Registration Form

Imperial Training Services CE Program


  • COURSE SELECTION

    Please select your classes below. The first option allows you to select all 6 classes. If you plan to take individual classes, locate the class and select the city where you plan to attend. Once you make your selections, click Submit to finalize your registration. You will be directed to the PayPal site. If you don't have a PayPal account, that is fine. You can select Pay with Debit or Credit Card button.

  • Mandatory Ethics (Day 1, morning, 4 CEs); LTC Partnership (Day 1, afternoon, 4 CEs); Personal Needs Analysis (Day 2, morning, 4 CEs); Understanding Fixed Indexed Annuities (Day 2, afternoon, 4 CEs); Business Basics (Day 3, morning, 6 CEs); Mandatory Ethics (Day 3, afternoon, 2 CEs)

  • SELECT INDIVIDUAL CLASSES

    If you plan to take specific courses, please locate the class and select the city where you plan to attend.

  • The role of Ethics – Success via professionalism; Consumer protection within our industry; State regulation of insurance; Regulating insurance trade practices; Ethical decision making – Doing the right thing
  • Defining Long-Term Care; LTC risks, statistics & consumer denial; Policy provisions & benefits, Tax Qualified vs. Non-Tax Qualified; Benefit periods, inflation, optional benefits, exclusions History, consumer protection, underwriting, suitability & claims; Alternative financing options; LTC needs & objectives; NC partnership, OMBRA, DRA, benefits, features
  • Needs analysis; Need for cash; Need for income; Income periods; Other needs; Setting the stage/process; Forms needed; Meeting the need; Presenting the solution
  • Introduction & review; Indexing; Sample application; Annuity suitability; Features, benefits & performance; Annuity crediting; Typical lifetime income; Replacement; Buyer’s guide; Sample single premium opportunities
  • Introduction; Types of businesses; The Big Problem; Sole proprietorships; Partnerships; Closely-held corporations; Financial statements; Key employee; Split-dollar concepts
  • Risks & the ability to work; Meeting the cost of disability; Providing disability income; Gathering the facts; Types of disability policies; Disability income in the business market;
  • Payment Terms

    To finalize advance registration, click Submit to pay. You will be directed to the PayPal site. If you don't have a PayPal account, that is fine. You can select Pay with Debit or Credit Card button. Please note: All purchases are final; no refunds.
    Onsite registration/payment will be accepted; however, there is a $10 per day surcharge for this convenience.
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