This course provides the 10 hours of CE that you need, and applies to producers in all lines of insurance! Here, we will review key concepts and principles of Life & Health insurance. It includes 10 hours of continuing education content and the mandatory exam.
In this course, we'll talk about qualified plans and retirement, including the types of different plans available and their characteristics. We'll also touch on tax considerations and strategies like rollovers, transfers, and Section 1035 exchanges. Then we'll talk about life insurance and securities, before moving on to annuities.
We'll go over disability income, including different types and qualifications. Then we'll look at medical plans, including group health insurance and Medicare. Last, we'll look at Long-Term Care policies, including levels and types of care, as well exclusions to these programs. No additional reporting fees!
This course is approved by the South Dakota Division of Insurance (ID 1275988).
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- Approved By: South Dakota Division of Insurance
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.