
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:24
This 24-credit-hour package fulfills your state's initial annuity and long-term care insurance training requirements, and ongoing law, ethics and elective continuing education requirements.
What's Included
MT Annuity Best Interest - Initial - 4 Hours
This course examines the different types of annuities, their attributes, structuring alternatives, and the due diligence required for making suitable recommendations. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.
MT Annuities - Your Wealth. Your Retirement - 2 Hours
This course seeks to explain the inner workings of annuities in simple language and simple applications. It will review the basic definitions and concepts of annuities and the annuity accumulation phase for the various types of annuity products. We’ll also examine fixed annuities, single premium immediate annuities and compare and contrast variable annuities and mutual funds.
MT Insurance Laws Rules and Regulations Update - 1 Hour
This course identifies and describes the changes in Montana insurance laws and regulations. The material reviewed in this course includes but is not limited to the powers and duties of the Commissioner of Insurance, classifications of insurers, relevant insurance definitions, licensing regulations and requirements, sales and marketing practices laws, producer duties and responsibilities, laws pertaining to all lines of insurance, property, casualty, life, and health.
This online self-paced course allows you to study independently, whenever it is convenient for you. All you need is a device (computer, tablet or smartphone) with internet access.
MT Insurance Producer's Guide to Ethics - 4 Hours
The purpose of this course is to examine the concept of ethics and how it relates to the insurance producer. It attempts to show how embracing a personal code of business ethics will guide the producer’s activities beyond what is required (or prohibited) by law toward a higher level of service and success.
MT Insurance Solutions for Business Markets - 5 Hours
This course provides an in-depth exploration of business and health insurance and the role they play in the business market. With a focus on 412(i) and Health Savings Account plans, this course will delve into the definitions and components of business insurance, a discussion of rising health insurance costs and the countermeasures that have been made in response, and tax rules that accompany business and health insurance.
MT Long-term Care Insurance - Initial Training - 8 Hours
This course will look at the responsibilities of the Long-Term Care Insurance (LTC) agent, including the agent’s use of tools, techniques, and ideals that can be used to bring consistency and fair dealing to LTC insurance production. Additional topics will include exploring your client’s needs and suitability, a general view of LTC product features and provisions, tax strategies related to long-term care products, LTC financing alternatives, and LTC-P (partnership) plans.
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: MT Life & Health Initial CE Package