The American Institute of Financial Education

11/20/2024

🚀 Unlock Financial Freedom with TROT! 💰
In this episode, we introduce the TROT Financial Planning System—your guide to mastering Taxes, Risk & Return, Ownership, and Time for true financial control. From insurance to investments, TROT gives you the roadmap to financial success!
🎧 Click now to catch the podcast! https://bit.ly/3Ve7r9t

09/03/2024

🧠 Medicare Advantage & Other Medicare Health Plans
📅 C.E. Credits: 3 Hours | Category: Medicare | Exam: None😉

Dive into the complexities of Medicare with our comprehensive course! Explore the ins and outs of Medicare Advantage Plans, including HMO, PPO, and SNP options, along with other plans like Medicare Cost Plans and PACE. Learn to evaluate and select the best plans, understand rights and protections, and make informed decisions for yourself or others.
Perfect for anyone looking to deepen their knowledge and skills in Medicare.https://bit.ly/47ha4vY

Thank you so much for all the information you provided on Medicare and Medicare Advantage Plans. You explained everything so well. You are a great instructor. I am sure that your upcoming educational classes will be the same.

07/22/2024

Join us in this upcoming course, "Annuity Contracts: Definitions, Suitability and Applications," where you'll explore:
🔍 Definitions and types of annuities
🎯 Suitability considerations for different client profiles
📈 Practical applications in financial planning
⚖️ Ethical principles and regulatory guidelines

Ready to elevate your understanding of annuities and enhance your financial planning strategies? Connect with Jorge and embark on this educational journey! 🚀
🔗https://bit.ly/3Y8rTe2

07/15/2024

🌟 Ready to elevate your knowledge? Join our "ACA Advertising and Marketing Regulations" course! 🌟
📚 Dive deep into the complexities of advertising and marketing regulations established by CMS. Learn how to create compliant marketing materials for advertisements, websites, and social media content. 🚀

🔍 Explore prohibited activities and deceptive practices to understand the serious consequences of non-compliance. Stay ahead with the latest insights on maintaining regulatory adherence while effectively marketing Medicare plans. 🌐

💡 Gain a comprehensive understanding of accuracy, transparency, and the importance of proper training in your marketing strategies.

📆 Don't miss this opportunity to enhance your skills and stay compliant. Enroll now!https://bit.ly/3LmwAcu

07/05/2024

Take your financial planning to the next level! Enroll in our "Life Insurance Basics" course today and become a trusted advisor in life insurance. 🌟📊Click here:
https://bit.ly/3XUpUK6

06/21/2024

Unlock the Secrets of the ACA! 📚 Dive into our course and discover the history, objectives, healthcare system and impact of the Affordable Care Act.
Register today and elevate your expertise! 👉https://bit.ly/3zlHEnk

05/13/2024

Get ready to empower yourself 💪🎓with the knowledge and confidence you need to navigate Medicare with ease! Join us for "Medicare Rights and Protections" led by the dynamic Jorge M. Castellanos, a seasoned insurance agent and attorney with a wealth of legal expertise.
Don't miss out! Reserve your spot now and register today!😀
https://bit.ly/3wpGcPX

04/27/2024

04/25/2024

Delve into insurance ethics and biases with our comprehensive course, "Ethics & Bias in the Insurance Industry," led by Jorge M. Castellanos, a licensed insurance agent and attorney. In Lesson 1, explore core ethical principles, including transparency, fair practices, and compliance with regulations. Then, in Lesson 2, uncover biases and learn strategies to eliminate them, fostering inclusivity and fairness. Join us to elevate industry standards and ensure integrity in professional practices!

Register Now!: https://bit.ly/3xSZQEk

02/02/2024

Coming to bookstores soon.

07/20/2023

We enjoyed hosting our free CE seminar this week covering our course 'Understanding the New Consent Form and CFR 45 Update'. If you are an insurance agent selling ACA health insurance, our course covers crucial information you need to know on the new documentation requirements for Marketplace agents and brokers.

Stay tuned for more sessions to come!