Training Course:Suitability: Matching the Product to the Need CE ClassSchool/Trainer:Anthony Schools Irvine,Oakland,San Francisco,San Diego, CA, United States
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' This live classroom course is designed to provide suitability guidelines for the recommendation and sale of life insurance and annuity products. Identifying the right plan of protection and/or income accumulation and ensuring its suitability has become crucial ¨C in fact, suitability has emerged as perhaps the most significant aspect of an insurance agentĄ¯s market conduct responsibility. This course provides a framework for evaluating the suitability of a specific product for specific client needs.
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Please go to the school's official website for training price and schedule: http://www.dearborn.com/anthonynew/home.asp
Phone:1-888-373-7277
School Address:
1-888-373-7277 Irvine 2646 Dupont Drive Suite 230 Irvine, CA 92612
Oakland 7700 Edgewater Drive Suite 540 Oakland, CA 94621
San Francisco 50 First Street Suite 260 San Francisco, CA 94105
San Diego 5939 Balboa Ave. San Diego, CA 92111
Jobs & Resumes: Irvine, Oakland, San Francisco, San Diego Houses & Roommates: Irvine, Oakland, San Francisco, San Diego
Other training courses offered by Anthony Schools:
California Fire and Casualty
California Life and Health
California PASSTRAK Drill and Practice for Life and Health Insurance
Agents and Ethics CE Class
California Annuity Training Class
California Long Term Care CE Class
Commercial Property Principles CE Class
Homeowners Insurance Overview CE Class
Insurance Planning for Seniors CE Class
Realistic Retirement Planning CE Class
Using Life Insurance for Business Succession Planning CE Class
Variable Contracts in the Financial Planning Process CE Class
Businessowners Policy Online Course
Analyzing Business Financial Statements Online Course
Annuities Today Online Course
Anti-Money Laundering Best Practices for the Life Insurance Industry Online Course
Anti-Money Laundering Fundamentals Online Course
Basics of Estate Planning Online Course
Building Client Wealth Online Course
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