
- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Property and Casualty
- Language:English
- Credit Hours:20
This 20-credit-hour package fulfills the LTC Refresh, initial flood and initial annuity best interest training 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 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 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 NFIP Required Flood Insurance Training - 4 Hours
This course will ensure that insurance agents, the main points of contact for policyholders and flood victims, have a thorough understanding of the National Flood Insurance Program (NFIP) so they may effectively and competently serve the flood insurance buying public. This course meets the minimum education and training requirements established by FEMA for all insurance agents who wish to sell and service flood policies issued through the National Flood Insurance Program.
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.
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 Property, Casualty, Life, and Health Refresher CE Package