Insurance Professional Development Online Courses

Kaplan Financial Education's individual online courses offer a full array of training with just-in-time learning of relevant insurance topics. Kaplan’s Insurance Professional Development courses are easy to navigate, written by industry experts, and offer the convenience of studying at your own pace. Use Kaplan to help you stay on the leading edge of the industry.

Please note, courses listed on this page are not eligible for continuing education credit. Visit our Insurance CE section for courses that may meet your state's CE requirements.

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Showing 10 of 114 Online Courses

401(k) Plans, 6th Edition

Retirement Planning
$19.00

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. This course has been approved by the Minnesota Commissioner of Commerce for .... hours of (relevant industry) continuing education.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
4
Eligible CFP® CE
4

AML Best Practices for the Life Insurance Industry, 2nd Edition

Anti-Money Laundering
$19.00

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

Advance Planning for Senior Needs, 5th Edition

Retirement Planning
$19.00

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:
Eligible CE IWI
8.5
Eligible CFP® CE
8.5

Advising Clients on Medicare, 2nd Edition

Health Insurance
$19.00

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.

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

Annuities for Today's Investor, 1st Edition, 3rd Revision

Investments and Financial Planning
$19.00

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CE IWI
3
Eligible CFP® CE
3

Annuity Concepts, 2nd Edition, Revised

Investments and Financial Planning
$19.00

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CE IWI
3
Eligible CFP® CE
3

Annuity Fundamentals and Applying FINRA Rule 2330

Investments and Financial Planning
$19.00

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:
Basic
CREDIT HOURS:
Eligible CE IWI
3
Eligible CFP® CE
3

Anti-Money Laundering Laws and Practices, 2nd Edition

Anti-Money Laundering
$19.00
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.
SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CFP® CE
3

Anti-Money Laundering Standards for the Insurance Industry

Anti-Money Laundering
$19.00

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.

SKILL LEVEL:
Intermediate

Anti-Money Laundering: Applying the Rules (Spanish)

Anti-Money Laundering
$19.00

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.

SKILL LEVEL:
Basic

Anti-Money Laundering: Frequently Asked Questions

Anti-Money Laundering
$19.00

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

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

Anti-Money Laundering
$19.00

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:
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Anti-Money Laundering: Suspicious Activities and SARs

Anti-Money Laundering
$19.00

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.

SKILL LEVEL:
Intermediate

Anti-Money Laundering: Threats, Vulnerabilities, and Strategies

Anti-Money Laundering
$19.00

This course provides students with knowledge and understanding of the threats and problems created by money laundering and how money launderers operate—including their techniques. Students will learn the laws, rules, and regulations that have been put in place to combat the problems. They will also learn their role in identifying signs that money laundering is taking place and their responsibilities once they have recognized unusual and suspicious activities.

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

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

Anti-Money Laundering
$19.00

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

Asset Allocation in Variable Annuities, 2nd Edition

Investments and Financial Planning
$19.00

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
Eligible CE IWI
1
Eligible CFP® CE
1

Asset Allocation, 1st Edition Revised

Investments and Financial Planning
$19.00

Explore the foundational concepts of asset allocation and 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.

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

Auto Physical Damage Basics, 5th Edition

Property-Casualty Claims
$19.00

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.

SKILL LEVEL:
Intermediate

Business Continuation Training Course, 3rd Edition

Investments and Financial Planning
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
8
Eligible CFP® CE
5

Business Income Coverages, 3rd Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Advanced

Business Insurance Concepts, 11th Edition

Financial Planning
$19.00

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
Eligible CE IWI
9.5
Eligible CFP® CE
9.5

Claim Basics, 4th Edition

Property-Casualty Claims
$19.00

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.

SKILL LEVEL:
Basic

Claim Evaluation and Settlement, 2nd Edition

Property-Casualty Claims
$19.00

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.

SKILL LEVEL:
Intermediate

Claim Investigation, 2nd Edition

General
$19.00

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.

SKILL LEVEL:
Intermediate

Claim Statements, 4th Edition

Property-Casualty Claims
$19.00

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.

SKILL LEVEL:
Intermediate

Commercial Auto Coverage, 12th Edition

General
$19.00

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.

SKILL LEVEL:
Intermediate

Commercial Auto Rating, 8th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Advanced

Commercial Crime Coverage, 7th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Commercial General Liability Coverage, 10th Edition

Property-Casualty Commercial Lines
$19.00

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.

This course is for professional development only; no continuing education (CE) credit is awarded for completion of this course. This package contains the Online Course and Review Test.

SKILL LEVEL:
Intermediate

Commercial General Liability Rating, 9th Edition

Property-Casualty Commercial Lines
$19.00

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

SKILL LEVEL:
Advanced

Commercial Inland Marine Coverage, 5th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Commercial Property Coverage, 7th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Commercial Property Rating, 11th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Cyber Risk Insurance, 2nd Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Deferred Variable Annuities: FINRA Rule 2330

Annuities
$19.00
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:
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Delivering Quality Service, 3rd Edition

Business Skills
$19.00

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.

SKILL LEVEL:
Basic

Disability Income Insurance, 4th Edition

General
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
8
Eligible CFP® CE
6

Distribution Planning: Required Distributions, 2nd Edition

Retirement Planning
$19.00

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
1
Eligible CFP® CE
1

Dwelling Coverage, 5th Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Effective Business Writing for Insurance People, 2nd Edition

Business Skills
$19.00

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.

SKILL LEVEL:
Basic

Employee Group Benefits

Health Insurance
$19.00

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:
Eligible CE IWI
3
Eligible CFP® CE
3

Equity-Indexed Annuities, 3rd Edition

Investments and Financial Planning
$19.00

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.

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

Estate Planning Concepts, 13th Edition

Estate Planning
$19.00

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
Eligible CE IWI
9.5
Eligible CFP® CE
9.5

Ethical Insurance Producer

Ethics
$19.00

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
CREDIT HOURS:
Eligible CFP® CE
3

Ethical Practices, 3rd Edition

Insurance Ethics
$19.00

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CFP® CE
5

Ethics at Work, 2nd Edition

Insurance Ethics
$19.00

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.

SKILL LEVEL:
Basic

Ethics for Property and Casualty Professionals, 2nd Edition

Insurance Ethics
$19.00

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.

SKILL LEVEL:
Basic

Ethics for the Insurance Professional, 5th Edition

Insurance Ethics
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
3.5

Ethics, 4th Edition

Insurance Ethics
$19.00

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.

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

Financial Challenges Facing Retirees, 4th Edition

Retirement Planning
$19.00

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.

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

Financial Exploitation of Seniors and Annuity Suitability (FINRA Rule 2330) (Charles Schwab)

Annuity Training
$19.00

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

Financial Planning
$19.00

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 responsibiities in regards to variable annuities.

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

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

Financial Planning
$19.00

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:
Eligible CE IWI
1.5
Eligible CFP® CE
1.5

Financial Planning Process, 10th Edition

Financial Planning
$19.00

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:
Eligible CE IWI
13
Eligible CFP® CE
13

Financial Products Training Course, 8th Edition

Financial Planning
$19.00

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.

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

Flood Insurance, 3rd Edition

Property-Casualty Basics
$19.00

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.

SKILL LEVEL:
Intermediate

Group Insurance, 7th Edition

Health Insurance
$19.00

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

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
5
Eligible CFP® CE
4

Health Concepts, 21st Edition

Health Insurance
$19.00

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CFP® CE
11.5

Health Savings Accounts, 3rd Edition

Health Insurance
$19.00

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:
Eligible CE IWI
4
Eligible CFP® CE
3.5

Homeowners Insurance Coverage, 3rd Edition

Property-Casualty Personal Lines
$19.00

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.


SKILL LEVEL:
Intermediate

Homeowners Liability Coverage, 3rd Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Intermediate

ILITs and Estate Planning, 3rd Edition

Estate Planning
$19.00

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.

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

Indexed Products, 2nd Edition

Investments and Financial Planning
$19.00

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.

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

Insurance Fraud Awareness, 4th Edition

Property-Casualty Basics
$19.00

Insurance Packages for Small Businesses, 4th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Interpreting Medical Reports, 4th Edition

Property-Casualty Claims
$19.00

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, medical terminology, a pronunciation guide, and a temporary disability time estimate chart.

SKILL LEVEL:
Intermediate

Introduction to Advanced Markets, 5th Edition

Life Insurance
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
6
Eligible CFP® CE
6

Introduction to Life Insurance, 2nd Edition, 3rd Revision

Life Insurance
$19.00

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.

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CFP® CE
5

Investing Retirement Assets, 4th Edition

Retirement Planning
$19.00

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 principles of asset allocation that may be appropriate for a retired or retiring client.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
3
Eligible CFP® CE
2

Know Your Customer and Variable Annuities (FINRA 2330)

Annuity Training
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
3
Eligible CFP® CE
2

Legal Concepts and Doctrines, 3rd Edition

Property-Casualty Basics
$19.00

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

Life Concepts, 19th Edition

Life Insurance
$19.00

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:
Eligible CE IWI
11
Eligible CFP® CE
11

Life Insurance Policy Comparison and Underwriting, 3rd Edition

General
$19.00

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

SKILL LEVEL:
Basic
CREDIT HOURS:
Eligible CE IWI
10
Eligible CFP® CE
10

Long-Term Care Concepts, 5th Edition

Health Insurance
$19.00

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:
Eligible CE IWI
2.5
Eligible CFP® CE
2.5

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

General
$19.00

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:
Eligible CE IWI
4
Eligible CFP® CE
3

Long-Term Care Suitability, 3rd Edition

Health Insurance
$19.00

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:
Eligible CE IWI
5
Eligible CFP® CE
5

Long-Term Care, 6th Edition

Health Insurance
$19.00

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:
Intermediate
CREDIT HOURS:
Eligible CE IWI
8
Eligible CFP® CE
5

Medical Tests and Signs, 4th Edition

Property-Casualty Claims
$19.00

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.

SKILL LEVEL:
Intermediate

Medicare and Medigap Insurance, 11th Edition

Health Insurance
$19.00

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.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CE IWI
4
Eligible CFP® CE
3.5

Medicare, 3rd Edition

Health Insurance
$19.00

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:
Eligible CE IWI
2
Eligible CFP® CE
2

Needs Analysis, 5th Edition

Life Insurance Basics
$19.00

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.

SKILL LEVEL:
Intermediate

Negotiation Skills, 4th Edition

Property-Casualty Claims
$19.00

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

SKILL LEVEL:
Intermediate

New York Suitability and Best Interests in Annuity Transactions

Best Interests
$19.00

The State of New York updated its Regulation 187 regarding the recommendation to purchase and the sales of annuities in the state. The regulation imposes a “Best Interest” standard on insurance companies, insurance agents and brokers. The duties and obligations on these parties help ensure the transactions are in the best interest of the consumer and appropriately address the insurance needs and financial objectives of the consumer. This course provides an outline of annuity products including some of the most recent product trends. The course then details the updated Regulation 187 duties and obligations.

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

New York Suitability and Best Interests in Life Insurance Transactions

Best Interests
$19.00

The State of New York updated its Regulation 187 regarding the recommendation to purchase and the sales of life insurance in the state. The regulation imposes a “Best Interest” standard on insurance companies, insurance agents and brokers. The duties and obligations on these parties help ensure the transactions are in the best interest of the consumer and appropriately address the insurance needs and financial objectives of the consumer. The regulation outlines the different responsibilities for term life insurance and for permanent life insurance. This course provides an outline of life insurance products including some of the most recent product trends. The course then details the updated Regulation 187 duties and obligations. 

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

New York Suitability and Best Interests in Life Insurance and Annuity Transactions

Best Interests
$19.00

The State of New York updated its Regulation 187 regarding the recommendation to purchase and the sales of life insurance and annuities in the state. The regulation imposes a “Best Interest” standard on insurance companies, insurance agents and brokers. The duties and obligations on these parties help ensure the transactions are in the best interest of the consumer and appropriately address the insurance needs and financial objectives of the consumer. This course provides an outline of life insurance and annuity products including some of the most recent product trends. The course then details the updated Regulation 187 duties and obligations.

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

OL Section 529 Plans, 3rd Edition

Investments and Financial Planning
$19.00

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.

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

Personal Auto Coverage, 6th Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Basic

Personal Auto Rating, 6th Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Advanced

Personal Inland Marine and Watercraft Coverages, 2nd Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Basic

Personal Lines Endorsements, 4th Edition

Property-Casualty Personal Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Principles of Retirement Planning, 7th Edition

Retirement Planning
$19.00

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:
Eligible CE IWI
10
Eligible CFP® CE
10

Problematic Beneficiary Designations, 3rd Edition

Estate Planning
$19.00

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:
Eligible CE IWI
4
Eligible CFP® CE
2.5

Product Liability Insurance, 2nd Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate

Professional Liability Insurance

Property
$19.00

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.

SKILL LEVEL:
Intermediate

Property and Casualty Principles, 5th Edition

Property-Casualty Basics
$19.00

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.

SKILL LEVEL:
Basic

Property-Casualty Concepts, 14th Edition

Property and Casualty
$19.00

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.

SKILL LEVEL:
Basic

Qualified and Nonqualified Plans, 4th Edition

Retirement Planning
$19.00

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
Eligible CE IWI
5
Eligible CFP® CE
5

Reinsurance Basics, 3rd Edition

Property-Casualty Basics
$19.00

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.

SKILL LEVEL:
Advanced

Residential Construction Basics, 4th Edition

Claims: General CE Credit
$19.00

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.

SKILL LEVEL:
Basic

Retirement Income Strategies, 3rd Edition

Retirement Planning
$19.00

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.

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

Risk Management, 2nd Edition

Property-Casualty Basics
$19.00

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.

SKILL LEVEL:
Basic

Senior Needs Planning, 6th Edition

Retirement Planning
$19.00

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:
Eligible CE IWI
6.5
Eligible CFP® CE
6.5

Social Security and Medicare, 5th Edition

Retirement Planning
$19.00

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.

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

Tax Cuts and Jobs Act (2017 Tax Reform)

Investments and Financial Planning
$19.00

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.

SKILL LEVEL:
Intermediate

Taxation of Life Insurance and Annuities, 2nd Edition

Investments and Financial Planning
$19.00

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.

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

Understanding 1035 Exchanges

Investments and Financial Planning
$19.00

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.

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

Understanding Annuity Best Interest Obligations and FINRA 2330

Investments and Financial Planning
$19.00
As annuities have become more complex, regulation of annuities has grown. Each state insurance department is responsible for overseeing annuity sales in their state. In addition, there is Federal oversight as well, especially with variable annuities which are considering securities.

This course reviews the history of those regulations, the current FINRA regulations, and the NAIC Best Interest standard that was approved in 2020. This course emphasizes your obligations under those rules and how you may fulfill those obligations.
SKILL LEVEL:
Intermediate
CREDIT HOURS:
Eligible CFP® CE
2.5

Understanding IRAs, 5th Edition

Retirement Planning
$19.00

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.

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

Understanding Wills and Intestacy, 2nd Edition

Estate Planning
$19.00

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.

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

Underwriting Basics, 4th Edition

Property and Casualty
$19.00

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.

SKILL LEVEL:
Basic

Underwriting Practices, 1st Edition

Property-Casualty Basics
$19.00

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.

SKILL LEVEL:
Advanced

Variable Contracts, 2nd Edition Revised

Investments and Financial Planning
$19.00

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:
Eligible CE IWI
5
Eligible CFP® CE
5

Variable Contracts: Case Studies, 1st Edition Revised

Investments and Financial Planning
$19.00

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

Workers Compensation Coverage, 4th Edition

Property-Casualty Commercial Lines
$19.00

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.

SKILL LEVEL:
Intermediate