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. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.

OK Legislative Update - 2 Hours

This course provides information relevant to Oklahoma insurance producers as required by Oklahoma Administrative Code (OAC) 365:25-3-1(d)(4)(A) (B). It will cover state and federal legislative updates enacted over the past year.

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.

OK 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.

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. 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.

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. We will examine the best practices for sales, business, e-conduct, and privacy, and also look at loss control and consumer protection.