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Individual Retirement Accounts examines the rules governing traditional and Roth IRAs, Education IRAs (now called Coverdell Education Savings Accounts), simplified employee pensions and SIMPLEs. W
Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues
HIPAA: The Significant Provisions examines the Health Insurance Portability and Accountability Act. It begins with a consideration of the genesis of its provisions in the National Uniform Billing C
Since the economic crisis, the insurance agency faces more stringent regulatory scrutiny—and insurance companies are expected to comply with AML and OFAC regulations.
Money laundering
You gain a deeper perspective on how underwriting decisions shape life insurance coverage and claims handling. This course sharpens your ability to identify and assess insurable interest, interpret
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