Insurance Pre-Licensing Courses: Life & Health Insurance / Property &
Casualty Insurance Insurance Continuing Education Courses: Property &
Casualty Insurance Personal Financial Planning
Planning Your Estate
Each course offers the thirty-two (32) hours of either
Property & Casualty or Life & Health class instruction suitable to prepare
an individual to take the state insurance exams. The class material is designed
to prepare the student for the exam and to provide a good education for a career
in insurance. Topics include basic terminology, concepts, sales, the fundamentals
of insurance law, and agent's responsibility. The course cost including the textbook
is $200 per person. Senior Citizen, Alumni and Group Discounts are available at
various locations.
These programs will provide four (4), eight (8), twelve
(12) and sixteen (16) hours of credit in Insurance Continuing Education. Instructors
will cover various topics providing an in-depth review of insurance coverage and
exposures. The cost is $50 for 4 credits; $75 for 8 credits; $100 for 12 credits;
$125 for 16 credits.
This seminar assists
in identifying and prioritizing personal financial goals and objectives. Using
the strategies as well as techniques employed in the seminar, individuals will
be able to effectively and responsibly manage and invest their money leading to
their financial freedom and success. The seminar equips both beginners and advanced
investors with the knowledge to invest successfully. Topics covered include the
Budget, Stock Research, Building a Portfolio, and Retirement Planning. The six-hour
(three two-hour sessions) seminar cost is $75 per person or $100 including a spouse.
The Institute of Tax and Estate Planning is sponsoring
the twelve-hour (six two-hour sessions) course. Estate Planning is a critical
element of a total financial plan. An overview of Louisiana law regarding estates,
wills, and trust will be presented. Options will be presented on strategies you
can use in writing your will, the use of trusts, protecting assets for your heirs,
and minimizing death taxes. Also considered, will be basic asset protection strategies
to protect your assets from potential creditors and nursing home costs. Other
topics of interest will be covered as time permits. Course cost will be $100 per
person; $125 including spouse.