New Course on Senior and Vulnerable Adult Exploitation Available Now!

A.D. Banker & Company announces the national release of its newest online continuing education course, entitled, Financial Exploitation: Protecting the Senior Client.

This title is approved for 3 hours of Ethics credits in most states, and is also coming soon as a live webinar title.

The release of this title has been almost a year in the making, as this course was designed to train anyone working in the insurance and financial industries to detect, respond, and report cases of suspected financial abuse. Following the principles of Know Your Customer, becoming informed, vigilant, and engaged financial professionals bolsters our industry's effectiveness as the first lines of defense when it comes to protecting the accumulated assets of our senior or vulnerable adult clients.

Click here to enroll, just select your State and click Online. The course is available under the Ethics, Life & Health, and Property & Casualty tabs.

 A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 

For more information, visit www.adbanker.com, or call us at 800.866.2468

 

ADBanker Announces a Reduction in Reporting Fees

A.D. Banker & Company has reduced continuing education reporting fee charges in 31 states. In addition to a reduced cost for the producer, the hours will be banked with the state or with Prometric 1-2 days sooner than before.  We pass all cost saving along to the customer.

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

A.D. Banker & Company Now Offering CFP Ethics

A.D. Banker & Company is now offering the CFP Ethics course online. Effective October 1, 2018, the CFP Board's revised Code of Ethics and Standards of Conduct  became available to complete as an online course. In addition to this required, 2-hour CE course, A.D. Banker & Company offers many CE courses to enhance the CFP professionals insurance and financial planning knowledge. These courses are not only approved CFP CE, but also satisfy Insurance and CPE continuing education requirements.

Click here to enroll today

Select your state and preferred training method. Online, Self Study, Live Webinar or Live Class.

 A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

 

Illinois Ethics CE Now Available Via WEBINAR!

A.D. Banker & Company is please to announce that effective immediately, Illinois producers can now complete their required Ethics CE in a live webinar, as well as a classroom!  We offer both live class and live webinar CE to meet the needs of Illinois producers.

Click here to sign up!

 

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 

For more information, visit www.adbanker.com, or call us at 800.866.2468

New Mexico Changes Continuing Education Requirments

Resident Producers and Adjusters in New Mexico are now required to complete 24 hours of insurance CE per 2-year renewal cycle, ending on the last day of the birth month of the licensee.

  • 3 hours must be completed in a live classroom, or via a live webinar
  • 3 hours must in Ethics
  • 3 hours of flood training is now required of all Producers and Adjusters who work in the flood insurance market due no later than February 27, 2019
  • 8 hours of initial LTCP training are now required of all Producers working with long-term care insurance products, due no later than February 27, 2019
  • 4 hours of additional training in long-term care are required each renewal thereafter
Click here to read more
A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

NAIC News Release - Legendary Actress Rita Moreno Encourages Seniors to "Keep Moving" in New PSA

FOR IMMEDIATE RELEASE

Legendary Actress Rita Moreno Encourages Seniors to "Keep Moving" in New PSA
PSA part of NAIC’s senior education campaign on financial planning and insurance preparedness

PHILADELPHIA (Aug. 8, 2017) —The National Association of Insurance Commissioners (NAIC) today announced the launch of a nationally televised public service announcement (PSA) starring Rita Moreno, one of only 12 people to have won an Emmy, Grammy, Oscar and Tony. The PSA is the next phase of Moreno's partnership with the NAIC to encourage seniors to get smart about their insurance policies and financial plans as part of NAIC's Insure U consumer education campaign.

Rita has enjoyed a distinguished career spanning seven decades, but she is no stranger to the challenges faced by many seniors with their insurance policies and personal finances. During their 46-year marriage, Rita's husband Leonard was solely responsible for handling the family's financial affairs. After his passing, she was not only emotionally exhausted, but completely unprepared to take on complex insurance and financial matters. Rita emerged from the experience motivated to help older Americans avoid similar situations.

"I was fortunate to have a close friend help me figure out my policies and plans after my husband passed, but not everyone is so lucky," said Moreno. "End-of-life conversations are tough, but necessary. That's why the Insure U campaign is so important — these resources can help families navigate discussions so they make the best insurance and financial decisions for themselves and their families."

The new, high-energy PSA gives viewers a look at a "day in her life" and is rooted in Rita's simple, yet meaningful, life motto: "keep moving." Rita hopes her message inspires families to make smart insurance and retirement planning decisions together.

"Rita's story is a great example of why NAIC launched its Retirement Security Initiative. Unfortunately, many consumers don't take time to get educated about their long-term financial well-being," said Ted Nickel, NAIC President and Wisconsin Insurance Commissioner. "We're excited to continue this partnership with Ms. Moreno. We are confident her PSA will encourage baby boomers and seniors to talk about retirement, insurance and financial planning sooner rather than later."

To get started, Insure U offers the following tips:

  • Sharing is caring. If your plans and policies are a mystery to your spouse or partner, don't wait to share. An open exchange of information is vital to ensure you are both prepared if one of you is unable to provide information.
  • Ask the experts. When reviewing your plans and policies, do not make assumptions. A call to your state insurance department can help clear up confusion about insurance policies and ensure you are not carrying more insurance than necessary, which may help save money and prevent fraud.
  • Pass it on. Make sure your adult children understand your long-term care plans, life insurance policies, end-of-life wishes and the importance of planning ahead for their family. "This situation really made my daughter think," said Rita. "She learned a very valuable lesson from my experience."
  • Help is available. If a loved one has passed away and you need help locating their life insurance policies and annuity contracts, NAIC's Life Insurance Policy Locator may be able to help. Just complete the request form and the NAIC will inquire with participating companies to track down the information you need.

The TV PSA is the latest addition to the NAIC Retirement Security Initiative communications. Other assets include a nationally distributed radio PSA and "Life Unscripted," a video series featuring Rita's take on modern advancements, such as social media and the sharing economy, and lessons learned after her husband's death. To help seniors get insurance-smart and avoid fraud, NAIC also created 10 Tips to Help Seniors Navigate the 21st Century, a downloadable checklist of information all seniors should know about the sharing economy, social media, long-term care, living with adult children, annuities and more.

For unbiased tips and tools to help consumers understand their insurance options, visit www.insureuonline.org. Consumers who need insurance information specific to where they live can contact their state insurance commissioner.

Indiana Department of Insurance issues a clarification bulletin to Life and/or Health Producers

May 16, 2014:  Indiana's Insurance Commissioner, Stephen Robertson, issued Bulletin 207 on Tuesday, May 13 in an effort to clarify producer confusion regarding the timing of the new 3-hour ethics CE requirement, which became effective July 1, 2013.  Producers holding licenses with qualifications in Life, Health, Variable Life, and Variable Annuity ("Life and Health Producers") were required to complete 3 hours of CE related to ethical practices in the marketing and sale of life, health, or annuity insurance products to renew their producer licenses.

"The Department interprets the change to IC 27-1-15.7-2(a) to be inapplicable to the first renewal after July 1, 2013.  Stated differently, LIfe and Health Producers will NOT be required to obtain the ethics requirement until the first renewal period after July 1, 2014.  Life and Health Producers who do NOT complete 3 hours of ethics CE will NOT be able to renew their licenses after June 2014 even IF they have completed 24 hours of non-ethics CE.  This ethics CE requirement continues for every Life and Health Producer's renewal cycles after June 2014.

Insurance producers with qualifications in more than one line of authority are not required to complete MORE than 24 hours of CE credit to renew their licenses.  Life and Health Producers taking 3 hours of ethics as part of their Certified Financial Planner certification renewal will be considered compliant with this new CE requirement."

A.D. Banker & Company offers the following CE courses in Indiana:

  • Avoiding E&O Claims
  • Ethical Insurance Practices
  • Ethics for Professionals
  • Ethics in Business
  • Ethics in the Senior Market
  • Ethics: Delivering on the Promise

Click here to enroll

Georgia Now Requires 24 hours of CE with 3 Ethics!

May 5, 2014:  A.D. Banker & Company announces a statutory change in the Georgia Continuing Education requirement for insurance producers licensed fewer than 20 years.  This represents a change from the current requirement of 30 hours per biennium with 6 hours of ethics.

Effective for biennial license renewals on or after May 6, 2014, a minimum of 24 hours of continuing education is now required inclusive of 3 hours devoted specifically to the subject of ethics.  For resident licensees continually licensed for 20 years or longer, the minimum number of required CE hours is 20 (including 3 hours of ethics).

A.D. Banker & Company offers producers in Georgia a large selection of course topics that will meet this new requirement!  Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

3 New CE Webinar Courses Available in March!

 
February 26, 2014 A.D. Banker & Company the nation's leading provider of insurance continuing education courses, announces 3 new Webinar CE courses: 
1.  The Health Insurance Marketplace (3 LH or HH credits)

2.  Ethics in the Senior Market (3 ethics credits)

3.  Professional Liability (3 PC credits) 

Click here to enroll!

Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.

Florida 5 Hour Law & Ethics Update Courses Now Online

January 10, 2014 A.D. Banker & Company the nation's leading provider of insurance continuing education courses, has released 2 Online-Interactive CE courses in Florida to meet the state's newest license renewal requirement.
 
  1. "5-Hr Law & Ethics Updates for LHV" 
  2. "5-Hr Law & Ethics Updates for General Lines"
 
NEW!  For CE compliance periods ending October 2014, and after, a 5-hour law and update course is required for all continuing education requirements, except title. The remaining hours for a licensee's continuing education requirement can be met by completing any other courses approved by the Department.  For details, visit the Florida's website here.
 
To register for this or any other CE course, Click Here or call 800.866.2468
 
Continuing Education Courses are available in Classroom, Online, Self-Study and Live Webinars.  Other CE course topics include:  Anti- Money Laundering, Annuity Suitability, Adjuster, Long-Term Care Partnership, Ethics, Flood, Identity Theft, Insurance Fraud, Navigators, and many more.