Category

Continuing Education Info

Property Insurance

The Ins and Outs of Property and Casualty Insurance

In the ever-evolving landscape of insurance, one area that demands meticulous attention and understanding is Property and Casualty Insurance. This branch of insurance is essential for both individuals and businesses, offering protection against various risks associated with property, liability, and legal responsibilities. In this article, we will unravel the intricacies of property and casualty insurance, […]

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financial planning

Annuities: A Comprehensive Guide to an Important Financial Tool

Annuity Advantages Annuities play a pivotal role in modern financial planning, offering a multitude of advantages over other types of investments. Foremost, they provide a foundation of income security during retirement that allows retirees to maintain their lifestyle and cover essential expenses without the concern of outliving their savings. Beyond this, annuities offer a powerful […]

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Nursing Home, Long Term Care Partnership Program

The LTC Partnership Program: Why it’s Important

Long-term care (LTC) plays a crucial role in our lives and the lives of our loved ones as we age. LTC provides support and assistance to individuals who require help with daily activities due to illness, disability, or advanced age. The LTC Partnership Program was established in response to the rising need for affordable and […]

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Open New Doors with a CPA Designation in 2023

Open New Doors with a CPA Designation in 2023

Why get a CPA Designation? In the fast-paced world of finance, trust and credibility are crucial factors that can make or break professional relationships. For those considering a career in accounting or finance, obtaining a Certified Public Accountant (CPA) designation can be a game-changer. The CPA designation not only signifies a high level of expertise […]

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IAR CE – Investment Adviser Representative

IAR CE – Investment Adviser Representative

Effective January 1, 2022, IAR’s in adopted states are subject to new CE requirements. The North American Securities Administrators Association (NASAA) announced on November 30, 2020 the adoption of a Model Rule that NASAA members can follow in order to implement Continuing Education Programs for investment adviser representative (IAR CE) in their jurisdiction. The model […]

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New NY CE Requirements: Law, Ethics & Diversity

New NY CE Requirements: Law, Ethics & Diversity

Licensed Insurance agents need to be on the lookout for new NY CE requirements beginning in April of 2022. The New York Department of Financial Services is putting Diversity, Equity and Inclusion (DEI) at the center of their priorities for 2022 and beyond. In March of 2021 the Superintendent of Financial Services, Linda Lacewell, issued […]

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