| Course |
Course ID |
Price |
| 4 Hour On-Going Long Term Care (WI) |
69312 |
$10.00 |
|
Producers continuing to sell LTCP must complete a 4-hour on-going training course every two calendar years after the initial completion.
This four hour course satisfies this requirement & reviews fundamental concepts of Long Term Care insurance and Wisconsin's Long Term Care Partnership. We will introduce you to newer coverages as well as any legislative changes. We will also give you the latest update on the forms and talk about the implications to the coverages provided.
This course is ClearCert Approved.
Credit Hours Apply To: Life & Health - 4 credits, LTC / LTC Partnership - 4 credits, Life, Health, Property & Casualty - 4 credits
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| Annuity Best Interest 4 |
6000127883 |
$15.50 |
|
Course Type: Classroom Equivalent
One-time training must be complete prior to selling annuity products
In this course we will review some of the fundamental concepts and some of the complex coverage details about annuities, variable annuities and several insurance-like investment products called "contracts."
In addition, we will also provide answers for the most common questions you may encounter from your clients about these products.
We will cover the important terms and definitions related to annuities and annuity suitability, which are sometimes slightly different than the terms and definitions used by insurance policies. We will also consider the various optional benefits, modifications and additions that are commonly desired by annuitants and their beneficiaries.
We will also cover how annuities are underwritten, the advantages and disadvantages of group contracts and tax treatment of the various types of annuities.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing these products to consumers.
Finally, an appendix to this text includes annotated and simplified excerpts of the relevant portions of your state's Insurance Code dealing with annuities and investment contracts.
This course satisfies the 4-hour Best Interest annuity .
This course is ClearCert Approved.
Credit Hours Apply To: Life & Health - 4 credits, Life, Health, Property & Casualty - 4 credits, Annuity Best Interest - 4 credits
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| Commercial Auto/Commercial Property & Mold |
6000139006 |
$16.50 |
|
This course offers a broad description of the coverage provided in the commercial auto policy and is not intended to cover all the nuances in the forms. A discussion on commercial property insurance follows with a discussion on the nuances of insuring against mold.
11 Credit Hours
Credit Hours Apply To: Life & Health - 11 credits, Property & Casualty - 11 credits, Life, Health, Property & Casualty - 11 credits
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| Ethics in the Financial Services Industry |
6000138591 |
$15.00 |
|
This course explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State to mandate these course offerings for continuing education.
Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
This course counts towards Three hours of ethics credits.
Credit Hours Apply To: Property & Casualty - 3 credits, Life, Health, Property & Casualty - 3 credits, Ethics - 3 credits, Life & Health - 3 credits
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| Ethics, A Guidebook for Insurance Professionals |
69142 |
$15.00 |
|
What does Ethics mean?
The English word ethics comes from the ancient Greek words "ethos", which meant the part of a person's character that connected with universal truths. In the present day, The Oxford English Dictionary defines ethics as the "study concerned with the principles of human duty" and the "rules of conduct recognized in certain associations or departments of human life."
What does all of this mean to an ordinary person trying to succeed in business? It means that, to act ethically, a business person must have a sense of right and wrong and feel a duty to follow this sense. This course will consider the practical details of what acting ethically means to insurance agents, brokers and other professionals in the financial service fields.
Goals:
With the knowledge gained from this course the financial representative will gain a greater understanding of how and why Ethics has come to be required course material throughout the country, congruent with societies' expectations. Complete with a background of Ethics and its role in our ever changing environment.
This course counts towards three hours of ethics.
Credit Hours Apply To: Property & Casualty - 3 credits, Ethics - 3 credits, Life, Health, Property & Casualty - 3 credits, Life & Health - 3 credits
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| Financial Crimes with Ethics |
6000138589 |
$16.00 |
|
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry. In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.
You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.
11 Credit Hours (Elective only, ethic credits do not apply)
Credit Hours Apply To: Life & Health - 11 credits, Property & Casualty - 11 credits, Life, Health, Property & Casualty - 11 credits
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| Insuring Economic Loss |
6000053953 |
$15.00 |
|
Everyone knows they need insurance. However, no one is ever sure what kind to buy or how much or from whom. No one wants to become an expert. They just want to know what it's going to cover and what it isn't and how much it's going to cost.
You're an insurance professional (and agent, broker or consultant). But one of the major challenges that insurance professionals face is that so many consumers think the insurance industry is trying to rip them off.
And, since you're the closest thing to an embodiment of the insurance industry that most people are likely to see on a day-to-day basis, their grumbling invariably involves you. The main way that you can battle this grumbling: be on top of your game. Answer questions quickly and without biases or special interests.
10 Credit Hours
Credit Hours Apply To: Life & Health - 10 credits, Property & Casualty - 10 credits, Life, Health, Property & Casualty - 10 credits
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| Life Insurance and Annuities, including Ethics |
6000053935 |
$15.00 |
|
In this 12 hour course we will review some of the fundamental concepts of life insurance. We will cover how to advise clients on amount of life insurance needed, the types of life insurance policies available today, and the common required policy provisions and exclusions.
This course also explores the suitability issues for seniors when purchasing annuities, as well as various laws pertaining to these sales. Six (6) Hours General, Six (6) Hours Ethics
Credit Hours Apply To: Life & Health - 12 credits, Life, Health, Property & Casualty - 12 credits, Property & Casualty - 12 credits, Ethics - 6 credits
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| Medicare Fraud and Abuses |
6000014471 |
$16.00 |
|
In this course, we will describe the basic mechanics of Medicare, Medicare Supplemental Plans and other related coverages. And we will consider some of the most common Medicare-related frauds.
In addition, we will also provide answers for the most common questions you may encounter from your clients about these coverages and frauds.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing Medicare and Medicare-related products to consumers. And how to help them avoid Medicare frauds and scams.
11 Credit Hours
Credit Hours Apply To: Life & Health - 11 credits, Property & Casualty - 11 credits, Life, Health, Property & Casualty - 11 credits
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| Observations & Challenges in Financial Planning |
6000138990 |
$16.50 |
|
This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.
Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.
11 Credit Hours
Credit Hours Apply To: Life & Health - 11 credits, Property & Casualty - 11 credits, Life, Health, Property & Casualty - 11 credits
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| The Ethics Narrative |
6000014487 |
$15.00 |
|
This course provides three hours of C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State of Florida to mandate these course offerings for continuing education.
Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
Three credit hours.
Credit Hours Apply To: Property & Casualty - 3 credits, Life, Health, Property & Casualty - 3 credits, Ethics - 3 credits, Life & Health - 3 credits
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| White Collar Crime |
69146 |
$16.00 |
|
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry.
In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.
You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.
Credit Hours Apply To: Life & Health - 12 credits, Property & Casualty - 12 credits, Life, Health, Property & Casualty - 12 credits
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