Oklahoma 21 Hour Life & Health Package

$60.00

21 Hour Course

Course ID: 6000037043, 6000015254

Approved By: Oklahoma Insurance Department


Add to Cart (877) 724-6150

This 21 hour continuing education package will earn Oklahoma Insurance Producers 19 General credits and 2 Legislative Update credits. 

The instruction will begin with a discussion of Legislative Updates. This portion is designed to provide licensed Oklahoma insurance agents with 2 hours of continuing education, and update them on recent changes to administrative rules and laws. We will cover changes to insurance rules that apply to Life and Health Lines, as well as Property and Casualty, and general rules such as regulatory compliance topics.

After that the course will cover 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.

  • Legislative Changes
    • Legislative Changes [10 Activities]
      • 01. Life and Health Updates
      • 02. Life and Health Updates, continued
      • 03. Property & Casualty Updates
      • 04. Regulatory Compliance and Insurer Operations
      • 05. Regulatory Compliance and Insurer Operations, continued
      • 06. National Association of Insurance Commissioners
      • 07. Other Statutes and Laws
      • 08. Administrative Rules
      • 09. Administrative Rules: Reinsurance Credit
      • 10. Company Supervision: Part 15 (365:25-7-80)
    • Final Exam (25 questions)
  • Oklahoma Life & Health Package
    • General Insurance Concepts [18 Activities]
      • 01. Introduction to General Concepts (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. Producers and Agency Relationship (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. Conclusion (Video)
    • Fundamental Concepts [7 Activities]
      • 01. Introduction (Video)
      • 02. Uses of Life Insurance (Video)
      • 03. Uses for Life Insurance: Personal and Business Uses of Life Insurance
      • 04. Uses for Life Insurance: Determining Amount of Personal Life Insurance
      • 05. Aspects of Life Insurance
      • 06. Individual Underwriting by the Insurer
      • 07. Conclusion (Video)
    • Life Insurance Policy Types [13 Activities]
      • 01. Introduction (Video)
      • 02. Policy Descriptions in Brief
      • 03. Whole Life Insurance and Term Life Insurance (Video)
      • 04. Individual Policies in Detail: Whole Life Insurance
      • 05. Individual Policies in Detail: Term Life Insurance
      • 06. Flexible Policies and Specialized Policies (Video)
      • 07. Individual Policies in Detail: Flexible Policies
      • 08. Individual Policies in Detail: Specialized Policies
      • View Additional Activities
        • 09. Individual Policies in Detail: Endowment Policies and Worksite Plans
        • 10. Group Life Insurance and Credit Life Insurance (Video)
        • 11. Group Policies in Detail
        • 12. Credit Life Insurance
        • 13. Conclusion (Video)
    • Standard Policy Provisions [17 Activities]
      • 01. Introduction (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: Nonforfeiture
        • 10. Options: Loans, Withdrawals, and Surrenders
        • 11. Riders - Part 1 (Video)
        • 12. Disability, LTC, and Accelerated Benefit Riders
        • 13. Riders - Parts 2-4 (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 (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. Classes of Health Insurance (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. Producer Responsibilities: Part 2 (Video)
        • 17. Field Underwriting
        • 18. Individual Underwriting By the Insurer
        • 19. Your Responsibilities Towards Applicants or Insureds (Video)
        • 20. Considerations in Replacing Accident and Health
        • 21. Conclusion (Video)
    • General Provisions [7 Activities]
      • 01. Introduction (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 [12 Activities]
      • 01. Introduction (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 Benefits
        • 10. Employee Retirement Income Security Act (Video)
        • 11. Employee Retirement Income Security Act (ERISA)
        • 12. Conclusion (Video)
    • Life Insurance and Securities [4 Activities]
      • 01. Introduction (Video)
      • 02. Dodd-Frank
      • 03. Variable Life Insurance and Variable Annuities as Securities
      • 04. Conclusion (Video)
    • Annuities [10 Activities]
      • 01. Introduction (Video)
      • 02. Annuity Principles and Concepts
      • 03. Immediate versus Deferred Annuities
      • 04. Annuity (Benefit) Payment Options (Video)
      • 05. Annuity (Benefit) Payment Options
      • 06. Annuity Products (Video)
      • 07. Annuity Products
      • 08. Uses of Annuities (Video)
      • 09. Uses of Annuities
      • 10. Conclusion (Video)
    • Disability [19 Activities]
      • 01. Introduction to Disability (Video)
      • 02. Statistics
      • 03. Definitions of Disability (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)
    • Group Health [7 Activities]
      • 01. Group Insurance Concepts
      • 02. Types of Eligible Groups
      • 03. Advertising Group Health Insurance
      • 04. Employer Group Health Insurance
      • 05. Loss of Coverage / Coverage Continuation / Changing Coverage
      • 06. Small Employer Medical Plans
      • 07. Other Types of Supplementary Group Coverage
    • Dental [5 Activities]
      • 01. Introduction (Video)
      • 02. Dental Insurance - Part 1
      • 03. Indemnity Plans
      • 04. Employer Group Dental Expense
      • 05. Conclusion (Video)
    • Medicare [25 Activities]
      • 01. History of Medicare (Video)
      • 02. Medicare - An Overview: Part 1
      • 03. Medicare - An Overview: Part 2
      • 04. Medicare Part A: Individual Eligibility Requirements (Video)
      • 05. Medicare Part A - In Detail
      • 06. Medicare Part A - Part 2
      • 07. Medicare Part A - Part 3
      • 08. Medicare Part A - Part 4
      • View Additional Activities
        • 09. Medicare Part B - In Detail
        • 10. Medicare Part B (Video)
        • 11. Medicare Part B - Part 2
        • 12. Medicare Part B - Part 3
        • 13. Medicare Part B - Part 4
        • 14. Medicare Part B - Part 5
        • 15. Part A and Part B Exclusions
        • 16. Medicare C & D (Video)
        • 17. Medicare Parts C & D - In Detail
        • 18. Medicare Parts C & D - Part 2
        • 19. Medicare Parts C & D - Part 3
        • 20. Medigap (Video)
        • 21. Medicare Supplements & MediGap
        • 22. Medicare Conclusion (Video)
        • 23. Other Options
        • 24. Other Options - Part 2
        • 25. Conclusion (Video)
    • Long-Term Care Insurance [17 Activities]
      • 01. Introduction (Video)
      • 02. Qualified Long-Term Care
      • 03. History of and Recent Changes (Video)
      • 04. Long-Term Care Insurance
      • 05. NAIC Model LTCi Act
      • 06. Building LTCi Policies (Video)
      • 07. Building a LTC Insurance Policy I
      • 08. Building a LTC Insurance Policy II
      • View Additional Activities
        • 09. Building a LTC Insurance Policy III
        • 10. Medicaid Partnership and Tax-Qualified Plans (Video)
        • 11. Non-Tax-Qualified LTC Policies
        • 12. Alternatives to Long-Term Care Insurance (Video)
        • 13. Alternatives to LTC Insurance
        • 14. Suitability for LTC Insurance
        • 15. The Future of Long-Term Care Insurance (Video)
        • 16. The Future of Long-Term Care
        • 17. Conclusion (Video)
    • Federal Regulations Covering Life & Health Insurance [14 Activities]
      • 01. Introduction (Video)
      • 02. Federal Regulations Governing Health Insurance: Part 1
      • 03. Federal Regulations Governing Health Insurance - Part 2
      • 04. Federal Regulations Governing Health Insurance - Part 3
      • 05. Patient Protection and Affordable Care Act (Video)
      • 06. Federal Regulations Governing Health Insurance - Part 4
      • 07. Affordable Care Act: Changes to Underwriting (Video)
      • 08. Federal Regulations Governing Health Insurance - Part 5
      • View Additional Activities
        • 09. Federal Regulations Governing Health Insurance - Part 6
        • 10. Federal Regulations Governing Health Insurance - Part 7
        • 11. Fines, Penalties, Subsidies, and Tax Credits (Video)
        • 12. Federal Regulations Governing Health Insurance - Part 8
        • 13. Federal Regulations Governing Health Insurance - Part 9
        • 14. Conclusion (Video)
  • Final Test
    • Final Test (45 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate - Oklahoma Life & Health Package
    • Certificate - Oklahoma 2hr Legislative Updates for 2018

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.