Thursday, February 2, 2012
Continuing education (CE) credits are required by different organizations, particularly in relation to maintaining professional designations. The Institute for Advanced Financial Education (The Institute) is no exception for the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations I hold. The annual requirement is 30 hours of credit approved by The Institute. My [...]
Filed in Uncategorized
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Also tagged advisor, Advocis, agent, broker, CE, CE credit, CFE, CHS, CLU, continuing education, Insurance, professional designation
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Saturday, August 27, 2011
In its 57th year, the Advocis Banff School was held at the Banff Centre, from August 21 to 25, 2011. This is a continuing professional development (CPD) and networking experience for financial and insurance advisors and planners, run on a volunteer basis (including speakers) by advisors for advisors. It was my first year attending. In [...]
Filed in Education
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Also tagged advisor, Advocis, Banff Centre, Banff School, CE, CHS, CLU, continuing education, continuing professional development, CPD, health, Insurance, life, RHU
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I’m up early and looking forward to today’s conference. As a member of Advocis, I look forward to their full day of educational activity for advisors. Held at the Crowne Plaza Chateau Lacombe in Edmonton, it promises to be a day of learning, networking, and good food. Continuing Education credits will be more important for [...]
Sunday, February 20, 2011
We can basically say we are in tax season here in Canada. With the deadline for RRSP contribution on March 1, we are certainly considering whether a contribution is the best decision, and we are starting to consider the income and expenses that may or may not be claimed on income tax returns. This post [...]
I’m just preparing an article on travel insurance for the newsletter of an association to which I belong. After writing most of the content, I’ve referred back to a video on the subject that we created in my early days in social media. I still like it as a basic introduction to, and overview of, [...]
Saturday, February 20, 2010
You are likely aware that March 1, 2010, is the deadline for contributions to an RRSP account to get a deduction from your 2009 income tax. You may also be aware of the Tax-free Savings Account that was introduced last year. Should you use one, both, or neither? The answer depends on your personal circumstances and [...]
Wednesday, February 17, 2010
My shared passions of insurance and education clearly met yesterday morning. The plan was to write a blog entry about various components of disability insurance, along with another one adding to what I have written about travel insurance. With a shift of focus, though, the subject of informal learning became first and forefront. Blogs can [...]
Thursday, February 11, 2010
I was trained to use the telephone to make appointments for face-to-face meetings where relationships are developed and business is conducted. But that is not always how the potential, or current, client wants it to occur. With work, family, and other commitments, time is precious. I’m seriously rethinking my approach. As insurance and financial advisors, we have an [...]
Travel insurance is not confusing for most. They pay for their trip and the travel agent recommends they purchase it. A decision is made to buy or not to buy. But, what are you getting or giving up, and what other options are available? With business trips and winter vacations in mind, I hope this [...]
Filed in Insurance, Travel Insurance
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Also tagged baggage, delay, emergency medical, hospitalization, living benefits, pre-existing, travel insurance, trip cancellation, trip interruption, vacation
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Well, perhaps not really a rumour, as I’ve often talked about having two passions! From this website and blog, you definitely know me as being in the insurance industry. You may also know that I love to talk about distance learning, both as a lifelong learner and as an educator. It may come as no [...]
Filed in Biography, distance education, Education, Uncategorized
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Also tagged Chartered Life Underwriter, disability, e-learning, educator, insurance guy, learning technologies, life insurance, living benefits, money guy, PhD, Registered Health Underwriter, researcher, Tony Ratcliffe
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Tony’s Distance and E-learning Blog