Insurance Industry topics:
Business Practices in a Do-Not-Call Environment: An explanation on what an agent needs to do to comply with Do Not Call regulations and how they can still continue to find new clients.
CDHC & Its Components: An overview of the various components of Consumer Directed Health Care, including HSAs, FSAs and HRAs and how they fit into the new environment.
Client Needs Beyond Life Insurance: Includes Retirement Planning, Employee Retirement Benefits, IRAs, Annuities and Disability Income
COBRA, Basics and Beyond: An overview of current COBRA regulations including details on USERRA. Includes the latest ARRA changes to COBRA.
Estate Planning 101: Basic course for the agent wanting to break into the Estate Planning area; from simple wills to trusts.
Ethics: An interactive course that allows as much fun as a person could hope to have in an Ethics class!
Flood Insurance Basic Training: An overview of the National Flood Insurance Program, including all the information agents need to know before writing a flood policy; satisfies the IN DOI 3 hour flood CE requirement.
FMLA: An overview of the requirements of the Family Medical Leave Act, including the latest amendments.
LTC Planning & Partnership: Explains the need for Long Term Care planning, how to develop a Long Term Care Plan as part of a Financial Plan, the financing options available for Long Term Care expenses, and an overview of the Partnership Long Term Care Insurance Program.
Medicare Today: An explanation of current Medicare, Medicare Supplements, and Medicare Advantage plans, including an in-depth discussion of Private Fee For Service plans (PFFS) and expected changes coming to Medicare plans.
Personal Risk Management Plan: Demonstrates how agents & their staff, by asking the right questions, may ensure that no needs are left uncovered. A request for a quote leads to a discussion of appropriate deductibles and necessary coverage limits, which leads to a discussion of other coverage needs.
Privacy & Security; An explanation of the steps an agent/agency needs to take to comply with GLBA, and HIPAA. Includes the latest ARRA/HI-TECH changes to HIPAA.
Regulations Affecting the Insurance Agent; an in-depth discussion of the agents steps to compliance under GLBA, US Patriot Act, FACTA and HIPAA.
Retirement Plans for the Small Employer: An explanation and comparison of IRAs, Roth IRAs, SEPs, SIMPLES, Profit-Sharing, 401(k)s and Roth (k)s.
Understanding the HO & Auto Policy: A review of HO & Auto policy language, including an interactive discussion of 24 Indiana court cases relating to each portion of the material.
Voluntary Benefits at the Worksite: An overview of Voluntary Benefits that can help your clients attract and retain employees and increase your bottom line.
If you are interested in a topic that is not listed, please contact us to determine if we may accommodate your request
Indiana DOI Continuing Education provider # 73201
Kentucky DOI Continuing Education provider # 1034/S12189
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