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.


Colorado - Elements of Life Insurance (CE)
The Elements of Life Insurance and its Uses in Contemporary America - This course is an overview of the life insurance industry and the elements of traditional life insurance. It has a special emphasis on the Purpose of Insurance and Types of Life Insurance Policies. It wraps up with two interesting case studies that give the student the opportunity to apply their knowledge in possible solutions. This course has been approved for insurance continuing education credit ..
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 state examination. This course is designed and taught to comply with the State requirements for the Health and Life (including Annuities and Variable Contracts) Agents (2-15) State Examination. (This l..
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Florida - INSHLB001 Health and Life Bundle #1 - PL & PP
Florida 2-15 Health and Life Bundle #1 INSHLB001 Prelicensing and Pass Prep courses Save when purchasing a bundle of Pre-licensing and PassPrep or Exam Generator courses! You will gain immediate online access to the courses when purchased online through this catalogue (using credit/debit). Work at your own pace on your own time, and if needed, you can ask questions of the pre-licensing course instructor who is available via e-mail or telephone. After completing our State-approved pre..
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Florida - INSHLB002 Health and Life Bundle #2 - PL & Ex
Florida 2-15 Health and Life Bundle #2 INSHLB002 Pre-licensing course and Exam Drills Save when purchasing a bundle of Pre-licensing and Exam Drills courses! You will gain immediate online access to the courses when purchased online through this catalog (using credit/debit). Work at your own pace on your own time, and if needed, you can ask questions of the pre-licensing course instructor who is available via e-mail or telephone. After completing our State-approved pre-licensing cour..
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Florida - INSHLB003 Health and Life Bundle #3 - PL, PP & Ex
Florida 2-15 Health and Life Bundle #3 INSHLB003 Pre-licensing course and Pass Prep and Practice Exam Plus Save when purchasing a bundle of Pre-licensing and PassPrep and Exam Generator courses! You will gain immediate online access to the courses when purchased online through this catalog (using credit/debit). Work at your own pace on your own time, and if needed, you can ask questions of the pre-licensing course instructor who is available via e-mail or telephone. After comp..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Premiums..
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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 Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved for insurance continuing educa..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Pre..
New
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 Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Li..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Premiums ..
New
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 Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved for insurance continuing educa..
Maryland - Life, Accident, and Health Pre-licensing Course
This pre-licensing course is designed to prepare the student for their state exam and fulfill the pre-licensing requirements of Maryland. Pre-Licensing - 60 hours - No classroom attendance required. This course comes with an instructor and technical support and features a course map that helps the students navigate through its three sections.  This course is designed by OnLine Training Institute to thoroughly cover each subject associated with the Life, Accident, and Health insurance p..
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 Health Insurance Policy Provisions Health Insurance Underwriting and Premiums Group Health Insurance Uses of Health Insurance This course has been approved for insurance continuing educa..
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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 Uses of Life Insurance This course offers an overview of the life insurance industry and the elements of traditional life insurance and is approved by the North Carolina Department of Insuran..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Premiums ..
New
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 Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved for insurance continuing educa..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Pre..
New
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 Uses of Life Insurance This course has been approved for insurance continuing education credit by the Pennsylvania Insurance Department. This Pennsylvania CE course is approved for 15hrs of interm..
Pennsylvania - Prelicensing Course - L, A & H Concentration
DOI# 106566       Provider# 51960               This pre-licensing course is designed to prepare the student for their Life, Accident and Health Insurance (Series 16-03) state exam and fulfill the pre-licensing requirements of Pennsylvania. This course comes with instructor and technical support and features a course map that helps the students navigate through it's three sections. This course is designed by OnLine Training Institute to thorou..
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Premiums ..
New
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 Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved for insurance continuing educa..
Life, Health & Annuity Tutorial
This tutorial takes an in-depth look at Life, Health & Annuities so that the student can be prepared not only for their state exam but for their career in the insurance industry. The course includes a course map for easy navigation and three exams to help the student gauge their comprehension. In addition to the features listed above, there is expanded material for the following states: Arizona, Iowa, Missouri, New Mexico, Oklahoma, Texas, and Virginia. Topics covered in this course inclu..
Florida - LIFE INSURANCE CE (INSCE028FL15)
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 Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved by the Florida Departmen..
Florida - HEALTH INSURANCE CE (INSCE027FL8)
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 Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and Premiums ..
New
Florida - Health Insurance Policies and Provisions (INSCE034FL7)
This course is designed as a continuing education course especially beneficial for 2-15 and 2-40 licensed agents, but may be taken by all agents and adjusters (other than 3-20 public adjusters). Unit 1 covers most Health Insurance Types of Policies and Unit 2 covers associated Policy Provisions. This course is an Immediate Level continuing education course and has been approved by the Department of Financial Services for 7 hours of CE credit. This course includes lessons on these areas of stu..
Florida - ELEMENTS OF HEALTH INSURANCE & IT'S USES IN CONTEMPORARY AMERICA (CE) (INSCE002FL14)
This course offers an overview of the health insurance industry and the elements of traditional health insurance. It has a special emphasis on Medicare Supplements and HMOs and includes two interesting case studies that test the student's ability to apply their knowledge to actual cases. This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. No classroom attendance required. This FL Intermediate CE course is approved for 1..
Florida - ELEMENTS OF LIFE INSURANCE AND IT'S USES IN CONTEMPORARY AMERICA (CE) (INSCE001FL14)
Florida - Elements of Life Insurance and its Uses today (CE) - This course is an overview of the life insurance industry and the elements of traditional life insurance. It has a special emphasis on the Purpose of Insurance and Types of Life Insurance Policies. It wraps up with two interesting case studies that give the student the opportunity to apply their knowledge in possible solutions. This course has been approved by the Florida Department of Financial Services f..
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Personal and Professional Development