Loading...
$40.00

State reporting fee required

MT fee due at checkout: $24.00
  • Format:Online Self-Paced
  • Education Type:Continuing Education
  • Line of Authority:Life and Health
  • Language:English
  • Credit Hours:24
Description

This 24-credit-hour package fulfills the LTC Refresher requirement, annuity best interest requirement, and ongoing 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 Education Funding - 4 Hours

This course provides an overview of the various college funding tools, tax rules surrounding the payment of higher education, the use of IRA and qualified plan funds for payment of higher education expenses, the use of life insurance as a college funding vehicle, and the common sense ways an education plan can be fulfilled.

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 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 - Refresher Course - 5 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 long-term care insurance. Along with an overview of new habits, we will discuss the triggers of an LTC policy (activities of daily living), product features and provisions, and Long-Term Care Partnership plans.

MT Preferred Business Practices for the Insurance Producer - 5 Hours

In this course, we will discuss both the legal and ethical implications of being an insurance agent. We will examine the best practices for sales, business, e-conduct, and privacy, and also look at loss control and consumer protection.

View your state's insurance licensing requirements

Course Provided By: XCEL Solutions LLC.
Course Name: MT Life & Health Refresher CE Package