Published Work. Annuities. Business Organization. Disability Insurance. Ethics
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1 Annuities Published Work Advanced Variable Annuities CA 4-Hour Annuity Course California Annuities (8 hours) Equity Indexed Annuities Equity Indexed Annuities Fixed Annuities Fundamentals of Declared-Rate Annuities Guaranteed Living Benefits for Variable Annuities Guaranteed Minimum Accumulation Benefits Guaranteed Minimum Income Benefits Guaranteed Minimum Withdrawal Benefits Introduction to Annuities Modern Variable Annuity Contract Benefits Senior Protection in Annuity Transactions Suitability of Annuities Taxation and Suitability of Annuities Variable Annuities in Retirement Planning Variable Annuity Living Benefit Riders Business Organization Business Entities: Selecting the Proper Business Structure Disability Insurance Disability Insurance Products and Principles Ethics Ethical Conduct in the Financial Services Practice Ethical Considerations in Selling to Seniors Ethical Investment Practices Ethical Practice Standards for Today's Producer Ethics for CFP Certificants and Registrants Ethics for Financial Services Professionals Ethics for Insurance Professionals Investment Advisers: Code of Conduct Legal & Compliance Issues in the Insurance Business 1
2 Tax Return Preparer Ethical Issues Group Insurance Group Dental & Vision Insurance Group Disability Insurance Group Health Insurance Group Life Insurance Healthcare Healthcare Reform: Pre-Existing Conditions, Benefit Limits, Rescission & Patient Protection Rules Oklahoma Healthcare Reform Human Resources Management Information Security Awareness Sexual Harassment in the Workplace Indexed Products Advanced Indexed Insurance Products Equity Indexed Products Ethics, Marketing Practices & Suitability Issues in Indexed Product Sales Iowa Indexed Products Overview of Indexed Products Insurance Licensing Life & Health Insurance Licensing Preparation Insurance Sales Creating a Business Plan Creating a Marketing Plan Gaining Client Agreement to Gather Information Insurance Need Analysis Selling VUL Concepts & Techniques Time Management & Goal Setting Law Hawaii Law - Mental Illness, Alcohol & Drug Abuse Treatment 2
3 Hawaii Law - Privacy of Consumer Financial Information HIPAA Life & Health Insurance Law Oregon Insurance Law Pension Protection Act of 2006 Regulation 60: Doing Business in New York Tax-Free Exchanges The Essentials of Insurance Law Unauthorized Entities Life Insurance Advanced Applications of Life Insurance Basic Life Insurance Provisions Business Insurance Insurance Risk and Rewards Life Insurance & the Peace of Mind it Offers Life Insurance Policies Overview of Variable Contracts Survey of Advanced Sales (Revision) Universal Life Insurance Variable Universal Life Insurance Viatical and Life Settlements Long Term Care "Long Term Care," Journal of The American Society Florida Long Term Care Regulations Hybrid LTC Products Idaho Long Term Care Regulations Long Term Care Fundamentals Meeting Long Term Care Needs through Combination Products Minnesota Long Term Care Regulations Virginia Long Term Care Partnership Program Virginia Long Term Care Regulations Nonqualified Benefit Plans Deferred Compensation Nonqualified Plans 3
4 Planning Business Succession Planning Customer Data Security & Business Continuity Planning Employing Trusts in the Estate Planning Process Estate Planning Estate Tax Planning Executive Benefit Planning Financial Planning Personal Life Insurance Planning Principles of Wealth Management Retirement Options Retirement Planning Retirement Planning for Seniors Retirement Strategies The Retirement Answer Property & Casualty Insurance Basics of Property & Casualty Insurance Coverage Questionable Property & Casualty Claims Qualified Retirement Plans Qualified Plans (9 lessons) Advanced 403(b) Plans Individual 401(k) Plan Funding Individual Retirement Accounts Keogh Plans Pensions & Profit Sharing Qualified Plan Design Stretch IRA Distributions Tax Sheltered Annuity 403(b) Plans Reinsurance The Principles of Reinsurance Securities Advanced Structured Products 4
5 Anti-Money Laundering 2006 Update Anti-Money Laundering Update: 2008 Appropriate Solicitation of Senior Investors Brokered Certificates of Deposit Callable CDs Client Communications Collateralized Mortgage Obligations Communications With the Public Deferred Variable Annuities Rule 2330 Direct Participation Programs Fixed Income Securities Gifts & Gratuities Insider Trading and Chinese Walls Institutional Account Documentation Maintaining Customer Accounts Managed Futures Funds Meeting the Needs of all Generations Mutual Funds NASD Advertising Regulations Overview of Insurance Investment Products Real Estate Investment Trusts (REITs) Registered Representative Sales Activity Guidance Securities Sales Supervision 2005 Update Securities Supervision 2006 Update Securities Supervision 2007 Update Short Selling: Rule 10b-21 Structured Products Suitability and Insurable Needs of the Senior Investor Suitability Issues of Variable Products Suitability of Variable Products Supervision Update: 2008 Supervision Update: 2009 Working with Nonresident Aliens Wrap Fee Accounts Social Security Social Security: Taxation & Benefits 5
6 Taxation Retirement Plans, Pensions and Annuities Tax Planning From the Heart Tax Preparer Competency Course Taxation of Financial Products Tax Return Preparer Ethical Issues Tax Treatment of Individual Retirement Arrangements Tax Treatment of Life Insurance Proceeds Tax Treatment of Sickness and Injury Plans What s New for
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