CE CATALOG

Unless otherwise indicated, The following courses have been approved by the Florida Department of Insurance for continuing education credit for: Florida Life & Variable Annuity Agents (2-14), Florida Life (incl. VA) & Health  Agents (2-15), Florida Life & Health Agents (2-18). Florida Life Agents (2-16)

QUALIFIED RETIREMENT PLANS
QUALIFIED RETIREMENT PLANS Online
An review of tax-advantaged retirement plans that small business can easily implement — including 401(k) plans, Simplified Employer Pensions, SIMPLE plans, tax sheltered annuities.

401(k) PLANS, CODA 401(K) PLANS ONLINE
An in-depth look at one of today’s most popular retirement programs. This course explores “regular” 401(k)s and SIMPLE plans.

TODAY’S IRAs, INDIVIDUAL RETIREMENT ACCOUNTS ONLINE
An up-to-date discussion of the evolving nature of Individual Retirement Accounts including employer sponsored Simplified Employer Pensions and SIMPLE plans.

FLORIDA LIFE AGENT RESPONSIBILITIES, RULES FOR FLORIDA LIFE AGENTS ONLINE
An overview of the legal and ethical requirements of life insurance agents.

FLORIDA INSURANCE REGULATION
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.

UNAUTHORIZED ENTITIES, UNLICENSED ENTITIES ONLINE 
A look at the sales of unauthorized insurance products.

NONQUALIFIED BENEFIT PLANS, NONQUALIFIED PLANS ONLINE
The course examines the considerations that are relevant to  establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding. It looks at the tax treatment given the various plans and  specifically addresses the still-unresolved tax issues surrounding split dollar plans.
 

FLORIDA AGENT ETHICS, FLORIDA AGENT ETHICS ONLINE  
These courses count toward the elective requirement and not towards the Law & Ethics Update requirement.

 DISABILITY INCOME INSURANCE, DISABILITY INSURANCE ONLINE
This course explores the needs for disability income coverage, major provisions of individual and group disability income policies and taxation of benefits.

 LIFETIME SETTLEMENTS ONLINE
Lifetime Settlements explores the emerging secondary market for life insurance.  This course covers viatical settlements for the terminally ill and senior settlements for chronically ill senior citizens.

 LONG TERM CARE PARTNERSHIPS ONLINE (initial & refresher)
This Interactive, online course is designed to meet the Department's requirement for 8 hours of training on long term care policies and state partnerships to integrate private insurance coverage with medicaid eligibility rules.

ANNUITY CONTRACTS, ANNUITIES ONLINE
A comprehensive review of fixed, indexed and variable annuities and Senior Suitability. 

SENIOR SUITABILITY, SENIOR SUITABILITY online
SAFEGUARDING SENIORS, SAFEGUARDING SENIORS online
These courses focuse on Florida's consumer law, which regualates the sale of fixed annuities and equity indexed annuities to clients.

ETHICS FOR FLORIDA P&C AGENTS (INCLUDING HURRICANE PREMIUM DISCOUNTS).
These courses count toward the elective requirement and not towards the Law & Ethics Update requirement.

LAW & ETHICS UPDATE 2-14 & 2-15
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 towards elective.

WEALTH TRANSFER TECHNIQUES
TRANSFERRING WEALTH ONLINE
A discussion of methods for planning lifetime and post-mortem transfers of wealth -- highlighting closely-held business enterprises.

SIGN ME UP!