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 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..
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 ..
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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