Bateman, Jerry (CLU, ChFC, & LUTCF)

Jerry E. Bateman, CLU, ChFC, LUTCF.  has been active in the insurance and financial services industry since 1976. During this time, he has attained the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations, both conferred by the American College, and the Life Underwriter Training Council Fellow (LUTCF) designation through the Life Underwriter Training Council. Additionally, he attained a Bachelor of Electrical Engineering from Auburn University in 1972.

In 1997, Mr. Bateman started an insurance and financial planning agency that was incorporated in 2002 and called Financial Coaching, Inc. This agency is still active today.

In 1998, Mr. Bateman started teaching continuing education classes for Life, Health, and Variable Annuity agents in central Florida. In 1999, he founded, Bateman Learning, Inc., a company that is a continuing education provider in the state of Florida. Mr. Bateman has taught more than 500 days of classes since 1997. Also, Mr. Bateman has worked as a continuing education instructor at Seminole Community College, Lake-Sumter Community College, and Valencia Community College.

Mr. Bateman's primary goal is to assist new and existing agents in their educational needs. The insurance and financial services business is a wonderful place for anyone that wants to help people make great decisions for themselves, their families, and their businesses.


Florida - HEALTH & LIFE (INCLUDING ANNUITIES AND VARIABLE CONTRACTS) PRE-LICENSING COURSE (INS003FL60)
This course is designed to prepare a student to become a 2-15 Health and Life agent without the loss of production income and time. Work at your own pace with your instructor available via e-mail or telephone. Upon successful completion of this course, you will be eligible to sit for the s..
Colorado - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes theses areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Accide..
Colorado - LIFE INSURANCE
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life In..
Iowa - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes eleven (11) areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance A..
Iowa - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life insurance and is approved by the Iowa Insurance Division for 9 hours of CE credit.  Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders ..
Maryland - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes these areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Acciden..
Maryland - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life In..
North Carolina - Health Insurance (CE)
This course includes eleven (11) areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors..
North Carolina - Life Insurance
Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans U..
Oregon - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes these areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Acciden..
Oregon - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life In..
Pennsylvania - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes eleven (11) areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance A..
Pennsylvania - Life Insurance
Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans U..
Texas - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes these areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Acciden..
Texas - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life In..
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Personal and Professional Development