This 4 hour Continuing Education course is entitled "Consumer Protections for Annuity and Life Insurance Transactions". In this class, you will learn about the Florida and Federal laws that deal with annuity and life insurance transactions. Most importantly, you will learn what Agents must do in order to protect consumers.
In this class, we trace the legislative history of consumer protection for annuity purchases. In Florida, it began with protecting our most vulnerable citizens: Seniors. Today, the law protects all annuity purchasers, regardless of age.
This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. No classroom attendance required. This FL Intermediate CE course is approved for 4 hours of CE 2-15 Life, Health and Variable Annuity CE credits.
Course Authority: CE 2-15 Life, Health and Variable Annuity This course may be taken by all agents, CSR's, and adjusters (except 3-20 Public Adjusters)
Provider Info
Provider Name
OnLine Training
Provider #
366468
Course Approval #
118284
Course Info
Satisfies State Requirements
Florida
License Type
all licenses (except 3-20)
Course Length
4 hours
Enrollment Length
1 month
Extension Availability
Yes, a 30-day extension, for a $49.00 charge, may be requested a maximum of three times and should be requested BEFORE the course expires.
This class will inform the Agent on all aspects of the U.S. Medicare Program. After completion, the Agent will able to help his clients make decisions regarding their Medicare decisions. Units include: Introduction to Medicare, Medicare Parts A and B, Medicare Advantage Plans, Medicare Prescription Drug Plan, Medigap Policies, Help for Medicare Participants, Glossary, Marketing Guidelines, Medicare Fraud, Florida Unauthorized Entities Statement and the Final Exam Review.
This course has ..
This course offers an overview of the health insurance industry and the elements of traditional health insurance.
This course includes these areas of study:
Introduction to Health Insurance
Health Insurance Providers
Medical Expense Insurers
Disability Income Insurance
Accidental Death and Dismemberment Insurance
Government Health Insurance Programs
Private Insurance Programs for Seniors
Health Insurance Policy Provisions
Health Insurance Underwriting and Premiums
..
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Completely online fulfill your statutory requirements from the comfort of your own home or office.
Topics covered include:
Life Insurance Policies
Life Insurance Policy Provisions and Options/Riders
Life Insurance Beneficiaries
Life Insurance Premiums and Proceeds
Life Insurance Underwriting and Policy Issue
Group Life Insurance
Annuities
Social Securi..
Most retirees can expect to live well beyond age 65. Realistic financial planning assumes that our clients will live a long, healthy and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finances during retirement. Just as preretirement planning is most valuable when the right strategies are used, so too is postretirement planning.
Post-retirement planning considers everything f..
This course is designed as a continuing education course especially beneficial for 2-15 and 2-40 licensed agents, but may be taken by all agents and adjusters (other than 3-20 public adjusters). Unit 1 covers most Health Insurance Types of Policies and Unit 2 covers associated Policy Provisions. This course is an Immediate Level continuing education course and has been approved by the Department of Financial Services for 7 hours of CE credit.
This course includes lessons in these areas of stu..