Our Continuing Education

  • Executive Council – Seattle, WA
    October 23 - 25, 2019
    • The Power of One: Update on economy, markets & protection first planning
    • Top agents round table discussion
    • Update on the economy and markets - Tony Malloy, Executive Vice President and Chief Investment Officer
    • The view from Capitol Hill and across the states - Julie Herwig, Senior VP of Governmental Affairs
  • MDRT Edge Meeting – New York City, NY
    November 7 -9, 2019
    • Goal setting workshop
    • Leadership IQ
    • Entrepreneurial spirit
  • Eagle Advisor Foundational Program – The Woodlands, TX
    October 15 - 17, 2019
    • Data gathering
    • E-Money
    • Analysis & strategy
    • Platform discussion
    • Recommendations
  • Annual Training & CE 2019
    Agent Cybersecurity Training
    • AML Training
    • NY State Reg 187 – Annuities Part 1 & 2
    • NY State Reg 187 – Life Insurance Parts 1, 2 & 3
    • VA LTCi Refresher – 4 hours
    • NYL AARP Refresh
    • Society of Financial Services Professionals – Business Succession Planning 1 hour
  • NBA Study Group – New York City, NY
    February 6 - 8, 2019
    • Disability Insurance advanced concepts
    • Asset allocation tools workshop
    • Client review processes
    • Cash on the balance sheet
    • CCR ideas
    • Grief sensitivity training
  • Awarded Chartered Life Underwriter® (CLU®) designation from the American College of Financial Services. (Paul)
    November 30th, 2018
    Completed HS 324 Life Insurance Law CLU Curriculum (Paul)
    October 24th, 2018
    • 32 hours Life & Health CE
    • 4 hours Insurance Laws and Regulations
  • Presidents Council – San Marco Island, FL
    October 7, 2018
    • Advanced Planning
    • The Language of Life - Preparing clients to meet their healthcare need in retirement
    • Taking an integrated approach to retirement planning
    • Linking positive brains to performance
  • MDRT Edge Meeting – Boston, MA
    November 7, 8, 9, 2018
    • Digital innovation
    • How to find & hold your focus – all year long!
    • Strategic business planning
    • Power of Optimism
  • Executive Council, Orlando Florida
    August 27th, 2018
    • Trust, Expertise and Guidance. Ted Mathas, Chairman and CEO
    • Economic and market update: Causes for optimism. Tony Malloy, Executive VP and CIO
    • Optimal Retirement solutions for today's retiree
    • Language of Life
    • Our Mutual Advantage
    • Individual remarks from
    • The Happiness Advantage: Linking positive brains to performance. Shawn Achor, Author and positive psychology researcher
    • Meet the Home Office Expo
  • CE & Annual Training 2018
    • The 2018 Tax Cuts and Jobs Act, A comprehensive Review – 1 Hour
    • 2018 Anti-Money Laundering Training
    • Agent cybersecurity awareness
  • NBA Study Group meeting in Alpharetta, Georgia
    March 8th, 9th, 10th 2018
    Listened to consultants on advanced planning concept of:
    • Long-Term-Care
    • Investment Strategies
    • Tax Planning
    • Life Insurance
    • 2018 Tax Update
    • Agent roundtable discussions
  • Presidents Council meeting Arizona Biltmore
    9/24 to 9/28/2017
    Topics:
    • Advanced Markets
    • Life Insurance as an asset class
    • DOL Update
    • Annuity changes
    • Nylife Securities
    • Mainstay Investment Updates
    • Group presentations
    • Underwriting
  • Completed LACP designation.
    6/15/2017
    Life and Annuity Certified Professional.
  • Attended MDRT meeting in Orlando, Florida
    6/4 to 6/7/2017
    Topics:
    • The power of words
    • MDRT Speaks
    • Main Platform
    • Strategic retirement planning
    • Delivering Happiness
    • Doing Stress Well
    • Whole Person Concept
  • NBA study group meeting in New York City
    2/15 to 2/17/2017
    Topics:
    • Advanced Planning Group
    • Cash on the balance sheet
    • QLAC Qualified Longevity Annuity Contract
    • DOL update
  • NAIFA Congressional conference in Washington, DC
    1/25/2017
    Meeting with legislators/legislative update
  • Attended MDRT meeting in Vancouver, British Columbia
    6/12 to 6/15/2016
    Topics attended:
    • Don't worry, retire happy!
    • 7 steps to retirement security
    • Executive Benefit Consulting
    • Wowing by design
    • Long-Term-Care Insurance: Live without comprimise
    • Building a practice you love
  • Attended NAIFA Congressional Conference Washington, DC
    5/24 to 5/25/2016
    Meeting with legislators/ligislative update
  • NAIFA-Virginia Career Conference
    5/15 to 5/16/2016
  • Completed RICP designation
    4/1/2016
    Retirement Income Certified Professional
  • Joint NAIFA-FPA meeting
    3/14/2018
    Topics:
    • Opportunities in Planning and Saving with 529 College Saving
    • 1 Hour of CE (Other General Insurance)
  • Attended NYL's Executive Council meeting, Las Vegas
    2/20/2018 to 2/22/2018
    Topics:
    • Reaching new heights through a growth mindset. Eduardo Briceno, Co-Founder and CEO, Mindset Works.
    • Your Whole Life just got better, opportunities with whole life, our flagship product.
    • Purpose, Culture, and Growth, Ted Mathas, Chairman and CEO
    • Be proud, be confident and stay vigilant. John Kim, President
    • No Excuses, Kyle Maynard. Entrepreneur, speaker, author and athlete
    • Individual remarks from the 2017 Council President: Lizzie Dipp Metzgher and 2017 Council Vice President Don Lippencott
    • Meet the home office Expo
  • AARP Refresh
    12/9/2017
    NYL is the exclusive life underwriter to AARP members. Agents are required to complete annual training to be certified for this separate product line.
  • Completed HS 323 Individual Life Insurance, CLU Curriculum
    11/30/2017
    • 32 hours of Life and Health CE
    • 4 hours of Laws & Regulations CE earned
  • Long-Term Care & Partnership Program Refresher
    8/6/2017
  • 2017 Anti-Money Laundering CBT
    8/6/2017
  • Annuity Suitability CBT
    8/6/2017
  • NYL Firm Element Meeting
    6/21/2017
    Regulatory training
  • NAIFA Congressional Conference in Washington, DC
    5/23/2017 to 5/24/2017
    Meeting with Legislators/legislative update
  • DOL: Impact on NYLIFE Securities
    5/21/2017
  • DOL: Impact on the Sales Process
    5/20/2017
  • DOL: Impact on Life Insurance
    5/20/2017
  • DOL: Impact on Annuities
    5/14/2017
  • NYL Secure Term Choice with Interest Opportunity Rider (IOR)
    4/9/2017
  • NYL Interest Opportunity Rider (IOR)
    4/9/2017
  • New York Life Fixed Immediate Annuities (GLIA/GPIA) – CBT
    4/9/2017
  • AARP 101
    2/18/2017
  • CE Carry over
    1/1/2017
    • 7 hours of Laws and Regulations
    • 73 hours of Life and Health
    • 1 hour of other general insurance
  • DOL Fiduciary Rule Introductory Training
    12/18/2016
  • Completed HS 331 Planning for the Business Owner and Professional, CLU Curriculum
    11/30/2016
  • Completed HS 330 Fundamentals of Estate Planning, CLU Curriculum
    10/31/2016
  • 2016 Anti-Money Laundering - CBT
    10/24/2016
  • NYL Firm Element Meeting – regulatory training
    9/29/2016
  • Attended NYL’s Executive Council, Denver CO
    8/28/2016 to 9/1/2016
    Topics Included:
    • Life insurance as an asset class
    • Advanced Markets
    • Annuity updates
    • NYLIFE Securities and MainStay Investments Updates
  • Keys to success in the medical community (Financial EKG)
    8/10/2016 to 8/12/2016
    Presenter: Steve Kaneski
  • Attended MDRT meeting in Vancouver, British Columbia
    6/12/2016 to 6/15/2016
    Topics attended:
    • MDRT Speaks (26 speakers, in rapid fire, over 2.5 hours)
    • Don't worry, retire happy! 7 steps to retirement security.
    • 4th generation retirement planning
    • Creating unlimited referrals and personal introductions without asking
    • How much more life insurance can I buy?
    • The art of vision
    • The lifetime impact of lost opportunity costs
  • Attended NAIFA's Congressional conference Washington, DC
    5/24/2016 to 5/25/2016
    Meeting with legislators/legislative update
  • NAIFA- Virginia Career Conference
    5/16/2016

Market Watch

August 10, 2020 @ 02:40 PM

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