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..
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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..
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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..
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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 thi..
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. I..
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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 L..
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 Acciden..
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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. Thi..
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. Thi..
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 int..
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Personal and Professional Development