annuity. It will also demonstrate what variable product features are the best solutions over the years through the proper utilization of product design.


It's A Matter of Life and Death Variable Universal Life

The definitive VUL Course by Ben Baldwin, the guru of variable life sales. Learn the secrets of the VUL product that can secure your client's future. This course explains how the Variable Universal Life contract works. The course’s objective is to relate techniques for determining how this type of contract can fill the need for the client. The agent will learn ways to explain this new structure to clients and how to inform the owner of the contract of decisions that have to be made when purchasing this type of insurance. The inappropriate selection of contract features and premium planning can lead to the policy failing to meet the planning commitments of the policy owner. This course will direct the attendee in what a proper policy design should look like.


Leveraging Hidden Assets To Maximize Wealth Transfer

This Course is designed to educate the agent about the various ways to use life insurance to replace the shrinkage experienced by qualified retirement plans due to estate and income taxes. Estate planning techniques are explored to shelter tax free death benefits paid to heirs as an offsetting benefit to account for estate and income taxes levied against qualified retirement plans left to them by a benefactor.


Life Insurance and Estate Planning

When planning for the eventual costs due from estates, there are different techniques to minimize or even eliminate estate taxes at death. Many of these techniques involve gifting and the replacement of the asset with a financial vehicle that can replace the asset or pay for the taxes on those remaining assets. That financial vehicle is life insurance. This course reviews how a properly designed and owned life insurance policy can greatly reduce the impact of taxes on the larger estate while making sure that the wishes of the decedent are carried out.


Life Insurance Policyowner Bill of Rights

The newest course from Ben Baldwin “America’s VUL expert” will make sure that the client selects the most suitable product. With a concise, yet thorough explanation of the cash value products available Ben walks the attendee through a table of rights and ends with a suitability questionnaire that has been approved for use by a number of insurance companies.


Life Insurance Strategies for Business Succession Planning

This is a course detailing the most popular ways to employ life insurance to assure business continuation. Strategies learned include key person insurance, buy sell (cross purchase and entity plan), and non-qualified deferred compensation. Includes relevant tax discussions as well as updates related to the Pension protection Act of 2006.


Life Settlements

As Boomers and Mature clients evaluate their assets for retirement, they may overlook a life insurance policy as a source of monetary value.

Explore who is eligible for a Life Settlement and if, as a fiduciary duty, your producing clients and individual policy holders can benefit.


Life, Death and Taxes

This more advanced course by Ben Baldwin goes into more detail into the inner workings of the VUL contract with descriptions on how to manage the invested assets and how the contract can solve a variety of needs.


Non-Qualified Deferred Compensation

This course reviews the many types of programs that offer a tremendous amount of benefit to those executives who suffer from “reverse discrimination” because of their high income levels. These benefits have tax advantages to both the company and the insured executive.


Non-Qualified Executive And Business Owner Benefits

This is a course that educates the producer about the life insurance funded non-qualified bonus plans most commonly used in executive bonus planning. Discussions include IRC section 162 bonus planning, single bonus (gross up), unfunded plans and relevant ERISA exemptions.


Retirement Income Distribution -- Available in 1 hour and 2 hour formats

This course will instruct participants on every aspect of retirement income distribution planning. It begins by examining the state of retirees today and the threats to successful realization of their desired retirement life. Government programs, tools needed by retirees and their advisors, and basic financial planning that can be adapted to retirement income distribution planning will be explored. The investment consulting process is then adapted to retirement income distribution. Risks retirees face as well as regulatory updates and fiduciary responsibilities toward retirees are discussed.

In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations.


Retirement Planning With 403(b)s

The nuts and bolts of the TSA market - How to approach the marketplace and set up employee and employer-funded plans.


The Complete Guide to Annuities

200 page workbook. 21 chapters of sales & marketing ideas, overcoming objections and many presentation scenarios.


The Executive Bonus Plan and Insurance

Highly paid and valuable employees are often penalized in the amount they can receive in benefits because of their level of income. Executive Bonus plans can offer a substantial benefit to a selective group of people or even just one individual. As a way to benefit the selected individuals this can be an attractive incentive to retain valuable employees without the hassles of ERISA requirements.


The Grapes of Roth

The latest information on the Roth IRA and how it can be used for retirement income, tax planning and estate planning.


The Key to Indexed Annuities

How the different types of equity indexed annuities work, explained in an easy to use format.


The Moving Target

This course explains the many changes in the tax rates, limits for contributions to retirement plans and education plans and the impact they have on life insurance and annuity contracts.


Understanding Qualified Plans and Annuities

Marketing and prospecting for IRA and SEP clients. How to find and place big rollover business.


Understanding Variable Annuities, Applications and Taxation

Prospecting and closing big ticket sales using Creditor's Rights in Insurance to protect assets for high net worth clients. How to place client's qualified plans and IRA savings into annuities.


Untying the Contract Structure Knot

This will be the most sought after and successful continuing education course ever! WHY? Because it solves an industry wide potential onslaught of malpractice lawsuits, while giving wholesalers a breathtaking new story to tell and supplying the producer with unending new sales. This course uncovers the long ignored issues/ramifications of erroneously structured annuity contracts. This is a MUST take course benefiting the entire financial services industry.


Variable Annuity Discussion

Want a fast paced one hour course that blows away the age old arguments, i.e., Variable Annuities are a lousy investment, (Forbes, 2/9/97), because of the high fees, ordinary income tax versus capital gains and tax deferral versus step up in cost? This is THE course for your reps!!! A class so good even the ever popular financial pundits would buy an annuity!


Variable Universal Life Made Easy

For the rep who knows that Variable Universal Life is a good idea, but doesn't know where to start, this course points out the major points of interest in a VUL policy with attention to how the contracts really work. The attendees will get an approach that will make it easy for their clients to understand what they thought was a complex policy.


Wealth Transfer Planning Strategies

This is a comprehensive course covering many areas of estate planning. The end result of this course is a good understanding of estate planning concepts and specific understanding of how and when a 2nd to dies life policy implemented in an estate plan. Topics include: wills, trusts (AB & ILIT), estate taxes, probate and the uncertainty of the future of estate taxation due to the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.

 

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