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Our Total Access CE Libraries, Webinars, and Online Courses are insurance continuing education solutions that provide a safe and convenient learning environment for our students, customers, and community. Select Your State »

Texas Total Access Continuing Education - Life & Health

Girl using Total Access CE Life & Health Insurance CE product
Total Access CE Online (Life and Health)
$39.00

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.

Only need a few credits?

Complete an individual online course to earn CE credits from your home or office.

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Texas Life & Health Total Access CE Library

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Showing 10 of 58 Online Courses

Advance Planning for Senior Needs, 5th Edition

Retirement Planning

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 10 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
10
Eligible CE IWI
8.5
Eligible CFP® CE
8.5

Advance Planning for Senior Needs, 5th Edition (Texas)

Retirement Planning

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
10

Advising Clients on Medicare, 2nd Edition

Health Insurance

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
CREDIT HOURS:
General
2
Eligible CE IWI
2
Eligible CFP® CE
2

Annuity Essentials and FINRA Rule 2330

Investments and Financial Planning
The idea of annuities goes back to ancient Rome, where its citizens could make an upfront payment in a contract, called an annua, in exchange for steady payments for life or for a certain time period.Today, annuities have grown more diverse, and thus more complicated, with different types of annuities each offering different types of guarantees and savings features, subject to the claims-paying ability of the insurer. Those bells and whistles can make annuities hard for investors to comprehend. And, they can make annuities expensive to purchase. This course reviews the basics of annuities with a focus on deferred variable annuities and the FINRA regulations pertaining to those 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).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Annuity Essentials and FINRA Rule 2330 (Texas)

Investments and Financial Planning
The idea of annuities goes back to ancient Rome, where its citizens could make an upfront payment in a
contract, called an annua, in exchange for steady payments for life or for a certain time period. Today, annuities have grown more diverse, and thus more complicated, with different types of annuities each offering different types of guarantees and savings features, subject to the claims-paying ability of the insurer. Those bells and whistles can make annuities hard for investors to comprehend. And, they can make annuities expensive to purchase. This course reviews the basics of annuities with a focus on deferred variable annuities and the FINRA regulations pertaining to those annuities.

 

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2

Annuity Fundamentals and Applying FINRA Rule 2330

General

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 firm 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
CREDIT HOURS:
General
3
Eligible CE IWI
3
Eligible CFP® CE
3

Annuity Fundamentals and Applying FINRA Rule 2330 (Texas)

Investments and Financial Planning

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4

Annuity Suitability and Best Interest Standard: 1-hour Training Course [ClearCert approved]

Best Interests-Annuities

This 1-hour course is designed to satisfy the training requirements of the state and NAIC Annuity Best Interest model regulation for producers who already have satisfied their 4-hour annuity training requirement. The focus of this course is an in-depth review of the new Best Interest standards for annuity transactions. This course discussed the evolution from suitability standards for annuity sales transactions to the current best interest standards. NAIC and FINRA regulation of the sale of annuities are reviewed in detail.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Annuity Best Interest 1
1
Eligible CFP® CE
0.5

Annuity Suitability and Best Interest Standard: 4-hour Training Course [ClearCert approved]

Best Interests-Annuities

This 4-hour course is designed to satisfy the training requirements of the state's NAIC Annuity Best Interest model regulation. The course begins with the concepts of annuities, then reviews types of annuities compares them with other financial vehicles and reviews the income tax rules for annuities. This course concludes with the evolution from suitability standards for annuity sales transactions to the current best interest standard. NAIC and FINRA regulation of the sale of annuities are reviewed in detail.

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
CREDIT HOURS:
Annuity Best Interest 4
4
Eligible CFP® CE
3.5

Anti-Money Laundering Laws and Practices, 2nd Edition (Clear Cert Approved)

Anti-Money Laundering
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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4
Eligible CFP® CE
3

Anti-Money Laundering Training for Insurance Professionals [ClearCert approved]

Anti-Money Laundering

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, record keeping 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).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2
Eligible CFP® CE
2

Anti-Money Laundering: Frequently Asked Questions, 2nd Ed

Anti-Money Laundering

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
1
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Anti-Money Laundering: Understanding the Problem and the Programs to Fight It

Anti-Money Laundering

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2

CLEQ- Texas Annuity Fundamentals, 2nd Edition

Classroom Equivalency

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
CE-Annuity
8

CLEQ-Executive Benefit Plans

Classroom Equivalency

Employers rely on key employees for their business success. This course provides important information on the tools available to employers to recruit, retain and reward those key employees.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3

Classroom Equivalency Course - Anti-Money Laundering Laws and Practices, 2nd Edition [ClearCert approved]

Classroom Equivalency

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4

Classroom Equivalency Course - ILITs and Estate Planning, 2nd Edition

Classroom Equivalency

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

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
2

Classroom Equivalency Course - Insurance Fraud Awareness, 3rd Edition

Classroom Equivalency

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
6

Classroom Equivalency Course - Legal Concepts and Doctrines, 2nd Edition

Classroom Equivalency

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4

Classroom Equivalency Course - Long-Term Care Policies

Classroom Equivalency

Americans are living longer than ever before and spending a substantial portion of their lives in retirement. Unfortunately many of these individuals suffer poor health during their retirement years. Poor health means increased medical bills for services, medicine, and equipment that may be only partially covered by health insurance or Medicare.

This course outlines the types of long-term care providers, the settings for long-term care and the costs of long-term care. This course then outlines the many options of financing long-term care focusing on long-term care insurance. This includes the most recent popular trend of hybrid long-term care options. 

SKILL LEVEL:
Intermediate
CREDIT HOURS:
CE-Cert-LTC-Partnership
4

Classroom Equivalency Course - Senior Needs Planning, 6th Edition

Classroom Equivalency

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
10

Classroom Equivalency Course - Texas Insurance Ethics and Consumer Protection, 2nd Edition

Classroom Equivalency

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

SKILL LEVEL:
Basic
CREDIT HOURS:
Ethics
3

Distribution Planning: Required Distributions, 3rd Edition

Retirement Planning

What happens when the owner of a tax-qualified retirement account reaches the required minimum distributions (RMD) age? 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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CFP® CE
1.5

Employee Group Benefits (Texas)

Health Insurance

For a number of good reasons, it is customary for employers to provide a level of benefits beyond the cash wages paid to their employees. Historically the two most important reasons are the employer’s need to compete in the marketplace for desirable workers and workers’ needs and desires to raise their living standards.

This course will review various benefits commonly offered to employees. Beginning with group life insurance coverage, then discussing group health insurance, and finally other miscellaneous benefits often included in an employee plan. This course will help you understand how employee benefit plans work so you can explain them to your clients.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5

Ethical Insurance Producer, 2nd Edition

Ethics

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.

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 TBD hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Ethics
3
Eligible CFP® CE
2.5

Ethical Practices, 3rd Edition (Approved for Insurance Ethics Not CFP Ethics)

Ethics

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
CREDIT HOURS:
Ethics
3
Eligible CFP® CE
5

Ethics for the Insurance Professional, 5th Edition

Ethics

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
CREDIT HOURS:
Ethics
3
Eligible CE IWI
3.5

Ethics, 4th Edition (Approved for Insurance Ethics not CFP Ethics)

Ethics

This book 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. It 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:
Intermediate
CREDIT HOURS:
Ethics
3
Eligible CFP® CE
2.5

Financial Exploitation of Seniors and FINRA Rule 2330, 2nd Edition

Financial Planning

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 TBD hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
2.5
Eligible CFP® CE
2.5

Financial Exploitation of Seniors: Why Insurance Agents Should Care (Texas)

Health Insurance

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?

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2

Financial Exploitation of Seniors: Why Insurance Agents Should Care, 2nd Edition

Ethics

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 TBD hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Ethics
2
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Financial Planning Process, 10th Edition (Texas)

Financial Planning

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
7

Financial Products Training Course, 8th Edition

Financial Planning

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 12 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
2
Eligible CE IWI
7.5
Eligible CFP® CE
7.5

Group Insurance, 7th Edition

Health Insurance

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
CREDIT HOURS:
General
5
Eligible CE IWI
5
Eligible CFP® CE
4

Health Concepts, 21st Edition

Health Insurance

Health insurance products are the subject of this course. Topics include: types of policies, disability income and medical expense insurance. Learn about the industry, marketing, applications, underwriting, group policies, common, required and optional policy provisions, social health insurance, and taxation.

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:
Basic
CREDIT HOURS:
General
12
Eligible CFP® CE
11.5

Health Insurance Fundamentals

Health Insurance

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
CREDIT HOURS:
General
9
Eligible CE IWI
5
Eligible CFP® CE
5

Health Savings Accounts, 3rd Edition

Health Insurance

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4

Introduction to Advanced Markets, 5th Edition

Life Insurance

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 business owners. The course presents the issues that are important to business owners and discusses how producers can meet their needs. It covers succession planning (buy-sell agreements, Section 303 redemption, 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:
Intermediate
CREDIT HOURS:
General
4
Eligible CE IWI
6
Eligible CFP® CE
6

Know Your Customer and Variable Annuities (FINRA 2330)

Investments and Financial Planning

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:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
3
Eligible CFP® CE
2

LTC Hybrid Products and Partnership Program 4-Hour Refresher Course (Clear Cert Approved)

Long-Term Care Training
Long-term care insurance is one way to pay for the significant expenses of long-term care, but many have concerns about traditional long-term care insurance. To help with those concerns, hybrid long-term care products have been recently developed and are very popular. These hybrid products combine the benefits of long-term care insurance with either an annuity or with life insurance. This course describes the need for long-term care, the types of long-term care, and the options for paying for that care. We include a special focus on those newer hybrid products.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Long-Term Care
4
Eligible CFP® CE
3

Life Concepts, 19th Edition (Texas)

Life Insurance

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
11

Long-Term Care Concepts, 5th Edition (Texas)

Health Insurance

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
2

Long-Term Care Coverage Combined with Annuities and Life Insurance, 2nd Edition (Texas)

Health Insurance

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4

Long-Term Care Suitability, 3rd Edition

Health Insurance

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 suitability and the matching of product features and benefits to client needs and goals.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
5

Long-Term Care, 6th Edition

Health Insurance

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
CREDIT HOURS:
General
9
Eligible CE IWI
8
Eligible CFP® CE
5

Medicare Supplement Policies

Health Insurance

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2

Medicare, 3rd Edition

Certification,Health Insurance

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).

SKILL LEVEL:
Basic
CREDIT HOURS:
CE-Medicare Related
2
General
2

Principles of Retirement Planning, 7th Edition (Texas)

Retirement Planning

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5

Problematic Beneficiary Designations, 3rd Edition

Estate Planning

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

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
4

Social Security and Medicare, 5th Edition (Texas)

Retirement Planning

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
7

Suitability For Traditional Life And UL Insurance, 2nd Edition

Life Insurance

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

SKILL LEVEL:
Basic
CREDIT HOURS:
General
2

Texas 8-Hour Medicare Certification Course, 3rd Edition

Certification

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Cert-Medicare Related
8

Texas Annuity 4-Hour CE Course, 2nd Edition

Annuity Training

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
CE-Annuity
4

Texas Annuity 8-Hour CE Course, 3rd Edition

Life Insurance

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
CE-Annuity
8

Texas Long-Term Care and Partnership Policies: Initial Course, 3rd Edition [ClearCert approved}

Long-Term Care Training

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
CE-Cert-LTC-Partnership
8

Understanding 1035 Exchanges

Financial Planning

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
CREDIT HOURS:
General
2
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Understanding IRAs, 5th Edition

Retirement Planning

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 pre-retirement 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).

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
5
Eligible CFP® CE
5

Variable Contracts, 2nd Edition Revised (Texas)

Financial Planning

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
6

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