New York Insurance CE Online Courses

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.

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.

Skill Level: Intermediate 

Where is the insurance industry most vulnerable to money laundering? Learn how to recognize activities that should be considered unusual or suspicious. The course covers laws enacted to enhance the government's ability to fight money laundering by monitoring currency transactions and suspicious financial activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:
This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Money laundering occurs when funds from illicit activities are made to look like legitimate funds.  The process attempts to disguise the financial assets so they can be used without detecting the illegal activities that produced them. Money laundering has devastating social consequences. The tainted funds are used to finance a wide range of illegal activities, such as narcotics trafficking, arms smuggling, financial frauds, trafficking human beings, and financing terrorism.

This course, Anti-Money Laundering: Applying the Rules, will provide you with a clear understanding of the various techniques by which money laundering occurs; the laws, rules, and regulations regarding money laundering; unusual and suspicious activities that may indicate money laundering activities; the scope and importance of AML programs; and the individual agent’s and representative’s responsibilities in preventing money laundering.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Difficulty level: Basic

Course description: Get answers to your frequently asked questions about federal anti-money laundering (AML) requirements for insurance companies and their agents. Topics covered include money laundering basics, anti-money laundering rules for insurance companies, customer identification programs, and suspicious activity reporting.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level:  Intermediate

This course introduces agents and representatives to the concept of money laundering, reviews the history of anti-money laundering legislation and focuses on the importance of suspicious activities and Suspicious Activities Reports (SARs). Realizing that agents and representatives are on the front lines dealing directly with customers, the course specifically focuses on the "red flag" behavior of customers that indicate unusual behavior and that may indicate suspicious activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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. 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic 

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

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

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic 

This fully illustrated course shows how a home is built, beginning with the foundation and following with each step until the structure is complete. Students learn construction nomenclature and the latest residential construction techniques. It includes a brief refresher course in estimating math.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic 

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

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

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic 

This fully illustrated course shows how a home is built, beginning with the foundation and following with each step until the structure is complete. Students learn construction nomenclature and the latest residential construction techniques. It includes a brief refresher course in estimating math.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic 

Here is a definitive study of quality customer service in the insurance environment. Students learn to see service from the customers' view. They learn to establish rapport, develop relationships, listen actively, take ownership of problems, speak positively, and help irate customers.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

Bookstores are packed with writing courses, but this one is unique because students learn to write business letters, memos, faxes, and email using insurance-specific examples. Employees discover how to appraise a business situation and compose an appropriate, clear, and well-written response. A useful grammar review is included.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced 

Discover potential problems in beneficiary designations for life insurance, annuities, and retirement plans. Learn the tax consequences of these designations, complications when children are named, the use of trusts to solve problems, and your role in the beneficiary designation process.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

Learn what you need to sell life insurance in the profitable estate planning market. This course covers forms of property ownership, wills, trusts, probate, and estate and death taxes. Learn how to use life insurance and annuities to achieve important estate planning objectives.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 15 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate  

This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs, the value of using an irrevocable life insurance trust (ILIT) to pay estate settlement costs, and the value of paying life insurance premiums through annual gifts to an ILIT.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

In today's competitive financial services market, your ability to use estate and financial planning techniques to the best advantage of your clients is vital to your success. Trusts are one of the major building blocks of those techniques. This course is designed to cast you in the role of financial planner for five clients. You will interview the clients to determine their circumstances, needs, and resources. You will analyze their situations to develop a financial plan using trusts, and you will implement the plan with the execution of appropriate documents.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced 

Discover potential problems in beneficiary designations for life insurance, annuities, and retirement plans. Learn the tax consequences of these designations, complications when children are named, the use of trusts to solve problems, and your role in the beneficiary designation process.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

This course helps establish your company's ethical standards for life agents, managers, and marketing support personnel with discussions on serving the client's best interest, needs selling, ongoing service, and much more. Learners discuss the information sharing and privacy protection requirements established by the Gramm-Leach-Bliley Financial Modernization Act.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

Ethics at Work 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

Explore the foundational concepts of asset allocation and the practical implications of modern portfolio theory. This course also covers rebalancing and the risks that investors may encounter, an extensive history of the capital markets, and a section devoted to suitability and the benefits and disadvantages of wrap accounts.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Businessowners have special estate planning challenges. Learn the pros and cons of continuing a business or liquidating it when the owner dies or becomes disabled. This course covers buy-sell arrangements, tax rules, and the role of insurance in making an effective plan.

This course has been approved by the Minnesota Commissioner of Commerce for 8 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 16 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level:  Intermediate 

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit.  Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats. This course will provide answers to these questions: What is financial exploitation? Who does it impact? What are the signals? Why should you care? What to do about it?

Additionally, this course will review the features of a variable annuity, suitability of variable annuities, and supervisory responsibilities in regards to variable annuities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Difficulty Level: Advanced

Get clued into the financial planning process and the financial services industry. This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 20 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

Give your producers and brokers a practical and sales-oriented look at how each financial product works, including its tax consequences and its relative strengths and weaknesses. This comprehensive book covers deposit accounts, insurance, annuities, securities, mutual funds, and qualified retirement plans. Separate units focus on the risk-return tradeoff and selecting the right investment.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 11 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level:
Advanced

Course Description:
Deferred variable annuities can be complex and difficult to understand for customers and in some cases the registered representatives who sell them. They offer the customer choices among a number of contract options and offer the customer the opportunity to choose from a large number of investment options. FINRA developed Rule 2330 (formerly NASD Rule 2821) to enhance your and your firm’s compliance and supervisory systems regarding deferred variable annuities. The rule is also designed to provide more comprehensive and targeted protection to investors who wish to use deferred variable annuities in their investment programs.

In this course, you will learn how the FINRA Rule 2330 applies to your business practices when recommending the purchase or exchange of deferred variable annuities to customers.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:
This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

This course provides a thorough examination of qualified tuition programs (QTPs), more commonly referred to as Section 529 college funding plans. These plans can be either prepaid tuition plans or college savings plans for payment of qualified higher education expenses. The course addresses the different plans and their respective benefits, as well as the rules that govern contributions to and distributions from these plans. Other issues addressed include the required coordination between QTPs and other education expense programs; the effect of QTPs on student eligibility for financial aid;  the associated income, gift, and/or estate tax treatments for both contributions and distributions; and some of the important considerations in choosing a QTP.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill level: Advanced

The Tax Cuts and Jobs Act was one of the most significant tax law changes since 1986. Significant changes in personal and business taxation were made.  This course is intended to give the insurance producer a working knowledge of the tax law changes that may impact their clients. After completing this course, insurance producers will be able to identify the material changes in the Tax Code that affect individuals and businesses and apply those changes in their practice of advising existing and prospective insurance and financial services clients.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Skill Level: Intermediate

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 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 8 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. This frequently occurs without the explicit knowledge or consent of a vulnerable adult, depriving them of vital financial resources for their personal needs. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats.

This course will provide answers to these questions: What is it? Who does it impact? What are the signals? Why should you care? What to do about it?

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

Group insurance is a different animal. Get practical advice on enrolling, installing, and servicing group plans for life, health, and long-term care insurance. This course includes coverage of tax rules, Section 125 plans, and the impact of managed care and health insurance portability requirements.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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. This course also highlights the changes to this law as it has been implemented.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: 

Intermediate

Course Description:

This course discusses the many different kinds of health insurance coverage's that are available. Health insurance varies according to the methods of underwriting, the injury or illness covered, the types of insurers, the types of benefits and services provided, the types of losses covered, and the amount of benefits available.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 9 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Learn how health savings accounts (HSAs) differ from other healthcare 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

This course introduces insurance agents to long-term care (LTC) insurance. Newly revised, this course identifies the health care professionals and organizations that provide LTC services and defines the various types of LTC settings and the scope of services in those settings. Tax-qualified and non-tax-qualified plans are described in detail. The course also covers Medicaid and Medicare.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

This course discusses the combination products in the insurance market as a result of provisions in the Pension Protection Act of 2006 that allow for the integration of long-term care insurance (LTCi) with annuities and life insurance policies. The course details how the LTCi benefit can be part of the base contract or a separate rider to the base contract. In addition, the course defines the market for LTCi products, describes the risk of needing long-term care services, as well as discusses who pays for long-term care.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

Long-Term Care Suitability trains insurance agents in the process of educating clients about the long-term care (LTC) field and the need for LTC insurance. It details the process of working with clients to design affordable policies that are tailored to meet their needs and goals. This course emphasizes the suitability and the matching of product features and benefits to client needs and goals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 15 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

This course introduces insurance agents to long-term care (LTC) insurance. Newly revised, this course identifies the health care professionals and organizations that provide LTC services, and defines the various types of LTC settings and the scope of services in those settings. Tax-qualified and non-tax-qualified plans are described in detail. The course also covers Medicaid and Medicare.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 9 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill level: Intermediate

This course provides thorough coverage of the details concerning both Medicare health insurance and Medigap supplement health insurance policies. Medicare Part C plans (Medicare Advantage) are (is) also discussed. The course provides information on Medicare eligibility requirements and enrollment procedures and explains how health benefit claims are considered in plan coverage. Medicare benefits are explained in detail, including covered services, benefit amounts, claim exclusions, and any applicable copayments and deductibles.  The section of the course covering Medigap supplement insurance includes a discussion of related marketing and sales issues. Case study examples demonstrate how Medigap supplement insurance can complement Original Medicare coverage limitations.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level:

Intermediate

This course provides thorough coverage of the details concerning Medicare supplement health insurance policies, also known as Medigap policies. 

This course includes a discussion of related marketing and sales issues. Case study examples demonstrate how Medigap supplement insurance can complement Original Medicare coverage limitations.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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).

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Deferred variable annuities can be complex and difficult to understand for customers and in some cases for the registered representatives who sell them. They offer the customer choices among a number of contract options and offer the customer the opportunity to choose from a large number of investment options. FINRA developed Rule 2330 (formerly NASD Rule 2821) to enhance your and your firm’s compliance and supervisory systems regarding deferred variable annuities. The rule is also designed to provide more comprehensive and targeted protection to investors who wish to use deferred variable annuities in their investment programs. This course provides an overview of variable annuities and how you and your fim may apply rule 2330.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill level:  Intermediate

This course discusses the key aspects of the FINRA Know Your Customer rule. The course contrasts Know Your Customer requirements with variable annuity suitability requirements. Additionally, this course reviews the features of a variable annuity and supervisory responsibilities in regards to variable annuities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 9 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 11 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

This is an introductory course in 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 10 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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. 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Liability coverage, physical damage coverage, conditions, endorsements and more: here is a careful analysis of ISO's most recent business auto, auto dealers, and motor carrier forms. Students learn the eligibility rules and how to use the numerical system for designating the autos covered by each form..

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 12 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

This comprehensive course teaches how to rate both business auto and auto dealers forms. It covers rating hired commercial auto, employers nonownership liability, commercial auto truck types, commercial auto trailers, zone risks, vehicle dealers, and private passenger types. Tools used for rating commercial auto and coding procedures are also discussed. The course also discusses the Optional Classification Plan and coding procedures.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Commercial Crime Coverage analyzes each of the insuring agreements in ISO's crime coverage program. This course explains how to assemble a commercial crime contract as a monoline policy or as part of the CPP, and it gives an overview of how the exposures are rated.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 10 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

Students classify and rate the occurrence form and learn how the 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 9 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 11 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

This course explains how businesses can manage the risk of being victimized by a cyber crime through effective risk management processes and stringent technology and information security protocols. It also examines the coverage provided for cyber crimes under traditional commercial lines and specialized cyber risk policies.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Here is essential training for everyone using ISO's homeowners policy program. This course focuses on the Homeowners 3 special form and then examines the differences in the Homeowners 2, 4, 5, 6, and 8 forms. Learn how different factors affect premiums. A review of popular endorsements is included.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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. The course describes common insurance fraud indicators associated with specific types of claims, including property, auto, and workers' compensation.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 7 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

Learners will analyze each provision of ISO's personal auto policy and important policy endorsements. They will also learn about no-fault insurance and the main factors in determining personal auto premiums.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Basic

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC)

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 bases for lawsuits. Identify a business's product liability exposures and the appropriate insurance solution for that risk.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill level: Intermediate

This course discusses insurance policies that cover the professional liability exposures presented by certain types of occupations, such as physicians and attorneys. It also covers policies that cover other business liability risks that are related to professional liability, such as directors and officers liability, fiduciary liability, and employment practices liability.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 13 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 12 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate 

Learn how to tailor a 401(k) plan for differing needs. This course starts with basic concepts governing 401(k) plans, building to marketing, installation, and administration of these plans. Less expensive SIMPLE plans for small employers are also covered.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 11 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Key challenges to the financial security of retirees resources and strategies for distributing retirement savings to provide income for a lifetime are tackled in this course. Learn the need for post-retirement planning, risk management strategies for addressing illness and injury, long-term care, uninsured death, and outliving one's income.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Numerous factors must be taken into account to formulate suitable strategies for investing retirement assets for today's retirees. This course provides an introduction to distributions from tax-qualified retirement plans, as well as an overview of the principles of asset allocation that may be appropriate for a retired or retiring client.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC)

Difficulty Level: Intermediate

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 15 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Advanced

Learn about pension, profit-sharing and 401(k) plans, as well as IRAs, Keoghs, and nonqualified deferred compensation. This course explains qualification and tax rules for each type of plan and examines each plan's design from the perspective of both employers and employees. Plan installation, administration, and termination are fully explained.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 9 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

Retirees need to stretch their assets for 20-30 years or more. Savvy distribution planning can help. Learn when to tap different asset categories and how taxable funds differ from tax-free and tax-deferred funds. Manage your clients' risk so they won’t outlive their resources.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 8 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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. A useful glossary of terms is included.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 6 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Skill Level: Intermediate

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).