Insurance Industry Services

We are available to conduct continuing education seminars and special training events. The following CE courses are approved in the State of Florida:

"Disability Insurance Claims - What You and Your Client Should Know" 1 hour course with 1 CE credit. Review of the claims process and potential problem areas.*

"Disability Insurance Claims - What You and Your Client Should Know -
A Comprehensive Analysis" 2 hour course with 2 CE credits. Detailed review of the disability claims process, claim forms, potential problems and how to handle them.*

"Disability Insurance - A General Overview" 5 hour course with 5 CE credits. Comprehensive review of the disability income insurance industry during the past 30 years. Explanation of the four major disability products, product and product philosophy, needs for each product, underwriting, prospecting and marketing considerations. *

"Disability Buy Sell & Overhead Income" 2 hour course with 2 CE credits. Comprehensive and in-depth review, including the needs for each product, specific product design, underwriting, prospecting and marketing techniques.*

"Disability Income Insurance - Yesterday, Today & Tomorrow" 1 hour course with 1 CE credit. Review and focus on the problems leading to the major changes in the disability insurance business during the 1990’s. *

"Long Term Care - An Emerging Market Place" 1 hour course with 1 CE credit. General overview of long term care and need for insurance coverage. Product philosophy and design, underwriting and marketing areas. *

"Long Term Care - An Emerging Market Place" 2 hour course with 2 CE credits. Comprehensive review of need for LTC protection, product philosophy and design, competitive product information & comparisons, in-depth underwriting, prospecting and marketing considerations. *

* Courses include local (city & state) demographics to help you better understand your marketing opportunities.

We offer customized (company/agency) training programs focused on specific disability and long term care information and marketing needs. These sessions are contracted for over a specified time period and require advanced planning time and coordination. Fees are negotiated in advance.

Fee schedule for CE courses is available upon request.

Call us toll-free at (877) 776-3948

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