Oklahoma 19 Hour Life and Health CE Course

$55.00

19 Hour Course

Course ID: 6000037043

Approved By: Oklahoma Insurance Department


Add to Cart (877) 724-6150

This 19 hour continuing education package focuses on important aspects of life and health insurance. The instruction will begin with a discussion of the concepts of risk and insurance in general, and then progress into a further discussion of life insurance specifically. We’ll examine different types of life insurance and some of the common policy provisions found in life insurance policies. Then we’ll take a separate look at the types of health insurance available in the market today, as well as the provisions commonly included in those policies.

Once we’ve had an overview of life and health lines, we’ll go a bit more in-depth, starting with a segment on retirement planning and qualified retirement plans. The student will receive instruction in simplified employee pensions, profit-sharing plans, and tax sheltered annuities.

After looking at qualified plans and retirement, the student will be exposed to different types of disability income and similar insurance, including medical and dental insurance. This section will be followed by a section that undertakes a more individualized discussion of medical plans, group health insurance, and dental insurance.

From there, our course takes the student into the world of Medicare and Medicare related health plans. While in this segment, the student will learn methods for determining if clients are eligible for Medicare, and for determining which Medicare coverage options are available. Along with Medicare, there will be a short segment on long term care and what it takes to guide a client through the process of selecting a suitable long-term care insurance policy.

In the final two segments, we’ll discuss the federal taxation of life insurance and health insurance, in which students will learn the methods for estimating how either a life insurance policy or benefits, or a health insurance policy or its benefits (or both) will affect a client’s taxes.

Following the course of instruction, there will be a final exam in order to assist students in retaining the information they have received retain the information.

    • General Insurance Concepts [21 Activities]
      • 01. Introduction to Fundamental Insurance (Video)
      • 02. What is Insurance?
      • 03. Risk and Risk Management
      • 04. Risk and Risk Management: Techniques and Insurable Interest
      • 05. Insurers (Video)
      • 06. Insurers
      • 07. Financial Status (Video)
      • 08. Insurers: Financial Status
      • View Additional Activities
        • 09. Insurance Producers (Video)
        • 10. Producers and Agency Relationships: What is Agency?
        • 11. Producers and Agency Relationships: Creation of an Agency Relationship
        • 12. Producers and Agency Relationship: Authority, Powers, and Responsibilities of Producers
        • 13. Contracts (Video)
        • 14. Contracts
        • 15. Contracts: Elements of a Legal Contract
        • 16. Contracts: Distinct Characteristics of an Insurance Contract
        • 17. Contracts: Legal Interpretations Affecting Contracts
        • 18. Completing the Application, Underwriting, and Delivering the Policy (Video)
        • 19. Completing the Application, Underwriting, and Delivering the Policy
        • 20. Completing the Application, Underwriting, and Delivering the Policy: Underwriting
        • 21. Conclusion of Fundamental Insurance (Video)
    • Fundamental Concepts for Life Insurance [9 Activities]
      • 01. Introduction to Fundamentals of Life Insurance (Video)
      • 02. Introduction to Life Insurance; Common Classifications of Life Insurance
      • 03. Uses of Life Insurance (Video)
      • 04. Uses for Life Insurance: Personal and Business Uses of Life Insurance
      • 05. Uses for Life Insurance: Determining Amount of Personal Life Insurance
      • 06. Aspects of Life Insurance
      • 07. Individual Underwriting by the Insurer (Video)
      • 08. Individual Underwriting by the Insurer
      • 09. Conclusion (Video)
    • Life Insurance Policy Types [15 Activities]
      • 01. Introduction to Life Insurance Policies (Video)
      • 02. Life Insurance Basics
      • 03. Policy Descriptions in Brief
      • 04. Whole Life Insurance and Term Life Insurance (Video)
      • 05. Individual Policies in Detail: Whole Life Insurance
      • 06. Individual Policies in Detail: Term Life Insurance
      • 07. Flexible Policies and Specialized Policies (Video)
      • 08. Individual Policies in Detail: Flexible Policies
      • View Additional Activities
        • 09. Individual Policies in Detail: Specialized Policies
        • 10. Individual Policies in Detail: Endowment Policies and Worksite Plans
        • 11. Group Life Insurance and Credit Life Insurance (Video)
        • 12. Group Policies in Detail
        • 13. Completing the Application, Underwriting, and Delivering the Policy: Calculating and Delivering the Policy
        • 14. Credit Life Insurance
        • 15. Conclusion (Video)
    • Standard Life Insurance Policy Types [17 Activities]
      • 01. Introduction to Life Insurance Policy Provisions (Video)
      • 02. Standard Policy Provisions Part 1
      • 03. Standard Policy Provisions Part 2
      • 04. Beneficiaries (Video)
      • 05. Standard Policy Provisions Part 3
      • 06. Standard Policy Provisions Part 4
      • 07. Options (Video)
      • 08. Options: Settlement
      • View Additional Activities
        • 09. Options: Non-Forfeiture
        • 10. Options: Loans, Withdrawals, and Surrenders
        • 11. Riders (Video)
        • 12. Disability, LTC, and Accelerated Benefit Riders
        • 13. Riders: Additional Uses (Video)
        • 14. Term Riders
        • 15. Other Riders
        • 16. Viatical Trust Settlements
        • 17. Conclusion (Video)
    • Introduction to Health Insurance [21 Activities]
      • 01. Introduction to Health Insurance Basics (Video)
      • 02. Definitions
      • 03. Basics of Health Insurance
      • 04. Policyholders' Bill of Rights
      • 05. Uses of Health Insurance
      • 06. Principal Types of Losses and Benefits
      • 07. Types of Health Insurance Policies: Part 1
      • 08. Limited Coverage Policies (Video)
      • View Additional Activities
        • 09. Types of Health Insurance Policies: Part 2
        • 10. Premiums
        • 11. Important Legislation
        • 12. Exclusions
        • 13. Other Insurance Concepts
        • 14. Producer Responsibilities (Video)
        • 15. Producer Responsibilities
        • 16. Underwriting (Video)
        • 17. Field Underwriting
        • 18. Individual Underwriting By the Insurer
        • 19. Producer Responsibilities (Video)
        • 20. Considerations in Replacing Accident and Health
        • 21. Conclusion (Video)
    • Health Insurance Policy General Provisions [7 Activities]
      • 01. Health Insurance Policy (Video)
      • 02. Uniform Policy Provisions
      • 03. Other General Provisions (Video)
      • 04. Other General Provisions - Part 1
      • 05. Other General Provisions - Part 2
      • 06. Riders
      • 07. Conclusion (Video)
    • Qualified Plans and Retirement [13 Activities]
      • 01. Introduction to Qualified Plans (Video)
      • 02. Qualified Plans � Part 1
      • 03. Qualified Plans - Part 2: Plan Types, Characteristics, and Purchasers
      • 04. Federal Tax Considerations for Qualified Plans (Video)
      • 05. Qualified Plans - Part 3: Federal Tax Considerations for Qualified Plans
      • 06. Rollovers, Transfers, and 1035 Exchanges (Video)
      • 07. Rollovers and Transfers
      • 08. Section 1035 Exchanges
      • View Additional Activities
        • 09. Social Security (Video)
        • 10. Social Security Benefits
        • 11. Employee Retirement Income Security Act (Video)
        • 12. Employee Retirement Income Security Act (ERISA)
        • 13. Conclusion (Video)
    • Disability Income & Similar Insurance [19 Activities]
      • 01. Introduction to Disability Income (Video)
      • 02. Statistics
      • 03. Definitions (Video)
      • 04. Definitions
      • 05. Definitions Part 2
      • 06. Qualifying for Disability Benefits (Video)
      • 07. Qualifying for Disability Benefits
      • 08. Different Types of Disability Coverage (Video)
      • View Additional Activities
        • 09. Different Types of Disability Coverage
        • 10. Group and Individual Disability Income Insurance (Video)
        • 11. Group and Individual Disability Income Insurance
        • 12. Group and Individual Disability Income Insurance � Part 2
        • 13. Unique Aspects of Disability Underwriting (Video)
        • 14. Unique Aspects of Disability Underwriting
        • 15. Social Security Disability (Video)
        • 16. Social Security Disability
        • 17. Workers� Compensation (Video)
        • 18. Workers� Compensation
        • 19. Conclusion (Video)
    • Medical Plans [7 Activities]
      • 01. Introduction to Medical Plans (Video)
      • 02. Medical Plan Concepts
      • 03. Types of Providers and Plans (Video)
      • 04. Types of Providers and Plans
      • 05. Cost Containment in Health Care Delivery (Video)
      • 06. Cost Containment in Health Care Delivery
      • 07. Conclusion (Video)
    • Group Health Insurance [12 Activities]
      • 01. Introduction to Group Health Insurance Policies (Video)
      • 02. Group Insurance Concepts
      • 03. Types of Eligible Groups
      • 04. Group Benefits Review (Video)
      • 05. Advertising Group Health Insurance
      • 06. Employer Group Health Insurance
      • 07. Group Insurance Eligibility (Video)
      • 08. Loss of Coverage / Coverage Continuation / Changing Coverage
      • View Additional Activities
        • 09. COBRA Coverage (Video)
        • 10. Small Employer Medical Plans
        • 11. Other Types of Supplementary Group Coverage
        • 12. Conclusion (Video)
  • Topic 11
    • Dental Insurance [5 Activities]
      • 01. Introduction to Dental Insurance (Video)
      • 02. Dental Insurance - Part 1
      • 03. Indemnity Plans
      • 04. Employer Group Dental Expense
      • 05. Conclusion (Video)
    • Medicare [21 Activities]
      • 01. Introduction to Medicare (Video)
      • 02. Medicare: An Overview
      • 03. Medicare Enrollment
      • 04. Medicare A: Individual Eligibility Requirements (Video)
      • 05. Medicare Part A: Eligibility
      • 06. Medicare Part A: Coverage and Costs
      • 07. Medicare Part A: Coverage and Costs, Continued
      • 08. Medicare B (Video)
      • View Additional Activities
        • 09. Medicare Part B: Eligibility
        • 10. Medicare Part B: Coverage and Costs
        • 11. Medicare Part B: Coverages and Cost-Sharing Amounts, Part 1
        • 12. Medicare Part B: Coverages and Cost-Sharing Amounts, Part 2
        • 13. Part A and Part B Exclusions
        • 14. Medicare C/D (Video)
        • 15. Medicare Parts C and D, Part 1
        • 16. Medicare Parts C and D, Part 2
        • 17. Medigap (Video)
        • 18. Medicare Supplement Policy/ MSP / MediGap
        • 19. Medicare (Video)
        • 20. Other Options
        • 21. Conclusion (Video)
    • Long-Term Care [11 Activities]
      • 01. Introduction to Long-Term Care Insurance (Video)
      • 02. Types of Policies and Elimination and Benefit Periods
      • 03. Eligibility for Benefits
      • 04. Levels and Types of Care
      • 05. Benefits and Options
      • 06. Marketing and Exclusions
      • 07. Suitability
      • 08. Long Term Care, Medicare, and Medicaid Compared
      • View Additional Activities
        • 09. LTC Policy Replacement
        • 10. Qualified LTC Plans
        • 11. Conclusion (Video)
    • Federal Taxation of Life Insurance [8 Activities]
      • 01. Introduction to Federal Taxation of Life Insurance (Video)
      • 02. Taxation of Personal Life Insurance
      • 03. Taxation of Group Life Insurance
      • 04. Taxation of Nonqualified Annuities (Video)
      • 05. Taxation of Nonqualified Annuities
      • 06. Taxation of Individual Retirement Annuities (Video)
      • 07. Taxation of Individual Retirement Annuities (IRAs)
      • 08. Conclusion (Video)
    • Federal Taxation of Health Insurance [8 Activities]
      • 01. Federal Tax Health (Video)
      • 02. Personally-Owned Health Insurance
      • 03. Employer Group Health Insurance
      • 04. Medical Expense Coverage for Sole Proprietors and Partners
      • 05. Business Disability Insurance
      • 06. Health Savings Accounts and Other Tax-Favored Health Plans (Video)
      • 07. Health Savings Accounts and Other Tax-Favored Health Plans
      • 08. Conclusion (Video)
    • Final Exam (45 questions)
    • Mandatory Questionnaire.
    • Certificate of Completion

Instructor Bio


keith haley insurance instructor atyourpaceonline
Keith Haley is the Online Insurance instructor and industry expert for At Your Pace Online. In addition to his insurance license, Keith holds a Bachelor's degree in Finance, Master's degree in Education, and is a Certified Financial Planner and licensed insurance producer. As an entrepreneur, over his career Keith has owned and managed businesses in a wide range of professions, including car sales, financial consultation, and insurance sales and management. With over twenty years of experience in business, sales, and education, Keith brings a broad range of practical and academic knowledge to our courses.