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Courses

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Estate Tax Planning(2026)

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Pennsylvania Viatical and Life Settlements: The Secondary Market for Life Insurance Policies (2026)

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Pennsylvania Variable Universal Life Insurance (2026)

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Pennsylvania Personal Life Insurance Planning (2026)

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Pennsylvania Disability Insurance Products and Principles (2026)

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Pennsylvania Principles of Reinsurance (2026)

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Pennsylvania Ethical Considerations in Selling to Seniors (2026)

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Pennsylvania Ethics for the Financial Services Practitioner (2026)

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Pennsylvania Universal Life Insurance (2026)

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IAR – Long Term Care Fundamentals (2026)

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IAR – Annuities (2026)

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IAR – Viatical and Life Settlements: The Secondary Market for Life Insurance Policies (2026)

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IAR – Ethical Behavior For Financial Professionals (2026)

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2027 Annual Tax Season Update

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Tax Treatment of Life Insurance Proceeds (2026)

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Tax Treatment of Individual Retirement Arrangements (2026)

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The §199A Pass-Through Deduction (2026)

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Healthcare Reform: The Affordable Care Act Tax Provisions (2026)

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Tax Treatment of Sickness & Injury Plans (2026)

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Secure Act 2.0 (2026)