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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 ov..
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..
Colorado - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional heal..
Colorado - LIFE INSURANCE
This course offers an overview of the life insurance industry and the elements of traditional life i..
Iowa - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional heal..
Iowa - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life i..
Maryland - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional heal..
Maryland - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life i..
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 pr..
North Carolina - Health Insurance (CE)
This course includes eleven (11) areas of study: Introduction to Health Insurance Health Ins..
North Carolina - Life Insurance
Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options..
Oregon - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional heal..
Oregon - Life Insurance
This course offers an overview of the life insurance industry and the elements of traditional life i..
Pennsylvania - Health Insurance (CE)
This course offers an overview of the health insurance industry and the elements of traditional heal..
Pennsylvania - Life Insurance
Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options..
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Personal and Professional Development