Privacy laws, E-Insurance and the Tax Reconciliation Act of 2001
Date:
April 16, 2026
Time:
9:00 am to 5:00 pm
Location:
Virtual via Zoom
Credits:
8 Credits
Cost:
$169.00
Course Type:
Life & Health
Instructor:
David Geistwite
Course Description
This course will introduce you to the new privacy legislation, tackle the online e- insurance world, and get you up to date with the changes in the 2001 Tax codes. We’ll discuss privacy issues such as the Gramm-Leach-Bliley Act as well as enforcement of these new laws. E- Insurance will get you up to speed with a discussion on Internet distribution models. Lastly we’ll complete the session by discussing the changes in qualified plans, estate, and personal planning due to TRA 2001.