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

Suitability for Traditional Life and UL Insurance Online Course

Suitability for Traditional Life and UL Insurance provides principles and guidelines for determining the suitability of traditional life insurance products and making appropriate recommendations for prospects and clients. It focuses on the proper use and application of term, whole life and universal life: how these products work as well as the situations and needs they best serve. In addition, ......
 

Suitability for Annuities provides principles and guidelines for determining the suitability of annuity life insurance products and making appropriate recommendations for prospects and clients. It looks at the proper use and application of fixed, variable and equity-indexed annuities: their purpose and function as well as the needs they serve. The course focuses how the agent should assess ......
 

Succession Planning: Selling the Business studies business succession planning from one perspective: selling the business to a co-owner or employee. Following a review of the important issues to consider with any business succession plan, this course discusses proprietor purchase plans, entity purchase plans and cross purchase plans, the uses, advantages and disadvantages of each, their tax con......
 

Life and disability insurance figure prominently in many business succession plans. For the insurance practitioner who works with the business community, familiarity with the issues and processes of succession planning is an integral part of a successful practice. Succession Planning: Keeping the Business considers business succession planning as it relates to a business owner who wants to keep......
 

This course looks at SEPs and SIMPLEs, the two most popular retirement plan selections for small business owners today, and the IRA upon which both plans are based. It discusses the practical differences among the plans as well as contribution limits, tax considerations and the requirements for adopting and maintaining these plans....
 

Senior Health Care is designed for health insurance agents who need a quick but thorough introduction to the health care options available to seniors. This is a short, focused course that provides an overview of how Medicare and Medicaid really work and what they cover. It also introduces agents to Long-Term Care insurance and helps them understand the key choices involved in tailoring a long-t......
 

This course provides a thorough examination of Section 529 or qualified tuition plans, specifically prepaid tuition plans and college savings plans. The course addresses the types of plans and their benefits as well as the rules governing contributions and distributions from these plans. Other issues addressed include required coordination between qualified tuition plans and other higher educat......
 

This course is designed for new agents, claims adjusters, risk managers or any corporate employee who needs a basic understanding of risk and the risk management process. The first four lessons of the course introduce risk management, addressing the understanding and management of risk, the benefits of the risk management process, the requirements for successful risk management and risk managem......
 

Retirement Plan Types is designed for financial services professionals who need basic information on retirement plan types. This is a short, focused course that describes features of a wide range of qualified retirement plans, including 401(k)s, Keoghs and simplified plans. It covers the reasons for using qualified plans and the different customer needs that are served by the different types of......
 

This course examines the allocation and liquidation of retirement assets. Topics addressed include the changing world of retirement, including the demographic and other changes that have increased the importance of allocating and liquidating retirement plans appropriately. Other course topics include financial concerns shared by many retirees, federal tax treatment of major asset categories, an......
 

This online course looks at the importance and role of risk management and tax-reduction strategies in a client’s overall financial plan. The establishment of a sound insurance program to deflect the financial impact of death, disability, illness, property damage or negligence is explored in detail. The course also explores the federal income tax system, tax-equivalent yields and common st......
 

This course provides insurance professionals with a three-step method of analyzing a policy to interpret coverage. The course provides the key to understanding any insurance contract ¨C reviewing each section separately and then comparing the research to the other parts of the policy for further explanation of definitions, coverages, exclusions, and limitations. It takes a real-life approach, us......
 

Managing Variable Life Insurance Products is a study of strategies that can be used to manage volatility in the subaccounts of variable life insurance products, particularly variable life insurance policies and variable universal life insurance policies. Two types of strategies are examined: those that may help to manage the effect of price fluctuations on variable life insurance cash values an......
 

Managing Risk with Property Inspections is ideal for all insurance professionals that need to detect red flags when issuing property policies and managing loss ratios and explains the basic risk analysis process used to inspect building structures. Whether the professional is performing the inspection or explaining the results to customers, this course provides a comprehensive education on how......
 

Long-Term Care Insurance Policies provides a basic understanding of the typical features and benefits of long-term care (LTC) policies, the choices an insured must make when selecting various policy provisions, the kinds of care providers covered under LTC policies, and how and when LTC policy benefits are triggered. The taxation of LTC policy premiums and benefits is also addressed....
 

Learn about life insurance policy settlement options, specifically senior settlements and viaticals. The course addresses the products and markets as well as the applications of settlement options for personal, business and estate planning purposes. Taxation issues are identified and discussed as are market conduct, ethical, suitability and disclosure issues....
 

Life Insurance Today is designed for financial services professionals who need an introduction to the life insurance products available today. This is a short, focused course that describes the design and application of each of the major types of life insurance policies currently on the market : term life, whole life, universal life, variable life and variable universal life....
 

This course explains how life insurance can be a means of attaining financial security during life and after death. It explains the many applications of life insurance products and how their flexibility allows them to cover a wide range of clients’ needs....
 

Investing Retirement Assets is designed for financial services professionals who need an introduction to retirement planning. This is a short, focused course that explores investment alternatives available to retired clients. It discusses asset allocation models that might be appropriate for early and late retirement. This edition has been updated to reflect recent changes made by the new distr......
 

Five case studies illustrate the use of trusts in business succession planning, estate planning for an upper-bracket married couple, gifting programs to minors for estate and income tax savings, transferring of property subject to life income interests, and charitable giving. This course is designed for insurance producers with all levels of experience....
 

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