• Estate Tax Planning

    Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with...
    ⏱ 4 hours
    🌐 Online Self Study
    $19.95
    Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues with an examination of the estate and its administration. The text serves as an introduction to the issues of estate settlement and includes a discussion of the probate estate and the federal gross estate.
  • Duties After Loss

    No matter what type of insurance you sell, understanding the policy’s terms, conditions, and exclusions allows you to...
    ⏱ 10 hours
    🌐 Online Self Study
    $29.95
    No matter what type of insurance you sell, understanding the policy’s terms, conditions, and exclusions allows you to give more insightful advice to your clients—and become a valuable resource to both business and individual customers. You are not required to discuss every possible situation which might arise and whether that situation would be covered under the policy, but you must inform clients when the policy does not cover a particular risk about which they asked. In this course, you’ll review some of the basic components of four common insurance policies: auto insurance, homeowners insurance, personal umbrella insurance, and workers’ compensation insurance.
  • Anti-Money Laundering Today

    Since the economic crisis, the insurance agency faces more stringent regulatory scrutiny—and insurance companies are expected to comply...
    ⏱ 2 hours
    🌐 Online Self Study
    ClearCert
    Meets AML Req.
    $19.95
    Since the economic crisis, the insurance agency faces more stringent regulatory scrutiny—and insurance companies are expected to comply with AML and OFAC regulations. Money laundering allows criminals to hide their profits from illegal activities by making legal purchases and transactions. Globally, worldwide money laundering activities add up to over $1 trillion per year—encouraging corruption, distorting economic data, aggravating social problems, and allowing criminals and terrorists to finance their activities.
  • Advanced Thinking About Risk Management Concepts

    As an insurance agent selling commercial casualty insurance, you need to have some knowledge of the risk management...
    ⏱ 4 hours
    🌐 Online Self Study
    $19.95
    As an insurance agent selling commercial casualty insurance, you need to have some knowledge of the risk management process in order to provide the appropriate insurance coverage and/or offer alternative solutions. This additional knowledge brings value to the table. The typical risk management process includes identifying risk, performing qualitative and quantitative risk analysis, and incorporating risk control techniques.
  • Advanced Thinking About Errors and Omissions

    You never know when an unhappy client might file a lawsuit claiming you’ve been negligent or made an...
    ⏱ 3 hours
    🌐 Online Self Study
    $19.95
    You never know when an unhappy client might file a lawsuit claiming you’ve been negligent or made an error or omission while performing your services. Insurance brokers/dealers, registered investment advisors, financial planners, and other financial professionals can obtain E&O insurance. The benefits an E&O insurance policy gives companies or individuals can vary greatly depending on the policy and issuing insurance company.
  • Advanced Thinking About Cyber Risk

    The risks and opportunities which digital technologies, devices, and media bring us are obvious. Cyber risk is never...
    ⏱ 6 hours
    🌐 Online Self Study
    $29.95
    The risks and opportunities which digital technologies, devices, and media bring us are obvious. Cyber risk is never a matter purely for the IT team, although they clearly play a vital role. An organization’s risk management function needs a thorough understanding of the constantly evolving risks as well as the practical tools and techniques available to address them.
  • 4hr Annuity & Best Interest Training

    This course examines the annuity concept and explains what an annuity is and how it works. The mechanics...
    ⏱ 4 hours
    🌐 Online Self Study
    ClearCert
    Meets Annuity Req.
    $19.95
    This course examines the annuity concept and explains what an annuity is and how it works. The mechanics of the accumulation and payout phases of an annuity are examined and sample calculations are discussed. An explanation of settlement options and their appropriate uses are covered.
  • Workers Compensation Made Simple

    Workers’ compensation insurance is good for both employees and employers. It protects employees from loss of wages in...
    ⏱ 3 hours
    🌐 Online Self Study
    $19.95
    Workers’ compensation insurance is good for both employees and employers. It protects employees from loss of wages in case of on-the-job injury; and it can also protect employers from potentially debilitating lawsuits. Most states require companies to carry workers’ comp, and state laws dictate the details of policies.
  • Understanding Commercial Lines Property and Casualty

    Without commercial insurance, big business couldn’t exist. Commercial insurance acts as an economic lubricant, allowing businesses to recover...
    ⏱ 10 hours
    🌐 Online Self Study
    $29.95
    Without commercial insurance, big business couldn’t exist. Commercial insurance acts as an economic lubricant, allowing businesses to recover from losses that would ordinarily bankrupt them. As a commercial lines agent specializing in Property and Casualty insurance, you help businesses safeguard their assets—and preserve their operations in the case of a major setback.
  • Property and Casualty Made Simple

    Property and casualty insurance safeguards personal and business property from damage, destruction—and litigation. It’s a crucial element of...
    ⏱ 10 hours
    🌐 Online Self Study
    $29.95
    Property and casualty insurance safeguards personal and business property from damage, destruction—and litigation. It’s a crucial element of our society today—and plays a key role in protecting individuals and companies from financial disaster due to unexpected damage to expensive property. This course in Property and Casualty insurance gives you a thorough overview of how P&C insurance works.
  • Personal Lines Insurance

    When a home, car, or other valuable property is damaged or lost, it can have a devastating impact...
    ⏱ 3 hours
    🌐 Online Self Study
    $19.95
    When a home, car, or other valuable property is damaged or lost, it can have a devastating impact on the owner. Personal lines insurance provides individuals with an important safety net against such loss. As a personal lines agent, you’ll help people protect themselves financially against accidents, theft, natural disasters, and other events that can have serious financial consequences.
  • NAIC 8hr LTC Partnership Training

    This course is a comprehensive program designed for insurance professionals to enhance their understanding of long-term care insurance....
    ⏱ 8 hours
    🌐 Online Self Study
    ClearCert
    Meets LTC Req.
    $29.95
    This course is a comprehensive program designed for insurance professionals to enhance their understanding of long-term care insurance. This course covers a wide range of topics, including the nature of long-term care services, the associated costs, available payment options, and state and federal regulations governing long-term care insurance. With the aging population and increasing demand for long-term care, this course is essential for agents seeking to stay current on policy offerings and how they relate to Medicaid and other public programs.
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