This package is approved for 24 hours of CE! It includes 19 hours of l&H continuing education, 3 Hours of Ethics, and 2 Hours of Oklahoma Legislative Updates.
This package starts off with our Legislative Updates course. We'll start with a gradual review of Senate Bill 1010 about, among other things, viatical settlement providers and addresses listed on a license. Next is a series of House and Senate bills about life and health insurance. Important changes for insurers, Pharmacy Benefits Managers, MEWAs, opioid limitations, autism behavior analysts coverage, Medicare plans, and short-term limited-duration health insurance.
Owners of self-service storage facilities are required to be licensed if they sell insurance. Then, a half hour is dedicated to changes in the ways insurers can operate, such as the approval for protected cell companies, the requirements for internal auditing, health maintenance organizations, and confidential treatment of filings. A look at the Administrative Rule changes concludes the course.
Next up is our Ethics for Insurance Producers class. This course will take an in-depth look at a number of issues surrounding ethics and the producer. The course begins with a look at trust in the industry, and whether clients actually trust insurance producers compared to other professions. It continues with a comparison of ethics versus morality, and discusses how individual beliefs alter ethical choices at times. Corporate ethical behaviors are scrutinized, and the lesson explores situations in which ethics and morals collide.
The next segment of the package is on Life and Health topics. This course starts with general insurance, a broad overview of insurance and the insurance industry. This segment will address both the concept of insurance and the general practices of insurance producers.
The segment on life insurance discusses life insurance policies and their provisions, annuities, qualified retirement plans, and the taxation of life insurance policies and life insurance benefits.
The training on life insurance policies and their provisions will talk about the standard provisions found in life insurance policies before moving onto a discussion of beneficiaries and options and riders.
The annuities segment will take an in depth look at annuity contracts including their relation to life insurance and how they are used.
The instruction on qualified plans will examine retirement plans, what it means for a plan to be qualified, and how this affects the taxation of benefits.
The last segment of this part of this course will address taxation of life insurance and annuities and benefits that can be gained from these kinds of insurance products.
The segment on accident and health insurance explores accident and health insurance policies, medical plans, group health insurance, dental insurance, long term care insurance, and the taxation of accident and health insurance and insurance benefits.
The portion on health insurance policies will go over the contractual elements of an accident and health insurance policy.
The instruction on medical plans will discuss the various types of medical plans, managed care, cost containment strategies, and important federal laws such as the ACA and HIPAA.
The training on group health will examine group health insurance policies in comparison to individual health insurance coverage. This segment will also explore conversion options and group health policies for small employers.
A segment of this course will focus on the unique qualities of dental insurance.
The segment about Medicare will take a close look at the entire program including who is eligible, what Medicare provides to participants, and options for people who don’t qualify.
Long term care insurance (or LTC) is the primary interest of one segment of this course. This segment will cover the primary elements of LTC, how LTC can be marketed, and suitability issues.
The final segment of the course talks about taxation of health insurance products.
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- Approved By: Oklahoma Insurance Department
Life and Health Insurance Instructor Joel Daniels is an experienced business professional in the insurance industry, with an established track record of leadership, development, account management, relationship building, and brand integrity. In his insurance business, Joel works tirelessly with his allies and strategic partners to impact communities by providing access to affordable and usable health and wellness benefits options. Here at At Your Pace Online, Joel is a highly engaging instructor. He presents insurance continuing education to licensees so that they can grow in their knowledge of the trade with confidence, benefitting their own business growth as well as the overall well-being of their clients.