For Life Agents | Topics: Annuities [Renew Annuity requirement. Required all terms after completing 8 hr Annuity when you are selling and/or collecting from an Annuity.]

For Life Agents | Senate Bill 263 (Dodd, Chapter 2, Statutes of 2024) Insurance: annuities and life insurance policies, life agents licensed renewal must complete the new 2025 Annuity 4-hour training course prior to renewing their license. Topics: In this day and age of insurers and producers failing to ethically sell annuities which drastically affects our senior population, it is imperative the agent has a complete understanding to NAIC’s Suitability Model and how it is integrated into the CIC.

For Health Agents | [Required to sell LTC. When you start selling LTC you are required to complete this course each year for 4 years (twice per license term, for the 1st two license terms), then once each term after- when you are selling and/or collecting from a long term care policy.] Topics Covered: Caring for our loved ones and ourselves is an essential part of the life cycle.

For Life Agents | Topics: Will, Trust, Estate, Estate Planning, Considering Principles of Probate, Considering Elements of a Living Trust, Considering Mechanics of a Living Trust, When Setting Up a Living Trust, Considering Taxes & The Living Trust, The Living Trust and Medicaid, Living Trusts and Fraud, Laws Regulating Living Trusts, FAQ's for Living Trusts

General for all Broker-Agents | Topics: Fundamentals gives you an overview of insurance. We cover all types of insurance in some part within this course. The course is a basic overview with many specific topics and can be of value to anyone wanting to review the basics again. Great resource material also. Topics covered: General insurance for all agent license types.

For Health Agents | Topics: Intro to The Health Care System, Trends of Health Insurance, Traditional Health Insurance, Health Maintenance Organization - HMO, Preferred Provider Organizations - PPO, Health Insurance Policies, Employer Coverage Options, COBRA - Consolidated Omnibus Budget Reconciliation Act, Workers' Compensation, Health Insurance for Families, Health Insurance for the Elderly, Social Health Insurance, Federal Employee Health Benefits, Long-Term Disability, Disability Income Insurance.

For Life Agents | Topics: Introduction to Life Insurance, Life Insurance Concepts, Reasons for and Uses of Life Insurance Policies, Important Features in a Life Insurance Plan, Determining the Amount of Life Insurance Needed, Ethical Issues of the Life Insurance Business, Whole Life Insurance, Term vs. Permanent Life Insurance, Single Premium Life Insurance, Universal Life Insurance, Variable Life Insurance Products, Survivor-ship or "2nd-To-Die" Life Insurance, Adjustable Life Insurance.

For Life Agents | Required course when selling for most insurance agencies. License Type: Life Agent - Topics: The purpose of this course is to give a basic background and understanding of variable contracts and how they provide viable solutions to insureds.

2025 California CE Requirement. All course time is online video lectures. Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2023 Anti-Fraud Awareness' (1 Hour) affidavit}.

2023 Anti-Money Laundering (5 HR PDF Book) with Anti-Fraud Awareness (OnDemand Video), (5 HR Ethics CE credits). Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2023 Anti-Fraud Awareness' affidavit}.

2025 The Power of Ethical Selling (5 HR PDF Book) with Anti-Fraud Awareness (OnDemand Video), (5 HR Ethics CE credits). Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2023 Anti-Fraud Awareness' affidavit}.

This is the mandatory 2025 Life Agent Training course for Life agents. This course must be completed before Life Agents can sell Life products in 2025 and beyond. Instant access to the course materials after purchase.

2025 Essentials of Ethics with Anti-Fraud Awareness #388794 (4 hr Ethics) Printed Book and Mailed. Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2025 Anti-Fraud Awareness' affidavit}.

2025 The Power of Ethical Selling with Anti-Fraud Awareness (5 hr Ethics) Printed Book and Mailed #388795, (5 HR Ethics CE credits). Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2023 Anti-Fraud Awareness' affidavit}.

[Covers Annuity requirement, terms after completing 8 hr Annuity] Topics Covered: Annuities

For Life Agents | Senate Bill 263 (Dodd, Chapter 2, Statutes of 2024) Insurance: annuities and life insurance policies, life agents licensed renewal must complete the new 2025 Annuity 4-hour training course prior to renewing their license. Topics: In this day and age of insurers and producers failing to ethically sell annuities which drastically affects our senior population, it is imperative the agent has a complete understanding to NAIC’s Suitability Model and how it is integrated into the CIC.

[Required to sell Long-term Care] Topics Covered: Caring for our loved ones and ourselves is an essential part of the life cycle. Long-term Care can provide peace of mind for a season of life that could be extremely burdensome to family members and assets. Long-Term Care insurance promises essential quality of life resources when needed.

Topics: Will, Trust, Estate, Estate Planning, Considering Principles of Probate, Considering Elements of a Living Trust, Considering Mechanics of a Living Trust, When Setting Up a Living Trust, Considering Taxes & The Living Trust, The Living Trust and Medicaid, Living Trusts and Fraud, Laws Regulating Living Trusts, FAQ's for Living Trusts

Topics: General insurance for all agent license types

Topics Covered: Intro to The Health Care System, Trends of Health Insurance, Traditional Health Insurance, Health Maintenance Organization - HMO, Preferred Provider Organizations - PPO, Health Insurance Policies, Employer Coverage Options, COBRA - Consolidated Omnibus Budget Reconciliation Act, Workers' Compensation, Health Insurance for Families, Health Insurance for the Elderly, Social Health Insurance, Federal Employee Health Benefits, Long-Term Disability, Disability Income Insurance...

Topics: Introduction to Life Insurance, Life Insurance Concepts, Reasons for and Uses of Life Insurance Policies, Important Features in a Life Insurance Plan, Determining the Amount of Life Insurance Needed, Ethical Issues of the Life Insurance Business, Whole Life Insurance, Term vs. Permanent Life Insurance, Single Premium Life Insurance, Universal Life Insurance, Variable Life Insurance Products, Survivor-ship or "2nd-To-Die" Life Insurance, Adjustable Life Insurance...

Required course when selling for most insurance agencies. License Type: Life AgentTopics: The purpose of this course is to give a basic background and understanding of variable contracts and how they provide viable solutions to insureds.

2023 Anti-Money Laundering (5 HR Printed Book) with Anti-Fraud Awareness, (5 HR Ethics CE credits). Certificate of Completion {Instantly printable & CDI credit submitted electronically with your '2023 Anti-Fraud Awareness' affidavit}.

2025 California CE Requirement. This course is a printed book with an exam. Certificate of Completion {Printable on our website & CDI credit submitted electronically with your '2025 Anti-Fraud Awareness' (1 Hour) affidavit}.

This is the mandatory 2025 Life Agent Training course for Life agents. This course must be completed before Life Agents can sell Life products in 2025 and beyond.

The requirement for this course to be mandatory for licensing to sell Annuities in 2025.Senate Bill 263 (Dodd, Chapter 2, Statutes of 2024) Insurance: annuities and life insurance policies, life agents licensed on or after January 1, 2025, must complete the new 2025 Annuity 8-hour training course prior to soliciting annuity business. Life agents who hold a life line of authority prior to January 1, 2025, must complete the new 2025 Annuity 8-hour Training course no later than July 1, 2025.