Anthony Schools
Irvine,Oakland,San Francisco,San Diego, CA, United States
http://www.dearborn.com/anthonynew/home.asp

1035 Exchanges Online Course

This Dearborn continuing education online course discusses IRS Section 1035 exchange rules, variable annuity exchanges, variable life exchanges and compliance tracking procedures. The topics of this course are divided into seven major segments: Variable Contract Replacements, Suitability Analysis, Sales Practices, Variable Life Replacements, Tracking Replacement Activity, Summary, and an Exam. ......
 

The purpose of Working with Commercial Property is to provide an in-depth review of the Insurance Services Office 2000 edition of the Building and Personal Property Coverage From and the Causes of Loss Forms used with it. ISO has updated these coverage forms to reflect the needs of the new economy, and course has updates for the changes that the April 2002 edition added to the monoline commerci......
 

This course provides a comprehensive guide to workers¡¯ compensation and employers liability insurance. It includes a review of the factors that led to the enactment of workers¡¯ compensation laws and the evolving of insurance to address the medical and economic aspects of employment related injuries. The course analyzes the NCCI Workers Compensation Policy and the Employers Liability Policy, as ......
 

This new and innovative online course consists of four case studies that follow the steps in the variable life insurance and annuity sales process. In each case study the student meets the clients, conducts a fact-finding interview, creates a plan, presents the plan and follows up. Two studies address variable universal life insurance, one study addresses variable life insurance and the final s......
 

Variable Annuity FAQs is designed for the financial services professional who needs practical information and answers for their customers’ frequently asked questions. This is a short, focused course based on the results of a survey of financial service professionals regarding the questions their customers ask most frequently about variable annuities. It serves the dual function of both a t......
 

Valuing and Insuring the Key Executive begins by detailing the magnitude of the loss to a business that can occur when a key executive dies or becomes disabled. The course then examines the value of key executive life insurance and disability insurance policies to a business¡¯ survival and continuing success. The various methods of estimating a key executive¡¯s dollar value to a business are desc......
 

Valuing a Business covers business valuation methodologies. After defining the valuation standard imposed by a Internal Revenue Code, the course examines various methods that can be used to value a business. Methodologies defined, analyzed and exemplified include the book value method, the capitalization of earnings, the straight capitalization, the years purchase method, the appraisal value me......
 

Using Life Insurance To Replaced Gifted Assets is a study in the use of life insurance as a tool for replacing the value of charitable gifts. The course includes an examination of charitable remainder trusts and irrevocable life insurance trusts in implementing the charitable impulse. The advantages and disadvantages of these trusts are described, and the course explores how these trusts work. ......
 

Understanding Wills and Intestacy is an online training course, which covers the meaning of ¡°wills¡± and ¡°intestacy,¡± and recognizes the close relationship each bears to the other though they are opposite ends of the property disposition spectrum. Students will be able to understand the differences between wills and intestacy, and be able to explain the impact of each on an individual¡¯s estate ......
 

Understanding the Financial Needs of P&C Clients prepares P&C agents who are licensed as multi-line agents to offer final protection to their insureds. It identifies ways agents can assist P&C insured to develop strategies that build financial security throughout a client¡¯s life cycle. The course also helps agents gain a more complete understanding of clients¡¯ financial risks, as well as ways t......
 

This course provides a deep review of personal umbrella insurance using the ISO personal umbrella liability policy as a guide. It focuses on how the policy expands liability coverage and explains how endorsements may be added to further expand or to limit coverage. This course enhances the ability of insurance professionals to make informed decisions about coverage and policy options by providi......
 

This comprehensive course provides a thorough review of the ISO Personal Auto Policy. The Declarations Page, four Insuring Agreements and General Provisions are explained in detail. The course employs a policy analysis approach in which the June 1998 edition of the Personal Auto Policy form is examined section by section. It also contains concrete examples of how insurance coverage applies, is ......
 

Understanding IRAs is an introductory training course on individual retirement accounts (IRAs) designed for continuing education for financial services professionals. It covers the various forms of IRAs available to investors, including Roth IRAs, traditional IRAs, education IRAs and medical savings accounts. It explains how savings vehicles can be used with employer-sponsored retirement plans ......
 

This course provides a thorough review of the ISO homeowners program (HO-2, HO-3, HO-4, HO-5, HO-6, &HO-8). The text uses a policy analysis approach to examine the standard ISO homeowners forms section by section. It contains concrete examples of how insurance coverage applies and is limited or is excluded under the ISO forms. Students learn how policies typically respond to various property an......
 

This course explores factors that influence the financial planning process, including the most common financial needs and objectives. The need for a financial plan, the time value of money, the foundations of financial security and the use and values of fact finders are all addressed. Various markets are examined from different demographic perspectives, including age, financial stage in lif......
 

The purpose of this course is to examine Section 1035 and the planning capabilities it presents. The course covers the basic tax treatment of life insurance and annuities, the purpose of Section 1035, exchange rules of life insurance and annuities, the meaning of policy replacement, and the procedures for properly effecting a 1035 exchange....
 

Types of Business Organizations reviews the basic forms of business structure. It covers both the legal and practical differences between sole proprietorships, partnerships and corporations ¨C focusing on issues such as the degree of protection from liability afforded to business owners, how the business is taxed and what happens to the business at the death of the owner (or one of the owners). ......
 

The purpose of this course is to help insurance professionals accurately advise policyholders about the new terrorism coverage options now available for commercial lines as a result of the Terrorism Risk Insurance Act of 2002 (TRIA). An explanation and interpretation of the ISO terrorism endorsements for existing, new and renewal policyholders for the following lines of business are explained i......
 

This course provides an introduction to the income taxation of financial products with an emphasis on life insurance products and annuities. The lesson on life insurance covers life insurance as a financial product, term and permanent life insurance, rights and benefits of life insurance ownership, life insurance settlement options, taxation of life insurance proceeds payable at the insured......
 

Survivorship Life Insurance in Estate Planning is an online training course that analyzes the use of survivorship life insurance products in paying estate taxes. The federal estate and gift tax system is covered in detail. The course covers The Tax Reform Act of 1976, The Economic Recovery Tax Act of 1981 and The Economic Growth and Tax Relief Reconciliation Act of 2001 in describing the develo......
 

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