Paul J. Winn

Instructor: Paul J. Winn, CLU, ChFc

Paul J. Winn Paul J. Winn, CLU, ChFc is a financial writer, editor and trainer in the insurance industry. Past positions have included product developer, compensation officer, marketing VP, VP of strategic planning as well as being President of Maryland Financial Corporation. Mr. Winn has served on multiple Insurance Industry Boards including Baltimore Chapter of CLU and ChFC and Member/Secretary, Advisory Board to New York State Insurance Department. He is well known as a writer and editor of major mutual life insurance company’s agent-training ”university” and has created more than 100 training/continuing education courses. He is also a published book author.

Courses By Paul J. Winn

Course Title Course Info Price Add To Cart
Annual Federal Tax Refresher Course Info $75.00 Add To Cart
Circular 230 Tax Ethics Info $35.00 Add To Cart
Annual Tax Season Update 2019 (CTEC) Info $99.00 Add To Cart
Affordable Care Act - Employer Rights and Responsibilities Info $29.00 Add To Cart
Affordable Care Act - Individual Provisions Info $19.00 Add To Cart
Annual Tax Season Update 2019 Info $99.00 Add To Cart
Annuities Info $59.00 Add To Cart
California 8 Hour Annuity Training 2017 Info $79.00 Add To Cart
Designing Qualified Plans to Meet Employer Objectives Info $79.00 Add To Cart
Disability Insurance Products and Principles Info $49.00 Add To Cart
Earned Income Tax Credit Info $39.00 Add To Cart
Earned Income Tax Credit: Due Diligence Info $19.00 Add To Cart
Education Tax Benefits Info $49.00 Add To Cart
Enrolled Agent Ethical Standards - Practices and Procedures Info $19.00 Add To Cart
Estate Tax Planning Info $39.00 Add To Cart
Ethical Considerations in Selling to Seniors Info $79.00 Add To Cart
Federal Income Tax Changes 2018 Arthur Werner Info $59.00 Add To Cart
Healthcare Reform - Affordable Care Act Tax Provisions Info $39.00 Add To Cart
HIPPA Principles and Provisions Info $59.00 Add To Cart
Home Office Deductions Danny Santucci Info $29.00 Add To Cart
How Fixed Variable & Index Annuity Contract Provisions Affect Consumers Info $39.00 Add To Cart
Individual Retirement Accounts Info $89.00 Add To Cart
Long Term Care Fundamentals Info $49.00 Add To Cart
Nonqualified Plans Info $49.00 Add To Cart
Personal Life Insurance Planning Info $49.00 Add To Cart
Practice before the IRS Ethics Info $19.00 Add To Cart
Principles of Reinsurance Info $29.00 Add To Cart
Retirement Plans, Pensions and Annuities Info $29.00 Add To Cart
Tax Return Preparer Ethical Issues Info $19.00 Add To Cart
Tax Return Preparer Ethical Issues (CTEC) Info $19.00 Add To Cart
Tax Sheltered Annuities Info $39.00 Add To Cart
Tax Treatment of Individual Retirement Arrangements Info $29.00 Add To Cart
Tax Treatment of Life Insurance Proceeds Info $29.00 Add To Cart
Tax Treatment of Sickness and Injury Plans Info $29.00 Add To Cart
Universal Life Insurance Info $79.00 Add To Cart
Variable Universal Life Insurance Info $29.00 Add To Cart
Viatical and Life Settlements Info $49.00 Add To Cart


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