 | Accident and Sickness Review Course (IL86) | 77.00 | ||
Description: This course covers the following topics:
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| Al & The Individual Pension Plan (IL80) | 59.00 | ||
Description: This seminar is filled with technical details about the Individual Pension Plan (IPP) strategy. The aim of most participants taking this seminar would be to gain an understanding of what an IPP is, how the deductions are created, as well as a practical framework on how they work.
Most seminar participants will be advisors to clients looking at the IPP strategy. They will want to work with the seminar material to gain a comfort level with the topic so they can advise on the strategy.
For these reasons, I believe a creative approach to the material is to write it in a “story format”. While the story-line is relatively thin, it will be developed to the extend to:
• Hold the interest of the seminar participant so that the details communicated are conveyed in an easier to read format.
• Offer role playing scenarios so the advisor can see how various professionals interact with clients of this topic.
• Demonstrate a client’s perspective on the strategy and the common objections that need to be overcome when communicating the strategy.
• Identify with the seminar participant as they work to gain an understanding of the material. As the main character works his way through the material, so will the seminar participant.
AIC#21094 Access Duration: 6 Month(s) Credit Hours: 4 Credit Type: Life - A&S Credit #: AIC# 21094; MB3076 Accrediting Provinces:      | ||||
 | Annual Life Subscription (Life365) | 299.95 | ||
Description: Enjoy one-year unlimited access to more than fifty Life Insurance courses designed specifically for Life Agents. An Annual Life Subscription gives users the ability to choose courses that relate to their jobs roles, geographic locations and skill sets. The most cost-effective way to get your mandatory continuing education requirements. Total Number of Courses: 43 Total Number of Credit Hours: 178 Price per Credit Hour in this package: $1.69 | ||||
| Basic Principles of Taxation (IL15) | 75.00 | ||
Description: The information in this course is aimed to educate agents on basic principals of taxation. In this course, we will look at income and income sources, tax treatment, credits and other topics under the following headings: 1. Income Tax in General - Earned Income AIC#21171 | ||||
| Business Insurance for Life Agents - Part 1 (IL07) | 75.00 | ||
Description: The information in Part One of this three-part course is aimed to educate agents on basic business knowledge. In this course, we will look at business basics and the types of businesses, under the following headings: 1. Business Basics2. Types of Businesses - Sole Proprietorships 3. Types of Businesses - Partnerships 4. Types of Businesses - Corporations AIC#21160 | ||||
| Business Insurance for Life Agents - Part 2 (IL08) | 75.00 | ||
Description: The information in Part Two of this three-part course is aimed to educate agents on basic business knowledge. In this course, we will look at Financial Statements and ratios, Fair Market Value and Buy-Sell Agreements, under the following headings: AIC#21161 | ||||
| Business Insurance for Life Agents - Part 3 (IL09) | 75.00 | ||
Description: The information in Part Three of this three-part course is aimed to educate agents on basic business knowledge. In this course, we will look at what happens to the financial position of a sole proprietor, partner or member of a corporation when they become disabled. We will also look at the things they can do to protect themselves, including:
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| Charitable Donations (IL02) | 75.00 | ||
Description: Giving money to charity provides many benefits to both the community and the donor. This course is designed to provide guidance to insurance advisors so they can help their clients to determine the most cost-effective way to structure their donations.
Life
AIC#21155 Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life - Credit #: AIC#21155; MB3083 Accrediting Provinces: | ||||
| Critical Illness Insurance (IL01) | 75.00 | ||
Description: Dr. Marius Barnard, of South Africa, developed Critical Illness Insurance in 1983. Dr. Barnard is the brother of Christian Barnard, the doctor who performed the first successful open heart transplant surgery. Dr. Marius Barnard, also a cardiac surgeon, was acutely aware of both the financial and emotional toll that his heart surgery patients experienced. He saw a need for insurance that paid a 'living benefit' to those who survived a major illness to:
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| Customer Service in the Life Insurance Industry - Part 1 (IL05) | 75.00 | ||
Description: Most of us in the insurance business know that our competitors' products/services are not a lot different from our own . . . and there is generally little or no price difference between them. Yet, some agents and brokerages are more successful than others. What gives these agents and brokerages a competitive advantage? What are they doing right? How do they keep their competitive edge? Knowing the answers to these questions and acting on them would give us a competitive advantage. This is the first of two courses addressing these questions. Life/A&S AIC#21174Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life - A&S Credit #: AIC#21174; MB3085 Accrediting Provinces: | ||||
| Customer Service in the Life Insurance Industry - Part 2 (IL06) | 75.00 | ||
Description: Most of us in the insurance business know that our competitors' products/services are not a lot different from our own . . . and there is generally little or no price difference between them. Yet, some agents and brokerages are more successful than others. What gives these agents and brokerages a competitive advantage? What are they doing right? How do they keep their competitive edge? Knowing the answers to these questions and acting on them would give us a competitive advantage. This is the second of two courses addressing these questions. Life/A&S AIC#21175Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life - A&S Credit #: AIC#21175; MB3086 Accrediting Provinces: | ||||
| Disability (Income Replacement) Insurance - Part 1 (IL03) | 75.00 | ||
Description: The foundation of any sound financial plan is Income Replacement Insurance. Its purpose is simple: to replace an individual's income should they be unable to work as a result of either an accident or a sickness. Upon completion of this seminar, you will be able to:
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| Disability (Income Replacement) Insurance - Part 2 (IL04) | 75.00 | ||
Description: In Disability (Income Replacement) Insurance - Part One, we reviewed:
In Part Two we will review:
Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life (excl AB)/A&S - Credit #: AIC#21159; MB3088 Accrediting Provinces: | ||||
| Economics for Life Agents - Part 1 (IL11) | 75.00 | ||
Description: In Part One of this two-part course, we will focus our discussion on the basics of economic theory and practice. Topics to be discussed in this course include: 1. Microeconomics AIC#21164 | ||||
| Economics for Life Agents - Part 2 (IL12) | 75.00 | ||
Description: In Part Two of this two-part course, we will focus on how we can help our clients achieve their financial goals. As financial planners, it is important that we have a working knowledge of the investment strategies required as well as a comprehensive knowledge of the various investment products available.
In this course, we will look at the area of investments under the following headings:
1. Planning Your Investments
2. Major Concepts for Financial Planners
3. Debt Markets
4. Equity Markets
5. Taxes, Inflation and Investment Planning
6. Investment Strategies
7. Glossary of Terms AIC#21165 | ||||
| Estate Planning and Insurance (IL87) | 55.00 | ||
Description: Topics to be discussed include:
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| Financial Planning: An Introduction (IL13) | 75.00 | ||
Description: The information in this course is aimed to educate agents about the Financial and Estate Planning Process.
In this course, we will look at the Financial and Estate Planning Process under the following headings:
1. Financial Planning - An Introduction
2. Financial Planning - The Planning Process
3. Financial Services Professionals
4. Glossary of Terms used in the Financial Planning Process
5. Estate Planning
6. Estate Planning Techniques AIC#21166 | ||||
| Fundamentals of Life Insurance - Part 1 (IL17) | 75.00 | ||
Description: Most of us in the insurance business know that our competitors' products/services are not a lot different from our own . . . and there is generally little or no price difference between them. Yet, some agents and brokerages are more successful than others. What gives these agents and brokerages a competitive advantage? What are they doing right? How do they keep their competitive edge? Knowing the answers to these questions and acting on them would give us a competitive advantage. This is the first of two courses addressing these questions. AIC#21172 | ||||
| Fundamentals of Life Insurance - Part 2 (IL18) | 75.00 | ||
Description: Most of us in the insurance business know that our competitors' products/services are not a lot different from our own . . . and there is generally little or no price difference between them. Yet, some agents and brokerages are more successful than others. What gives these agents and brokerages a competitive advantage? What are they doing right? How do they keep their competitive edge? Knowing the answers to these questions and acting on them would give us a competitive advantage. This is the second of two courses addressing these questions. AIC#21173 | ||||
| Group and Retirement Benefits (IL14) | 75.00 | ||
Description: The discussion of corporate Group Insurance and Retirement plans will focus on the following topics, specifically: Corporate Benefits Programs 1. Group Insurance - General Characteristics AIC#21167 | ||||
| How to Manage Money - Part 1 (IL19) | 75.00 | ||
Description: In this course, we will look at cash flow management, budgets and how to use credit wisely, under the following headings: 1. Money Management - The Purpose AIC#21168 | ||||
| How to Manage Money - Part 2 (IL20) | 75.00 | ||
Description: The information in Part Two of this two-part course is designed to educate agents about personal and professional money management. In this course, we will look at personal use assets (homes and automobiles), financing education and management of personal income and expenditures, under the following headings: 1. Personal Use Assets
2. Financing Education 3. Glossary of Taxation and Other Financial Terms 4. Personal Income and Expenditures AIC#21169 | ||||
| Investment Management and Your Client (IL85) | 44.00 | ||
Description: Learning Objectives:
The objectives of Lessons 1-3 are to:
Introduce and explain the 3 types of investment instruments and their respective variations.
Explain the major types of investment-product opportunities, and to show the differences between investment saving and wealth accumulation as they relate to wealth accumulation.
Explain and illustrate the “Rule of 72”, as it relates to wealth accumulation.
The objectives of Lesson 4 are to,
Explain, illustrate, and demonstrate the structure, form, and operations of the stock market, as it relates to financial & retirement planning and investing.
Demonstrate the differences between the major types of equity stocks.
To explain, illustrate, and demonstrate the 3 types of investment income received from investing in the stock market (interest, dividends, capital gains).
Allow the participants/clients to determine by completing a questionnaire, where they fit in on the ‘risk’ level (low, medium, high), and how the respective risk level affects their earning investment opportunities.
The objectives of Lesson 5 are to:
Explain, illustrate and demonstrate the concept of mutual funds as an investment devices
To understand the structure, form, and workings of mutual funds, and especially how they differ from segregated funds sold by insurance companies
To explain and demonstrate the various types of mutual fund administration fees (e.g. open-end funds, closed-end funds, and Management Fees {MER}), in order for the participants/clients to prudently select mutual fund companies that offer the lowest administrative costs
The objectives of Lesson 6 are to:
Explain inflation and demonstrate how it can affect investment
Describe the investment risk that changing interest rates can create.
To demonstrate the importance of diversifying investments
Access Duration: 6 Month(s) Credit Hours: 4 Credit Type: Life - CFP Credit #: AIC#17487; MB11469 Accrediting Provinces: | ||||
| Leadership & Communications (IL50) | 110.00 | ||
Description: In the 21st century's workplace, a company's success depends upon how effectively its management and employees communicate, both between themselves and, especially, with the discriminating consumer. This course focuses upon the crucial elements that constitute an effective leader and communicator. The major concepts comprising this workshop include,
AIC#333 | ||||
| Life Insurance Contract Laws and Beneficiaries (IL82) | 165.00 | ||
Description: This course covers the following topics:
AIC#21120 | ||||
| Maturity Options - Beyond RRSPs (IL88) | 55.00 | ||
Description: The learning objectives of this Section are to explain, demonstrate, and illustrate the following concepts:
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| Part 1: Ethics in the Insurance Industry (IL89) | 55.00 | ||
Description: This course covers the following topics: Chapter 1: Insurance: The Meaning and Function of 'Ethics' in the 21st Century Knowledge Workplace Chapter 2: Ethics and the Insurance Agent and Broker Chapter 3: Part 1: The Agent's/Broker's Role and Responsibilities Chapter 4: Part 2: The Agent's/Broker's Role And Responsibilities Chapter 5: Duties and Obligations Chapter 6: Professional Conduct Chapter 7: The Problems of The Professional Chapter 8: Ethics in the New Knowledge Workplace
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| Part 1: Principles of Life Insurance (IL91) | 55.00 | ||
Description: This course will cover the following topics:
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| Part 2: Ethics in the Insurance Industry (IL90) | 55.00 | ||
Description: This course covers the following topics: Chapter 9: The Insurance Industry's 'Moral And Ethical' Imperative: Leadership And Communications in The 'Knowledge Workplace'
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| Part 2: Principles of Life Insurance (IL92) | 55.00 | ||
Description: This course will cover the following topics:
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| Report Writing for Agents and Brokers (IL54) | 33.00 | ||
Description: The learning objectives of this course involve the following:
Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life/Gen - Adj/A&S Credit #: AIC #21137; MB3114 Accrediting Provinces: | ||||
| Retirement Income, Annuities and Taxation (IL83) | 165.00 | ||
Description: This course covers the following topics:
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| Retirement Planning Strategies (IL16) | 75.00 | ||
Description: The information in this course is aimed to educate agents on retirement planning strategies. In this course, we will look at sources of retirement income, types of funds and contracts and retirement planning processes under the following headings: 1. Sources of Retirement Income
2. The Retirement Planning Process 3. Retirement Planning Checklists AIC#21170 | ||||
| The Application and Underwriting Process (IL27) | 75.00 | ||
Description: Between the time that a policy is sold and the time that it is issued, our most important responsibilities are to see that:
AIC#21178 | ||||
| The Need for Disability Insurance (IL10) | 75.00 | ||
Description: The information in this course is aimed to educate agents about the sources and contract provisions of disability insurance. This discussion of disability insurance will proceed as follows: 1. Introduction: The Need for Disability Insurance 2. Sources of Disability Insurance
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| Time Management Techniques - Part 1 (IL23) | 75.00 | ||
Description: In this course, we will look at the basic skills of organization and prioritizing, time management myths and the skills needed to be as productive as possible, under the following headings: 1. Organization and basic scheduling2. Time management misconceptions 3. First priority: prioritizing 4. Time killer: procrastination 5. Goals, blocks, clusters and distractions AIC#21156 | ||||
| Time Management Techniques - Part 2 (IL24) | 75.00 | ||
Description: In this course, we will look at basic skills of delegating, anticipating unexpected events and the technological tools to help with efficiency, under the following headings: 1. Delegating2. Saying �No' 3. Anticipation 4. Time Crimes 5. Tools Of The Time Management Trade 21157 | ||||
| Training the Trainer (IL62) | 77.00 | ||
Description: Training the Trainer Overview Section One: Section Two: Teaching: Systems Thinking vs. Conventional Thinking The Learning Process: 'Systems Thinking' vs. 'Conventional Thinking' Teaching Methodology Seminar/Workshop Information Content AIC#513 | ||||
| Understanding RESPs (IL26) | 75.00 | ||
Description: In this course we will review the following: 1. Overview 2. Types of Plans 3. Registration Conditions for Registration Revocation of Registration Consequences of Revocation 4. Contributions 5. Pay-Out of CESGs from RESPs 6. Plan Investments 7. Penalty Taxes 8. Appendix I - Summary of Major RESP Changes 9. Appendix II - Useful Internet Sites AIC#21177 | ||||
| Universal Life Insurance - Part 1 (IL28) | 75.00 | ||
Description: Over the last decade Universal Life, also referred to by life insurance agents and brokers as 'UL' insurance, has come to represent the largest growth sector in the life insurance industry. In this course, we will learn why it provides an attractive solution for many of our clients' life insurance needs.
We will:
* review the history of UL and describe the reasons for its popularity
* describe the features and benefits of UL
* explain the different types of cost of insurance (COI) with UL
* describe the various coverage types that are available with UL
* explain the various death benefit types available in UL plans
* describe the concept of minimum and maximum premiums
* explain the investment options and investment bonuses available in UL plans AIC#21179 | ||||
| Universal Life Insurance - Part 2 (IL29) | 75.00 | ||
Description: In Universal Life - Part 1, we examined the following areas of UL insurance:
In this course we will discuss:
Note: Throughout this seminar we will again use the initials 'UL' for Universal Life. AIC#21180 | ||||
| Using Life Insurance In Estate Planning (IL25) | 75.00 | ||
Description: There are many uses of life insurance in the market place today. In this course we will review the traditional uses of life insurance when the agent is involved in doing Estate Planning. Topics to be discussed include:
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| Writing Well for the Financial Services - Part 2 (IL94) | 65.00 | ||
Description: This course examines and practically applies the essential business-writing techniques to the workplace. Access Duration: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S - Credit #: AIC:19194; MB:13942 Accrediting Provinces: | ||||
| Writing Well for the Financial Services - Part 1 (IL93) | 75.00 | ||
Description: This course examines and practically applies the essential business-writing techniques to the workplace. Access Duration: 6 Month(s) Credit Hours: 3 Credit Type: Life/A&S - Credit #: AIC:19193; MB:13941 Accrediting Provinces: | ||||
Catalog
