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Lee Campus
CONTINUING EDUCATION |
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Course Catalog
For registration assistance, please call Edison State College at (239) 489-9235.
Quick Index to Edison State College, Continuing Education Online Insurance Courses...
Insurance Pre-Licensing
The Pre-Licensing courses are State approved and comply with State Education Requirements for Licensure. Once the student has successfully completed the course and final examination, his/her name will be sent to the State of Florida Department of Insurance indicating eligibility to sit for the State licensing examination.
| • Tips About Getting Your
Insurance License • Tips To Maintain Your Insurance License |
|---|
INS003FL40 — 2-15 Life, Health & Variable Annuity Pre-Licensing Course
(40 hours completely online including the final exam)
| Fee: $120.00 | Provider ID# 366468 | DOI ID# 64323 |
No classroom required! Become a licensed insurance agent without the loss of production income and time. Work at your own pace with your instructor who is available by email or telephone. The 40 hours of credit are earned completely online in the virtual classroom. Upon completion you are eligible to take the state examination. It is designed and taught to comply with the State requirements for Life, Health and Annuity education prior to the State examination. Topics include Federal and State Regulations, Legal Concepts of the Insurance Contract, Life and Health Insurance, Annuities, Health and Accident Insurance, and Disability and Medical Reimbursement (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 3 months.
Review State of Florida licensing requirements.
Required Text: Florida Life, Health & Variable Annuity Study Manual
Current
edition may be purchased from OLT's Bookstore
INS007FL200 — 2-20 Property and Casualty / General Lines Pre-Licensing Course
(200 hours completely online including the final exam)
| Fee: $395.00 | Provider ID# 472 | DOI ID# 71167 |
This 200 hour state approved pre-licensing course is offered entirely online including the course final exam. Upon successful completion of this course you will be eligible to sit for the state examination. Work at your own pace with your instructor available by email or telephone. It is designed and taught to comply with the State requirements for the General Lines Agents State examination. Topics include Automobile, Property Insurance, Inland Marine, Crime, Workers Compensation, General Liability, Health Insurance, Aviation and State Law (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 6 months.
Review State of Florida licensing requirements.
Required Text: Florida General Lines Agent and Customer Service Representative Study Manual
Current edition may be purchased from OLT's Bookstore
Immediate Access! Register Online > top ^
top ^INS016FL40 — 4-40 to 2-20 Conversion Property and Casualty Pre-Licensing Ccourse
(40 hours completely online including the final exam)
| Fee: $300.00 | Provider ID# 472 | DOI ID# 71170 |
Prerequisite(s): Must have completed at least 1 year of responsible insurance duties as a licensed and appointed Customer Representative (4-40) in either commercial or personal lines of property and casualty insurance.
This course is designed to prepare a current Customer Representative (4-40) with the pre-licensing requirement for the 2-20 state examination. This 40hr state-approved course is entirely online including the course final exam. It is designed and taught to comply with the State requirements for the General Lines Agents State examination. Work at your own pace with your instructor available by email or telephone. Upon successful completion of this course you will be eligible to sit for the state examination. Topics include Automobile, Property Insurance, Inland Marine, Crime, Workers Compensation, General Liability, Health Insurance, Aviation and State Law (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 3 months.
Review State of Florida licensing requirements.
Required Text: Florida General Lines Agent and Customer Service Representative Study Manual
Current edition may be purchased from OLT's Bookstore
Immediate Access! Register Online > top ^
top ^INS015FL52 — 20-44 Personal Lines Agent Pre-Licensing Course
(52 hours completely online including the final exam)
| Fee: $350.00 | Provider ID# 472 | DOI ID# 71168 |
This 52 hour state approved pre-licensing course is offered entirely online including the course final exam. Upon successful completion of this course you will be eligible to sit for the state examination. Work at your own pace with your instructor available by email or telephone. It is designed and taught to comply with the State requirements for the Personal Lines Agents State examination. Topics include Personal Automobile, Property Insurance, Inland Marine, Homeowners, Dwelling and Related Coverages (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 3 months.
Review State of Florida licensing requirements.
Required Text: Florida General Lines Agent and Customer Service Representative Study Manual
Current edition may be purchased from OLT's Bookstore
Immediate Access! Register Online > top ^
Insurance Designation
INS005FL40 — 4-40 Registered Customer Service Representative Designation Course
(40 hours completely online including the final exam)
Waives the State exam!
| Fee: $300.00 | Provider ID# 472 |
Become a licensed insurance property and casualty customer representative without the loss of production income and time. Work at your own pace with your instructor available by email or telephone. The 40 hours of this state-approved course is completely online including the course final exam. It is designed and taught to comply with the State requirements for the 4-40 State examination. After completion of this course, you will receive a certificate of completion which allows you to apply to the Department of Financial Services for your license. This course waives the State exam! Topics include Automobile, Property Insurance, Office Management, Inland Marine, Crime, Workers Compensation, General Liability, Health Insurance and State Law (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 3 months.
Review State of Florida licensing requirements.
Recommended Text: Florida General Lines Agent and Customer Service Representative Study Manual
Current edition may be purchased from OLT's Bookstore
Immediate Access! Register Online > top ^
INS013FL40 — 3-20 Public (T31-20) or 6-20 All-Lines (Independent/Company) Accredited Claims Adjuster Designation Course
(40 hours completely online including the final exam)
Approved pre-licensing requirement for 3-20 and 6-20 licenses. Waives State exam
for the 6-20!
(This course does NOT waive the State exam for the 3-20 license.)
| Fee: $300.00 | Provider ID# 472 |
Become a licensed Accredited Claims Adjuster without the loss of production income and time. Work at your own pace with your instructor by email or telephone. The 40 hours of this state-approved course are entirely online including the course final exam. It is designed and taught to comply with the State requirements for Accredited Claims Adjuster examination. After completion of this course, you will receive the Accredited Claims Adjuster designation which allows you to apply to the Florida Department of Financial Services for your choice of 3-20 Public Adjuster (T31-20) or 6-20 All-Lines (Independent/Company) license. This course waives the State exam for the 6-20 license. Per State law effective July 1, 2007, the 3-20 Public Adjuster applicant is NOT exempt from the state exam.
Topics include Property and Liability Insurance Concepts, Personal Automobile Policy, Business Auto Policy and Mechanical Breakdown Coverage, Homeowner Policies, Personal Inland Marine and Flood Insurance, Boiler and Machinery Insurance, Workers Compensation Insurance, and Health Insurance (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 3 months.
Review the State of Florida licensing requirements for 3-20 Public Adjuster, click here or 6-20 All-Lines Adjuster click here.
Required Text for 3-20/T31-20 Public Adjuster: Florida Adjusters Study Manual
Current edition may be purchased from
OLT's Bookstore
Immediate Access! Register Online > top ^
PassPrep and Practice
INS004 — 2-15 Life, Health and Annuities Tutorial (Non-Certificate Course)
Fee: $89.95
This course teaches the same information covered in the classroom, without the interruptions and distractions of the classroom course. Take this course if you have already received your 40 hour certificate, but do not feel that you have learned the material necessary to pass the state licensing examination. Topics covered include: Federal and State Regulations, Legal Concepts of the Insurance Contract, Life and Health Insurance, Annuities, Health and Accident Insurance, Disability and Medical Reimbursement.
INS001 — 2-15 Life, Health and Annuities PassPrep Course
Fee: $49.95
After you have successfully completed the state required 2-15 Pre-Licensing course, register for this course designed to follow the format of the State of Florida 2-15 Licensing Exam. There are over 900 interactive exam questions with answer explanations. Study the entire topic list or just those areas you need to review. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
PE001 — 2-15 Life, Health and Annuities Practice Exam
Fee: $24.95
Practice exams are an ideal way to evaluate your level of knowledge prior to taking the actual state insurance agent exam. OLT has created a complete Composite Training Solution for those entering the insurance industry as professional insurance agents. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
PE002 — 2-15 Life, Health and Annuities Practice Exam Plus
Fee: $34.95
Practice for your state exam. Evaluate your knowledge and use of terms, and gain confidence in your ability to pass the state exam on the first try! Includes unlimited practice exams, matching and crossword puzzles. You choose the topics to study. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
INS002 — 2-20 Property and Casualty PassPrep Course
Fee: $89.95
After you have successfully completed the state required 2-20 Pre-Licensing course, register for this course designed to follow the format of the State of Florida 2-20 Licensing Exam. Study the entire topic list or just those areas you need to review. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
PE003 — 2-20 and 20-44 Practice Question Generator
Fee: $69.95
The Florida General Lines Agent (2-20) and the Personal Lines Agent (20-44) exams are very challenging. An in-depth knowledge of the material is essential. This course has over 600 questions that are based on the latest edition of the Florida General Lines Agent and Customer Service Representative Study Manual. You may want to use this course to review your knowledge of all sections of the manual or just concentrate on those sections where you feel you need more study. Practice until you score 100%. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
INS012 — 4-40 Customer Service Representative PassPrep Course
Fee: $79.95
This course is designed as a study tool or tutorial to be used as a student prepares to take the 4-40 Customer Representative State Examination. Study the entire topic list or just those areas where you need to review. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
RE001 — Real Estate Appraiser PassPrep Course
Fee: $59.95
After you have successfully completed the state-required pre-licensing material, register for this course which is designed to follow the format of the pre-licensing exam. This review will also benefit mortgage banking loan processors and loan officers, underwriters, and real estate salespersons. There are over 400 interactive exam questions with answer explanations. Study the entire topic list or just those areas you need to review. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
RE002 — Florida Real Estate Salespersons PassPrep Course
Fee: $89.95
Using a database of over 800 questions with more than 4,100 screens of information, this course prepares the student to sit for the Florida Real Estate Salesperson license exams with confidence. Additionally, the Study Manuals have been reviewed to ensure that this course is the most comprehensive course of its kind. Topics include Titles, Deeds and Ownership Restrictions, Real Estate Finance, Real Estate Contracts, The Mortgage Market, and more. Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 60 days.
Continuing Education
| • Tips To Maintain Your Insurance License |
|---|
INSCE001 — "The Elements of Life Insurance and Its Uses in Contemporary America",
Intermediate Level
(14 hours completely online)
{Standard or Optional Hours for the 2-14, 2-15, 2-16 and 2-18 licenses}
| Fee: $84.00 | Provider ID# 1055 | DOI ID# 40321 |
This course is an overview of the life insurance industry and the elements of traditional and modern interest sensitive and variable products. It touches on the "needs" method of insurance planning and wraps up with two interesting cases for the student to apply their knowledge to possible solutions (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 30 days.
Immediate Access! Register Online > top ^
INSCE002 — "The Elements of Health Insurance and Its Uses in Contemporary America",
Intermediate Level
(14 hours completely online)
{Standard or Optional Hours for the 2-15, 2-18, 2-20, 2-40, 20-44 and 4-40 licenses}
| Fee: $84.00 | Provider ID# 1055 | DOI ID# 40322 |
This course is an overview of the health insurance industry and the elements of traditional and modern interest sensitive and variable products. It touches on the "needs" method of insurance planning and wraps up with two interesting cases for the student to apply their knowledge to possible solutions (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 30 days.
Immediate Access! Register Online > top ^
INSCE004 — "Ethics in the Insurance Industry", Intermediate Level
(3 hours completely online)
{9908 Ethics Requirement for 2-14, 2-15, 2-16, 2-18, 2-20, 2-40, 20-44 and 4-40 licenses}
| Fee: $24.00 | Provider ID# 1055 | DOI ID# 53604 |
This course is acceptable for all licensed agents and adjusters. The course presents an explanation of Insurance Fraud, Regulatory Ethical Standards, Regulatory Standards of Practice, and Professional Standards and Practices (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 30 days.
Immediate Access! Register Online > top ^
INSCE005 — "Medicare Prescription Drug, Improvement, and Modernization Act of 2003:
Featuring Health Savings Accounts and the Medicare Prescription Drug Benefit", Intermediate Level
(3 hours completely online)
{Standard or Optional Hours for the 2-15, 2-18, 2-20, 2-40, 20-44 and 4-40 licenses, or license combinations of 2-33 with 2-15, 2-18 or 2-40}
| Fee: $24.00 | Provider ID# 1055 | DOI ID# 57324 |
This course provides an easy and inexpensive to accomplish the required 3 hours of Health Savings Accounts (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 30 days.
Immediate Access! Register Online > top ^
INSCE007 — "Flood Insurance Concepts", Intermediate Level
(3 hours completely online)
{Standard or Optional Hours for the 2-20, 20-44 and 4-40 licenses}
| Fee: $24.00 | Provider ID# 1055 | DOI ID# 59082 |
This course is designed to provide the General Lines Agent and Customer Service Representative with all the information they need to quote, write and service the most common types of flood insurance (view syllabus). Upon enrolling, you will be notified of course procedures by email within 1 business day after receipt of registration. Enrollment is for 30 days.
NOTE: This class has been approved for 3 hours of continuing education for General Lines Agents, Personal Lines Agents and CSRs. This course does not satisfy the requirement of the Flood Insurance Reform Act of 2004, which requires that all licensed Agents who sell flood insurance complete a class that follows the FEMA approved outline. That is a separate course.
Immediate Access! Register Online > top ^
INSCE008 — "Hurricanes and Their Impact on Insurance", Intermediate Level
(2 hours completely online)
{Standard or Optional Hours for the 2-20, 20-44 and 4-40 licenses}
| Fee: $18.00 | Provider ID# 366468 | DOI ID# 69237 |
This is a completely self-contained study course which is to be completed entirely online and delivered to comply with State requirements. It contains seven chapters with two quizzes and a Final Exam (view syllabus). The student's completion will be reported to FLDFS and a Certificate of Completion will be issued. Enrollment is for 30 days.
INSCE009 — "Ethics and the Client", Intermediate Level
(3 hours completely online)
{9908 Ethics requirement for the 2-14, 2-15, 2-16, 2-18, 2-20, 2-40, 20-44 and 4-40 licenses}
| Fee: $24.00 | Provider ID# 1055 | DOI ID# 60889 |
This course is a completely self-contained study which is to be completed entirely online. It contains four sections: Introduction to Ethics, Unauthorized Entities, Unfair Trade Practices, and Agent Behavior & Client Expectations. There are two examinations, one after part 2 and the other after part 4 (view syllabus). Upon completion of this course, the student will receive 3 hours of continuing education credit. Enrollment is for 30 days.
Immediate Access! Register Online > top ^
INSCE010 — "Flood Insurance and the National Flood Insurance Program (NFIP)",
Intermediate Level
(3 hours completely online)
{Standard and Optional Hours for the 2-20, 20-44 and 4-40 licenses}
| Fee: $24.00 | Provider ID# 366468 | DOI ID# 69238 |
This course is designed to provide the General Lines Agent and Customer Service Representative with a completely self-contained study course which is delivered to comply with State requirements. This course fulfils the recent FEMA regulations regarding anyone selling flood insurance under the National Flood Insurance Program (NFIP). There are four quizzes and a Final Exam (view syllabus). Upon completion of this course, the student will receive 3 hours of continuing education credit. Enrollment is for 30 days.
INSCE011 — "Premium Discounts Mitigation Options (Wind)", Intermediate Level
(2 hours completely online)
{9910 Premium Discounts/Mitigation Options Requirement for 2-20, 20-44 and 4-40 licenses}
| Fee: $18.00 | Provider ID# 366468 | DOI ID# 69317 |
This course is a completely self-contained study course which is to be completed entirely online and delivered to comply with State requirements. It contains three units with eleven lessons: Introduction to Wind Mitigation, Need for Notice of Premium Discounts, Residential Property Insurance, Rate Filings, Hurricane Loss Mitigation Program, Wind Certification and Hurricane Mitigation Inspections & Unauthorized Entities (view syllabus). Enrollment is for 30 days.
INSCE013 — "Medicare Today", Intermediate Level
(2 hours completely online)
{Standard or Optional Hours for the 2-15, 2-18, 2-20, 2-40, 20-44 and 4-40 licenses, or license combinations of 2-33 with 2-15, 2-18 or 2-40}
| Fee: $18.00 | Provider ID# 366468 | DOI ID# 73898 |
This is a 2-40 Health Combo Authority approved course on Medicare. It is a completely self-contained study course which is to be completed entirely online and delivered to comply with State requirements. It contains twelve units with three quizzes and a final exam. The course covers Medicare Parts A through D, Medigap Policies, Medicare Supplements, Fraud, Marketing Guidelines and Unauthorized Entities (view syllabus). Enrollment is for 30 days.
INSCE014 — "Suitability of Annuity and Life Insurance Transactions for Seniors",
Intermediate Level
(3 hours completely online)
{CE9911 Senior Suitability Requirement for the 2-14, 2-15, 2-16 and 2-18 licenses or in combination with the 2-20, 2-33, 20-44 or 4-40 licenses}
| Fee: $24.00 | Provider ID# 366468 | DOI ID# 74729 |
This is a CE-9911 Authority approved course on Senior Suitability. It is a completely self-contained study course which is to be completed entirely online and delivered to comply with State requirements. It contains sixteen units with two quizzes and a final exam. The course covers Florida Statute 627.4554, Products, Ethical Requirements, Duties of the Insurer and Insurance Agent, Penalties and Unauthorized Entities (view syllabus). Enrollment is for 30 days.
INSCE017 — "Senior Suitability - Annuity and Life Insurance Transactions for Seniors",
Intermediate Level
(3 hours completely online)
{CE9911 Senior Suitability Requirement for the 2-14, 2-15, 2-16 and 2-18 licenses or in combination with the 2-20, 2-33, 20-44 or 4-40 licenses}
| Fee: $24.00 | Provider ID# 366468 | DOI ID# 81791 |
This is a CE-9911 Authority approved course on Senior Suitability. It is a completely self-contained study course which is to be completed entirely online and delivered to comply with State requirements. It contains sixteen units with two quizzes and a final exam. The course covers Florida Statute 627.4554, Products, Ethical Requirements, Duties of the Insurer and Insurance Agent, Penalties and Unauthorized Entities (view syllabus). Enrollment is for 30 days.
Personal & Professional Development
The following courses are based on Lillian D. Bjorseth's bestselling book:
"Breakthrough Networking: Building Relationships That Last"
To purchase a copy, please click here
CP001 — What You Say Before You Speak - Lillian D. Bjorseth
(8 hours completely online)
Fee: $89.95
The success of any personal encounter in the business world begins the second someone lays eyes on you, often long before either of you says a word. A professional image - appearance and behavior - helps start the experience in the right vein since people decide 10 things about you within 10 seconds of seeing you. Learn the art of impression management, equally applicable to men and women, so you know how to determine what impression you want to make and then how to look and act to get that reaction. You tell others how to treat you. Your business associates and co-workers mirror whether you want to be treated as Number One or Number Ten no matter your level. It's time to take charge and positively impact your career!
CP002-6 — Building Relationships for Business and Career Success (5-Part Series) -
Lillian D. Bjorseth
(Completely online)
Fee: $103.00
Cradle-to-grave job security is gone. Building relationships is your key to controlling your career, your business and your destiny from your first job until you retire. You have one thing in common whether you are self-employed or work for someone else: People like to do business with and hire people they know and trust or people referred to them by people they know and trust. To be “the” one to get the sale or the job, you need to create, develop and maintain relationships with the right people to build social capital. Just knowing people is not enough! More than ever, you need to hone and enhance your networking and communication skills to make your interactions meaningful and you memorable. This series, based on what you do before you work an event, at the event and after the event, was created by the woman the Chicago Tribune calls a networking expert and the Association Forum of Chicagoland calls the business networking authority.
Purchase all 5 courses in this series for one special price of $103.00, or purchase each course individually below:
• CP002 — Introduction to Laying the Relationship-Building Foundation
(3 hours completely online)
Fee: $37.50
Building social capital is key to amassing financial capital. Advanced degrees and experience won’t help you get ahead when you lack “knob turners” to get you the appointment or interview. You invest money and earn interest to get more money; this process is about investing time to gain more contacts to build a new kind of wealth: relationships. You’ll get an in-depth look at what constitutes networking, the noun that has been turned into a verb and is a mainstay in business worldwide. Then you’ll start the networking process at the beginning by learning more about your natural networking strengths and limitations and improve your interpersonal knowledge as you also learn what makes others act and react the way they do... and, importantly how to improve your interactions with them. This first course in the series will lay the foundation for building relationships that last.
• CP003 — To Catch Trout, Don't Fish in a Catfish Pond (Target Your Market and Set
Goals - Before the Event)
(2 hours completely online)
Fee: $25.00
To achieve maximum results from your networkin g efforts, you need to target your market and set goals. This can be a daunting task without proper guidance and, therefore, many people never do it. They lack the advantage that this vital tool can give them in their business and career success. This course will help you complete your personal relationship-building plan and help guarantee that the networking process works for you. Further, keep this plan handy so you can continue to refine it as you move throughout your career, either at the same company, or as is more likely, as you change jobs or become self-employed.
Prerequisite: While not absolutely necessary, it will be helpful for you to have taken "Laying the Relationship-Building Foundation" in this five-part "Building Relationships for Business and Career Success" series.
• CP004 — Create Effective, Powerful Verbal and Printed Business Cards and Know How
to Use Them Effectively (Before the Event)
(2 hours completely online)
Fee: $25.00
Your initial words in any face-to-face networking interchange are so important that you need to craft them so they inspire, inform and intrigue others enough that they want to know more about you. This course leads you through the process of creating your Verbal Business Card, the front end of your elevator pitch, which also serves as the basis of your top-of-the-mind positioning statement, a must for every business person. It also gives you vital delivery tips that lead you into meaningful conversations so you will be memorable later. Your Printed Business Card also plays a crucial role in your relationship-building activities because it is often the first impression of your business. This course also provides myriad tips on how to create and use this powerful tool.
Prerequisite(s): While not absolutely necessary, it will be helpful for you to have taken "Laying the Relationship-Building Foundation" and "To Catch Trout, Don’t Fish in a Catfish Pond" in this five-part "Building Relationships for Business and Career Success" series.
• CP005 — Work an Event with Ease (At the Event)
(2 hours completely online)
Fee: $25.00
You can do your homework, yet nothing can simulate actually working an event. This is when reality hits, and you have the face-to-face opportunity to build or strengthen relationships that will help increase your sales or get you the job or promotion you want... or to miss the chance because you don’t know networking etiquette or didn’t engage in meaningful conversations that made you memorable. There’s so much more to working an event than just showing up. This course details what to do from start to finish, giving you the framework to adapt to your style so you can succeed much more easily.
Prerequisite(s): While not absolutely necessary, it will be helpful for you to have taken "Laying the Relationship-Building Foundation", "To Catch Trout, Don’t Fish in a Catfish Pond", and "Create Effective, Powerful Verbal and Printed Business Cards and Know How to Use Them Effectively" in this five-part "Building Relationships for Business and Career Success" series.
• CP006 — Follow Up Is Golden (After the Event)
(2 hours completely online)
Fee: $25.00
You did your before-the-event preparation. You worked the event with ease, and now you have a handful of business cards. What do you do next? You follow up, of course! You’ll learn how... from the importance of collecting and recording information on business cards for populating your database to follow-up methods from email, handwritten notes, e-zines or newsletters to the time-proven telephone calls, business meals and referrals. You’ll also learn how to recognize and respond online and on the telephone to the four styles of behaviors I described in detail in the first course.
Prerequisite(s): "Laying the Relationship-Building Foundation" is mandatory. It is also strongly recommended that you have completed "To Catch Trout, Don’t Fish in a Catfish Pond," "Create Effective, Powerful Verbal and Printed Business Cards and Know How to Use Them Effectively," and "Work an Event With Ease" in the five-part "Building Relationships for Business and Career Success" series. This will have given you the basis for what to do before and during an event.
BI001 — Managing the Social Security Maze
Fee: $35.00
This course teaches you what you need to know to make decisions about Social Security that will affect your bottom line (SS payments) by $1,800 a month, $20,000 a year, or over $200,000 by the time you reach age 85. This course will help you with completing your application for Social Security and determining what benefits you may receive. It also takes a look at the Medicare Program, the ins and outs of disability under Social Security, the Supplemental Security Income program, and Medicaid eligibility. Armed with this knowledge, you will be able to make more informed decisions about Social Security.
