• Insurance CE Course Descriptions

    CATALOG OF APPROVED Insurance CE COURSES

    BUILD AND PROTECT AN ESTATE #6000045809 4 credits
    This course starts by covering basic planning goals such as financial and medical decisions. It then goes into the 3 stages of the financial life cycle, going beyond the basics by creating an estate, conservation of that estate including planning considerations to preserve income. Distribution, linking trusts to estate planning and a section on gifting are also included.  (Expires 03/31/2021)
    DECODING VOLUNTARY BENEFITS #6000045810 4 credits
     Assumed means “I think I know”. Employers, consumers, agents and home offices all assume they are talking about the same thing when they use the term voluntary benefits. Attention Agents: A survey revealed 72% of employers were rethinking benefit offerings and 88% of employers use a broker. As an agent, you really need to know what a voluntary benefit is.   (Expires 03/31/2021)
    BENEFICIARY DESIGNATIONS #6000045811 4 credits
    The importance of a beneficiary designation does not seem like a big deal at the time of application, but wait until the time of death; the initial mistakes could be devastating. Careless treatment of designations could cost the beneficiary hundreds of thousands of dollars of transferred assets. Learn about the ins and outs of beneficiary designations so you can help satisfy your client’s planning objective.   (Expires 03/31/2021)
    HEALTH INSURANCE -A TO Z- #6000045846 4 credits
    Health insurance is more than Major Medical. Gone are the days when an agent can simply spreadsheet and sell a Major Medical plan. Today the health insurance agent’s liability demands an expertise on a wide variety of actual health insurance products and presentations. This course will go over some of the many types and options an insurance agent has to offer.   (Expires 03/31/2021)
    WISCONSIN LAW #6000045873 4 credits
    This course will review the major insurance coverages, including: Property, Casualty, Accident & Health, Life and Annuities. In addition, we will discuss the Risk Sharing Plans that are currently available in Wisconsin.   (Expires 03/31/2021)
    INVESTING 101 #6000045875 4 credits
    This course covers the practice of investing from the ground up. You will learn some of the lingo and major concepts. Regardless of your personality type, lifestyle, or interest, this course will help you understand what investing is and what it means.   (Expires 03/31/2021)
    FINDING AND KEEPING YOUR MONEY #6000062932 4 credits
    There is a need to manage your money at every age. The need to get your money in the right financial position begins with knowing where your money goes, debt reduction and how to take advantage of “money at work” techniques. For those who have their assets financially positioned there are ways to avoid significant taxation.  (Expires 03/31/2022)
    THE “I GET NO RESPECT” ETHICS GAME SHOW #6000063150 4 credits
    Ethics is the driving force to a critical fiduciary relationship. You will be introduced to some of the good, bad and ugly ethical practices that are within today’s business practice.  (Expires 03/31/2022)