Live Seminar

September 1st, 2010

We’re only a week away from the Live Seminar in Dallas.  If you registered for the Live Seminar, you should have received an e-mail from me with information about what to bring and a schedule for the seminar.  If you didn’t receive that e-mail, please let me know and I will make sure you get a copy.

In the meantime, good luck with your studying and see you soon!

Jeremy

Jeremy ILA-DP-U, News

A few corrections [Canadian]

August 28th, 2010

I hope your studying is going great!

Today I made a couple of corrections on the Canadian seminar:

* Added the outline for lesson A.2.3. This outline was missing from the original batch. I put it in it’s own section under A > Handouts.

* Corrected the solution for drill problem #2 in section F.

Please let me know if you have any questions.

Eddie ILA-DP-C

Lessons for ILA-D116-10 added [Canadian]

July 20th, 2010

Lessons for the study note ILA-D116-10 – Variable Annuities were accidentally left off the Canadian seminar.  I have added these in section B:

B.2.6. Variable Annuities – Risks
B.2.7 Variable Annuities – Behavior
B.2.8 Variable Annuities – Risk Management

The handouts for these 3 lessons are all bundled in one zip file under “Sections B.2.6 – B.2.8″ in the section B handouts section.

Please let me know if you have any questions.

Eddie ILA-DP-C

Handouts for section A.2.2c [Canadian]

July 7th, 2010

The outline and instructor notes for section A.2.2c were accidentally left out of the first batch of section A handouts. These are now available as a separate download under A. Product Design > Handouts > Section A.2.2c Handouts.

Eddie ILA-DP-C

All outlines are in place [Canadian]

June 20th, 2010

All of the lesson outlines are now posted on the Canadian seminar under each Handouts subsection. I combined all handouts into a single PDF file per section so that printing is more efficient.  Each file also as a table of contents on the first page. Please let me know if you have any questions.

Eddie ILA-DP-C

E.2.3 lesson is now ready [Canadian]

June 18th, 2010

The video for lesson E.2.3 is now in place. All lessons are now available on the Canadian seminar site.

Eddie ILA-DP-C

ILA-DP-C seminar lessons have been updated [Canadian]

June 17th, 2010

All lessons have now been updated on the 2010 ILA-DP-C seminar except the one noted below (E.2.3). I’ve outlined all the changes that have been made this week below. Please let me know if you have any questions.

Section A

Updated material:

  • Section A Notes (Separated)
  • A.2.4. CTLI Ch. 2: Life Insurance Products
  • A.3.5. Life / LTCI Combination Products
  • A.3.6. Critical Illness Insurance Product Design

New for 2010:

  • A.3.7. ILA-D615-10: Combo Product (2010)
  • A.3.8 ILA-D616-10: Life Hot Topics (2010)
  • A.4.5 ILA-D617-10: Product Development & Innovation (2010)

Section B

Updated material:

  • Section B Notes (Separated)
  • B.4.9. Pricing Critical Illness Insurance in Canada

New for 2010:

  • B.4.1. Pricing – A Marketing Perspective (2010)

Section C

No changes.

Section D

Updated material:

  • Section D Notes (Separated)
  • D.2.3. What’s Backing Your Life Insurance Guarantee?

Section E

Updated material:

  • Section E Notes (Separated)

New for 2010:

  • E.1.1. Marketing Management Process (2010)
  • E.1.2. Market Segmentation and Target Marketing (2010)
  • E.1.3. Marketing Information Systems (2010)
  • E.2.1. Distribution (2010)
  • E.2.3 Distribution System Strategies (2010)
    • Coming soon

Section F

Updated material:

  • Section F Notes (Separated)
  • All 9 existing lessons from Canadian Taxation of Life Insurance 5th ed. textbook
  • F.2.2. Dividend Determination and Illustration

New for 2010:

  • F.1.5. Trusts and Life Insurance
  • F.2.3. ASOP 1: Nonguaranteed Charges or Benefits

Future planned updates

  • Blank outlines (without instructors’ notes and highlighting) will be posted in each section under Handouts.
  • Solutions to published exams from 2007 through 2009

Eddie ILA-DP-C

Canadian seminar update [Canadian]

June 15th, 2010

Section E of the Canadian seminar has been updated. All of the Canadian lesson updates (including all of the updates Jeremy has made for 2010) should be posted by Sunday, June 19.

Eddie ILA-DP-C

Potential Study Schedule

June 13th, 2010

It’s hard to believe the live seminar is just a little over 12 weeks away!  I’ve put together a study schedule that allows you to get through the entire syllabus (and the online seminar) prior to the live seminar.  The schedule shown below corresponds to the sections that are in the online seminar.  Just click on the link below for the details

If you haven’t started studying yet, the 12-week schedule is pretty aggressive, so please feel free to go at your own pace.  You’ll still have some good time to go over the final sections after the live seminar. 

Jeremy

2010 Study Schedule

Jeremy Uncategorized

All Lessons updated for 2010

June 13th, 2010

The entire online seminar is now updated for 2010.  All of the new lessons have been added and the old lessons have been removed.  The handouts for each section have also been updated.

Please let me know if you find anything that isn’t working correctly.

Good luck with your studies!

Jeremy

Jeremy ILA-DP-C, ILA-DP-U, Updates