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Montana Insurance CE

Take your Montana Insurance Continuing Education today! The Montana Commissioner of Securities and Insurance recognizes 360training.com as a fully accredited provider of mandatory Montana insurance CE coursework for preparing for examination. All courses are 100% online and include everything you need to fulfill your CE requirements for your Montana insurance license renewal.

Please check the box next to the course(s) you wish to take. Then click the "Add To Cart" button to proceed with registration.

Course Title Hours Price

Course Description

This course will introduce basic concepts for understanding Medicare coverage in its two parts: hospital insurance and medical insurance. A brief history of the program and a discussion of the role of private insurance companies is followed by eligibility requirements, exclusions, and claims payments. Peer Review Organizations and Service Provider Certification are also discussed.

LEARNING OBJECTIVES:

  • Understand the purpose and background of Medicare
  • Recognize the role of private insurance companies
  • Identify the two parts of Medicare, and what each covers
  • Be familiar with enrollment, exclusions, and eligibility requirements
  • Understand the role of Peer Review Organizations (PROs)
  • Be knowledgeable of the Medicare claims payment process.

    T
    OPICS COVERED:

    • Introduction
    • LESSON 1: History, Administration and Role of Private Insurance Companies in Medicare
    • LESSON 2: Components of Medicare Coverage
    • LESSON 3: Medicare Eligibility
    • LESSON 4: Enrollment
    • LESSON 5: Medicare Exclusions
    • LESSON 6: Service Providers
    • LESSON 7: Peer Review Organizations (PROs)
    • LESSON 8: Claims Settlement

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 3 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Quizzes – You will not be required to pass the quizzes to move on to the next lesson.
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

  • 3 $15

    Course Description

    This course will introduce you to the basic principles of insurance, including the concept of risk, the different types of risk, and techniques in managing risk. It will introduce you to several basic elements and terms used in the insurance industry. The course will focus on explaining the insurance contract by introducing and reviewing its various parts, including: the elements, characteristics, and parts of a contract, as well as various policy organizations. It will also lesson focus on the insurance transaction. The transaction includes such things as the application process, how the policy is selected, underwritten, and rated. This section will also review some of the legal requirements of applicants and the insurance company, with respect to the insurance transaction.

    Learning Objectives

    • Learn the types of Insurance companies that are available to consumers.
    • Study the basic structure, and types of Property and Casualty insurance.
    • Review who and what exactly makes up and insurance company.
    • Gain an understanding of how the industry is regulated, and who regulates it.
    • To review the insurance contract by discussing its key elements.
    • To learn the basics of the insurance transaction.

    Topics Covered

    • Introduction
    • Lesson 1: Principles of Insurance
    • LESSON 2: The Insurance Company
    • LESSON 3: Marketing Property and Casualty/ The Insurance Contract
    • LESSON 4: The Insurance Transaction

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 6 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

    EXPERIENCE.

    Director, Center for Continuing Education, Austin, Texas
    Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    District Manager, Farmers Insurance Group, California & Iowa.

    EDUCATION AND LICENSES:
    Masters Of Arts, Business And Administration, Columbia Pacific University
    Bachelor of Science, Mankato State University
    Chartered Life Underwriter & Chartered Financial Counselor Designations
    Registered Health Underwriter & Registered Employee Benefits Counselor.

    6 $30

    Course Description

    The peril of liability is one of the most severe risks facing any organization today. Operating an organization without liability insurance puts owners at risk. Learning about liability insurance is a great way to prolong the life of your organization! This course covers broad issues of liability insurance and Workers’ Compensation.

    Learning Objectives

    • The basics of commercial liability insurance
    • Commercial liability insurance coverage
    • Commercial liability insurance policy
    • The basics of worker’s compensation and employers liability insurance
    • Worker’s Compensation and employers liability insurance policy

    Topics Covered

    • Introduction
    • LESSON 1: The Basics of Commercial Liability Insurance
    • LESSON 2: Commercial Liability Insurance Coverage
    • LESSON 3: Commercial Liability Insurance Policy
    • LESSON 4: Workers’ Compensation and Employers Liability Basics
    • LESSON 5: Workers’ Compensation and Employers Liability Insurance Policy

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 3 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

    This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.

    If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.
    .

    3 $15

    Course Description

    Financial institutions are at the forefront of the battle against the money launderers. It is not only their institutions that the money launderers target to use in their various nefarious schemes but under current legislation they are responsible for policing the financial dealings and reporting any suspicious transactions. This course will dwell upon the new regulatory environment of the securities industry vis a vis money laundering, specifically the USA Patriot Act 2001. The course aims to highlight the key aspects of the USA Patriot Act namely, Suspicious Activity Reporting (SAR) and Know your Customer (KYC).

    Learning Objectives

    • Understand the scope and effect of Money Laundering.
    • Understand the Process and Methodology of Money Laundering.
    • The impact of money laundering on the Operations and responsibilities of Financial Institutions.
    • The regulatory environment vis a vis Money Laundering for the securities industry.
    • The establishment of the Anti Money Laundering Program for securities firms.

    Topics Covered

    • Introduction
    • LESSON 1: Money Laundering Defined
    • LESSON 2: Effects of Money Laundering
    • LESSON 3: Federal Money Laundering Laws for Securities Firms
    • LESSON 4: The USA Patriot Act

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 2 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    Les Carter

    Les was an executive in the financial services industry who has served as a President of a commercial bank, and as an Executive Vice President of a special servicing company. He has 20 years of commercial and mortgage banking experience including starting four companies: a commercial bank, a consulting company, a loan servicing company, and a consumer collection agency.

    Most recently, before joining 360Training, Les was an Executive Vice President of The Ontra Companies in Austin, TX, a nationally recognized holding company with interests in special servicing and loan originations.
    .

    2 $10

    Course Description

    As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries. Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.

    LEARNING OBJECTIVES:

  • Define the uses and purpose of an annuity.
  • Recognize the investment function of an annuity.
  • Discern the difference between an annuity and a retirement plan.
  • Understand the differences between fixed and variable annuities, and the characteristics that distinguish them.
  • Be familiar with settlement/payout options.
  • Identify the benefits associated with annuities.

    Topics Covered

    • Introduction
    • LESSON 1: Annuities – Fundamentals
    • LESSON 2: Fixed Annuities
    • LESSON 3: Variable Annuities

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 4 hours.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    American Academy of Financial Training Inc. (AAFT), provides outstanding customized training, globally, on a broad mix of financial and banking topics. Our instructors are top practitioners in their respective fields and present information in a captivating, energized, highly interactive style. AAFT experts are also available for consulting and online course development projects. For additional information, log onto our website at www.aaft.net.
    .

  • 4 $20

    Course Description

    This course is designed to encompass key issues in the business of agency operations. It looks at the various aspects of risk management, and outlines the workings of the insurance markets as they exist today. To highlight the importance of procedural issues, the course also focuses on issues of Errors and Omissions, and links the same to various aspects of the agency business.

    Learning Objectives

    • Learn about Insurance Agency Operations
    • Familiarize the student with the concept of Risk Management, its purposes and implementation process within the Agency
    • Educate the student about different types of insurance markets as well as insurance company evaluation
    • Familiarize the student with the ethical and legal responsibility pertaining to Insurance Agency Operations
    • Learn about sales and marketing within the agency
    • Familiarize the student with Errors & Omissions, and with E&O planning
    • Understand agency finances including financial management, accounting records, agency accounting and etc.

    Topics Covered

    • Introduction
    • Lesson 1: DEALING WITH RISK
    • Lesson 2: KEY ELEMENTS OF THE RISK MANAGEMENT PROCESS
    • Lesson 3: INSURANCE MARKET CLASSIFICATIONS
    • Lesson 4: ETHICS AND LEGAL RESPONSIBILITY
    • Lesson 5: SALES AND MARKETING
    • Lesson 6: ERRORS & OMISSIONS
    • Lesson 7: AGENCY FINANCES
    • LESSON 8: Insurance Regulation
    • LESSON 9: Policy Illustrations
    • LESSON 10: Consumer Protection in the Insurance Industry
    • LESSON 11: Regulation of Insurance Trade Practices

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 6 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

    EXPERIENCE.

    Director, Center for Continuing Education, Austin, Texas
    Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    District Manager, Farmers Insurance Group, California & Iowa.

    EDUCATION AND LICENSES:
    Masters Of Arts, Business And Administration, Columbia Pacific University
    Bachelor of Science, Mankato State University
    Chartered Life Underwriter & Chartered Financial Counselor Designations
    Registered Health Underwriter & Registered Employee Benefits Counselor.

    6 $30

    Course Description

    This course is designed to encompass key issues in property insurance. The main focus is divided into four parts: property insurance, commercial property insurance, homeowner’s insurance, and dwelling.
    It looks at the various coverages available and defines what is covered under those plans.

    Learning Objectives

  • Learn about property insurance by focusing on property insurance, commercial property insurance, homeowners insurance, and dwelling
  • Familiarize the student with the different types of policies available and discuss the details of each
  • Learn about the different types of property and what property is covered
  • Discuss the different policies including aspects of exclusions, limitations, and conditions
  • Learn about perils, both insured and excluded.

    Topics Covered

    • Introduction
    • LESSON 1: Property Insurance
    • LESSON 2: Commercial Property Insurance
    • LESSON 3: Homeowners Insurance
    • LESSON 4: Dwelling

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 7 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    EC is an accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, he has designed and taught courses to over 25,000 insurance professionals. He has held the insurance positions of agent/broker, manager, and corporate senior vice – president, and has been licensed for over 20 years in both property/casualty and life/health.

  • 7 $35

    Course Description

    This course provides a general overview of insurance principles, beginning with frequently used terms and their definitions as used in the industry. As the course develops, it illustrates the insurance process and its need, and then grows into a manual of sorts, guiding the reader through the various mechanics, the type of insurance products available, and the applicability in different situations, illustrating with examples wherever possible.

    Learning Objectives

    • Differentiate between insurance, insured and insurer.
    • Define and understand the concept of premium.
    • The similarities between risk transfer mechanisms and insurance.
    • Understand key concepts/terms used in relation to insurance.
    • Understand the need for insurance.
    • Understand the various types of insurance available.
    • Understand the mechanics of insurance.
    • Understand the role of insurance agents
    • Understand the mechanics of Life Insurance, its need and importance.
    • Understand the application process.
    • Understand the policy clauses.
    • Differentiate between the various types of insurance companies.
    • Understand the concepts of Whole Life Insurance, Joint Life Insurance etc.
    • Identify the various types of Permanent Insurance.
    • Compare Term and Permanent Insurance.
    • Distinguish between various Policy Variations.
    • Learn the mechanics of filing claims, receipt of proceeds.
    • Understand the need for, and the mechanics of, Insurance Underwriting.

      Topics Covered

    • Introduction
    • LESSON 1: INSURANCE – Basics
    • LESSON 2 : LIFE INSURANCE
    • LESSON 3: HEALTH INSURANCE
    • LESSON 4: LONG – TERM CARE INSURANCE
    • LESSON 5: DISABILITY INSURANCE
    • LESSON 6: PROPERTY AND CASUALTY
      INSURANCE/HOMEOWNER INSURANCE
    • LESSON 7: PERSONAL PROPERTY INSURANCE
    • LESSON 8: FIRE INSURANCE
    • LESSON 9: AUTOMOBILE INSURANCE
    • LESSON 10: INSURANCE FRAUD
    • LESSON 11: GROUP INSURANCE
    • LESSON 12: COMMERCIAL GENERAL LIABILITY
    • LESSON 13: PRINCIPLES OF RISK MANAGEMENT
    • LESSON 14: PRINCIPLES OF REINSURANCE

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 13 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

    EXPERIENCE.

    Director, Center for Continuing Education, Austin, Texas
    Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    District Manager, Farmers Insurance Group, California & Iowa.

    EDUCATION AND LICENSES:
    Masters Of Arts, Business And Administration, Columbia Pacific University
    Bachelor of Science, Mankato State University
    Chartered Life Underwriter & Chartered Financial Counselor Designations
    Registered Health Underwriter & Registered Employee Benefits Counselor.

    13 $52

    Course Description

    As a new employee to the insurance industry you may find yourself overwhelmed with understanding the components of the industry and the terminology being used around you. This course will provide you with an understanding of the general make up of the industry and the terminology in order for you to do your job well.

    Learning Objectives

    • Learn the basic concepts of insurance
    • Learn insurance terms
    • Define who needs insurance
    • See how an insurance agency is organized
    • Learn about continuing education, errors & omissions
    • Define what makes a valuable employee and explore future career opportunities
    • Obtain valuable insurance resource information

    Topics Covered

    • Introduction
    • LESSON 1: Purpose of Insurance
    • LESSON 2 : Independent Insurance Agency System
    • LESSON 3: You and Your Agency
    • LESSON 4: Being an Insurance Professional Part 1
    • LESSON 5: Being an Insurance Professional Part 2
    • LESSON 6: Continuing Education

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 3 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

    This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.

    If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.
    .

    3 $15

    Check Montana’s state requirements prior to enrolling (http://www.csi.mt.gov/). Provider – 360training.com, Inc. *General credit hours count for either property and casualty or life and health.

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