Insurance Education - Iowa
| Title | Material | IA Ins CE Credit Hrs. |
CFP CE Credit Hrs. |
| Commercial Property Coverage Guide 3rd, Ed. | book | 18 | |
| ♦ Financial Planning for the Older Client | book | 18 | 30 |
| Homeowners Coverage Guide | book | 18 | |
| The Mutual Fund Handbook | book | 18 | |
| ♦ Ultimate IRA Resource 3rd Edition NEW! | book | 18 | 30 |
| Personal Auto Coverage Guide 2nd Ed. | book | 15 | |
| The Annuity Handbook 4th Ed. | book | 14 | |
| Introduction to Homeowners | CD-ROM | 13 | |
| • Introduction to Long-Term Care | CD-ROM | 13 | |
| e-Risk Liability in a Wired World | book | 12 | |
| Estate Planning | CD-ROM | 7 | |
| Introduction to Homeowners Endorsements | CD-ROM | 7 | |
| Planning for Retirement | book | 4 | |
| + Ethics and Customer Service 2nd Ed. NEW! | book | 4 | |
| + Ethics and the Sale 2nd Ed. NEW! | book | 3 | |
| + Professional Insurance Ethics NEW! | book | 3 |
Key
+ Ethics
♦ Courses accepted by the CFP Board; see additional charges
• Long Term Care
COMMERCIAL PROPERTY COVERAGE GUIDE, 3RD EDITION
By: Bruce Hillman
IA # 75320 l 18 hrs. general insurance CE credit
The newest edition of this handy resource features the latest ISO standard commercial property policy revisions. It includes an analysis of the 2002 ISO commercial property policy and the effects on your clients’ coverage. Give your clients the answers they need for protecting their buildings, associated structures and contents with these latest additions:
- Analysis of the latest CP policy changes
- A new chapter on issues including: TRIA, terrorism endorsements, and catastrophic weather issues--water damage, wind percentage deductibles, and expense to repair or restore the undamaged portion of property
- New scenarios on how to apply deductibles and the appraisal clause
- An appendix consisting of copies of several of the CP coverage forms
♦ FINANCIAL PLANNING FOR THE OLDER CLIENT, 6TH EDITION
By: Dana Shilling, J.D.
IA #52984 l 18 hrs. general insurance CE credit
CFP #CFP0012, 30 hrs. CFP insurance CE credit
Updated for EGTRRA 2001, this edition explains how you can attract and retain more financial planning business. Secure client trust with your knowledge on everything from changes in federal and NAIC regulations to viatical settlements and housing care alternatives.
HOMEOWNERS COVERAGE GUIDE, 2ND EDITION
By: Diane W. Richardson, CPCU
IA #52982 l 18 hrs. general insurance CE credit
Mold damage, open perils coverage’s, the intentional acts exclusion – you need more knowledge and expertise of the problem areas in homeowners insurance than ever. This essential guide explains how coverage’s have broadened and narrowed, and provides a thorough discussion of the HO-3 and HO-5 forms, including all ISO 2000 changes. Full treatment of both ISO and AAIS programs.
THE MUTUAL FUND HANDBOOK, 2ND EDITION
By: Spring Bixby Leonard, CFP, and April K. Caudill, J.D., CLU
IA #52985 l 18 hrs. general insurance CE credit
Discover how mutual funds work and what types are available. Learn how to establish and meet your clients’ specific investment goals by offering the right alternative investments and identifying ways to differentiate risk levels.
♦ ULTIMATE IRA RESOURCE 3rd EDITION – NEW
By: William J. Wagner, J.D., LL.M., CLU
IA #75703 • 18 hrs. general insurance CE credit
CFP #CFP0016 • 30 hrs. CFP insurance CE credit
This course addresses the many types of individual retirement accounts and annuities, including traditional IRA, Roth IRAs, Deemed IRAs, SEP IRAs (including SAR-SEP IRAs), and Simple IRAs.
The course first compares the various types of IRAs and then reviews a number of common features shared by IRAs.
Each type of IRA is then examined over the life of an IRA, including an examination of contributions, accumulations/investments, distributions, conversions, rollovers, losses, withholdings, and transfer taxes.
The course then examines various planning aspects with respect to IRAs. First, selecting an IRA, from choosing the IRA type, to choosing the IRA investment vehicle, or choosing the IRA trustee or custodian. Next special purpose planning for IRAs for education, purchase of a home, retirement, spouses, and generations is discussed. Rollovers, conversions and distributions and then examined in depth, including a detailed look at premature and required minimum distributions. The course then considers choosing a beneficiary, followed by an examination or IRAs and how they are taxed under the gift tax, estate tax, and generation-skipping transfer tax. Finally, IRA asset protection and treatment in bankruptcy are examined.
PERSONAL AUTO COVERAGE GUIDE, 2ND EDITION
By: David D. Thamann, J.D., CPCU, ARM and Michael K. McCrackin, CPCU, ASLI
IA #60925 l 15 hrs. general insurance CE credit
Turn to this essential reference every time you’re grappling with client questions. You’ll find information about the major coverage’s, including Liability, Non-owned and Medical Payments; the most common endorsements, including those for miscellaneous types of vehicles; No-Fault coverage and Uninsured Motorist coverage; and complete explanations of hot topics such as “betterment,” rental car coverage, and the use of personal autos for commercial activities.
THE ANNUITY HANDBOOK, 4TH EDITION
By: Darlene K. Chandler, J.D., CLU, ChFc
IA #59361 l 14 hrs. general insurance CE credit
Updated with the latest available information on nonqualified annuities to provide a comprehensive look at the most current information on the markets, compliance issues, taxation, and uses of annuities.
INTRODUCTION TO HOMEOWNERS CD-ROM
By: Diane Richardson
IA #61270 l 13 hrs. general insurance CE credit
Introduction to Homeowners is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in property and casualty industry. Using an interactive approach, Introduction to Homeowners presents the learner with an extensive body of knowledge plus real life examples!
Flexible
Introduction to Homeowners is divided into six modules, giving learners the opportunity to study at their own pace. Each module includes Objectives, Key Terms, The Session, Read More and a Self-Check Quiz. The user can view and review any of these components to fit individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Introduction to Homeowners keeps the learner engaged and interested. Beyond the session information, the learner can go to Read More screens for an in-depth elaboration of key points.
Dependable
Written by the respected editors of FC&S, published by The National Underwriter Company, Introduction to Homeowners provides information you can depend on for accuracy and objectivity.
• INTRODUCTION TO LONG TERM CARE CD-ROM
By: Jeff Sadler
IA #61272 l 13 hrs. LTC insurance CE credit
Introduction to Long-Term Care Insurance is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the financial services arena. Using an interactive approach, Introduction to Long-Term Care Insurance presents you with an extensive body of knowledge.
Learn About Long-Term Care Insurance:
- How to overcome the objection that "my Medicare or my Medicare supplement will pay for long-term care expenses"
- Why it is important for children of senior citizens to think about long-term care issues for parents
- The activities of daily living that determine whether or not a senior citizen can live independently
- How to market LTC insurance as a way to allow a senior to stay at home when LTC services are needed instead of having to enter a nursing home
- How to explain the federal tax rules regarding a qualified LTC insurance policy
Flexible
Introduction to Long-Term Care Insurance is divided into six modules, giving you the opportunity to study at your own pace. Each module includes Objectives, Key Terms, The Lesson, Read More, and a Self-Check Quiz. You can view and review any of these components to fit your individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Introduction to Long-Term Care Insurance keeps you engaged and interested. Beyond the session information, you can go to Read More screens for an in-depth elaboration.
Dependable
Written by the respected editors of Tax Facts, Introduction to Long-Term Care Insurance provides information you can depend on for accuracy and objectivity.
e-RISK LIABILITY IN A WIRED WORLD
By: Scott K. Lang, Martin C. Loesch, Leo L. Clarke, Julie K. Davis, Daniel Jaye, Dan Erwin and James X. Mullarney
IA #61271 l 12 hrs. general insurance CE credit
Don’t let your e-business clients get caught in the web.
Answer your clients’ questions about the risks and liabilities of e-business with this handy guide. e-risk features seven leading industry experts who address the answers and the most important concerns of electronic risk, including:
- Exposures to risk
- Global ramifications
- Emerging and traditional liabilities
- Intellectual property and personal injury exposures
- Security, internal and external
- Privacy
- Business interruption
- Physical property exposures
- Service provider reliability
- Jurisdictional issues
ESTATE PLANNING CD-ROM
By: William J. Wagner, J.D., LL.M., CLU
IA #59190 l 7 hrs. general insurance CE credit
This course presents an overview of estate planning. Essential to estate planning, the course examines how property, including life insurance products, is owned and transferred. The fundamentals of estate tax, gift tax, and generation-skipping transfer tax are discussed. Planning for the marital deduction and the unified credit and using marital deduction trusts and credit shelter bypass trusts are explored. Finally, planning with charitable trusts and wealth replacements trusts is discussed.
Estate Planning is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the financial services arena. Using an interactive approach, Estate Planning presents you with an extensive body of knowledge.
Learn About Estate Planning:
- How property is owned and transferred
- Fundamentals of the estate tax
- Fundamentals of the gift tax
- Fundamentals of the generation-skipping transfer tax
- Planning with the marital deduction and the unified credit
- Planning with marital trusts and credit shelter bypass trusts
- Planning with charitable trusts and wealth replacement trusts
Flexible
Estate Planning is divided into six modules, giving you the opportunity to study at your own pace. Each module includes Objectives, Key Terms, The Lesson, Read More, and a Self-Check Quiz. You can view and review any of these components to fit your individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Estate Planning keeps you engaged and interested. Beyond the session information, you can go to Read More screens for an in-depth elaboration.
Dependable
Written by the respected editors of Tax Facts, Estate Planning provides information you can depend on for accuracy and objectivity.
INTRODUCTION TO HOMEOWNERS ENDORSEMENTS CD-ROM
By: Diane Reitz, CPCU, AAI
IA #59102 l 7 hrs. general insurance CE credit
This course provides a detailed discussion of the endorsements commonly attached to homeowners policy forms to alter coverage. Included in this course are endorsements pertaining to dwellings, other structures and personal property, loss settlement, home businesses, liability, and miscellaneous endorsements. The course begins with an overview of the need for alteration of homeowners coverage. Using a case study approach, the course proceeds to address the coverage needs of various members of a community. In each case, the coverage needs are examined and the appropriate endorsement is explained. The course defines terms used in common endorsements. To assist the agent to understand coverage issues, the course compares endorsements and their appropriate uses. The course includes on-screen text, an audio presentation, and “read-more” sections for each module. The read-more sections contain a more detailed explanation and elaboration of the on-screen presentation and the audio script.
Introduction to Homeowners Endorsements is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the property and casualty industry. Using an interactive approach, Introduction to Homeowners Endorsements presents the learner with an extensive body of knowledge plus real life examples!
Flexible
Introduction to Homeowners Endorsements is divided into six modules, giving learners the opportunity to study at their own pace. Each module includes Objectives, Key Terms, The Session, Read More and a Self-Check Quiz. The user can view and review any of these components to fit individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Introduction to Homeowners Endorsements keeps the learner engaged and interested. Beyond the session information, the learner can go to Read More screens for an in-depth elaboration of key points.
Dependable
Written by the respected editors of FC&S, published by The National Underwriter Company, Introduction to Homeowners Endorsements provides information you can depend on for accuracy and objectivity.
PLANNING FOR RETIREMENT
By: John P. Byrne, Ph.D.
IA #24030 l 4 hrs.general insurance CE credit
There are several reasons why you should be glad to complete this course. First, as an insurance agent, your customers look to you to be an expert in the field of finance. The materials covered in this course will help you assist others in successfully planning their retirement. Second, the knowledge you obtain in this course can help you identify opportunities for yourself and for business associates with whom you network. Third, being well versed in retirement matters will raise your level of credibility with customers and provide you an opportunity to add value to the relationships you have worked so hard to develop. Finally, you can benefit personally because someday you will probably retire.
+ ETHICS & CUSTOMER SERVICE, 2ND EDITION - NEW
By: Thomas C. Reischl, CLU, ChFC, LUTCF, MSFS
IA # 75318 • 4 hrs. ethics insurance CE credit
This up-to-date, concise, conversational guide demonstrates the importance of good customer service to your business and to the insurance industry. From the challenges of handling a death claim to routine requests for service, you'll learn how to make the most of your contacts with clients. This book addresses:
- The business value of good customer service
- The price of poor customer service
- Dealing with unethical professionals
- TQM Perspective
- Agent and home office conduct
+ ETHICS AND THE SALE, 2ND EDITION - NEW
By: Thomas C. Reischl, CLU, ChFC, LUTCF, MSFS
IA # 75319 • 3 hrs. ethics insurance CE credit
Surviving as an insurance agent is a challenge in these times of increasing industry compliance requirements. Ethics and the Sale leads agents through difficult ethical and compliance issues in a conversational style, interspersing humorous references and quotations from famous authors. There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure.
You will be on the right track with information about:
- How to sell the "sizzle and the steak"
- What is meant by compliance, ethics, and market conduct
- Who regulates the insurance industry
- How to identify the need for insurance and how to choose the solutions
- The importance of self-disclosure
- The ethics of rebating and replacement
+ PROFESSIONAL INSURANCE ETHICS - NEW
By: Randy Richards, Ph.D.
IA # 75364 • 3 hrs. ethics insurance CE credit hours
Many agents misunderstand the nature of their ethical responsibilities to their clients. They look at their responsibilities from a 'business ethics' perspective. This is a mistake. The appropriate perspective is that of 'professional ethics'. The ethical requirements of professionals exceed that of ordinary business operations. This workbook makes clear why that is so and what the conscientious insurance professional needs to do in order to meet his/her ethical responsibilities
Key
+ Ethics
♦ Courses accepted by the CFP Board; see additional charges
• Long Term Care