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
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