- 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
OK 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.
OK Long-term Care Insurance - Initial Training - 8 Hours
This course examines the agent responsibilities to bring consistency and fair dealing to LTC insurance production.
OK 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.
OK 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.
OK 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.
This course identifies and describes recent changes in Oklahoma insurance laws and regulations. The course focuses primarily on 2026 statutory and regulatory changes; but also includes a summary of key 2025 changes to ensure agents are up to date on legal and regulatory requirements enacted or adopted since their last continuing education cycle.Regulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: OK Life & Health Initial CE Package