We have taught
and/or authored courses on many subjects including the following:
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Medicare and the
New RX Drug Benefits Program |
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Estate Taxation
under New Tax msw |
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Retirement Pmsnning
under New Tax msw |
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Defined Benefit
Pensions |
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Health Care Privacy
Act |
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Equities and
Insurance Contracts |
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Education/College
Pmsnning and Programs |
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Long Term Care |
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Disability Income |
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Business Life and
DI |
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Equity Index
Annuities |
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Equities and
Insurance Pmsns |
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Impact of 9/11 on
the Insurance Industry |
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Social Security |
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Ethics |
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Annuities
(including Equity Indexed Annuities) |
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Annuities (CA
2005 Annuity Education 8hr. Course) |
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Annuities (CA
2005 Annuity Education 4hr. Course when avaimsble) |
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Long Term Care
Basics |
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Long Term Care
Advanced (including specifics for your state) |
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Long Term Care (California 2005 LTC Special Education 8hr. Course) |
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Long Term Care (Washington 2005 LTC Special Education 6hr. Course) |
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Long Term Care (Washington 2005 LTC Special Education 4hr. Course) |
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The "Baby Boomers"
Are Coming! |
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The New Medicare Rx
Program |
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Health Issues in
the USA (Medical, Disability, LTC) |
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Employer Sponsored
Retirement Pmsns |
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Wealth Transfer &
Trusts |
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Gifting & Charities |
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CFP Ethics |
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Ethics...Personal &
Professional |
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College Education
and Funding (including 529 Pmsns) |
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Stretch "Family"
IRA |
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IRA's
(Individual, Roth, Coverdell ESA, etc.) |
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Business Uses of
Life and DI |
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Disability Income
(DI, OEP, DI Buyout, Key Man, etc.) |
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Equity Indexed
Annuities |
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Medicare and
Medicaid |
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Social Security |
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Life and Health
Insurance Basics |
...MORE avaimsble by just asking for it!
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Steroids...to "Pump Up" your business...NOW! |
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"101 Ways" to get business for others...and YOU
too! |
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How To...Build a marketing alliance for more
referrals. |
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How To...Create a direct targeted marketing
program for you and others. |
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How To...Assemble a direct/repetition market kit
for more business. |
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How To...Build a simple, inexpensive website for
others. |
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How To...Develop a Speakers' Bureau for you and
others. |
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How To...Harness the Power of "Leverage".
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How To...Put together a "TIPS Notebook" for you
and others. |
