Washington MCLE - Insurance Law Courses
This is a listing of Insurance Law CLE Courses for Washington. Please make your selection below of Washington CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Variable Products & Retirement Planning
Join FINRA staff and industry practitioners as they discuss variable and retirement planning productions. The panelists also explore frequently asked questions and discuss regulatory challenges. Topics Discussed: Summarize how to create a variable product communication with respect to content and performance. Address selected topics, such as supplemental hypothetical illustrations, comparisons and complexity of contracts and investment options. Understand the legal perspective on th... More Info
$501Law & Legal Proc. -
Update on ERISA: Governed Disability, Life and Health Benefit Claims
ERISA law is constantly changing; and with each new ruling, the scope and contour of how issues relating to disability, life and health benefits are resolved by the courts is constantly evolving. This presentation covers a wide gamut of issues ranging from pre-litigation appeals of benefit denials to the latest rulings on the standard and scope of judicial review in ERISA claims and provides insight into the latest developments in litigation involving cutting edge issues in medical tre... More Info
$501Law & Legal Proc. -
The SSA Disability Sequential Evaluation Process
The Sequential Evaluation Process (SEP) is the five-step evaluative process utilized by Social Security to determine who gets disability benefits. But how does the process work? What sort of evidence is needed to get past each step? Can you lose your case at any of the five steps? “Social Security Disability Sequential Evaluation Process” shines light on this often-opaque process to which the nearly 2 million disability applicants each year are subjected. If you’re new to SSA Disa... More Info
$501Law & Legal Proc. -
The Secure ACT: Five Key Considerations
This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info
$501Law & Legal Proc. -
The New Wave of Benzene Litigation: Class Actions
Benzene personal injury litigation has been around for decades. The plaintiffs in the traditional cases have alleged that their use of solvents, paints, varnishes, and other petroleum-based products have caused them to develop blood cancers. Recently, benzene was found in deodorants, sunscreens, and other personal care products. Subsequently, consumer class action cases were filed in federal district courts in Massachusetts, Connecticut, New York, New Jersey, Pennsylvania, Ohio, South Carol... More Info
$501Law & Legal Proc. -
The Interplay Between Working and SSA Disability
Can you work and still be eligible to be found disabled and receive benefits under SSA’s Disability program? Can you work after you have been found disabled and still keep your benefits? What is the “Ticket to Work” program and how does that affect those who receive disability but want to test their ability to work? The Social Security Disability program is a doozy on the best of days, and when dealing with applicants or beneficiaries who are working, it becomes even “doozier”. Fre... More Info
$501Law & Legal Proc. -
The Business Uses of Life Insurance
This CLE course consists of an overview of Life Insurance. The following topics will be discussed: Insurable Interest; Term versus Permanent; Common Riders; Underwriting; and Types of Insurance Companies. Then we go into the Uses: Buy-Sell Agreement; Key Person; Group Whole Life; Executive Bonus Plan; Retirement Plan; whole Life Insurance as a Business Asset. More Info
$501Law & Legal Proc. -
The Basics of Asset Protection
This CLE course will provide an overview of various asset protection strategies. First, we will discuss the benefits of insurance, gifting, and retirement planning in the asset protection context. Next, we will explain the benefits of single member LLCs and Charging Order Protection entities such as multi-member LLCs and Limited Partnerships. Finally, we will analyze and compare Domestic and International Asset Protection Trusts. More Info
$501Law & Legal Proc. -
Social Security Disability 101: What Attorneys Need to Know From Beginning to End
This CLE course aims to offer attorneys a comprehensive understanding of Social Security Disability Practice, encompassing an in-depth exploration of the entire process, challenges, and effective solutions involved in securing benefits for disabled individuals. Through this presentation, participants will gain valuable insights into navigating the complexities of Social Security Disability, equipping them with the necessary knowledge and skills to effectively advocate for their clients... More Info
$501Law & Legal Proc. -
Shoemakers with Barefoot Children: What Attorneys Need to Know About Their Own Estate Planning
This CLE program will feature a discussion of how to make an action plan to protect yourself, your family and your practice. This practical "how to" program will review practical asset protection planning steps practitioners should consider, current generation of insurance options that may help practitioners and other practical steps they should consider. While many of these planning ideas are suitable for clients, the focus of this program is helping YOU – the practitioner. More Info
$501Law & Legal Proc.