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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Texas Insurance CE Online Courses

Individual Online Courses

Kaplan Financial Education’s individual online courses let you fulfill one-off CE credit requirements for Texas quickly and conveniently. Kaplan’s Insurance CE courses are easy to navigate, written by industry experts, and include:

  • 365 days of access
  • Immediate results with instant exam scoring
  • Unlimited exam retakes
  • Interactive CE tracking system
  • Printable certificate
  • CE submission to one state

Buy now and finish fast!

Please Note: Some courses may not be repeated within the same licensing period. See your state’s requirements page for more details.

IMPORTANT: Students taking Classroom Equivalency (CLEQ) courses must complete the Feedback unit found at the end of the course in order for the course to be considered complete.

Annuity Training
Select a Product Credit Hours Price
Annuity Suitability: 4-Hour Training Course, 2nd Edition [meets state's initial annuity training requirement and part of the 8-hour annuity CE requirement; ClearCert approved]
Cert-Annuity 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course was developed to satisfy the NAIC annuity training course requirement. Learn the fundamentals of the annuity contract, suitability, and sales practices. Learn about variable and fixed annuities, single and periodic premiums, and immediate and deferred annuities. Appropriate uses for different annuities and tax rules are also discussed.

Texas Annuity 4-Hour CE Course [meets part of the 8-hour annuity CE requirement]
CE-Annuity 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This 4-hour course meets part of Texas's 8-hour annuity CE required every licensing period for Texas resident life agents who sell, solicit, or negotiate annuity contracts. This course covers Texas laws, rules, and regulations on annuities and also addresses annuity characteristics, the taxation of annuities, and the popular types and uses of annuities being sold today.

Texas Annuity 8-Hour CE Course [meets 8-hour annuity CE requirement]
CE-Annuity 8
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This 8-hour course fully meets Texas's 8-hour annuity CE course requirement. All Texas resident life agents who sell, solicit, or negotiate annuity contracts must complete 8 hours of annuity CE every licensing period. This annuity CE course covers Texas laws, rules, and regulations on annuities and also addresses annuity characteristics, the taxation of annuities, and the popular types and uses of annuities being sold today. 

Anti-Money Laundering
Select a Product Credit Hours Price
AML Best Practices for the Life Insurance Industry, 2nd Edition
General 2
Eligible CFP® CE Hours 1.5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course shows insurance company personnel how to build anti-money laundering programs. It introduces the Bank Security Act, the Money Laundering Control Act, the Money Laundering Suppression Act, and the USA PATRIOT Act. The money laundering process is described, with emphasis on the insurance industry's most vulnerable points. The requirements for a formal program are given, including requirements related to the adoption of policies, procedures, and internal controls. The course explains the compliance officer's specific responsibilities for the program.

AML Training Program for Life Insurance Agents
General 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

The course contains the recommended core elements of an AML training program for life insurance agents, as recommended by the American Council of Life Insurers. Major topics addressed in the course include key concepts, agent responsibilities, know your customer, methods of payment, suspicious activity monitoring, recordkeeping, reporting requirements, and penalties.

Anti-Money Laundering Programs for Life Insurance Companies, 1st Edition
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate  

This course describes anti-money laundering programs for life insurance companies and the responsibilities of life insurance agents and brokers within those programs. The course is designed to help insurance companies design anti-money laundering programs that effectively address the risks they face from money launderers and terrorists. The course includes an overview of the minimum standards for an anti-money laundering program in life insurance companies, a survey of U.S. laws for combating money laundering and terrorism, the money laundering process, regulations covering money laundering, the development of anti-money laundering programs in insurance companies, suspicious transaction reporting, knowing customers and other guidelines, such as due diligence, red flags associated with suspicious activity involving insurance companies and products, and penalties and responsibilities. The course concludes with seven case studies.

Anti-Money Laundering Rules for Insurance Companies
General 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Learn how to comply with anti-money laundering requirements for insurance companies. This course discusses the money laundering problem in the insurance industry, the money laundering process, anti-money laundering laws and regulations for insurance companies, and how companies can comply with anti-money laundering program and reporting requirements.

Anti-Money Laundering Standards for the Insurance Industry
General 2
Eligible CFP® CE Hours 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course contains the recommended core elements of an anti-money laundering (AML) program for life insurance companies. Key topics covered in the course include trends in money laundering, major laws addressing money laundering, the core components of an insurance company's AML program, the role and responsibilities of life insurance agents, recordkeeping requirements, and reporting requirements and penalties for violating AML laws and regulations.

Anti-Money Laundering Training for Insurance Professionals
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course contains the recommended core elements of an AML program for life insurance companies, as well as directions on how to integrate insurance agents and brokers into the insurance company's AML program, including those associated with independent agencies. Major topics addressed in the course include trends in money laundering, major laws addressing money laundering, the core components of an insurance company's anti-money laundering program, the role and responsibilities of life insurance agents, recordkeeping requirements, and reporting requirements and penalties for breaking AML laws and regulations.

Certification
Select a Product Credit Hours Price
Advising Clients on Medicare, 1st Edition
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course begins with a discussion of the need and value to financial advisors of providing advice to Baby Boomers on Medicare programs and choices, and then the course describes how and when to provide that advice. Course units cover the clients, considerations, resources, Medicare enrollment, major choices, Original Medicare, Medicare Supplement Insurance, Medicare Advantage Plans, Medicare Part D: Prescription Drug Plans, and changing plans.

Flood Insurance, 2nd Edition
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Producers who sell NFIP flood insurance coverage can use this course to learn topics that meet FEMA education guidelines promulgated in response to the Flood Insurance Reform Act of 2004. The course also covers FEMA's advanced training topics and the Biggert-Waters Flood Insurance Reform Act of 2012.

Medicare, 2nd Edition
CE-Medicare Related 2
Eligible CFP® CE Hours 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

This course covers the Medicare program, including Medicare Part A (Hospital Insurance), Medicare Part B (Medical Insurance), Medicare Part C (Medicare Advantage Plans, like HMOs or PPOs), and Medicare Part D (Medicare Prescription Drug Coverage).

Texas 8-Hour Medicare Certification Course
Cert-Medicare Related 8
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course covers Medicare Parts A, B, C, and D as well as Medicare Supplement insurance policies. The course focuses on topics related specifically to Medicare-related products, state and federal laws and rules related to Medicare-related products, prohibited sales practices regarding Medicare-related products, topics related to the suitability of sales of Medicare-related products, and fraudulent and unfair trade practices regarding the sale of Medicare-related products. Particular attention is devoted to Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, and Medicare Prescription Drug Plans.

Claims: General CE Credit
Select a Product Credit Hours Price
Auto Physical Damage Basics, 3rd Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

Learn the terms and functions relating to each part and system of an automobile. More than 200 detailed illustrations identify car parts and their locations. Claim representatives who complete Auto Physical Damage Basics before attending training school will be ready to learn the specifics of estimating losses without having to struggle with the terminology. A glossary, index, and table of common abbreviations provide a valuable desk reference when study is complete.

Claim Basics, 3rd Edition
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

Here is a targeted orientation course for new claim professionals. Learners discover the role of the claim professional and the skills and resources involved in claim handling. Students receive an introduction to the common procedures involved in the claim-handling process and the important ethical issues associated with claims.

Claim Evaluation and Settlement, 2nd Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This fundamental course presents the methods used to determine the correct amount to pay for property and liability claims. Students learn the complete settlement process, from reserving to recovery through subrogation or salvage. Practical examples and exercises teach important strategies for on-the-job use.

Claim Investigation
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course presents the basic procedures and relevant laws for property and casualty claim investigations. Students learn specific steps to follow when investigating auto liability, workers' compensation, fire, and fall-down claims. Relevant case studies show how to use information from a loss report in the investigation procedure.

Claim Statements, 3rd Edition, Revised
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Here is a practical way to teach the basics of taking statements and to provide practice in interviewing, analysis, evaluation, and decision-making skills. Sample dialogues relate the concepts directly to claim professionals' daily activities.

Interpreting Medical Reports, 3rd Edition
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This is an excellent introduction to medical terms and human anatomy from a claims perspective. The study provides the skills needed to competently handle medical claims. Illustrations help the learners locate and identify major bones and key body systems. Students learn the implications of bone and soft tissue injuries. Job aids include medical abbreviations, terms, a pronunciation guide, and a temporary disability time estimate chart.

Liability Insurance Practices
General 6
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Determine coverage and legal liability for third-party claims, including those covered under homeowners policies and commercial general liability (CGL) coverage. Claim investigation, damages evaluation, and settlement practices are explained. Particular attention is paid to specific claim issues involving the most common types of liability claims: auto liability and premises liability.

Medical Tests and Signs, 3rd Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Plain-language explanations and illustrations introduce diagnostic tools and relate them to the physical conditions commonly seen in medical claims. This course helps employees understand complex medical reports about tests and signs and use those reports effectively in the claims settlement process.

Negotiation Skills, 3rd Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course guides students through the process of claim negotiation. Students focus on preparing for negotiation, establishing the right climate, and other techniques needed to reach quality settlements.

Classroom Equivalency
Select a Product Credit Hours Price
Classroom Equivalency Course - Anti-Money Laundering Laws and Practices
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

The Anti-Money Laundering Laws and Practices course describes the various techniques criminals use to launder money through the financial industry and includes a discussion of the regulations designed to detect, monitor, and prevent these criminal actions. Individuals who take this course will learn how to recognize activities that should be considered unusual or suspicious. The course covers the Bank Secrecy Act of 1970, from its legislative history to its present day applications in the securities, insurance, and banking industries. Also included is a review of the International Money Laundering Abatement and Anti-Terrorists Financing Act of 2001. This act stems from Title III of the USA Patriot Act of 2001, which was passed in response to the terrorist attacks on September 11, 2001. It enhances the government's ability to fight money laundering by monitoring currency transactions and suspicious financial activities.

Classroom Equivalency Course - Business Auto Coverage Form
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Here is a careful analysis of ISO's business auto form. Students learn the eligibility rules and how to use the numerical system for designating the autos covered by each form.

Classroom Equivalency Course - Commercial Lines Concepts
General 8
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Get a comprehensive look at key commercial insurance lines, including commercial property, ocean and inland marine, commercial general liability, commercial auto, commercial crime, and workers' compensation. Learn the coverages, exclusions, and conditions of each policy.

Classroom Equivalency Course - Dwelling Coverage
General 13
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Look no further for complete training on the three Insurance Services Office (ISO) dwelling coverage forms and important endorsements. The course describes who is eligible for dwelling insurance and when it is most commonly used.

Classroom Equivalency Course - ILITs and Estate Planning
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

Irrevocable life insurance trusts (ILITs) are a tax-effective method of paying estate settlement costs. This course covers elements of a trust, different methods for paying estate taxes, the use of life insurance for this purpose, and the value of paying premiums through annual gifts to an ILIT.

Classroom Equivalency Course - Insurance Fraud Awareness
General 12
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Insurance fraud is a costly problem for the insurance industry, policyholders, and the general public. Learn techniques to identify and fight fraud at the time a policy is purchased or when a claim is made. Property insurance, auto insurance, and workers comp are three of the policy types covered.

Classroom Equivalency Course - Introduction to Life Insurance, 2nd Edition, 3rd Revision
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

This is a valuable, first-step training course that explains the job of selling life insurance and what is expected from new agents. It includes tips for a successful career, techniques for identifying insurance markets and analyzing financial needs, finding and contacting prospects, planning presentations, completing the sale, uses for life insurance products, analyzing life insurance policies, and developing professional work habits.

Classroom Equivalency Course - Legal Concepts And Doctrines
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

What concepts of legal responsibility underlie our system of insurance? This course covers our system of courts and the laws they administer, including contract and tort law, intentional torts, negligence, and strict liability, and how these principles of law affect the investigation, evaluation, and disposition of an insurance claim.

Classroom Equivalency Course - Personal Auto Coverage
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Analyze each provision of ISO's personal auto policy and important endorsements. This course deals with liability, medical payments, uninsured motorist, and property damage coverages, limits, and exclusions, as well as no-fault insurance and the main factors in determining personal auto premiums.

Classroom Equivalency Course - Senior Needs Planning
General 8
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Understand the financial concerns facing your retired clients. This course will help you increase the value of the consultative services you provide your clients by offering strategic solutions to address those concerns and make you aware of the market conduct and ethical issues involved in serving the senior market.

Classroom Equivalency Course - Understanding IRAs, 3rd Edition, Revised
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic Traditional

Traditional IRAs, Roth IRAs, education IRAs, and medical savings accounts are the subject of this course. Learn how these savings vehicles can be used with employer-sponsored retirement plans and medical savings accounts as part of an overall personal financial strategy, for both retirement and preretirement savings.

Commercial Lines
Select a Product Credit Hours Price
Business Income Coverages
General 6
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced 

This comprehensive training course explains the concepts and terminology of ISO's business income and extra expense forms and frequently used endorsements. Pertinent illustrations and tables show how time element insurance fits into the commercial property line. Learners discover how to differentiate time element needs from property coverage needs and which factors are used to establish adequate insurance limits to cover loss exposures. 

Commercial Auto Rating, 6th Edition, 2nd Revision
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This comprehensive course teaches how to rate both business auto and garage forms. It covers rating hired commercial auto, employers nonownership liability, commercial auto truck types, commercial auto trailers, zone risks, and private passenger types. Commercial auto garage rating, tools used for rating commercial auto, and coding procedures are also discussed.

Commercial General Liability Coverage, 9th Edition
General 10
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Students learn the basis for legal liability and the business liability exposure. The course features detailed analysis of the coverages under ISO's occurrence and claims-made forms, specialized liability coverages, and popular endorsements.

Commercial General Liability Rating, 9th Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

Students classify and rate the occrrence form and learn how claims-made rating is different. Course topics include an introduction to general liability, tools used for rating CGL insurance, classifying and rating the occurrence and claims-made forms, and CGL and the CPP.

Commercial Inland Marine Coverage, 5th Edition
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This specialized course introduces the nationwide definition and teaches identification and categorization of common inland marine risks. Students learn to distinguish filed and nonfiled inland marine insurance forms and to determine which forms may be included in the commercial package policy. They also learn the terminology and regulations associated with transportation and bailee risks.

Commercial Property Coverage, 6th Edition
General 9
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Insurance for buildings and business personal property are discussed in this commercial property coverage course. It teaches the purposes of and coverages provided by commonly used ISO forms, including building and personal property, condominium, and business income forms. It also discusses the causes of loss forms and frequently used endorsements.

Commercial Property Rating, 10th Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Learn how to rate building and personal property coverages, as well as other commercial property coverages and endorsements. Topics include a review of commercial property insurance, tools used for rating commercial property insurance, class rating, and specific rating.

Insurance Packages for Small Businesses, 3rd Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course provides an overview of package policies for small- to medium-sized businesses and ISO's businessowners policy and eligibility rules. Students learn typical ways in which company-specific businessowners policies differ from the ISO form. The course includes a workbook for students to analyze their own company's small-business policy.

Product Liability Insurance
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

What is the product liability risk and what are the types of claims that businesses may face from this exposure? Learn about the development of product liability law and the legal basis for lawsuits. Identify a business's product liability exposures and the appropriate insurance solution for that risk.

Workers Compensation Coverage, 4th Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

The course presents a careful analysis of the National Council on Compensation Insurance's workers' compensation and employers liability policy and the principal features of current issues on workers' compensation. It discusses benefit structures and basic features of state workers' compensation laws.

Workers Compensation Rating, 6th Edition, Revised
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course shows students how to rate the workers' compensation (WC) and employers liability policy and how to use the WC classification system. It provides an overview of WC benefits, describes loss costs and how they are used, and explains how risks are classified. Exercises on rating from sample applications are included.

Estate Planning
Select a Product Credit Hours Price
Problematic Beneficiary Designations
General 3
Eligible CFP® CE Hours 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced 

Learners discover potential problems in beneficiary designations for life insurance, annuities, and retirement plans. Upon completion, students will understand how beneficiary designations can be problematic; the income, gift, and estate tax consequences that may result from different beneficiary designations; the complications that arise when insurance proceeds or other death benefits are left to children; how trusts can solve beneficiary designation problems; and the financial professional's role in the beneficiary designation process.

Understanding Wills and Intestacy
General 3
Eligible CFP® CE Hours 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Learners will be able to understand the differences between wills and intestacy and explain the impact of each on an individual's estate and the estate settlement process. This course also covers the laws of intestacy, the intestacy process, and the reason some people die intestate, as well as the general requirements of a valid will, the different types of wills, and the process of drafting and executing a will. It includes sample documents and exercises to help the student gain mastery of the complex language of estate planning.

Ethics - Approved For Ethics Credit
Select a Product Credit Hours Price
Classroom Equivalency Course - Texas Insurance Ethics & Consumer Protection
Ethics 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

Insurance professionals will learn why ethical conduct is good business. This course is appropriate for life and health and property and casualty staff and producers, and it satisfies the state-specific ethics and law requirements in many states.

Ethical Insurance Producer
Ethics/Consumer Protection 3
Eligible CFP® CE Hours 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

Here is an excellent introduction to the life and health insurance producer's ethical responsibilities to insurers, their clients, the public, and the state. The course focuses on the expression of ethical principles in the daily activities of life and health insurance producers.

Ethics at Work
Ethics 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course emphasizes the importance of ethical conduct and professionalism in the property and casualty industry. Students learn how consumer protection and ethical issues relate to insurance regulation, with an emphasis on claims, underwriting, and sales practices. Case studies and exercises help students apply what they've learned.

Ethics for Property and Casualty Professionals
Ethics 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course addresses the complexities of ethical decision making in the property and casualty insurance environment. It goes beyond the generic subject of ethics with real-life examples and scenarios for the property and casualty professional and includes a set of tools that will help producers to sensitively and intelligently face or prevent ethical dilemmas. This course will reinforce professional competence by examining and responding to a variety of ethical issues facing independent and captive agents, brokers, and agency managers.

Ethics for the Insurance Professional, 4th Edition
Ethics 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course outlines the broad parameters of a life insurance producer's ethical responsibilities. The producer's responsibilities to the insurer, policyowners, and the public are detailed. The course also outlines legal and fiduciary issues. Case studies and examples throughout the course reflect ethical dilemmas that insurance producers commonly face on the job.

Ethics, 3rd Edition
Ethics 3
Eligible CFP® CE Hours 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course is designed to help producers recognize some of the ethical dilemmas they may encounter in their careers and provides guidance on the attitudes and specific conduct that is expected. The course begins by defining ethics and explaining how insurance producers, as professionals, are subject to heightened ethical standards. The various ethical requirements that apply to insurance companies and agents are analyzed, with discussion relevant to both life and health and property and casualty producers.

Ethics - Not for Ethics Credit
Select a Product Credit Hours Price
Suitability for Annuities, 4th Edition
General 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Make appropriate recommendations for prospects and clients using these principles and guidelines for determining the suitability of annuity products. This course looks at the proper use and application of fixed, variable, and indexed annuities; the purpose and function of such annuities; and the needs these different types of annuities serve.

Suitability For Traditional Life And UL Insurance
General 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course provides principles and guidelines for determining the suitability of life insurance products and making appropriate recommendations for prospects and clients. It focuses on the proper use and application of term, whole life, and universal life, how these products work, as well as the situations and needs they best serve.

Financial Planning
Select a Product Credit Hours Price
Annuities for Today's Investor, 1st Edition, 3rd Revision
General 3
Eligible CFP® CE Hours 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level:Basic

Learn how annuities can satisfy client investment goals. This course discusses the features of annuities and where they belong within the range of retirement saving and distribution options that are available to clients. The course also links annuity features to the sales process.

Annuity Concepts, 2nd Edition, Revised
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Learn the fundamentals of individual annuity contracts. This course covers variable annuities in depth, distinguishing them from fixed annuities and discussing variations such as single and periodic premium, immediate and deferred annuities. How annuities are used and tax rules are also covered.

Asset Allocation in Variable Annuities, 1st Edition, Revised
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

Focuses on the allocation of investment resources in variable annuity subaccounts. Describes common approaches to asset allocation and the relationship between asset allocation and investment diversification, as well as the various forms of financial risk and how to develop a client profile and identify client investment objectives.

Business Continuation Training Course, 2nd Edition, Revised
General 7
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course presents extensive information on the orderly continuation of a business at the death or disability of the owner. It addresses the problems that arise when a businessowner dies or becomes disabled and analyzes the advantages and disadvantages of retaining, liquidating, or selling the business interest. It includes a complete coverage of buy-sell agreements for sole proprietorships, partnerships, and close corporations, including the income and estate tax rules applicable to stock purchase plans. Prospecting tips are also included.

Business Insurance Concepts, 10th Edition
General 12
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

This comprehensive course examines the insurance products and concepts that meet business insurance needs. It compares proprietorships, partnerships, and corporations, and then discusses key employee insurance, deferred compensation, split-dollar plans, executive bonus plans, and group insurance. It includes sample advanced sales agreements, plus valuable prospecting tips and sales ideas. The last unit explains financial statements and shows how to use them as sales tools.

Equity-Indexed Annuities, 3rd Edition
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Learn the most important concepts relating to equity-indexed annuities (EIAs). This course describes EIA designs, features, and performance in detail. It also shows examples of the way various EIA design structures perform under different market conditions and why indexing is a solid investment strategy for the traditional annuity buyer.

Indexed Products
General 7
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course is an effective way for individuals to meet their state's requirements for insurance producers who sell indexed insurance products. In an engaging, interactive format that utilizes illustrations, graphs, and other visuals, this course covers all the topics needed for state approval. Exercises and review tests ensure that learners interact frequently with the material and give them assurance that they are mastering the concepts as they go.

Taxation of Life Insurance and Annuities, 1st Edition, Revised
General 3
Eligible CFP® CE Hours 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course provides an introduction to the income taxation of life insurance products and annuities. The lessons discuss life insurance as a financial product, term and permanent life insurance, rights and benefits of life insurance ownership, settlement options, and taxation. The lesson on annuities covers the role of annuities in investment planning and taxation issues.

Understanding 1035 Exchanges
General 2
Eligible CFP® CE Hours 1.5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

The purpose of this course is to examine Internal Revenue Code (IRC) Section 1035 and the planning capabilities it requires. The course covers the basic tax treatment of life insurance and annuities, the purpose of Section 1035, the exchange rules of life insurance and annuities, the meaning of policy replacement, and the procedures for properly effecting a 1035 exchange.

Variable Contracts, 2nd Edition Revised
General 6
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Take your knowledge of variable contracts to the next level. Learn to describe the formal characteristics of fixed premium variable life, variable universal life, and variable annuities to prospects and clients; determine suitability requirements of variable contracts; and explain and recommend asset allocation based on your clients' needs.

Variable Contracts: Case Studies, 1st Edition Revised
General 3
Eligible CFP® CE Hours 3
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Skill Level: Intermediate 

Explore the steps in the variable life insurance and annuity sales process through a series of case studies. Meet the clients, conduct a fact-finding interview, create a plan, present the plan, and follow up to determine if the plan continues to best serve the client.

Health Insurance
Select a Product Credit Hours Price
Disability Income Insurance, 3rd Edition
General 7
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This comprehensive course on disability income insurance provides the training that agents need to educate clients and sell disability insurance policies in the individual and business markets. This course defines and explains the major forms of disability income insurance in clear and concise language with illustrations and marketing strategies.

Group Insurance, 6th Edition, 2nd Revision
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Learners gain knowledge of all facets of group insurance, including life, health, and long-term care plans. The course explains the basic characteristics of group plans and analyzes the qualification and tax rules that apply to them. One unit is devoted to Section 125 plans. Study includes up-to-date coverage of the impact of managed care and health insurance portability requirements. This course provides practical advice on enrolling, installing, and servicing group plans, with special emphasis on marketing techniques.

Health Care Reform, 2nd Edition
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate  

This course describes and explains the provisions of the Affordable Care Act--the legislative package that includes the Patient Protection and Affordable Care Act, and the subsequent reconciliation bill, the Health Care and Education Reconciliation Act of 2010.

Health Concepts, 19th Edition
General 15
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

This course provides an overview of the health insurance industry, health products, and marketing concepts. Unit topics include types of health insurance policies, disability income insurance, medical expense insurance, health insurance providers' common provisions and features, required uniform policy provisions, optional uniform policy provisions, the application and underwriting, group health insurance, special types of health policies, social health insurance, and health insurance and taxation.

Health Savings Accounts, 2nd Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Learn how health savings accounts (HSAs) differ from other health care reimbursement arrangements. This course covers HSA eligibility and the requirement that HSAs be used with a high-deductible health insurance plan. The rules for tax-free distributions, treatment of other distributions and other rules are also covered.

Life Insurance
Select a Product Credit Hours Price
Introduction to Advanced Markets, 4th Edition
General 8
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

When producers are ready to move into the advanced markets, this course teaches the concepts they must know to succeed. It explains how to prospect for and get the attention of businessowners. The course presents the issues that are important to businessowners and discusses how producers can meet their needs. It covers succession planning (buy-sell agreements, Section 303 redemptions, and key employee insurance), as well as several insurance products for advanced markets (group insurance, executive bonus, split-dollar plans, qualified retirement plans, and more). Learners discover how to collect the information necessary to develop an effective sales proposal.

Life Concepts, 18th Edition, Revised
General 13
Eligible CFP® CE Hours 7
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course provides a comprehensive look at the life insurance industry. The first section of the course focuses on general information about insurance, including insurance regulation, insurance law, underwriting basics, and group insurance. The second section explains life insurance, including selling life insurance, policy issuance and delivery, types of insurance policies, policy provisions, policy options, annuities, group life insurance, Social Security and tax considerations, and retirement plans. Review questions conclude each unit. Topics include an introduction to life insurance, the need for life insurance, permanent insurance, term insurance, annuities, policy provisions, riders, premiums, dividends, nonforfeiture and settlement options, policy loans, insurance applications, underwriting, claims, group life insurance, business insurance, retirement plans, tax treatment of life insurance, life insurance companies, legal and professional aspects, and government programs.

Life Insurance In Action
General 1
Eligible CFP® CE Hours 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

The primary purpose of life insurance is to provide a benefit in the event of death. No other financial product can guarantee the availability of a certain amount of money at a time when it is needed most. This course provides an understanding of the ways in which life insurance provides financial stability during life and protection against financial hardship at death.

Life Insurance Policy Comparison and Underwriting, 2nd Edition
General 7
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

Take an introductory look at the nature and uses of life insurance, insurance applications and receipts, mortality and rating, underwriting processes and actions, term life insurance, whole life products, specialized policy forms, flexible policies, policy riders, options, provisions, and the use of life insurance for financial planning.

Needs Analysis, 4th Edition
General 6
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course addresses the basics of needs-based consultative selling. After comparing financial objectives with existing resources, the need for additional insurance becomes obvious to prospects. This course is designed for producers who have just completed their introductory training or for experienced agents who wish to upgrade their skills from package or product selling.

Long-Term Care
Select a Product Credit Hours Price
Long-Term Care and Partnership Program 4-Hour Refresher Course, 2nd Edition [meets refresher training requirement; ClearCert approved]
Long-Term Care 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Refresh your understanding of long-term care (LTC) planning. This course, which covers required LTC Partnership and Medicaid training, fulfills the four-hour ongoing training requirement for sellers of LTC insurance policies. Paying for long-term care and long-term care policy features and suitability are also highlighted.

Texas Long-Term Care and Partnership Policies: Initial Course, 2nd Edition [meets initial training requirement; ClearCert approved]
Cert-LTC-Partnership 8
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Satisfy your Texas eight-hour long-term care training requirement with this course, which introduces students to the need for long-term care, examines how long-term care insurance can meet long-term care needs, and covers the Texas long-term care partnership program and Medicaid eligibility. Long-term care policy features, benefits, and design options are also discussed.

Personal Lines
Select a Product Credit Hours Price
Homeowners Liability Coverage, 2nd Edition
General 2
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate  

This course discusses the coverages, exclusions, and conditions that apply to the Section II Liability coverages in the 2011 version of the ISO homeowners form.

Personal Auto Rating, 5th Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

This course teaches students how to rate the coverages in the personal auto policy. Students use a sample rating manual to rate simple and complex applications.

Personal Inland Marine and Watercraft Coverages
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

Here is targeted training that provides an analysis of inland marine contracts that offer specific coverage for an insured's valuables. It also includes the three major types of personal watercraft policies and their coverages. It is designed so learners may explore personal inland marine floaters, watercraft policies, or both.

Personal Lines Endorsements, 2nd Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

Insurance professionals often recommend endorsements to customize coverages for their clients. The course explains how to use common endorsements to cover home businesses, personal property, loss settlements, miscellaneous vehicles, other auto insureds, and much more.

Property-Casualty Basics
Select a Product Credit Hours Price
Green Insurance Coverage Options, 1st Edition
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

This course explains how the trend toward environmentally friendly products and services impacts the insurance industry in the areas of sales, underwriting, risk management, and claim handling. Insurance professionals who complete this course can use this knowledge to better serve their customers.

Property and Casualty Principles, 4th Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Do your employees need a quick orientation to the property and casualty industry? This powerful training is designed for completion in the first week on the job. It teaches new employees how the insurance industry operates and the contribution insurance makes to our world. Confidence is increased, and employees are prepared for the new roles they are about to play.

Property-Casualty Concepts, 12th Edition
General 13
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Get a comprehensive look at key insurance lines, including property, liability, dwelling, homeowners, personal auto, commercial property, ocean and inland marine, commercial general liability, commercial auto, commercial crime, and workers' compensation. Learn the coverages, exclusions, and conditions of each line. Regulation and company organization are covered.

Umbrella Liability Coverage, 3rd Edition
General 6
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course delivers an overview of the major coverages, exclusions, and conditions typically included in personal and commercial umbrella policies. Students analyze their company's umbrella policy using a policy analysis manual.

Retirement Planning
Select a Product Credit Hours Price
401(k) Plans, 5th Edition Revised
General 5
Eligible CFP® CE Hours 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

This course provides the practitioner with an overview of the most important concepts relating to 401(k) plans. It explains how a 401(k) plan works, how to tailor a plan for differing needs and requirements, what to look for in marketing a 401(k) plan, and plan administration and installation. The SIMPLE plan, which may be appropriate for small employers that do not have the resources to install and administer a formal 401(k) plan, is also discussed.

Advanced Planning for Senior Needs, 3rd Edition
General 10
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

Understand the unique needs of retired individuals, the resources available to meet those needs, and planning techniques available to clients at various stages of life. This course considers life insurance, annuities, health insurance, and long-term care, and covers critical market conduct issues.

Determining Retirement Income Needs
General 1
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Skill Level: Intermediate

What happens when the owner of a tax-qualified retirement account reaches age 70-1/2? This course covers IRS rules governing minimum distributions that must be made together with the tax treatment of these distributions. How these rules affect distributions to beneficiaries after the account owner's death are also covered.

Distribution Planning: Required Distributions
General 2
Eligible CFP® CE Hours 1.5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate 

What happens when the owner of a tax-qualified retirement account reaches age 70½? This course covers IRS rules governing minimum distributions that must be made together with the tax treatment of these distributions. How these rules affect distributions to beneficiaries after the account owner’s death are also covered.

Principles of Retirement Planning 5th Edition Revised
General 13
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic 

This course familiarizes agents with the retirement planning market and the retirement planning process by covering three main areas: analyzing and identifying retirement income needs and how to address those needs, health care and health insurance options, and estate and distribution planning. Topics include needs analysis, Social Security, life insurance and annuities, investment products, qualified plans and IRAs, plans for small business owners, long-term care, and wealth distribution.

Retirement Income Strategies
General 1
Eligible CFP® CE Hours 1
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced 

This course examines the allocation and liquidation of retirement assets during retirement. The changing world of retirement, including the demographic changes that have increased the importance of allocating and liquidating retirement plans appropriately, is a key topic. Other issues addressed include financial concerns common to retirees, federal tax treatment of major asset categories, and traditional principles and strategies for allocating and distributing retirement assets.

Social Security and Medicare, 3rd Edition
General 6
Eligible CFP® CE Hours 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Intermediate

The rules governing Social Security and Medicare are complex, and eligibility requirements and benefit amounts can change frequently. This course will help you understand these programs. The course is divided into two parts and covers both Social Security and Medicare.

Underwriting
Select a Product Credit Hours Price
Reinsurance Basics, 2nd Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced 

This course teaches the elements of reinsurance contracts and discusses the broad categories within facultative and treaty reinsurance: pro rata and excess of loss. It is designed as an orientation course for reinsurance employees or as ongoing education for underwriters and other insurance professionals.

Risk Management, 1st Edition Revised
General 3
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic  

Who is responsible for developing a risk management plan and what does it consist of? Learn the steps in this process, how it can reduce or eliminate potential losses, and how it benefits insureds, insurance companies, and producers.

Underwriting Basics, 3rd Edition
General 5
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Basic

Students learn the proven-effective, four-step underwriting process: acquire needed information from the right sources, evaluate that information, select and implement sound underwriting actions, and monitor for changes and results. The course covers the basics required to underwrite specific lines of insurance and describes the purpose of reinsurance in the context of the underwriter's role.

Underwriting Practices, 1st Edition
General 4
$29.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Skill Level: Advanced

Underwriting Practices goes beyond the basic techniques and principles of underwriting  and focuses on the "how and why" of underwriting:  how insurers develop their underwriting and risk selection guidelines, the factors that affect insurance pricing, how insurance rates are developed, and why retrospective rating plans may be appropriate for certain risks.

Credit hours listed indicate the line of authority for which this state approved the course. Where hours are listed for more than one credit type, you earn only the largest number of hours applicable to your licenses type (i.e., the hours are not added together unless otherwise indicated in the course details).

For eligible courses, CFP® continuing education credits are available for an additional fee.