Free Webinars in May - The Financial Exploitation of the Elderly

A.D. Banker & Company announces the May dates for its Take a Break & Educate webinar series, "The Financial Exploitation of the Elderly."

As the population of our country continues to age, the need to protect seniors, and other vulnerable adults, from the growing problem of financial exploitation has reached the point where action must be taken. New laws have already been enacted, and various industry regulations proposed and adopted, giving producers, advisers, carriers, agencies, and broker/dealers both legal protection and encouragement to freely expose suspected exploitation.   

Register to attend this free, 45 minute discussion of the issues, proposed and enacted laws, and discover what the future may hold for the insurance/financial industry.

Seating is limited - register early!

May 2, 2018 - 11:30 am Eastern

May 22, 2018 - 11:30 am Eastern

**Professional Development certification is available upon request. No Insurance CE credit is available for this webinar**

 

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.

Series 6 & 63 Web Classes Now Available

A.D. Banker & Company now offers web classes for Series 6 and Series 63. Our web classes allow you to experience the classroom from wherever you are. Our instructors will guide you through the material, and immediate answers to any questions you might have will further improve your understanding of the concepts.

Click here for more information.

For more than 35 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance producer and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

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

New Series 6 Online Course Now Available

A.D. Banker & Co. now offers a Series 6 online course. We've organized the content for a natural learning progression and divided topics into smaller chapters to make comprehension easier.

The course features retention questions, activities, and chapter and comprehensive exams. Flashcards and a Spanish supplement also can be purchased.

Click here for more information.

For more than 35 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance producer and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

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

Online Flashcards Now Available in English and Spanish

As part of A.D. Banker & Company’s goal to provide students with a variety of ways to learn, we now offer online flashcards in English and Spanish for Life & Health, Property & Casualty, Personal Lines, Series 6 and Series 63.

The terms are taken directly from our study manuals and are organized by chapter. However, students can view the terms one chapter at a time or they can randomize the terms and see content from all of the chapters.

In addition to other features, our simple interface allows students to remove terms they’ve already learned, track how much time they’ve spent learning, change the text size, and toggle back and forth between English and Spanish.

Life & Health Flashcards – 620 terms

Life Flashcards – 359 terms

Health Flashcards – 354 terms

Property & Casualty Flashcards – 404 terms

Personal Lines Flashcards – 270 terms

Series 6 Flashcards – 220

Series 63 Flashcards – 171

Click here to purchase our online flashcards.

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance producer and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

 

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

Series 63, 65, and 66 Fees Increase

Effective Jan. 1, 2016, the enrollment fees for the Series 63, 65, and 66 examinations will increase. Candidates enrolling for the Series 63, 65, or 66 on or after January 1, 2016, will be charged the following:

Examination     Enrollment Fee
Series 63      $125
Series 65      $165
Series 66     $155

 

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

 

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

New Jersey Now Requires Agents to Pass Series 63 Exam

The New Jersey Bureau of Securities has announced that an individual registered as an agent (registered representative) must pass the Series 63 exam.

Click here to purchase our Series 63 prelicensing course. 

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

 

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

New Series 63 Study Manual Available

A.D. Banker & Company has made available our revised Series 63 study manual. We cross-referenced the study manual with exam content outline to ensure all testable topics are addressed.

Click here to purchase the manual.

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

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

New Series 6 Study Manual Available

A.D. Banker & Company has updated and made available our Series 6 study manual as a result of changes to the exam. We cross-referenced the study manual with the new exam content outline released by FINRA to ensure all testable topics are addressed.

Click here to purchase the manual.

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams.

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

Minnesota IARs Now Required to Pass Series 65 or 7 & 66 Exams

During the last legislative session in Minnesota, a bill was signed into law requiring the registration of Investment Advisor Representatives. The new law also requires that IARs pass either the Series 65 examination, or both the Series 7 and 66 examinations prior to being registered.

This new requirement is consistent with the registration process currently in existence in 47 other states. Visit our website for information on our Securities courses.

For more than 30 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance producer and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. For more information, visit www.adbanker.com, or call us at 800.866.2468.