2015 Update - The term “Estate Planning” has numerous meanings. To some it may mean having a written will. For others, it may be the formation and use of one or more Trusts. For still others, it may be implementing various techniques for the reduction or elimination of estate taxes. This two hour webcast will focus on these items and various areas that individuals can consider for their estate planning needs. In addition to specific planning techniques – that will probably require the use of a competent attorney – the proper issuance of life insurance (ownership, beneficiary, etc.) will also be discussed.SC Course number Course# 125325
|Estate Planning Power Point slides||Available after Purchase|
|Estate Planning timed outline-1||Available after Purchase|
|IABNY Agents - You must open this file to read the NYS mandatory CE announcements. (0.20 MB)||Available after Purchase|
|Please Read - Important CE Instructions and State Required Forms (0.59 MB)||Available after Purchase|
|VA- AGENT ONLY-PLEASE OPEN_REQUIRED DOC! (0.48 MB)||Available after Purchase|
Jerry graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983 he and his wife open an independent insurance agency in Tallahassee, FL. While there he focused primarily on the life, health and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate a life and financial services agency - Rhinehart & Associates - located in Panama City, FL.
Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC in 1986, his CLU in 1987, his ChFC in 1988, and his RHU in 1997. He is a director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as a director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former national member of the Board of Governors of the Certified Insurance Counselors (Austin, TX).
Since 1986 Jerry has conducted more than 1,200 programs to insurance, CPA, attorney and Human Resource groups on topics that range from Estate Planning, Long Term Care, Life Insurance, Annuities, Business Perpetuation and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, serves as an expert witness in legal proceedings regarding life and health insurance matters.
Thu, Sep 06, 2018 - 12:00p to 02:00p CDT
Thu, Oct 04, 2018 - 12:00p to 02:00p CDT
Thu, Nov 01, 2018 - 12:00p to 02:00p CDT
Thu, Dec 06, 2018 - 12:00p to 02:00p CST
SC - This course is approved for 2 hrs CE - Course# 125325
NC - This course is approved for 2 hours CE - Course#C98246
NJ - This course is approved for 2 hours CE - Course # 88892508
OH - This course is approved in OH for 2 CE - Course #38022 -
This course approved under the title Estate Planning Techniques
KS - This course is approved for 2 hrs CE - Course # 6000028669 LHV-2 - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NY - This course is approved for 2 hrs CE - Course# NYCR252540
VA - This course is approved for 2 hrs CE - Course#215762 (2 VA L&H)
TN - This course is approved for 2 hrs CE - Course#30834
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