Agent & CSR Courses

All courses are approved for Agent Intermediate or Advanced continuing education credits by the Florida Department of Financial Services

Group classes are available at your facility or ours and around your schedule, with discounts for groups over ten!

CE 1201 Management & Ethics
Authority 9902 Generic (7-Hrs) & 9908 Agent Ethics (3-Hrs)
CE 1201 Management & Ethics

Approval # 61127 - How is management defined, what managers actually do, how to set goals and achieve them, types of problems and decisions managers face and how to overcome barriers along with many examples of good management skills and three (3) hours of the required Agent Ethics is all a part of this ten (10) hour continuing education course.

Cost: $140.00

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CE 1202 Principles of Insurance Law
Authority 9902 Generic - General Lines, Life, Title (10-Hrs)
CE 1202 Principles of Insurance Law

Approval # 61145 - Where did our American legal system originate, classifications of law, elements and types of contracts, insurance laws and regulations, need for errors and omissions insurance, claims process, legal case studies are all a part of this ten (10) hour continuing education course.

Cost: $140.00

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CE 1203 Fraud Awareness
Authority 9902 Generic, Life, Title (10-Hrs)
CE 1203 Fraud Awareness

Approval # 61149 - What is fraud, who is involved in insurance fraud, what are the consequences of fraud, what anti-fraud measures and regulations are being taken to curtail the growth of fraud by states and the federal government, how to detect and report fraud, what is the cost of fraud, and various cases and types of fraud are discussed in this ten (10) hour continuing education course.

Cost: $140.00

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CE 1204 Ethical Dilemma
Authority 9908 Agent Ethics (4-Hrs)
CE 1204 Ethical Dilemma

Approval # 61151 - Does insurance regulation protect consumers from unethical acts, what are some of the Florida Statutes requiring fair treatment of consumers, discuss ethical insurance dilemmas and insurance cases and ask yourself what you would do in these situations in this four (4) hour Ethics continuing education course.

Cost: $61.00

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CE 1205 Professional Ethics
Authority 9908 Agent Ethics (3-Hrs)
CE 1205 Professional Ethics

Approval # 78109 - How is ethics defined, what is difference between ethics and morals, what is the history of ethics, how does insurance regulation help to protect consumers against unethical behavior, what has happened to professional ethics today in our society and unethical case studies will be discussed in this three (3) hour Ethics continuing education course.

Cost: $48.00

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CE 1206 Insurance Ethics
Authority 9908 Agent Ethics (2-Hrs)
CE 1206 Insurance Ethics

Approval # 61154 - What are the core beliefs necessary for ethical behavior, how is ethics involved in insurance claims situations and insurance ethics cases will be discussed in this two (2) hour Ethics continuing education course.

Cost: $34.00

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CE 1207 Management of Risk
Authority 9902 Generic - General Lines, Life, Title (6-Hrs)
CE 1207 Management of Risk

Approval # 78507 - What is risk management, what types of loss exposure does a typical family face, what is the best way to handle these exposures and discuss examples of managing various types of risks, such as identity theft and a household move in this six (6) hour continuing education course.

Cost: $89.00

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CE 1208 Retirement in Today\'s Economy
Authority 9900 Generic Life, Health, Variable (7 Hrs)
CE 1208 Retirement in Today\'s Economy

Approval # 78496 - A retirement crisis is looming on the horizon.  Every day more than 10,000 Baby Boomers turn 65 and this will continue for the next 20 years.  Will retirement be possible for this Boomer Generation, what type of financial plan do most of these Boomers have or should they have, what issues does the older investor face and much, much more will be discussed in this seven (7) hour continuing education course.

Cost: $102.00

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CE 1209 Products Suitable for Seniors
Authority 9911 Senior Suitability (3-Hrs)
CE 1209 Products Suitable for Seniors

Approval # 78108 - Keep up to date with the requirements and responsibilities governing agents when transacting the sale of annuities to the senior market.  This three (3) hour continuing education course meets the Florida requirement for a course in "Senior Suitability" to be taken by Life Agents every two (2) years and can count for the required three (3) hours of Agent Ethics.

Cost: $48.00

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CE 1210 Hurricane Loss Mitigation
Authority 9910 Premium Discounts/Mitigation (1-Hr)
CE 1210 Hurricane Loss Mitigation

Approval # 61156 - In this one (1) hour continuing education course learn about residential property features that offer policyholders premium discounts for items such as, roof shape, opening protection, roof deck and covering, upgrading of exterior doors and windows, and many more.  This course meets the Florida requirement for one (1) hour of Premium Discounts/Hurricane Mitigation - Authority 9910.

Cost: $19.00

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CE 1211 Long-Term Care Parnership Program
Authority 0240 Health (8-Hrs)
CE 1211 Long-Term Care Parnership Program

Approval # 78288 - Who needs Long Term Care Insurance, why is it needed, how can assets be preserved, who benefits from Long Term Care Insurance, what is the National Association of Insurance Commissioners (NAIC) Long Term Care Model Act, how does the Partnership Program work and what are it's benefits.  With the aging of America there is a huge need for Long Term Care Insurance.  This eight (8) hour continuing education course is designated a 0240 Health course and also will meet the one-time NAIC requirement for all agents selling Long Term Care Partnership Plans to take a course describing rules and regulations pertaining to sales of Partnership Plans.

Cost: $116.00

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CE 1212 Ongoing LTC Training
Authority 0240 (4-Hrs)
CE 1212 Ongoing LTC Training

Approval # 78303 - Keep updated on Florida rules and compliance issues pertaining to the Long Term Care Partnership Program.  This continuing education course meets the National Association of Insurance Commissioners (NAIC) requirement for a four (4) hour ongoing training course in Long Term Care Partnership Plans required every two (2) years for agents selling these Long Term Care products.

Cost: $61.00

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CE 1213 Disability Insurance
Authority 0240 Health (4-Hrs)
CE 1213 Disability Insurance

Approval # 78434 - What is the risk of a disability, what are the consequences of a disability, is there a need for disability insurance, how can disability insurance be utilized by individuals and businesses, what about Social Security Disability?  All this and much more will be discussed in this four (4) hour Health continuing education course.

Cost: $61.00

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CE 1214 Understanding Medicare
Authority 0240 Health (4-Hrs)
CE 1214 Understanding Medicare

Approval # 78422 - How does Medicare work, who is eligible, what is meant by an enrollment period, what will Parts A, B, C and D cover, is there a need for Medigap insurance, and much more will be discussed in this four (4) hour Health continuing education course.

Cost: $61.00

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CE 1215 Flood Insurance & Hurricane Loss/Mitigation
Authority 9910 Mitigation (1-Hr) & 0220 (3-Hrs)
CE 1215 Flood Insurance & Hurricane Loss/Mitigation

Approval #60767 - This four (4) hour continuing education course meets the requirement of the Flood Insurance Reform Act of 2004 for three (3) hours of flood insurance training for all agents engaged in selling through the National Flood Insurance Program (NFIP) and the Florida required one (1) hour Premium Discounts/Hurricane Mitigation course.

Cost: $61.00

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