CE Course Catalog

A review of tax-advantaged retirement plans that small businesses can easily implement — including 401(k) plans, Simplified Employer Pensions, SIMPLE plans, and tax sheltered annuities.

An in-depth look at one of today's most popular retirement programs. This course explores "regular" 401(k)s and SIMPLE plans.

An up-to-date discussion of the evolving nature of Individual Retirement Accounts including employer sponsored Simplified Employer Pensions and SIMPLE plans.

An overview of the legal and ethical requirements of life insurance agents.

An exploration of the state's regulatory system, legal and ethical responsibilities of licensed agents and insurers. This "general" course is approved for CE credit for all Florida licensed agents — including P&C.

A look at the sales of unauthorized insurance products.

Examines the considerations relevant to establishing nonqualified plans, including economic and tax issues, and discusses the financial products generally preferred in their funding. Addresses the tax treatment of various plans and the still-unresolved tax issues surrounding split dollar plans.

These courses count toward the elective requirement and not towards the Law & Ethics Update requirement.

Explores the needs for disability income coverage, major provisions of individual and group disability income policies, and taxation of benefits.

Explores the emerging secondary market for life insurance. Covers viatical settlements for the terminally ill and senior settlements for chronically ill senior citizens.

This interactive online course meets the Department's requirement for training on long term care policies and state partnerships to integrate private insurance coverage with Medicaid eligibility rules.

A comprehensive review of fixed, indexed and variable annuities and Senior Suitability.

Focuses on Florida's consumer law regulating the sale of fixed annuities and equity indexed annuities to clients.

Focuses on Florida's consumer law regulating the sale of fixed annuities and equity indexed annuities to clients.

These courses count toward the elective requirement and not towards the Law & Ethics Update requirement.

2-14 — For agents holding a 2-14 and 2-16 license.
2-15 — For agents holding a 2-15 and 2-18 license.
These courses count 4 credit hours toward the Law & Ethics Update requirement and 1 credit hour toward elective.

A discussion of methods for planning lifetime and post-mortem transfers of wealth — highlighting closely-held business enterprises.