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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| 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: Life / Health - 3 credits, Property & Casualty - 3 credits, Ethics - 3 credits
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| Ethics, A Guidebook for Insurance Professionals |
99235 |
$12.50 |
|
What does Ethics mean?
The English word ethics comes from the ancient Greek words "ethos", which meant the part of a person's character that connected with universal truths. In the present day, The Oxford English Dictionary defines ethics as the "study concerned with the principles of human duty" and the "rules of conduct recognized in certain associations or departments of human life."
What does all of this mean to an ordinary person trying to succeed in business? It means that, to act ethically, a business person must have a sense of right and wrong and feel a duty to follow this sense. This course will consider the practical details of what acting ethically means to insurance agents, brokers and other professionals in the financial service fields.
Goals:
With the knowledge gained from this course the financial representative will gain a greater understanding of how and why Ethics has come to be required course material throughout the country, congruent with societies' expectations. Complete with a background of Ethics and its role in our ever changing environment.
This course counts for up to five credit hours towards the state Ethics requirement.
Credit Hours Apply To: Life / Health - 5 credits, Property & Casualty - 5 credits, Ethics - 5 credits
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| Financial Challenges/Changing Markets |
104865 |
$15.50 |
|
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.
12 Credit Hours
Credit Hours Apply To: Life / Health - 12 credits, Property & Casualty - 12 credits
|
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|
| Insuring Economic Loss |
104866 |
$14.50 |
|
Everyone knows they need insurance. However, no one is ever sure what kind to buy or how much or from whom. No one wants to become an expert. They just want to know what it's going to cover and what it isn't and how much it's going to cost.
You're an insurance professional (and agent, broker or consultant). But one of the major challenges that insurance professionals face is that so many consumers think the insurance industry is trying to rip them off.
And, since you're the closest thing to an embodiment of the insurance industry that most people are likely to see on a day-to-day basis, their grumbling invariably involves you. The main way that you can battle this grumbling: be on top of your game. Answer questions quickly and without biases or special interests.
10 Credit Hours
Credit Hours Apply To: Life / Health - 10 credits, Property & Casualty - 10 credits
|
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|
| Life Insurance and Annuities, with Ethics |
104871 |
$15.50 |
|
In this 12 hour course we will review some of the fundamental concepts of life insurance. We will cover how to advise clients on amount of life insurance needed, the types of life insurance policies available today, and the common required policy provisions and exclusions.
This course also explores the suitability issues for seniors when purchasing annuities, as well as various laws pertaining to these sales.
3 Hours of Ethics & 9 Hours of General CE Credits
Credit Hours Apply To: Life / Health - 12 credits, Property & Casualty - 12 credits, Ethics - 3 credits
|
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|
| Medicare Fraud and Abuse |
101255 |
$16.50 |
|
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.
Credit Hours Apply To: Life / Health - 11 credits, Property & Casualty - 11 credits
|
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|
| The Ethics Narrative |
104864 |
$12.50 |
|
This course provides three hours of 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.
Three credit hours.
Credit Hours Apply To: Life / Health - 3 credits, Property & Casualty - 3 credits, Ethics - 3 credits
|
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|
| White Collar Crime |
101254 |
$16.50 |
|
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.
Credit Hours Apply To: Life / Health - 12 credits, Property & Casualty - 12 credits
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