f-- Lewis Financial Services Institute - Courses

     
  The table below lists all courses currently offered by Lewis Financial Services Institute. Additional dates will be added throughout the year. Please check back periodically if you do not find a course that meets your schedule.  
     
 

  Course Schedule
Life Insurance Prelicensing
  May 14 - 16 5:30 to 9:30 p.m. on 5/14 $150
      9 a.m to 5 p.m. on 5/15 & 5/16  
  May 25 - 27 9 a.m. to 4:30 p.m.  
  June 11 - 13 5:30 to 9:30 p.m. on 6/11 $150
      9 a.m to 5 p.m. on 6/12 & 6/13  
  June 29 - July 1 9 a.m. to 4:30 p.m.  
Accident, Sickness & Health Prelicensing
  April 30 - May 2 5:30 to 9:30 p.m. on 4/30 $150
      9 a.m to 5 p.m. on 5/1 & 5/2  
  May 4 - 6 9 a.m to 4:30 p.m. $150
  June 1 - 3 9 a.m to 5 p.m. on 6/1 & 6/2 $150
      9 a.m to 1:30 p.m. on 6/3  
Property Agent / Adjuster Prelicensing  
  May 11 - 13 9 a.m. to 4:30 p.m. $150
  June 8 - 10 9 a.m. to 4:30 p.m. $150
Casualty Agent / Adjuster Prelicensing
  May 18 - 20 9 a.m. to 4:30 p.m. $150
  June 22 - 24 9 a.m. to 4:30 p.m $150
Medicare Supplement & Long-Term Care Prelicensing
  May 10 - 12 6:30 to 9:30 p.m. $150
  June 16 - 17 9 a.m. to 5 p.m. on 6/16 $150
      9 a.m. to 1 p.m. on 6/17  
NASD Series 6 & 63
  No classes are currently scheduled
  Continuing Ed    
  5/8 Insurance Planning in Business Market
Course #C69688
9 a.m. to 1 p.m.

$45

  5/14 Banking Insurance Course
Course #C76464
9:30 to 12:20 p.m.

$35

  5/21 HIPAA Compliance
Course #C72395
9:30 to 12:20 p.m.

$35

  5/22 Ethics I - Introduction to Ethics
Course #C00879
9 a.m. to 12 p.m.

$35

  5/22 Understanding Flood Insurance
Course #C71036
1 to 4 p.m.

$35

  5/23 Commercial General Liability Policy
Course #C74393
9:30 a.m. to 4 p.m.

$65

  5/28 Annuties
Course #C69663
9:30 to 12:20 p.m.

$35

5/29 Legal Principles of L&H
Course #C69888
9:30 a.m. to 4 p.m.

$65

  6/4 **NC Ins Statutes & Admin Codes
Course #C212656
9:30 to 12:30 p.m.

$65

  6/5 Understanding Living
Trust

Course #C76463
9:30 a.m. to 4 p.m.

$65

6/11 Personal Liability & Umbrella Coverage
Course #C72396
9:30 to 12:20 p.m.

$35

  6/18 Case Studies in H.O. Insurance
Course #C723997
9:30 to 12:20 p.m.

$35

  6/25 Annuties
Course #C69663
9:30 to 12:20 p.m.

$35

  6/26 Ethics I - Introduction to Ethics
Course #C00879
9 to 12 p.m.

$35

  6/26 Understanding Flood Insurance
Course #C71036
1 to 4 p.m.

$35

  6/27 Principles of Retirement
Planning

Course #C69638
9:30 a.m. to 4 p.m.

$65

  **This course will be taught via Zoom only.

Payment may be made by a company check, money order, cash and Visa or Mastercard. Personal checks will not be accepted.

The cost for both the Life Insurance Prelicensing and the Accident, Sickness & Health Prelicensing courses is $250.

The cost for both the Property Agent / Adjuster Prelicensing and the Casualty Agent / Adjuster Prelicensing courses is $250.
 

 
     
 

Phone: (704) 5638869Address: 6600-H East W.T. Harris Blvd., Charlotte, NC 28215

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