We are constantly adding courses to our catalog. If you need a course that you don't see here, please
let us know.
Our provider number for the State of Michigan is
0978.
Licensees must complete 3 hours in approved ethics courses. All other hours may be completed by taking courses approved in any line of authority. See state requirements above.
| Course |
Course ID |
Price |
| Annuity Best Interest - Four Hour - 2025 |
94808 |
$17.50 |
|
Course Type: Classroom Equivalent
One-time training must be complete prior to selling annuity products
In this course we will review some of the fundamental concepts and some of the complex coverage details about annuities, variable annuities and several insurance-like investment products called "contracts."
In addition, we will also provide answers for the most common questions you may encounter from your clients about these products.
We will cover the important terms and definitions related to annuities and annuity suitability, which are sometimes slightly different than the terms and definitions used by insurance policies. We will also consider the various optional benefits, modifications and additions that are commonly desired by annuitants and their beneficiaries.
We will also cover how annuities are underwritten, the advantages and disadvantages of group contracts and tax treatment of the various types of annuities.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing these products to consumers.
Finally, an appendix to this text includes annotated and simplified excerpts of the relevant portions of your state's Insurance Code dealing with annuities and investment contracts.
This course satisfies the 4-hour Best Interest annuity .
This course is ClearCert Approved.
Credit Hours Apply To: Life, Accident & Health - 4 credits, Life Only - 4 credits, Accident & Health Only - 4 credits, Life, Health, Accident, & Property/Casualty - 4 credits, Annuities Best Interest - 4 credits
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| Crimes against Medicare - 2025 |
94817 |
$15.50 |
|
In this course, we will describe the basic mechanics of Medicare, Medicare Supplemental Plans and other related coverages. And we will consider some of the most common Medicare-related frauds.
In addition, we will also provide answers for the most common questions you may encounter from your clients about these coverages and frauds.
You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing Medicare and Medicare-related products to consumers. And how to help them avoid Medicare frauds and scams.
This course counts for up to 10 credit hours towards Accident & Health.
Credit Hours Apply To: Life Only - 10 credits, Accident & Health Only - 10 credits, Life, Health, Accident, & Property/Casualty - 10 credits, Life, Accident & Health - 10 credits
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| Ethics in the Financial Services Industry - 2025 |
94818 |
$17.50 |
|
This course provides the three hours of mandatory C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State to mandate these course offerings for continuing education.
Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
This course counts towards Three hours of ethics credits.
Credit Hours Apply To: Life, Accident & Health - 3 credits, Property & Casualty - 3 credits, Ethics - 3 credits, Life Only - 3 credits, Accident & Health Only - 3 credits, Life, Health, Accident, & Property/Casualty - 3 credits
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| Financial Crimes with Ethics |
89728 |
$17.50 |
|
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry. In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.
You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.
11 Credit Hours (8 hours general, 3 hours of Ethics credits)
Credit Hours Apply To: Accident & Health Only - 11 credits, Life, Health, Accident, & Property/Casualty - 11 credits, Life Only - 11 credits, Ethics - 3 credits, Property & Casualty - 11 credits, Life, Accident & Health - 11 credits
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| Observations & Challenges in Financial Planning (2025) |
94821 |
$17.50 |
|
This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.
Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.
10 Credit Hours
Credit Hours Apply To: Life, Accident & Health - 10 credits, Life Only - 10 credits, Accident & Health Only - 10 credits, Life, Health, Accident, & Property/Casualty - 10 credits
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