- 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
OR 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.
OR 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.
OR 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.
OR Long-term Care Insurance - Refresher Course - 5 Hours
This course will look at the responsibilities of the Long-Term Care Insurance (LTC) agent.
OR 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.
This course fulfills the three-hour continuing education (CE) requirement for a review of Oregon insurance rules and legislation. The course provides a review of established law and also offers an overview of recent changes. The course is divided into three units covering: information and law applicable to all lines of insurance; Oregon law specific to life and health insurance; and recent legislative or regulatory changes relevant to life and health producers.Standard languageRegulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: OR Life & Health Refresher CE Package