
- 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 the LTC Refresher requirement, annuity best interest requirement, and ongoing 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. In an effort to protect the consumer, regulations regarding the sale of annuities have become more stringent.
OK 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.
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 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 - 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.
OK Understanding Errors and Omissions Coverage - 4 Hours
This course addresses Errors and Omissions (E&O) insurance and professional liability insurance, answering many of the questions about how E&O insurance works. We will explore the various types of policies available, the professionals they serve, the liability coverage provided, and tips for preventing costly litigation and claims.
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: OK Life & Health Refresher CE Package