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  2. Insurance Continuing Education - Wikipedia

    en.wikipedia.org/wiki/Insurance_Continuing_Education

    Insurance continuing education, CFP, CPA and CLU/ChFC usually have a set credit hour requirement for a period of year(s), sometimes with specific hour requirements for special topics including but not limited to ethics, long term care and other topics. Since late 1990s, all states allow insurance continuing education classes to be taken on-line.

  3. Certified Insurance Counselor - Wikipedia

    en.wikipedia.org/wiki/Certified_Insurance_Counselor

    The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [1] Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. [2] The CIC program is for agency owners, producers, agents, brokers, and agency and company ...

  4. Independent Insurance Agents & Brokers of America - Wikipedia

    en.wikipedia.org/wiki/Independent_Insurance...

    The IIABA has spent more than $1 million in 2010 in lobbying efforts on federal crop insurance, insurance licensing reform, and other insurance issues. [2]The IIABA supported the National Association of Registered Agents and Brokers Reform Act of 2013 (H.R. 1155; 113th Congress), a bill which would reduce the regulatory costs of complying with multiple states' requirements for insurance ...

  5. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Obtaining a certificate is voluntary in some fields, but in others, certification from a government-accredited agency may be legally required to perform certain jobs or tasks. Organizations in the United States involved in setting standards for certification include the American National Standards Institute (ANSI) and the Institute for ...

  6. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial planner.

  7. Do I Need a Financial Advisor or Insurance Agent? - AOL

    www.aol.com/finance/financial-advisor-insurance...

    An insurance agent's main job is to sell you an insurance policy, not necessarily give comprehensive financial advice. A financial advisor who's also a licensed insurance agent, on the other hand ...

  8. 9 questions for your life insurance agent - AOL

    www.aol.com/finance/8-questions-life-insurance...

    The final life insurance question to ask an agent focuses on the future and what happens if your coverage needs change. As life evolves, your life insurance policy might need to adapt with it.

  9. Independent insurance agent - Wikipedia

    en.wikipedia.org/wiki/Independent_Insurance_Agent

    Often, independent insurance agents will work with insurance intermediaries, who obtain quotes from multiple insurance providers and pass them off to the independent agent. Working with an insurance intermediary service allows the independent agent to review many quotes and offer their clients the best policy options available.

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