[click to return to the previous page]

Life Insurance: Recent Developments

Lawrence J. Rybka, JD, CFP® and Jeffrey Holler

This course explains the evolving duties of insurance representatives, compliance with current and developing law, and the mandatory full disclosure in every insurance transaction, including a written engagement agreement.

Topics covered include:

  • Background of the Marsh & McLennan Scandal
  • Duties of Agents and Brokers
  • Definitions of Insurance Distributors
  • New Realities and Duties to Clients
  • Opportunity in the Midst of Change
Course Details
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-5159
Course was last updated on:  07/26/07
[click to buy this course]
Library:
Wealth Management

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]
Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Terri R. submitted on 11/17/2009
Update on the regulations in the insurance industry
Reviewer: Frank S. submitted on 11/16/2009
review rules
Reviewer: Samantha M. submitted on 11/10/2009
Real case study.
[click to buy this course]