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2015 Top Ten Insurance Mistakes: How Best to Advise Your Clients (MP3)


Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

What's the Difference?

There are three options for building MCLE Audio Packages:

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Just click and add the select audio package to your cart and we will assemble it for you based on best selling and recent programs.

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Choose your categories of interest and we will select available programs from the areas you choose. Additionally, you can add specific programs SKU's numbers which will be included in your package in addition to your preferred categories.

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Assemble your own 12 hour, 13 hour. or 25 hour package. Simply copy and paste the SKU number of each program you would like included into the Specific Programs Desired section and we will build your custom package for you. Remember to include the required subfield hours (if you need them): 4 hours of legal ethics, 1 hour of the elimination of bias and 1 hour of the prevention of substance abuse programs to your list (we can select them for you if you desire).

How They Work

This 2015 program and program materials discuss:
Buy-sell agreements.   Key person life insurance.   Disability insurance.   Life insurance trusts for estate planning

Life insurance to fund a divorce agreement.   Insurability and underwriting standards.   Individual and group health insurance

Annuities and life settlements.   Long term care insurance.   Life insurance and the 2 year suicide clause.

A client tells you his insurance agent is recommending he buy life insurance on his 6 year old son.   These issues are discussed through a number of hypotheticals inviting true or false responses.
Program materials included.   Speaker: Elliot Matloff.   MCLE Credit: 1 hour.   Recorded 1/18/15

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