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2011 Texas Annuity Training Course (Suitability for Annuities) [meets initial annuity training requirement] Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
Skill Level: Intermediate
Meet your initial annuity training requirement with this course so you qualify to sell annuities in Texas. (If you successfully completed your initial requirement under prior law, you are not required to take this course and may not use this course to fulfill your annuity refresher CE requirement.)
Texas Annuity 8-Hour CE Course [meets ongoing annuity training requirement] Total Credit Hours: 8.0
Credit hours apply to all of the following:
CE-Annuity (8.0 Credit Hours)
Skill Level: Intermediate
This 8-hour course fully meets Texas's 8-hour ongoing annuity training requirement. All Texas resident life agents who sell, solicit, or negotiate annuity contracts must complete 8 hours of ongoing annuity training every licensing period after completing their initial annuity training. This refresher training 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.
Long-Term Care and Partnership Program 4 Hour-Refresher Course, 1st Edition Revised [meets refresher training requirement; ClearCert approved] Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-LTCP (4.0 Credit Hours)
CFP Credit Hours: 4.0
Skill Level: Intermediate
This course, Long-Term Care and Partnership Programs 4-Hour Refresher Course, is designed to meet the requirements of the National Association of Insurance Commissioners (NAIC) 2006 Long-Term Care Model Act for a four-hour follow up course that agents who sell long-term care insurance must take every 24 months after they complete the initial 8-hour initial training course. The act requires that the training has to address topics related to long-term care insurance, long-term care services, and if applicable, qualified state long-term care insurance Partnership Programs.
Texas 8-Hour Medicare Certification Course Total Credit Hours: 8.0
Credit hours apply to all of the following:
Cert-Medicare Related (8.0 Credit Hours)
Skill Level: Intermediate
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.
Credit hours apply to all of the following:
Ethics (2.0 Credit Hours)
Skill Level: Basic
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.
Credit hours apply to all of the following:
Ethics (1.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Basic
This course 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.
Ethical Insurance Producer Total Credit Hours: 3.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (3.0 Credit Hours)
CFP Credit Hours: 1.0
Skill Level: Basic
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.
Credit hours apply to all of the following:
Ethics/Consumer Protection (7.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
This course 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. The course 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.
Ethics for Property and Casualty Professionals Total Credit Hours: 11.5
Credit hours apply to all of the following:
Ethics/Consumer Protection (11.5 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Basic
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.
Ethics for the Insurance Professional Total Credit Hours: 7.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (7.0 Credit Hours)
This course outlines the broad parameters of a life insurance agent's ethical responsibilities.
It details the agent's responsibility to the insurer, policy owners and the public and outlines legal and fiduciary issues. Case studies and examples throughout the text reflect common ethical dilemmas agents face.
If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit. Certain states require that a proctor/monitor supervise the exam taking progress.
Insurance Ethics and Consumer Protection Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Basic
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.
401(k) Plans, 5th Edition Revised Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
This course provides the practitioner with an overview of the most important concepts relating to 401(k) plans. It explains how a 401(k) plan works, how to tailor a plan for differing needs and requirements, what to look for in marketing a 401(k) plan, and plan administration and installation. The SIMPLE plan, which may be appropriate for small employers that do not have the resources to install and administer a formal 401(k) plan, is also discussed.
Advanced Planning for Senior Needs, 3rd Edition Total Credit Hours: 10.0
Credit hours apply to all of the following:
General (10.0 Credit Hours)
Skill Level: Advanced
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 consider life insurance, annuities, health insurance, and long-term care, and covers critical market conduct issues.
AML Training Program for Life Insurance Agents Total Credit Hours: 2.0
Credit hours apply to all of the following:
General (2.0 Credit Hours)
CFP Credit Hours: 2.0
Skill Level: Basic
The course contains the recommended core elements of an AML training program for life insurance agents, as recommended by the American Council of Life Insurers. Major topics addressed in the course include key concepts, agent responsibilities, know your customer, methods of payment, suspicious activity monitoring, record keeping, reporting requirements, and penalties.
Annuities for Today's Investor, 1st Edition, 3rd Revision Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level:Basic
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 links annuity features to the sales process.
Credit hours apply to all of the following:
General (10.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Basic
Here is a great way to 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. Charts, tables, and graphs illustrate concepts and increase learning effectiveness. A glossary of annuity terms is also included.
Auto Physical Damage Basics, 3rd Edition Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Basic
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.
Business Continuation Training Course Total Credit Hours: 7.0
Credit hours apply to all of the following:
General (7.0 Credit Hours)
CFP Credit Hours: 7.0
Skill Level: Intermediate
This course presents extensive information on the orderly continuation of a business at the death or disability of the owner. It addresses the problems that arise when a business owner dies or becomes disabled and analyzes the advantages and disadvantages of retaining, liquidating, or selling the business interest. It includes a complete coverage of buy-sell agreements for sole proprietorships, partnerships, and close corporations, including the income and estate tax rules applicable to stock purchase plans. Prospecting tips are included.
Business Income Coverages Total Credit Hours: 10.0
Credit hours apply to all of the following:
General (10.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Advanced
This comprehensive training course explains the concepts and terminology of ISO's business income and extra expense forms and frequently used endorsements. Pertinent illustrations and tables show how time element insurance fits into the commercial property line. 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.
Business Insurance Concepts Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 7.0
Skill Level: Advanced
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.
Credit hours apply to all of the following:
General (13.0 Credit Hours)
Skill Level: Basic
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.
Claim Evaluation and Settlement Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
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.
Credit hours apply to all of the following:
General (13.0 Credit Hours)
Skill Level: Intermediate
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.
Claim Statements, 3rd Edition Total Credit Hours: 10.0
Credit hours apply to all of the following:
General (10.0 Credit Hours)
Skill Level: Intermediate
Here is a practical way to teach the basics of taking statements and to provide practice in interviewing, analysis, evaluation, and decision-making skills. Illustrated dialogues relate the concepts directly to claim professionals' daily activities.
Classroom Equivalency Course - Anti-Money Laundering Laws and Practices Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
Skill Level: Intermediate
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.
Classroom Equivalency Course - Dwelling Coverage Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
Skill Level: Intermediate
Take a close look at dwelling policies, who they insure, covered property, excluded perils, and the obligations the insured and the insurer have to each other. This course covers the basic, broad, and special dwelling forms, who is eligible for dwelling insurance and when it is most commonly used.
Classroom Equivalency Course - ILITS and Estate Planning Total Credit Hours: 2.0
Credit hours apply to all of the following:
General (2.0 Credit Hours)
Skill Level: Advanced
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.
Credit hours apply to all of the following:
General (12.0 Credit Hours)
Skill Level: Intermediate
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.
Classroom Equivalency Course - Introduction to Life Insurance Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
Skill Level: Basic
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.
Classroom Equivalency Course - Legal Concepts And Doctrines Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
Skill Level: Intermediate
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.
Classroom Equivalency Course - Personal Auto Coverage Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
Skill Level: Intermediate
Analyze each provision of ISO’s personal auto policy and important endorsements. This course deals with liability, medical payments, uninsured motorist, and property damage coverages, limits, and exclusions, as well as no-fault insurance and the main factors in determining personal auto premiums.
Credit hours apply to all of the following:
General (8.0 Credit Hours)
Skill Level: Intermediate
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.
Credit hours apply to all of the following:
General (7.0 Credit Hours)
Skill Level: Intermediate
This course provides a thorough review of the ISO homeowners program (HO-2, HO-3, HO-4, HO-5, HO-6, and HO-8). It uses a policy analysis approach to examine the standard ISO homeowners forms section by section. This course gives students a comprehensive understanding and helps them provide clients with the appropriate homeowners policy.
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Skill Level: Basic
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.
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 9.0
Skill Level: Intermediate
Here is a careful analysis of ISO's most recent business auto, garage, truckers, and motor carrier forms. Students learn the eligibility rules and how to use the numerical system for designating the autos covered by each form.
Commercial Auto Rating 6th Edition Total Credit Hours: 14.0
Credit hours apply to all of the following:
General (14.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
This comprehensive course teaches how to rate both business auto and garage forms. It has been recently updated to cover current ISO rules. It covers rating hired commercial auto, employers nonownership liability, commercial auto truck types, commercial auto trailers, zone risks, vehicle dealers, and private passenger types. Commercial auto garage rating, tools used for rating commercial auto, and coding procedures are also discussed.
Commercial Crime Coverage, 6th Edition Total Credit Hours: 5.0
Credit hours apply to all of the following:
General (5.0 Credit Hours)
Skill Level: Intermediate
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.
Commercial General Liability Rating, 8th Edition Total Credit Hours: 7.0
Credit hours apply to all of the following:
General (7.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
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.
Commercial Inland Marine Coverage Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Intermediate
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.
Commercial Property Coverage, 6th Edition Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
Skill Level: Intermediate
Insurance for property and business are discussed in this commercial property coverage primer. 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.
Commercial Property Rating, 9th Edition Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
Students 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.
Delivering Quality Service Total Credit Hours: 14.0
Credit hours apply to all of the following:
General (14.0 Credit Hours)
CFP Credit Hours: 2.5
Skill Level: Basic
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.
Determining Retirement Income Needs Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
CFP Credit Hours: 1.5
Skill Level: Basic
This course focuses on the central concern of every retiree: how to live on a fixed income. Addressed are such topics as setting financial goals for retirement, developing a budget, determining how much money will be needed to retire comfortably, and determining the total income a retired couple might receive from Social Security, company-funded pensions, and personal savings. The effect of different distribution options on the amount and duration of income are considered, as well as how to choose the right option.
Disability Income Insurance Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
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.
Distribution Planning: Required Distributions Total Credit Hours: 2.0
Credit hours apply to all of the following:
General (2.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
Distribution Planning: Required Distributions presents a study of qualified plan distributions with an up-close look at minimum distributions required to be taken after an account owner reaches age 70 1/2. Applying recent IRS regulations, the course covers methods to compute required minimum distributions to the account owner and to beneficiaries upon the account owner's death. It also discusses the tax treatment of these distributions and IRA and retirement plan distributions in general.
Credit hours apply to all of the following:
General (13.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
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. This course has been revised to cover 2002 ISO forms.
Equity-Indexed Annuities, 2nd Edition, Revised Total Credit Hours: 5.0
Credit hours apply to all of the following:
General (5.0 Credit Hours)
Skill Level: Intermediate
Learn the most important concepts relating to Equity-Indexed Annuities. 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.
Estate Planning Concepts, 11th Edition Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Advanced
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.
Financial Challenges Facing Retirees Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
CFP Credit Hours: 1.0
Skill Level: Basic
The key challenges to the financial security of retirees are tackled in this course. Subjects include the need for post-retirement planning, the financial challenges of retirement (particularly the corrosive power of inflation and ways to combat it), risk management strategies for addressing illness and injury, long-term care, uninsured death, outliving one's resources, and strategies for distributing retirement savings to provide income for a lifetime.
Financial Planning Process, 8th Edition Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Advanced
This course is ideal training for producers who want detailed information on all facets of financial planning. It begins with an industry overview and then analyzes several aspects of financial planning. It covers income tax planning, risk management planning, retirement planning, wealth accumulation planning, and estate planning, and concludes with a look at the profession. This is an ideal companion to Financial Products Training Course.
Flood Insurance, 1st Edition Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
Skill Level: Intermediate
Producers who sell coverage provided by the National Flood Insurance program can use this course to learn topics that meet FEMA education guidelines promulgated in response to the Flood Insurance Reform Act of 2004 and FEMA's advanced training topics and guidelines issued in response to requests for advanced flood insurance training.
Group Insurance, 6th Edition, 2nd Revision Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
Learners gain knowledge of all facets of group insurance, including life, health, and long-term care plans. The course explains the basic characteristics of group plans and analyzes the qualification and tax rules that apply to them. One unit is devoted to Section 125 plans. Study includes up-to-date coverage of the impact of managed care and health insurance portability requirements. This course provides practical advice on enrolling, installing, and servicing group plans, with special emphasis on marketing techniques.
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Basic
This course provides an excellent overview of the health insurance industry, health products, and marketing concepts. Unit topics include types of health insurance policies, disability income insurance, medical expense insurance, health insurance providers, common provisions and features, required uniform policy provisions, optional uniform policy provisions, the application and underwriting, group health insurance, special types of health policies, social health insurance, and health insurance and taxation.
Credit hours apply to all of the following:
General (12.0 Credit Hours)
Skill Level: Intermediate
Here is essential training for everyone using ISO's latest edition of the homeowners policy program. The course focuses on the Homeowners 3 special form and then examines the differences in the Homeowners 2, 4, 5, 6, and 8 forms. Comparison tables distinguish the six forms and provide a lasting reference document. Students learn how different factors affect premiums. A review of popular endorsements is included.
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Skill Level: Intermediate
This course is an effective way for individuals to meet their state's requirements for insurance producers who sell indexed insurance products. In an engaging, interactive format that utilizes illustrations, graphs, and other visuals, this course covers all the topics needed for state approval. Exercises and review tests assure that learners interact frequently with the material and give them assurance that they are mastering the concepts as they go.
Insurance Fraud Awareness Total Credit Hours: 10.0
Credit hours apply to all of the following:
General (10.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
Training with this course is a dynamic way to promote awareness and understanding of the serious problem of insurance fraud and its costly effects on the insurance industry, policyholders, and the general public. The course provides motivation and techniques professionals can apply on the job to identify and fight fraud. It includes a job aid with 192 insurance fraud indicators to help employees recognize common patterns.
Insurance Packages for Small Businesses Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
This course provides an overview of package policies for small- to medium-sized businesses and ISO's business-owners policy and eligibility rules. Students learn typical ways in which company-specific business-owners policies differ from the ISO form. The course includes a workbook for students to analyze their own company's small-business policy.
Interpreting Medical Reports, 3rd Edition Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
Skill Level: Intermediate
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, terms, a pronunciation guide, and a temporary disability time estimate chart.
Introduction to Advanced Markets Total Credit Hours: 6.5
Credit hours apply to all of the following:
General (6.5 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
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 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.
Introduction to Trusts: Case Studies, 2nd Edition Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
Skill Level: Advanced
In today's competitive financial services market, your ability to use estate and financial planning techniques to the best advantage of your clients is vital to your success. Trusts are one of the major building blocks of those techniques. This course is designed to cast you in the role of financial planner for five clients. You will interview the clients to determine their circumstances, needs, and resources. You will analyze their situations to develop a financial plan using trusts, and you will implement the plan with the execution of appropriate documents.
Legal Concepts and Doctrines, 2nd Edition Revised Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
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.
Liability Insurance Practices Total Credit Hours: 12.0
Credit hours apply to all of the following:
General (12.0 Credit Hours)
Skill Level: Intermediate
Determine coverage and legal liability for third-party claims, including those affected by homeowners policies and commercial general liability (CGL) coverage. Claim investigation, damages evaluation, and settlement practices are explained. Particular attention is paid to specific claim issues involving the most common types of liability claims, auto liability and premises liability.
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Basic
This course provides a comprehensive look at the life insurance industry. The first section of the book 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.
Credit hours apply to all of the following:
General (6.0 Credit Hours)
Skill Level: Basic
The primary purpose of life insurance is to provide a benefit in the event of death. No other financial product can guarantee the availability of a certain amount of money at a time when it is needed most. This course provides an understanding of the ways in which life insurance provides financial stability during life and protection against financial hardship at death.
Life Insurance Policy Comparison and Underwriting Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
CFP Credit Hours: 10.0
Skill Level: Basic
Take an introductory look at 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.
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Intermediate
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.
Medicare and Medigap Insurance Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
Skill Level: Intermediate
This course provides thorough coverage of Medicare and Medigap supplement insurance. It discusses Medicare eligibility and enrollment procedures and explains how claims are paid. Medicare benefits are covered in detail, including covered services, exclusions, benefit amounts, and any applicable co-payments and deductibles. The unit on Medicare supplement insurance includes a discussion of marketing and sales issues. Case study examples show how Medigap insurance can fill the gaps in Medicare.
Credit hours apply to all of the following:
General (10.0 Credit Hours)
Skill Level: Intermediate
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.
Personal Auto Rating, 4th Edition Revised Total Credit Hours: 9.0
Credit hours apply to all of the following:
General (9.0 Credit Hours)
Skill Level: Intermediate
Personal Auto Rating, 4th Edition, Revised, teaches students how to rate the coverages in the personal auto policy. Students use a sample rating manual to rate simple and complex applications.
Personal Inland Marine and Watercraft Coverages Total Credit Hours: 10.0
Credit hours apply to all of the following:
General (10.0 Credit Hours)
Skill Level: Intermediate
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. It is designed so learners may explore personal inland marine floaters, watercraft policies, or both.
Personal Lines Endorsements Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 2.5
Skill Level: Intermediate
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.
Principles of Retirement Planning 5th Edition Revised Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Basic
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.
Problematic Beneficiary Designations Total Credit Hours: 11.0
Credit hours apply to all of the following:
General (11.0 Credit Hours)
Skill Level: Advanced
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.
Product Liability Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Skill Level: Intermediate
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.
Property and Casualty Concepts Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 10.0
Skill Level: Basic
This comprehensive orientation course is packed with exercises and review questions. Learners identify the types of risk each policy covers and the important coverages, exclusions, and conditions of each contract. It covers principles of insurance, the insurance contract, insurance company organization and regulation, and the insurance transaction. Learners are introduced to 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.
Property and Casualty Principles Total Credit Hours: 7.0
Credit hours apply to all of the following:
General (7.0 Credit Hours)
Skill Level: Basic
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.
Qualified and Nonqualified Plans, 3rd Edition Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Advanced
This course teaches producers about employer-sponsored pension plans, such as profit-sharing and 401(k) plans, as well as IRAs, Keoghs, and nonqualified deferred compensation. It explains the qualification rules and tax implications 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.
Credit hours apply to all of the following:
General (9.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Advanced
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.
Retirement Income Strategies Total Credit Hours: 6.0
Credit hours apply to all of the following:
General (6.0 Credit Hours)
CFP Credit Hours: 1.0
Skill Level: Advanced
This course examines the allocation and liquidation of retirement assets during retirement. The changing world of retirement, including the demographic changes that have increased the importance of allocating and liquidating retirement plans appropriately, is a key topic. Other issues addressed include financial concerns common to retirees, federal tax treatment of major asset categories, and traditional principles and strategies for allocating and distributing retirement assets.
Risk Management, 1st Edition Revised Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Basic
Who is responsible to come up with a risk management plan and what does it consist of? Learn the step in this process, how it can reduce or eliminate potential losses, and how it benefits insureds, insurance companies, and producers.
Social Security and Medicare Total Credit Hours: 11.0
Credit hours apply to all of the following:
General (11.0 Credit Hours)
Skill Level: Intermediate
The rules governing Social Security and Medicare are complex, and eligibility requirements and benefit amounts can change frequently. This course will help life producers understand these programs. The course is divided into two parts and covers both Social Security and Medicare. A useful glossary of terms is included.
Suitability for Annuities, 3rd Edition Revised Total Credit Hours: 7.0
Credit hours apply to all of the following:
General (7.0 Credit Hours)
CFP Credit Hours: 1.0
Skill Level: Basic
This course provides principles and guidelines for determining the suitability of annuity products and making appropriate recommendations for prospects and clients. It looks at the proper use and application of fixed, variable, and equity- indexed annuities; their purpose, function, and the needs they serve.
Suitability For Traditional Life And UL Insurance Total Credit Hours: 6.5
Credit hours apply to all of the following:
General (6.5 Credit Hours)
Skill Level: Basic
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.
Taxation of Life Insurance and Annuities, 1st Edition Revised Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 3.0
Skill Level: Intermediate
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.
Umbrella Liability Coverage Total Credit Hours: 13.0
Credit hours apply to all of the following:
General (13.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Intermediate
This course delivers an overview of the major coverages, exclusions, and conditions typically included in personal and commercial umbrella policies. Students analyze their company's umbrella policy using a policy analysis manual.
Understanding 1035 Exchanges Total Credit Hours: 6.0
Credit hours apply to all of the following:
General (6.0 Credit Hours)
CFP Credit Hours: 2.0
Skill Level: Intermediate
The purpose of this course is to examine 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.
Understanding Wills and Intestacy Total Credit Hours: 3.0
Credit hours apply to all of the following:
General (3.0 Credit Hours)
CFP Credit Hours: 0.5
Skill Level: Intermediate
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.
Credit hours apply to all of the following:
General (15.0 Credit Hours)
CFP Credit Hours: 5.0
Skill Level: Basic
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.
Workers Compensation Rating Total Credit Hours: 15.0
Credit hours apply to all of the following:
General (15.0 Credit Hours)
Skill Level: Intermediate
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.
Texas Long-Term Care and Partnership Policies: Initial Course [meets initial training requirement; ClearCert approved] Total Credit Hours: 14.0
Credit hours apply to all of the following:
LTCP-Certification Course (14.0 Credit Hours)
Skill Level: Intermediate
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.
*Please Note: The Credit Type(s) listed indicates the Line of Authority (LOA) for which this state approved the course. Where hours are listed for more than one Credit Type, you earn only the largest
number of hours applicable to your licenses type (i.e., the hours are not added together unless otherwise indicated in the Course Details).
**For eligible courses CFP® Continuing Education Credits are available for an additional fee.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Long-Term Care Partnership 4-Hour Refresher Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-Cert-LTC-Partnership (4.0 Credit Hours)
This class updates agents on the long-term care (LTC) field, partnerships, and LTC policies. It defines the various types of LTC settings and their services. The differences between tax-qualified and non-tax-qualified plans are described. Policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart Homeowners Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes students through the details of the homeowners form, including property and liability coverages and key endorsements. Differences among various homeowner forms are compared based on what they cover and when they apply. The insured’s reponsibilities at the time of loss, and other information needed at the time of claim, are also described.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Automobile Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes the student through the details of an automobile insurance policy based on the ISO form. It reviews key policy elements such as liability coverage, medical payments, uninsured/underinsured motorist provisions, coverage for direct physical damage, and key endorsements. Students will also understand the insured’s responsibilities when a loss occurs.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Long-Term Care Partnership 4-Hour Refresher Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-Cert-LTC-Partnership (4.0 Credit Hours)
This class updates agents on the long-term care (LTC) field, partnerships, and LTC policies. It defines the various types of LTC settings and their services. The differences between tax-qualified and non-tax-qualified plans are described. Policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Texas Annuity CE Course - 2011 Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This seminar is approved to meet the continuing education requirement for Texas producers selling annuities. Students get an overview of annuity products and their proper applications. The class covers the distinctions between fixed, variable, and equity-indexed annuities. It also focuses on making suitable recommendations in accordance with Texas law, the NAIC Suitability Model, and FINRA regulations.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
IRAs Today: Products & Distributions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Congress enacted a series of legislative acts that significantly enhanced the ability to use Individual Retirement Accounts (IRAs) as a source of additional funds for retirement. The objective of this class is to help participants understand the types of IRAs, identify the relevant tax issues, and apply the concepts in selecting the appropriate IRA vehicles for the client.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Texas Annuity CE Course - 2011 Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This seminar is approved to meet the continuing education requirement for Texas producers selling annuities. Students get an overview of annuity products and their proper applications. The class covers the distinctions between fixed, variable, and equity-indexed annuities. It also focuses on making suitable recommendations in accordance with Texas law, the NAIC Suitability Model, and FINRA regulations.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class explores the structure of fixed, variable and indexed annuities, and how to use the product’s unique characteristics for both wealth accumulation and distribution. The class helps producers make suitable recommendations in accordance with the NAIC annuity suitability model.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
IRAs Today: Products & Distributions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Congress enacted a series of legislative acts that significantly enhanced the ability to use Individual Retirement Accounts (IRAs) as a source of additional funds for retirement. The objective of this class is to help participants understand the types of IRAs, identify the relevant tax issues, and apply the concepts in selecting the appropriate IRA vehicles for the client.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Recognizing the Signs of Insurance Fraud Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class addresses the issue of fraud across the major lines of insurance, and helps students understand the impact of fraud and the role that they, as insurance professionals, can play a part in addressing it. Students learn both by examining general patterns and specific cases of insurance fraud.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart Homeowners Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes students through the details of the homeowners form, including property and liability coverages and key endorsements. Differences among various homeowner forms are compared based on what they cover and when they apply. The insured’s reponsibilities at the time of loss, and other information needed at the time of claim, are also described.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Automobile Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes the student through the details of an automobile insurance policy based on the ISO form. It reviews key policy elements such as liability coverage, medical payments, uninsured/underinsured motorist provisions, coverage for direct physical damage, and key endorsements. Students will also understand the insured’s responsibilities when a loss occurs.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Succession Planning: Preserving the Value in Small Business Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps participants understand the importance of succession planning for small businesses. The parties affected and the respective consequences to each from the failure to establish a succession plan are discussed. It also examines methods for valuing a small business and planning alternatives. Students will learn the implications of retaining a family business versus transferring it to other owners or employees.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart the Insurance Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class describes policy content and formation. Participants learn how to read the policy declarations, insuring agreement, conditions, and exclusions. Students will understand the insured’s responsibilities after a loss and important topics at the time of a claim, such as salvage, subrogation, and settling disputed claims.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This is a broad-based retirement planning class covering planning elements such as client needs and expectations, income needs analysis, financial product uses and application, retirement funding vehicles, Social Security, serving the retiree’s health care needs, and wealth distribution.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart Homeowners Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes students through the details of the homeowners form, including property and liability coverages and key endorsements. Differences among various homeowner forms are compared based on what they cover and when they apply. The insured’s reponsibilities at the time of loss, and other information needed at the time of claim, are also described.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Automobile Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes the student through the details of an automobile insurance policy based on the ISO form. It reviews key policy elements such as liability coverage, medical payments, uninsured/underinsured motorist provisions, coverage for direct physical damage, and key endorsements. Students will also understand the insured’s responsibilities when a loss occurs.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart the Insurance Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class describes policy content and formation. Participants learn how to read the policy declarations, insuring agreement, conditions, and exclusions. Students will understand the insured’s responsibilities after a loss and important topics at the time of a claim, such as salvage, subrogation, and settling disputed claims.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 5:00 PM
Texas 8-hour Medicare Product Certification Class Total Credit Hours: 8.0
Credit hours apply to all of the following:
Cert-Medicare Related (8.0 Credit Hours)
This course reviews Medicare Parts A, B, and D, Medicare Supplement Plans, and Medicare Advantage Plans. The course compares and contrasts two areas: traditional Medicare and Medicare Advantage, and Medicare and Medicaid. Topics related specifically to Medicare-related products are reviewed including state and federal regulations regarding marketing standards and illegal insurance practices, topics related to the suitability of sales of Medicare-related products, and fraudulent and unfair trade practices regarding the sale of Medicare-related products.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This is a broad-based retirement planning class covering planning elements such as client needs and expectations, income needs analysis, financial product uses and application, retirement funding vehicles, Social Security, serving the retiree’s health care needs, and wealth distribution.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
DoubleTree Hotel - Austin
6505 IH-35 North
Austin, TX 78752
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Today's Estate Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class will help financial practitioners understand and appreciate the need for estate planning. The program will cover estate planning goals and objectives, the roles of wills and trusts, estate transfer taxes and other costs, and the estate planning process. The material will focus particularly on techniques to help achieve clients’ goals and objectives.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Long-Term Care Partnership 4-Hour Refresher Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-Cert-LTC-Partnership (4.0 Credit Hours)
This class updates agents on the long-term care (LTC) field, partnerships, and LTC policies. It defines the various types of LTC settings and their services. The differences between tax-qualified and non-tax-qualified plans are described. Policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Tearing Apart Homeowners Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes students through the details of the homeowners form, including property and liability coverages and key endorsements. Differences among various homeowner forms are compared based on what they cover and when they apply. The insured’s reponsibilities at the time of loss, and other information needed at the time of claim, are also described.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Automobile Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class takes the student through the details of an automobile insurance policy based on the ISO form. It reviews key policy elements such as liability coverage, medical payments, uninsured/underinsured motorist provisions, coverage for direct physical damage, and key endorsements. Students will also understand the insured’s responsibilities when a loss occurs.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Covering Business Liability Exposure Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class is designed to give the insurance agents a review of the commercial general liability contract. It includes discussion of both occurrence and claims-made forms.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Group Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This class helps insurance agents understand how group insurance works. It describes how group insurance and employee benefits serve both the employer and employees. It also addresses related sources of coverage such as Workers Compensation, as well as how other sources of insurance relate to group insurance plans.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Texas Annuity CE Course - 2011 Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This seminar is approved to meet the continuing education requirement for Texas producers selling annuities. Students get an overview of annuity products and their proper applications. The class covers the distinctions between fixed, variable, and equity-indexed annuities. It also focuses on making suitable recommendations in accordance with Texas law, the NAIC Suitability Model, and FINRA regulations.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class presents the concept of ethics, how it relates to the sales and service of insurance, and how it creates the foundation for personal as well as professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policyowners, their states, and the general public.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
The first half of this class offers a detailed review of original Medicare - specifically Part A and Part B. It describes both what is covered and what is excluded, also touching on claims. The second part of the class takes up Medigap policies and other Medicare options. The class concludes with a review of Medicaid, means testing and eligibility.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Long-Term Care Partnership 4-Hour Refresher Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-Cert-LTC-Partnership (4.0 Credit Hours)
This class updates agents on the long-term care (LTC) field, partnerships, and LTC policies. It defines the various types of LTC settings and their services. The differences between tax-qualified and non-tax-qualified plans are described. Policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Texas Annuity CE Course - 2011 Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This seminar is approved to meet the continuing education requirement for Texas producers selling annuities. Students get an overview of annuity products and their proper applications. The class covers the distinctions between fixed, variable, and equity-indexed annuities. It also focuses on making suitable recommendations in accordance with Texas law, the NAIC Suitability Model, and FINRA regulations.
Location:
Kaplan College - Dallas
12005 Ford Rd., Ste. 500
Dallas, TX 75234
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class teaches suitability basics for life insurance and annuity products, including guidelines for gathering data and making recommendations. The class includes a survey of life insurance policy and annuity contracts, covering key characteristics and uses.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics for Insurance and Financial Advisors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
The class provides the foundation of knowledge and understanding that an individual needs to function ethically in his or her role as an insurance or financial services professional. The class will concentrate on the social, professional and legal aspects of ethics, discussing the concepts of ethics in general, and progress to how broad areas of ethical responsibility influence financial services professionals’ behavior.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Insurance Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class describes policy content and formation. Participants learn how to read the policy declarations, insuring agreement, conditions, and exclusions. Students will understand the insured’s responsibilities after a loss and important topics at the time of a claim, such as salvage, subrogation, and settling disputed claims.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class gives students the knowledge necessary to help clients manage their post-retirement financial plans, including understanding the financial concerns facing retirees. Topics include long-term care, Medicare and asset distribution.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Long-Term Care Partnership 4-Hour Refresher Total Credit Hours: 4.0
Credit hours apply to all of the following:
CE-Cert-LTC-Partnership (4.0 Credit Hours)
This class updates agents on the long-term care (LTC) field, partnerships, and LTC policies. It defines the various types of LTC settings and their services. The differences between tax-qualified and non-tax-qualified plans are described. Policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare.
Location:
Kaplan Professional Schools - Houston North
110 Cypress Station Dr. #210
Houston, TX 77090
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
IRAs Today: Products & Distributions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Congress enacted a series of legislative acts that significantly enhanced the ability to use Individual Retirement Accounts (IRAs) as a source of additional funds for retirement. The objective of this class is to help participants understand the types of IRAs, identify the relevant tax issues, and apply the concepts in selecting the appropriate IRA vehicles for the client.
Location:
Kaplan Professional Schools - San Antonio
85 I-410 Access Road
San Antonio, TX 78216
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
2011 Texas Annuity Training Class (Initial Annuity Training) Total Credit Hours: 4.0
Credit hours apply to all of the following:
Cert-Annuity (4.0 Credit Hours)
This class satisfies the 4-hour initial annuity training requirement for Texas producers wishing to sell an annuity product.
Explore the structure and application of fixed, variable, and indexed annuities and how they can be used for wealth distribution and accumulation. Learn how to analyze the need for and appropriately apply annuities for accumulation and income purposes, match an appropriate annuity to a client’s needs, and identify and explain key contract elements of fixed, variable, and indexed annuities. The class addresses the NAIC Suitability in Annuity Transactions Model Regulation.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Commercial General Liability Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
CFP Credit Hours: 4.00
This class addresses the basics of the legal system, particularly as it relates to insurance: agency law, contract law, and tort law. The fundamental expectations of ethical behavior such as altruism, personal development, conscientious performance and keeping professional standards will also be discussed.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Commercial General Liability Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
This in-depth review offers a clear, concise, yet detailed explanation of the CGL policy. It provides a thorough understanding of all aspects of the coverage and exclusions. Real-life applications illustrate concepts.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
Tearing Apart the Insurance Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class describes policy content and formation. Participants learn how to read the policy declarations, insuring agreement, conditions, and exclusions. Students will understand the insured’s responsibilities after a loss and important topics at the time of a claim, such as salvage, subrogation, and settling disputed claims.
Location:
Kaplan Professional Schools - Arlington
1900 Ballpark Way, Ste. 106
Arlington, TX 76006
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Ethics and Regulation in the Insurance Industry Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics/Consumer Protection (2.0 Credit Hours)
General (2.0 Credit Hours)
This class covers the basics of industry regulation and the principles of ethical market conduct. It begins by reviewing industry regulations, and continues by examining agent responsibilities toward carriers. The focus then shifts to an agent’s responsibilities to clients, prospects, and the public. The class ends by discussing the elements of ethical decision making and actions.
Location:
Kaplan Professional Schools - Houston Main
1250 West Sam Houston Pkwy. South
Houston, TX 77042
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Commercial Property Principles Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This is an introductory class on commercial property coverage. The class covers standardized forms, definitions of specific contract terminology and issues that commercial property owners face. Emphasis is placed on recognizing situations where coverage can be enhanced by use of endorsements.
Resident Requirements
All Texas resident licenses must complete 30 hours of CE during every 2 year reporting period, including 2 hours of ethics. At least half (15 hrs) of the CE hours must be completed in a classroom setting or with classroom equivalent courses. Courses are no longer divided by license type, therefore, they may be taken in either General and/or Ethic/CP.
This state has issued a notice reminding licensees who sell flood insurance of their requirement to comply with the minimum training requirements established FEMA and the Natl. Flood Insurance Program.
Effective April 1, 2010 - All resident life agents who sell, solicit, or negotiate an annuity contract or represent an insurer in relation to an annuity product must complete "annuity certification" education both initially (prior to selling an annuity product) and annually thereafter. The requirement applies to licenses issued or renewed after April 1, 2010. Please visit the Texas Department of Insurance for more information or follow this link.
Annuity Training
Effective 9/1/11: All agents who engage in the sale of annuity products must complete a one-time four hour training course. The satisfaction of the training requirement of another state that is substantially similar to the provisions of Texas is considered to satisfy the training requirements of Texas. Additionally, each agent must complete eight hours of continuing education that specifically relates to annuities during the agent’s two year licensing period.
Long-Term Care Training
Before selling long-term care (LTC) partnership policies in Texas, agents must hold a current Life, Accident and Health license and shall have completed an 8-hour LTC partnership certification course. Licensed agents who are already selling these policies must comply no later than 1/1/2009. Licensees may count a LTC partnership certification course toward completion of their CE requirements.
In addition to the Long-Term Care (LTC) partnership certification course, in each reporting period following the reporting period in which a licensee completed the certification course, the licensee must also complete at least four hours of department-certified CE during each CE reporting period. These hours count toward the total CE requirement.
Medicare Training
Agents wishing to sell, solicit, or negotiate a contract for Medicare products in Texas are required to complete an eight-hour training course (able to be used to satisfy general CE) and complete four hours of continuing education that specifically relates to Medicare-related products during the agent’s two-year licensing period.
Non Resident Requirements
Non-residents, who comply with CE reqs. of the resident state, are exempt the from TX CE reqs. Licensees who do not claim this exemption must satisfy TX resident CE reqs.
Exemptions
Age and Experience
A major change became effective 12/31/2002. The 20 years of licensure needed to qualify for an exemption now must be CONTINUOUS (no breaks greater that 90 days) and the license must be held under the Texas Insurance Code.
Reporting Requirements
Weekly reporting. Report within 30 days of completion. Need student's Texas License number to report.
State Reporting Fees
The TX Department of Insurance requires a course reporting fee of $.75 per credit hour (online, self-study and classroom courses). This state reporting fee will be automatically charged to you (on the last credit card used in your account) each time you complete an online, self-study, or classroom course.
Period Criteria Requirements
Texas resident and nonresident licensees must complete their CE requirements before the original license issuance anniversary date every two years.
Carryover Criteria Requirements
CARRYOVER OF CE HOURS IS NOT PERMITTED
Course Repetition
Course repetition is not permitted within the compliance/renewal period.
Acceptable Training Methods
CORRESPONDENCE (PRINT)
COMPANY SEMINARS
CLASSROOM
CBT/CD-ROM (COMPUTER-BASED TRAINING)
ONLINE (INTERNET DELIVERY)
CLASSROOM EQUIVALENT
Notice
This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.
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