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

Basics of Estate Planning Online Course

Basics of Estate Planning is designed for financial services professionals who need an introduction to estate planning. This is a short, focused course that explains what estate planning is and why it is needed, as well as what steps must be taken to initiate, implement and complete the process....
 

Anti-Money Laundering Fundamentals introduces the topic of money laundering to financial practitioners and describes the extent of the money laundering problem. It details efforts to detect and prevent money laundering and escribes methods to punish those who engage in it. The evolution of anti-money laundering legislation in the United States is explored and the key requirements of the USA P......
 

Anti-Money Laundering Best Practices for the Life Insurance Industry provides guidance to insurance companies on building anti-money laundering programs that comply with regulations and addresses the risks they face from money launderers and terrorists. The course introduces the relevant legislation, including the Bank Security Act, the Money Laundering Control Act, the Money Laundering Suppre......
 

Annuities Today is designed for financial services professionals who need an introduction to annuities. This is a short, focused course that covers immediate and deferred annuities, fixed, variable and equity indexed annuities, payout options, and the fundamentals of common annuity provisions and options....
 

Analyzing Business Financial Statements teaches the financial services practitioner how to read and analyze a business financial statement to identify insurance needs. This course gives the practitioner an understanding of the basics of the financial statement and how life insurance is measured in the financial statement so the practitioner can identify a company¡¯s insurance needs. The course a......
 

With the introduction of this new Businessowners Policy, ISO has updated both property and liability coverage to reflect the needs of our new economy. The course reviews the changes brought about to keep up with the particular needs of both traditional and e-business insureds. Learners will see the results of recent court decisions on continuous injury triggers in the new liability insuring agr......
 

A live classroom course designed to increase students¡¯ knowledge, understanding and appreciation for the use and application of variable life insurance and variable annuities in a client¡¯s financial plans. By examining the unique aspects of variable contracts, students will learn the ¡°workings¡± of variable life, variable universal life and variable annuities, notably the separate account fundi......
 

A business often owes its success to the abilities of its owner. When an owner leaves ¨C whether due to death, disability or retirement ¨C the impact can affect every aspect of the business. This live class is designed to show planners and agents how they can help their business clients optimize the value of their enterprises and ease the transition of their leaving through careful planning. E......
 

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 agent¡¯s market conduct responsibility. This ......
 

This live class focuses on the many aspects of retirement planning with which today¡¯s planners must be familiar: typical client needs and expectations, income needs analysis, product uses and applications (insurance and investment products), retirement funding vehicles (including qualified plans), Social Security, health care and health insurance and wealth distribution. The range of issues, ......
 

Today¡¯s retirees have many opportunities but they face many challenges. In this live classroom course, the student is given the knowledge necessary to help clients in manage their post-retirement financial plans, including understanding the financial concerns facing retirees, identifying products and services that address these concerns, offering counsel regarding continued wealth accumulation......
 

Homeowners insurance is one of the most commonly held forms of personal lines insurance coverages. In this live class, students will learn about the major features, conditions and exclusions in the ISO Homeowners 2000 program and will discover how to identify situations that create the need for endorsements to provide additional coverage....
 

This live class provides an introductory course on commercial property coverage. The course covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements....
 

This class satisfies the California requirement that life agents and fire/casualty agents who sell long term care insurance must complete 8 hours of specific training on long term care and California laws regarding long term care....
 

This class satisfies the California requirement that life agents who solicit individual annuities need 8 hours of specific training in annuities and California laws regarding annuities. ...
 

This live classroom course presents the concept of ethics and how it relates to the sales and service of life insurance, thus creating the foundation for personal as well as professional success. The course sets the foundation by examining ethics as a moral and legal force then explores the ethical responsibilities producers owe to their companies, their policyowners, their states and to the p......
 

PASSTRAK Drill & Practice for Life and Health Insurance is an online test prep tool designed for the insurance student who is preparing for the state licensing exam. It simulates the actual insurance licensing exam by combining general and state-specific questions in a random order for nearly unlimited practice sessions. Questions are divided among topics for life insurance, health insurance ......
 

This class is for those students who are getting ready to apply for the CA Life and Health state exam, but have already taken the 12-hour Code and Ethics prelicensing class....
 

This class is for those students who are getting ready to apply for the CA Fire and Casualty state exam, but have already obtained the 12 hours of CA Code and Ethics credits....
 

This class offers students 12 credit hours worth of material on Ethics and the California Insurance Code. While this Code and Ethics portion is included in the 52-hour CA Life and Health and Fire & Casualty classes, it can also be taken independently....
 

Pages:- 1 2 3 4 5 6 7 8

School Index A~Z: A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z