Approved IAR CE Courses

There is a widespread misconception that 'estate planning' is of importance only to the wealthy. This is due, in part, to the emphasis of the financial service industry on planning for estate taxes, which only concern larger estate owners. The truth of the matter is, every person, young or old, who has a family or owns property, needs an estate plan. A good estate plan will allow a person to reach desired economic, legal, and personal objectives. Estate Planning is an educational tool to help financial advisors through the maze of programs, rules and regulations that affect many if not all their clients, their spouses, and dependents.

There is a widespread misconception that 'estate planning' is of importance only to the wealthy. This is due, in part, to the emphasis of the financial service industry on planning for estate taxes, which only concern larger estate owners. The truth of the matter is, every person, young or old, who has a family or owns property, needs an estate plan. A good estate plan will allow a person to reach desired economic, legal, and personal objectives. Estate Planning is an educational tool to help financial advisors through the maze of programs, rules and regulations that affect many if not all their clients, their spouses, and dependents. This course is also designed for financial and insurance professionals to deepen their understanding of ethical practices in the insurance industry.

This continuing education course is designed for financial and insurance professionals to deepen their understanding of and ethical practices in the insurance industry. By the end of the course, participants will be equipped with comprehensive knowledge and practical skills of ethical standards and regulatory compliance.

Guide to Social Security Benefits is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all their aging Baby Boomer clients, their spouses and dependents.

Guide to Social Security Benefits is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all their aging Baby Boomer clients, their spouses and dependents.

Life insurance is one of the most important tools in modern financial planning, but it is not always the most appreciated. In the purest sense, life insurance is something that pays a death benefit to someone when an insured person dies. The risk of an early death is evident to most of us, particularly when we have family obligations, dependent minor children to provide for, and unpaiddebts. The need to cover expenses and replace lost family income if early death occurs may be themain reason why people purchase pure life insurance protection, but it is not the only reasonpeople purchase life insurance products. This course will provide a review of the historical evolution of life insurance and into the 21st century, examining its many forms, other types of benefits, and making it the foundation for financial planning. Also included is a guide to understanding annuities, annuity tax laws and contract structure, and their suitability. The courseends with ethical practices which will provide the essentials of ethics, market conduct and compliance.

The course ends with ethical practices which will provide the essentials of ethics, market conduct and compliance.

This continuing education course is designed for financial and insurance professionals to deepen their understanding of Nonqualified Deferred Compensation (NQDC) plans

This continuing education course is designed for financial and insurance professionals to deepen their understanding of Nonqualified Deferred Compensation (NQDC) plans and ethical practices in the insurance industry. By the end of the course, participants will be equipped with comprehensive knowledge and practical skills to design, manage, and advise on NQDC plans effectively, while adhering to ethical standards and regulatory compliance.