We are constantly adding courses to our catalog. If you need a course that you don't see here, please
let us know.
Our provider number for the State of Arizona is
10016344.
| Course |
Course ID |
Price |
| Annuity Suitability (Best Interest 4) |
106874 |
$18.50 |
|
This 4-hour course will meet your one time Certification Requirements to start selling Annuities in the state of Arizona.
In this course we will review some of the fundamental concepts and some of the complex coverage details about annuities, variable annuities and several insurance-like investment products called "contracts."
In addition, we will also provide answers for the most common questions you may encounter from your clients about these products.
We will cover the important terms and definitions related to annuities and annuity suitability, which are sometimes slightly different than the terms and definitions used by insurance policies. We will also consider the various optional benefits, modifications and additions that are commonly desired by annuitants and their beneficiaries.
We will also cover how annuities are underwritten, the advantages and disadvantages of group contracts and tax treatment of the various types of annuities.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing these products to consumers.
Finally, an appendix to this text includes annotated and simplified excerpts of the relevant portions of your state's Insurance Code dealing with annuities and investment contracts.
Four (4) Hours of C.E.
Credit Hours Apply To: Life / Health - 4 credits, Annuity - 4 credits, Annuity Best Interest 4 - 4 credits
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| Commercial Auto/Commercial Property & Mold |
6000189307 |
$18.50 |
|
This course offers a broad description of the coverage provided in the commercial auto policy and is not intended to cover all the nuances in the forms. A discussion on commercial property insurance follows with a discussion on the nuances of insuring against mold.
11 Credit Hours
Credit Hours Apply To: Life / Health - 11 credits, Property & Casualty - 11 credits
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| Crimes Against Medicare |
6000181922 |
$19.90 |
|
In this course, we will describe the basic mechanics of Medicare, Medicare Supplemental Plans and other related coverages. And we will consider some of the most common Medicare-related frauds.
In addition, we will also provide answers for the most common questions you may encounter from your clients about these coverages and frauds.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing Medicare and Medicare-related products to consumers. And how to help them avoid Medicare frauds and scams.
This course counts for up to 11 credit hours towards General Insurance Principles.
Credit Hours Apply To: Life / Health - 11 credits, Property & Casualty - 11 credits
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| Ethics |
101253 |
$12.50 |
|
This course provides the three hours of mandatory C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State of Arizona to mandate these course offerings for continuing education.
Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
This course counts towards three hours of ethics.
Credit Hours Apply To: Property & Casualty - 3 credits, Ethics - 3 credits, Life / Health - 3 credits
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| Ethics in the Financial Services Industry |
6000181937 |
$19.90 |
|
This course provides the three hours of mandatory C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State to mandate these course offerings for continuing education.
Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
This course counts towards Three hours of ethics credits.
Credit Hours Apply To: Life / Health - 3 credits, Property & Casualty - 3 credits, Ethics - 3 credits
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| Financial Crimes with Ethics |
6000181923 |
$19.90 |
|
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry. In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.
You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.
11 Credit Hours (Elective only, ethic credits do not apply)
Credit Hours Apply To: Life / Health - 11 credits, Property & Casualty - 11 credits
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| Insuring Your Income |
6000189308 |
$18.50 |
|
The concept of disability insurance got its start centuries ago in ancient China. Chinese laborers paid their doctors as long as they remained well and were able to work. They stopped paying the doctors whenever they became ill.
By most historical accounts, it was an effective way to address the financial hardships incurred when a person became disabled and was unable to work.
Unfortunately, this concept doesn't appear to be workable in today's society.
Goals:This course is designed to give Insurance Agents and Financial Planners an in-depth knowledge of disability insurance, it's forms and terms.
.
10 Credit Hours
Credit Hours Apply To: Life / Health - 10 credits, Property & Casualty - 10 credits
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| Observations & Challenges in Financial Planning |
6000181921 |
$19.90 |
|
This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.
Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.
11 Credit Hours
Credit Hours Apply To: Life / Health - 11 credits, Property & Casualty - 11 credits
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