Member Continuing Education

For information on Arizona Educational Opportunities:

Contact Patricia A. Chesebrough, CAE
NAIFA Arizona
P. O. Box 4728
Scottsdale, Arizona 85261

Phone: 480.661.6393
Fax: 480.661.6743

   

NEW - FSS ADVANCE YOUR CAREER! brochure (click here for PDF version)

NEW - INVEST IN YOUR FUTURE - Professional Designations (click here for PDF version)

NEW - Financial Services Specialist Designation (FSS) flyer (click here for PDF version)

Note:You will need the free Adobe Acrobat Reader to view/print it.


July 1, 2014

The following courses have been approved for CE, with NAIFA-Arizona as the provider, and are
available for use at the local level at no charge. Instructors also available at no charge. If you have
someone interested in instructing a course, please advise. They will have to be approved prior.

Long Term Care – The Newest Reality
1 Hour

Final Expense Insurance
1 Hour

Understanding Living Benefits: Life Insurance Benefits for the Living”
1 Hour

Ten Most Common Life Insurance Mistakes & How to Avoid Them
1 Hour

Year End Client Strategies
1 Hour

The Importance of Selling Disability Insurance
1 Hour

Engage at Every Age – Form Client Relationships with Every Generation
1 Hour

Linked Benefits: Life Insurance or Annuities with Long Term Care Riders
1 Hour

Top Five Ethical Challenges Facing Producers Today
1 Hour

Whole Life Insurance: Why vs How
1 Hour Credit

Disability Insurance from an Attorney’s Perspective
1 Hour Credit

Dealing With Ethical Issues in Financial Services
1 Hour Credit – course may run longer based on outline

Non-Qualified Deferred Compensation
1 Hour Credit
Presenter: William B. Cassidy, CLU, ChFC, LUTCF

Business Insurance for Pass Through Entities
2 Hour Credit

Asset Allocation: Putting Your Client’s Eggs In the Right Basket
1 Hour Credit

Values & Ethics – Being Compliant & Profitable
1 Hour Credit

Protecting Your Clients Business
1 Hour Credit

529 Plans and Other College Funding Programs
1 Hour Credit

Using Trusts as IRA Beneficiaries - new
1 Hour Credit

If your association would like to put one of these courses on, please call me for further instructions. Courses are added and removed on a regular basis.

NOTE: Locals must be diligent in obtaining the name, address, phone number and license number for each course attendee. And, those items must be legible on provided Course Sign In/Sign Out Sheet.

 

April 30, 2013

The following courses have been approved for CE, with NAIFA-Arizona as the provider, and are available for use at the local level at no charge. Instructors also available at no charge. If you have someone interested in instructing a course, please advise. They will have to be approved prior.

Understanding Living Benefits: Life Insurance Benefits for the Living
1 Hour (NEW)

Ten Most Common Life Insurance Mistakes & How to Avoid Them
1 Hour

Year End Client Strategies
1 Hour

The Importance of Selling Disability Insurance
1 Hour

Engage at Every Age – Form Client Relationships with Every Generation
1 Hour

Linked Benefits: Life Insurance or Annuities with Long Term Care Riders
1 Hour

Top Five Ethical Challenges Facing Producers Today
1 Hour

Whole Life Insurance: Why vs How
1 Hour Credit

Disability Insurance from an Attorney’s Perspective
1 Hour Credit

Dealing With Ethical Issues in Financial Services
1 Hour Credit – course may run longer based on outline

Non-Qualified Deferred Compensation
1 Hour Credit
Presenter: William B. Cassidy, CLU, ChFC, LUTCF

Business Insurance for Pass Through Entities
2 Hour Credit

Asset Allocation: Putting Your Client’s Eggs In the Right Basket
1 Hour Credit

Values & Ethics – Being Compliant & Profitable
1 Hour Credit

Protecting Your Clients Business
1 Hour Credit

529 Plans and Other College Funding Programs
1 Hour Credit

Using Trusts as IRA Beneficiaries - new
1 Hour Credit

If your association would like to put one of these courses on, please call me for further instructions. Courses are added and removed on a regular basis.

NOTE: Locals must be diligent in obtaining the name, address, phone number and license number for each course attendee. And, those items must be legible on provided Course Sign In/Sign Out Sheet.

Thank you,

Patricia A. Chesebrough, CAE
Executive Vice President

 


 

For Information on LUTC Classes and other Professional Development opportunities, please contact:

NAIFA-Arizona
Tracy L. Jones
tracy@ejonesassoc.com

NAIFA-Phoenix
Susan Carlson
scarlson@ipg-us.com

NAIFA-East Valley
Joseph A. Morris, CLU, ChFC, CLTC
Joseph.morris@nmfn.com

NAIFA-Scottsdale
Greg Anderson
gregolas555.@yahoo.com

NAIFA-Tucson
Tom Tatro
tom@tomtatroinsurance.com

NAIFA-Yuma
Yara Nash
ynash@ft.newyorklife.com

NAIFA-West Valley
Chris Kelly
chris@azkelly.com