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

Introduction to Commercial Property Online Course

Introduction to Commercial Property provides the Life/Health or Casualty agent or broker with an easy way to gain basic knowledge of Commercial Property insurance forms and coverages. There are numerous real-life illustrations that support any agent¡¯s efforts to immerse himself or herself in the property insurance world. The agent will have opportunities to practice the principles of commercial......
 

This is an excellent course for professionals new to the commercial liability field. It provides a comprehensive overview of the need for commercial liability. The course helps insurance professionals identify the various types of damages awarded in liability situations and the problems associated with writing liability insurance. Using real-life examples, this course will help students underst......
 

This course addresses the complexities of ethical decision-making in the property-casualty insurance environment. It goes beyond the generic subject of Ethics with real-life examples and scenarios for the property-casualty professional. There is a set of tools that will assist producers to sensitively and intelligently face or prevent ethical dilemmas. The best reason for taking this course is ......
 

There are between 24 and 27 million home-based businesses in the United States. Insurance professionals need to help clients safeguard the energy and money invested in a home-based business by protecting it with the appropriate insurance. Now the Insurance Services Office (ISO) has a simple endorsement to help you do that. This course provides an in-depth review of the new ISO Home Business ......
 

ILITs and Estate Planning analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs, the value of using an irrevocable life insurance trust (ILIT) to pay estate settlement costs, and the value of paying life insurance premiums t......
 

Group Carve-out Plans discusses the use of group carve-out plans to meet the insurance needs of an employer¡¯s key executives as a supplement to the firm¡¯s group term life insurance program. It reviews the features of group term plans, their shortcomings for the key executive, features of group carve-out plans and how they fill the gaps of the conventional group term plan. The course covers aspe......
 

The key challenges to the financial security of retirees are tackled in this course. Subjects studied include the need for post retirement planning, the financial challenges of retirement (particularly the corrosive power of inflation and ways to resist it), risk management strategies for addressing illness and injury, long-term care, uninsured death and outliving one’s resources; and stra......
 

Executive Bonus Plans introduces the financial services practitioner to one of the major types of nonqualified benefit program used by business owners to benefit themselves and attract and retain key executives. This course addresses the basics of executive bonus plans and the advantages as well as the disadvantages of such plans for the employer and the executive. Plan participation issues are......
 

Distribution Planning: Required Distributions presents a study of qualified plan distribution with a close-up look at minimum distributions required to be taken after an account owner reaches age 70 ½. The course covers the methods used to compute these required minimum distributions after recent regulatory action by the IRS as applied to the account owner and to beneficiaries after the ......
 

Distribution Planning: Premature Distributions presents a study of qualified retirement plan distributions focusing on premature distributions. It covers individual retirement accounts as well as employer-sponsored retirement accounts. Lessons provide an introduction to the subject and cover IRS rules on qualified plan distributions, premature distributions and exemptions from penalty taxes. Sp......
 

This course focuses on the central concern of every retiree: how to live on a fixed income. Addressed are such topics as setting financial goals for retirement, developing a budget, determining how much money will be needed to retire comfortably and determining the total income a retired couple might receive from Social Security, company-funded pensions and personal savings. The effect of diffe......
 

A deferred compensation plan may be a key benefit program for a practitioner’s business clients. This course covers the basic workings of this type of plan, the agreement, how a plan may be funded and how such a plan affects the taxes of the business and the executives who receive benefits. Key concepts of an insured plan are illustrated by an in depth case study....
 

According to the U.S. Census Bureau, 28.4 million foreign-born immigrants reside in the United States, accounting for 10.4 percent of total population. Demographics such as this indicate that the present influx of immigrants represents a host of new client business opportunities and challenges for the insurance professional. This introductory course helps agents and brokers use the cultural......
 

This in-depth review of the 2001 edition of the Insurance Services Office (ISO) Commercial Umbrella form offers to the intermediate and advanced students of insurance a clear, concise yet detailed explanation of the commercial umbrella policy. The course provides an overview of the need for commercial umbrella coverage and enhances students¡¯ ability to apply their knowledge in sales, underwrit......
 

This in-depth review of the 2001 edition of the ISO Commercial General Liability (CGL) policy offers to the intermediate and advanced students of insurance a clear, concise yet detailed explanation of the CGL policy. The 2001 edition changes are highlighted throughout the course, and the course includes an overview of the 2001 endorsements. This course is designed to be the industry¡¯s best ......
 

Commercial Auto provides an in-depth review of the Insurance Services Office (ISO) commercial auto forms, October 2001 edition for claims, underwriting and producer professionals. This course focuses primarily on the Business Auto Policy Coverage Form, Garage Coverage Form, and Truckers Coverage Form. Each policy is discussed in the context of applicable coverage and exclusions, and the endor......
 

This self-study course provides the requisite training and education mandated by California SB 620 for licensed insurance practitioners who sell annuity products in California. It addresses all of the topics in the outline published by the Department of Insurance (DOI) and is approved by the DOI for the 8-hour training requirement. In California 2004 Annuities Training Course, the reader wi......
 

Buy-Sell Funding with Profit Sharing Plans discusses the features of a tax qualified profit sharing plan that permit the use of participant accounts to purchase life insurance and the advantages of using this insurance to fund business succession plans. How such arrangements are structured, their tax consequences, advantages and disadvantages are covered. Each point in the course is illustrated......
 

Business Income Coverage is a practical study of the ISO Business Income form and endorsements. It begins with a discussion of critical questions to ask when analyzing Business Income Coverage regarding coverages, insured applicability, and loss details. This course then examines the Business Income Coverage form and its more common endorsements. Following an explanation of contract terms, l......
 

This course focuses on the challenge of building a client’s net worth through the accumulation and growth of investment assets. Whether the need is to save for college, retirement or just a rainy day, there are some products and plans that are better suited for the challenge than others and this online course reviews them. ...
 

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