Texas Total Access Continuing Education - Life & Health
Total Access CE - Life & Health grants you access to Kaplan’s entire online library of insurance continuing education courses, allowing you to complete unlimited CE credits. Total Access CE is our most convenient and economical way to renew your insurance license and continue producing.
Total Access CE includes:
- 365 days of unlimited access
- Immediate results with instant exam scoring
- Unlimited exam retakes
- An interactive CE tracking system
- Printable certificate
- CE submission to Texas (state reporting fees apply)
What does Texas require from its producers? Visit the state requirements page to learn about course repetition, state reporting fees, renewal period details, and much more.
Texas Life & Health Total Access CE Library
Advance Planning for Senior Needs, 4th Edition
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.
Advising Clients on Medicare, 2nd Edition
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.
Annuity Essentials and FINRA Rule 2330 (Texas)
Annuity Fundamentals and Applying FINRA Rule 2330 (Texas)
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.
Annuity Suitability: 4-Hour Training Course, 2nd Edition [meets state's initial annuity training requirement and part of the 8-hour annuity CE requirement; ClearCert approved]
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.
Anti-Money Laundering Training for Insurance Professionals
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.
Anti-Money Laundering: Frequently Asked Questions
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.
Anti-Money Laundering: Suspicious Activities and SARs
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 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).
Anti-Money Laundering: Understanding the Problem and the Programs to Fight It
Money laundering is an enormous and pervasive worldwide problem, and it facilitates and promotes a wide variety of illegal and illicit activities. This course will help students understand the scope of the money laundering program, describe the applicable laws and regulations, and summarize the anti-money laundering programs conducted by insurers and explain the importance of knowing customers.
Classroom Equivalency Course - Anti-Money Laundering Laws and Practices
The Anti-Money Laundering Laws and Practices course describes the various techniques criminals use to launder money through the financial industry and includes a discussion of the regulations designed to detect, monitor, and prevent these criminal actions. Individuals who take this course will learn how to recognize activities that should be considered unusual or suspicious. The course covers the Bank Secrecy Act of 1970, from its legislative history to its present day applications in the securities, insurance, and banking industries. Also included is a review of the International Money Laundering Abatement and Anti-Terrorists Financing Act of 2001. This act stems from Title III of the USA Patriot Act of 2001, which was passed in response to the terrorist attacks on September 11, 2001. It enhances the government's ability to fight money laundering by monitoring currency transactions and suspicious financial activities.
View Additional Texas Insurance CE Options
Renew your insurance license with one of Kaplan Financial Education's course libraries or an individual online course.
Total Access CE
Access to 45+ Courses
Access Kaplan’s CE library of courses approved for life, health, property, casualty, and adjuster CE credits.
Property & Casualty
Total Access CE
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Access Kaplan’s CE library of courses approved for property & casualty CE credits.
Choose from 80+ Courses
$19 per course
Individual online courses let you earn CE credits from your home or office.