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Posted by Alex McCoy ● June 19, 2020

July-December 2020 Schedule Update

BrochureBlogPostImageJD2020

We are excited to announce our upcoming webinar and live class schedule for July-December 2020, and other recent product updates. Here is a summary of the changes:

Prelicensing

New York Property and Casualty and Personal Lines

Based on a recent change to the NY statute, A.D. Banker & Company offers an online prelicensing course for NY property and casualty and personal lines exams.

Learn more about New York Property & Casualty and Personal Lines Online Training

State Exam Content Outline Updates

The following state supplements have been updated due to changes in the exam content outline or statute changes since January, 2020: AZ, GA, IN, IL, MI, MO, MT, RI, VA

State Exam Vendor Changes

Exam vendor changes taking place since January 2020 include VA, changed to Prometric as of June 1, 2020 and WI, changing to PSI as of July, 1, 2020.

Continuing Education

New York Reg 187

A.D. Banker & Company offers monthly New York Reg 187 webinars to meet the state's "Suitability and Best Interest in Life Insurance and Annuity Transactions" producer licensee training requirement. Online training is also available.

Reg 187: Everything You Need to Know

Annuity Best Interest Training (2020 Revised NAIC Model Act)

A.D. Banker & Company stands ready to add live webinar training and online courses to meet the new training requirements included in the NAIC's revised Model Act adopted February 13, 2020.

Learn more about Annuity Best Interest Training

We will offer live webinars for both the new 1-hour and updated 4-hour Annuity Best Interest training courses, with the first state updated becoming effective January 1, 2021 in Arizona and Iowa.

Both new courses will also be available in an online format.

Course updates (SECURE Act, CARES Act)

Insurance & Wealth Preservation

  • Retirement Planning Today
  • Financial Tools & Strategies
  • Financial Planning Solutions
  • Annuities: The Basics & Beyond
  • IRAs: Managing Uncertainty
  • Health Plans & Policies
  • Health Insurance Marketplace
  • Business Succession Planning
  • (All related live CE webinars)

General Course Updates

Disability Income Insurance (Live webinar and Online)

5-Hour Florida Law & Ethics Update Courses for:

  • Life & Annuity (2-14 or 2-16 licenses)
  • Life Health & Variable (2-15 or 2-18 licenses)
  • Health Only (2-40 licenses)
  • General Lines (2-20 licenses)
  • Personal Lines (2-20 or 20-44 licenses)
  • Adjusters (6-20 licenses)

CFP Titles

CFP Credits has been extended to these additional courses:

  • Indexed Insurance Products
  • AML: Know Your Money, Know Your Customer
  • Financial Planning Solutions
  • Financial Planning Made Easy (Live Classroom & Webinar)
  • Estate Planning
  • Fixed & Indexed Annuities
  • Life Insurance in the Business Marketplace
  • Life Settlement Planning
  • Variable Annuities

State Specific and National Brochures

Here are the brochures for states where we are holding live, in-person classes. We provide a National - July-December Class Schedule that applies to all states.

For information about scheduling special classes for groups of students, please contact us.

Topics: Insider, Prelicensing, Securities, Continuing Education

Continuing Education Webinars: Live online "classroom" courses... NO EXAMS!

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