Pay for 12 or more credit hours before attending your first live class and receive the CE-Advantage savings. With
CE-Advantage, you select CE credits in any combination of half-day and full-day live classes and receive 10% off!
Call 800-824-8742 to save 10% and mention discount code: CEWI12!
Note: CE-Advantage is for live classes only. Offer expires April 15, 2012.
Suitability: Matching the Product to the Need - Wauwatosa, WI (February 9, 2012)
Wauwatosa, WI –
February 9, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (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.
Wisconsin Annuity Certification Training Course - Wauwatosa, WI (February 10, 2012)
Wauwatosa, WI –
February 10, 2012 Line of Authority: Annuity Certification Training Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Helping Your Clients Pay for College: 529 Plans and Other Options - Wauwatosa, WI (February 10, 2012)
Wauwatosa, WI –
February 10, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Helping Your Clients Pay for College: 529 Plans and Other Options Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
CFP Credit Hours: 2.00
This class prepares financial professionals to help clients realize the advantages of 529 plans and how they work. In addition, this class will cover other government-sponsored programs and tools for parents and students struggling with the challenge of financing higher education.
Wisconsin Annuity Certification Training Course - Madison, WI (February 14, 2012)
Madison, WI –
February 14, 2012 Line of Authority: Annuity Certification Training Credit Hours: 4.00
Location:
Lakeland College - Madison
3591 Anderson St., Ste. 101
Madison, WI 53704
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
IRAs Today: Products & Distributions - Madison, WI (February 14, 2012)
Madison, WI –
February 14, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Lakeland College - Madison
3591 Anderson St., Ste. 101
Madison, WI 53704
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
IRAs Today: Products & Distributions Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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:
Lakeland College - Madison
3591 Anderson St., Ste. 101
Madison, WI 53704
[ Get Directions ]
Class Time: 8:30 am - 12:15 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (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:
Lakeland College - Madison
3591 Anderson St., Ste. 101
Madison, WI 53704
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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.
WI LTC and Medicaid Partnership Program - Madison, WI (February 16, 2012)
Madison, WI –
February 16, 2012 Line of Authority: Long-Term Care Partnership Credit Hours: 8.00
Location:
Lakeland College - Madison
3591 Anderson St., Ste. 101
Madison, WI 53704
[ Get Directions ]
Class Time: 8:30 am - 4:30 pm
WI LTC and Medicaid Partnership Program Class [meets initial training requirement; ClearCert approved] Total Credit Hours: 8.0
Credit hours apply to all of the following:
Long-Term Care Partnership (8.0 Credit Hours)
Producers wishing to sell, solicit or negotiate LTC insurance since January 1, 2009, must complete an approved course of study. This course has been approved as meeting the WI requirement for 8 hours of initial Long-term care insurance training for Wisconsin producers. This covers basic long-term care definitions as well as the structure of LTC insurance policies, and partnership programs. A required part of the curriculum covers 2 hours of training specific to Wisconsin's Medicaid program and state LTC options.
WI Required 4-Hour LTC Partnership CE Course 2010 - Wauwatosa, WI (February 21, 2012)
Wauwatosa, WI –
February 21, 2012 Line of Authority: Long-Term Care Partnership Credit Hours: 4.00
Introduction to Financial Products - Wauwatosa, WI (February 21, 2012)
Wauwatosa, WI –
February 21, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Introduction to Financial Products Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
This class is an overview of the many financial products used in today’s financial marketplace. Products covered include debt instruments and equities, as well as insurance products and pooled investments. This class also addresses some of the investment strategies used in investment planning.
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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.
IRAs Today: Products & Distributions - Wauwatosa, WI (March 9, 2012)
Wauwatosa, WI –
March 9, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
IRAs Today: Products & Distributions Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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.
WI Required 4-Hour LTC Partnership CE Course 2010 - Wauwatosa, WI (March 9, 2012)
Wauwatosa, WI –
March 9, 2012 Line of Authority: Long-Term Care Partnership Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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.
Wisconsin Annuity Certification Training Course - Wauwatosa, WI (March 20, 2012)
Wauwatosa, WI –
March 20, 2012 Line of Authority: Annuity Certification Training Credit Hours: 4.00
Location:
Kaplan Financial Education
2300 N. Mayfair Rd., Ste. 205
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Financial Strategies to Achieve Client Objectives - Green Bay, WI (March 27, 2012)
Green Bay, WI –
March 27, 2012 Line of Authority: Life and Health Credit Hours: 4.00
Location:
Lakeland College - Green Bay
2985 S. Ridge Rd.
Green Bay, WI 54304
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
Financial Strategies to Achieve Client Objectives Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
CFP Credit Hours: 1.00
This class discusses the issues and tools involved in the accumulation and preservation of financial assets. Topics include determining clients’ needs and objectives, saving and accumulation techniques, risk and risk management, and asset allocation.
WI Required 4-Hour LTC Partnership CE Course 2010 - Green Bay, WI (March 28, 2012)
Green Bay, WI –
March 28, 2012 Line of Authority: Long-Term Care Partnership Credit Hours: 4.00
Location:
Lakeland College - Green Bay
2985 S. Ridge Rd.
Green Bay, WI 54304
[ Get Directions ]
Class Time: 8:00 am - 11:45 am
All About Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Keeping Business Legal and Ethical Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Medicare Supplements Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Estate Planning: Passing It On Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
Be prepared to adequately plan your client’s estate needs. Among the topics covered are an overview of the estate planning process; types of property interests including community property, co-ownership, and property transfers at death; ethical considerations; choosing a fiduciary; and important information on administering an estate.
Location:
Kaplan Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Location:
Kaplan Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Planning for the Inevitable: Death and Taxes Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class helps students understand asset valuation for estate tax purposes as well as marital, charitable, and other deductions from the gross estate. Students also learn about the nine types of charitable bequests and discover how to find estate tax credits.
Location:
Kaplan Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 4:45 pm
WI LTC and Medicaid Partnership Program Class [meets initial training requirement; ClearCert approved] Total Credit Hours: 8.0
Credit hours apply to all of the following:
Long-Term Care Partnership (8.0 Credit Hours)
Producers wishing to sell, solicit or negotiate LTC insurance since January 1, 2009, must complete an approved course of study. This course has been approved as meeting the WI requirement for 8 hours of initial Long-term care insurance training for Wisconsin producers. This covers basic long-term care definitions as well as the structure of LTC insurance policies, and partnership programs. A required part of the curriculum covers 2 hours of training specific to Wisconsin's Medicaid program and state LTC options.
Location:
Lakeland College - Madison
3591 Anderson St.
Madison, WI 53704
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Agents and Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Location:
Lakeland College - Madison
3591 Anderson St.
Madison, WI 53704
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
Estate Planning: Passing It On Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
Be prepared to adequately plan your client’s estate needs. Among the topics covered are an overview of the estate planning process; types of property interests including community property, co-ownership, and property transfers at death; ethical considerations; choosing a fiduciary; and important information on administering an estate.
Location:
Lakeland College - Madison
3591 Anderson St.
Madison, WI 53704
[ Get Directions ]
Class Time: 12:45 pm - 4:30 pm
Understanding Disability Income Insurance Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (4.0 Credit Hours)
This class covers the risks and potential losses resulting from a disability, as well as the need for disability insurance. It helps producers understand the individual disability insurance policy as well as other public and private sources of disability protection. It also addresses business needs and uses for disability insurance. Topics include the taxation of premiums and proceeds.
Location:
Lakeland College - Madison
3591 Anderson St.
Madison, WI 53704
[ Get Directions ]
Class Time: 8:00 am - 11:45 am
Realistic Retirement Planning Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Succession Planning: Preserving the Value in Small Business Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
All About Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Suitability: Matching the Product to the Need Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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:
Lakeland College - Green Bay
2985 S. Ridge Rd.
Green Bay, WI 54304
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Location:
Lakeland College - Green Bay
2985 S. Ridge Rd.
Green Bay, WI 54304
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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:
Lakeland College - Green Bay
2985 S. Ridge Rd.
Green Bay, WI 54304
[ Get Directions ]
Class Time: 8:15 am - 4:45 PM
WI LTC and Medicaid Partnership Program Class [meets initial training requirement; ClearCert approved] Total Credit Hours: 8.0
Credit hours apply to all of the following:
Long-Term Care Partnership (8.0 Credit Hours)
Producers wishing to sell, solicit or negotiate LTC insurance since January 1, 2009, must complete an approved course of study. This course has been approved as meeting the WI requirement for 8 hours of initial Long-term care insurance training for Wisconsin producers. This covers basic long-term care definitions as well as the structure of LTC insurance policies, and partnership programs. A required part of the curriculum covers 2 hours of training specific to Wisconsin's Medicaid program and state LTC options.
Location:
Kaplan Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 1:00 pm - 4:45 pm
Insurance Planning for Seniors Total Credit Hours: 4.0
Credit hours apply to all of the following:
Life and Health (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 Financial Education
2300 N. Mayfair Rd.
Wauwatosa, WI 53226
[ Get Directions ]
Class Time: 8:15 am - 12:00 pm
Wisconsin Annuity Certification Training Course Total Credit Hours: 4.0
Credit hours apply to all of the following:
Annuities (4.0 Credit Hours)
This class meets the annuity certification training requirements specified by the state of Wisconsin. It covers the structure, taxation and application of fixed, variable, and indexed annuities. The appropriate use of annuities for wealth distribution and accumulation is explained. Student will learn how to match annuities to client needs, while following NAIC model sales practices.
Resident Requirements
All intermediaries holding a Wisconsin insurance license in any of the major lines of life, accident and health, property, casualty, personal lines P&C, or in the limited line of automobile must complete 24 credit hours in each biennium, 3 of the 24 hours must cover ethics in insurance.
Important: CE credits must be banked by the provider by your license expiration date for you to stay in compliance. Providers have 10 days to bank credits from the date all required information is received from the student. Please allow for this 10 day processing time when planning your CE course completion as the provider will not expedite reporting credits.
Annuity Training
Effective May 1, 2011, all life insurance licensees who wish to engage in the sale of annuities must complete a one-time, four-hour annuity training course. Producers who obtained their license prior to May 1, 2011 and who wish to sell annuities must complete this training by November 1, 2011. Producers that obtain this license on or after May 1, 2011 may not sell annuities until successful completion of the four-hour annuity training course.
Long-Term Care Training
Agents selling long-term care insurance are required to complete eight hours of training by January 1, 2009, and four hours of training every two years thereafter.
Non Resident Requirements
Non-residents who comply with resident CE requirements are exempt from WI CE reqs.
Nonresidents who satisfy the Annuity training requirements of another state that are similar to Wisconsin's law will be deemed compliant for Wisconsin's requirement.
Exemptions
Education
Any person teaching an approved course shall receive the same number of hours as his or her students.
Proctor/Monitor Requirements
Print Requirements
A proctored final examination is required for self-study courses. The proctor must be a disinterested third party or currently licensed agent with no family or financial relationship to the student. The proctor must verify the agent's identity and complete an affidavit supplied by the approved provider attesting that the agent received no outside assistance. Membership in a professional association/organization does not constitute a financial relationship.
Online Requirements
A proctored final examination is required for online courses. The proctor must be a disinterested third party or currently licensed agent with no family or financial relationship to the student. The proctor must verify the agent's identity and complete an affidavit supplied by the approved provider attesting that the agent received no outside assistance. Membership in a professional association/organization does not constitute a financial relationship.
Reporting Requirements
Report within 10 days of course completion. Need Agent's Wisconsin license number to report. Weekly reporting.
Period Criteria Requirements
Wisconsin resident licensees must complete their CE requirements prior to the last day of his or her birth month 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
ONLINE (INTERNET DELIVERY)
CORRESPONDENCE (PRINT)
COMPANY SEMINARS
CLASSROOM
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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