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Insurance CE Course Descriptions

Estate Planning
Put the fundamentals of estate planning to practice with this engaging course. Learn how property, including life insurance, is owned and transferred, and explore estate planning essentials such as: planning for the marital deduction; estate, gift and generation-skipping transfer taxes; charitable and wealth replacement trusts, and more.

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Introduction To Annuities
Learn the basics of the nonqualified annuity including the definition of an annuity as well as the parties to and the standard provisions found in an annuity contract. This course also compares and contrasts various types of annuities.

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Introduction To Variable Annuities
Explore the ins and outs of variable annuities with this introductory course. You'll discover how the variable annuity is used in qualified retirement plans, individual retirement arrangements, tax sheltered annuities and various nonqualified type arrangements.

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Introduction To Medicare
Learn the fundamentals of Medicare and Medicaid, critical information in today's financial planning environment when working with clients of all ages. Topics include a thorough review of Medicare's Hospital Insurance (Part A) and Medical Insurance (Part B); the role of Medicare+Choice (Part C); the ten standard policies of Medigap Insurance, including high deductible options; and a thorough explanation of the Medicaid program.

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Financial Planning For Seniors
Find out how to develop the best sales skills for catering to the senior market's unique needs and concerns. Using a needs-analysis approach, the course explores the specific financial needs of older clients; the coordination of government plans; and also includes traditional insurance planning approaches while covering tax implications of various investment and estate planning options.

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Introduction To Long-Term Care Insurance
Explore the issues and insurance solutions to long-term care as you learn the terminology necessary to help assess future needs and determine the appropriate coverage. With complete descriptions of government programs, essential optional benefits, and alternative elder care services, you'll learn how to design a policy to your client's satisfaction.

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Introduction To Life Insurance
This course explains the two basic categories of life insurance and illustrates the characteristics, features, and taxation of the various types in each category. It provides a comprehensive exploration of premium structures, policy loans, renewability, conversion features, riders, mortality and expense loads.

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Introduction To Variable Life Insurance
Using real-world scenarios, this course describes the various types of policies and their effective use in retirement, estate, business and personal planning. With in-depth explanations of compliance issues and an exploration of tax implications of policy loans, death benefits, estate planning, trusts and Section 1035 exchanges, this course demystifies variable life insurance.

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Life Insurance Planning
Make it easier than ever to convince clients of the benefits of life insurance. This course shows you how to do just that by helping you match clients with the life insurance products that meet their unique financial objectives and provide tax advantages. You'll find complete explanations of key issues such as split dollar arrangements and their tax consequences. The course also describes when and how nonqualified deferred compensation can be used and possible funding methods are also included.

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Insurance Principles
This course outlines the history of insurance and provides a primer on the role of underwriters, agents, adjusters and brokers. It also reviews the defining principles of insurance-transfer of risk, the law of large numbers, indemnification, as well as the types of property and casualty insurance coverage and the corresponding policies available for each. In addition, you will learn how to analyze policy content.

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Time Management For Claims Professionals
Simplify your schedule and win clients' loyalty — without losing control of your claim files. For both novice and expert adjusters, this essential course will show you how to take control of your schedule and increase your efficiency. The course covers everything you face in your day including how to manage phone calls and email, organizing your schedule, planning effective trips, avoiding burnout and handling every claims job more effectively.

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Workers Compensation
Gain expert knowledge of the workers compensation system and how to work within it. This course delves into the coverage available under the workers compensation and employer's liability policy; legal issues arising from the WC system (such as the exclusive remedy doctrine and others); and business issues involved in setting up and monitoring a WC program. In addition, you'll find explanations of financial plans, retro rating and experience modifiers.

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Distribution Planning
Cover the basics of retirement plan distribution — from premature distributions to estate planning — in this easy-to-follow course. Organized by clients' life stages, the course shows you how to work with requirements, planning issues and tax implications from the early working years through retirement and estate planning.

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