MT Life & Health Refresher CE Package

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.

MT Education Funding: A Guide for Insurance Producers - 4 Hours

This course is designed to equip the insurance agent with the knowledge needed to help clients achieve their educational funding goals. It covers various higher education funding tools and related tax rules, including both tax credit rules and tax deductibility of certain tuition, fees, and student loan interest. The course discusses the use of IRA and qualified plan funds for payment of higher education expenses and explores the use of life insurance as a college funding vehicle.

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.

MT Long-term Care Insurance - Refresher Course - 5 Hours

This course will look at the responsibilities of the Long-Term Care Insurance (LTC) agent.

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.

Montana Insurance Laws and Regulations

This course satisfies Montana's requirement for 1 hour of study on recent changes to laws and regulations. This course covers changes from the 2025 and 2026 legislative sessions. Content 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, and laws pertaining to all lines of insurance, property, casualty, life, and health.