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Nebraska Insurance CE

Earn your Nebraska Insurance Continuing Education credits today! 360training.com is recognized by the Nebraska Department of Insurance as a fully accredited provider of Nebraska insurance CE for preparing for an examination. All courses are 100% online and fulfill all the CE requirements for your Nebraska 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 Approval Number :
SS14924

Course Description

This course was developed to help students to understand the concepts of ocean marine insurance. The basic tenets of ocean marine insurance are discussed in detail, as well as specific information regarding marine trade. Students will learn about historical background and the current coverages provided under this type of insuranc.

Learning Objectives

  • Identify the laws and regulations that govern ocean marine insurance policies
  • Understand the responsibilities of a licensed insurance agent in writing ocean marine policies
  • Analyze types of coverages and how they benefit the insured
  • Explain key developments in ocean marine coverage

Topics Covered

  • Introduction
  • Lesson 1: Ocean Marine Insurance Overview
  • Lesson 2: Maritime Regulation; Tramp Shipping; Chartering Maritime Regulatory Organizations
  • Lesson 3: Liner Shipping; Special Carriers; Tanker Operations
  • Lesson 4: Vessel Managment Companies; Terminal Operations, Stevedore Contracts
  • Lesson 5: Containerization, Intermodal Transportation
  • Lesson 6: Ocean Bills of Lading: New Maritime Technology
  • Lesson 7: Cargo Insurance Policies
  • LESSON 8: Cargo Underwriting and Loss Control
  • LESSON 9: The American Institute Hull Clauses; Hull Property Coverage
  • LESSON 10: Other Hull Coverages
  • LESSON 11: Protection and Indemnity Insurance
  • LESSON 12: Hull and P+I Underwriting
  • LESSON 13: Other Ocean Marine Coverages

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

SEAT TIME:
This course has been approved for 5 hours.

COURSE PRE – REQUISITE:
N/A.

TESTING:
Final Exam – You will be required to pass the proctored 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.

5 $25

Course Title:
New Employee

CATEGORY:
General.

Approval Number:
SS11577.

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 2 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.
.

2 $10

Course Description

This course introduces a specialized area of annuities, with extra attention being given to the various types of annuities, including fixed, variable, and indexed. You will also learn about the issues that surround the sale of annuities depending on the state they’re being purchased in. Lastly, this course also highlights distribution opportunities and tax consequences for withdrawals.

At the conclusion of this course, you will be able to.

  • Identify the types of annuities and the various classifications of annuities
  • Describe the parties to an annuity
  • Summarize how fixed, variable, and indexed annuity contract provisions affect consumers
  • Describe the application of income taxation for qualified and non – qualified annuities
  • Summarize the primary uses of annuities
  • Identify appropriate sales practices
  • Describe replacement and disclosure requirements
4 $15

Package is comprises of following courses.

  • Employment Law 4 Hrs
  • Wills and Trusts 3 Hrs
  • Ethics for Insurance Professionals Advanced 5 Hrs

To view course descriptions please click on the individual courses listed below. .

12 $39.95

Package is comprises of following courses.

  • Employment Law 4 Hrs
  • Estate Planning Basic 3 Hrs
  • Ethics for Insurance Professionals Advanced 5 Hrs

To view course descriptions please click on the individual courses listed below. .

12 $39.95

Course Title:
Introduction to Property and Casualty and The Insurance Contract

CATEGORY:
Property and Casualty.

Approval Number:
SS11670.

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

This course was developed to help students to understand the concepts of inland marine insurance. The basic tenets of inland marine insurance are discussed in detail, as well as specific information regarding marine trade. Students will learn about historical background and the current coverages provided under this type of insurance.

Learning Objectives

  • Identify the laws and regulations that govern inland marine insurance policies
  • Understand the responsibilities of a licensed insurance agent in writing inland marine policies.
  • Analyze types of coverages and how they benefit the insured
  • Explain key developments in inland marine coverage

Topics Covered

  • Introduction
  • Lesson 1: Components of Inland Marine
  • Lesson 2: Transit Insurance
  • Lesson 3: Motor Truck Cargo Liability Insurance
  • Lesson 4: Contractors Equipment Insurance
  • Lesson 5: Builders’ Risk Policies and Installation Floaters
  • Lesson 6: Dealers’ Policies and Related Coverages
  • Lesson 7: Bailee and Bailor Coverages
  • LESSON 8: Coverage for Computers and Communications Equipment
  • LESSON 9: Fine Arts Insurance

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

SEAT TIME:
This course has been approved for 4 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.

4 $20

Course Description

This course explains the essentials of flood insurance based on the standards set by the Federal Emergency Management Agency. It opens with the background and features of the National Flood Insurance Program, along with a discussion of who needs flood insurance. It then explains flood maps, zone determinations and available products and policies.

The general rules and rating process for flood insurance are discussed in detail , along with the claims handling process and the requirements of the Flood Insurance Reform Act of 2004. Last, agents learn about the flood resources available to them. This course provides helpful guidelines for agents who wish to sell flood policies.

Learning Objectives

  • Explain the basic features of the National Flood Insurance Program
  • Identify the risks that make flood insurance essential for specific individuals
  • Use flood maps and describe flood zone determination
  • Distinguish among types of available flood products, including dwelling policies, general property policies, RCBAP policies and preferred risk policies
  • Apply general flood insurance rules about statutory coverage limits, deductibles, property value determination and other topics
  • Summarize the claims handling process
  • Illustrate the point of sale and renewal responsibilities of the Flood Insurance Reform Act of 2004
  • Locate flood insurance resources available to agents

Topics Covered

  • Introduction
  • Lesson 1: Flood Maps and Zone Determinations
  • Lesson 2: Policies and Products Available
  • Lesson 3: General Rules
  • Lesson 4: Rating
  • Lesson 5: Claims Handling Process
  • Lesson 6: Requirements of the Flood Insurance Reform Act of 2004
  • Lesson 7: Agent Resources

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 proctored 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 Title:
Ethics for Insurance Professionals Advanced

Approval Number:
SS1137.

CATEGORY:
Ethics.

Course Description

In this course we do not intend to create a complex, philosophical, intellectual debate on current ethical considerations. Rather, we will present a practical discussion of business ethics with specific examples taken from the insurance industry. The course addresses the complexities of ethical decision making in today’s insurance environment. It suggests ways for insurance producers to establish ethics in the work place and thereby take a step toward reducing the possibility of questionable practices and wrongdoing.

Learning Objectives

  • Learn the basic concepts of ethics.
  • Learn about professionalism and ethical standards.
  • Learn to differentiate between ethics and values.
  • Define what is meant by conflict of interest.
  • Define the steps involved in ethical decision making
  • Learn the intricacies of the insurance product
  • Understand the responsibilities if an insurance professional
  • Learn about the disclosures involved in policy illustrations
  • Understand the standards of consumer protection in the insurance industry
  • Understand the various regulations of insurance trade practices

Topics Covered

  • Introduction
  • LESSON 1: Introduction
  • LESSON 2 : Role of Ethics
  • LESSON 3: Ethics Vs. Values
  • LESSON 4: Resolving Ethical Dilemmas
  • LESSON 5: Ethical Decision Making
  • LESSON 6: Nature of the Insurance Product
  • LESSON 7: The Insurance Professional
  • 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 5 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 LISCENSES:
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.

5 $35

Course Title:
Ethics for Insurance Professionals Basic

CATEGORY:
Ethics.

Approval Number:
SS11498.

Course Description

This course covers the basic concept of ethics with a detailed definition and what it entails. We will discuss the role of ethics in our personal as well as professional lives and the challenges faced. We will also discuss the core ethical values and how rationalization is used as a common tool. Finally, we will talk about the framework of ethical decision – making and conclude with a brief discourse on ethics and conflict of interests.

Learning Objectives

  • Define ethics and emphasize on the various principles involved.
  • Discuss the ways in which we can incorporate ethical values in our personal and professional lives.
  • Briefly define the major themes in ethical philosophy.
  • Fully understand the core ethical principles and values and the use of rationalization.
  • Elaborate on the framework for ethical decision – making.
  • Define the key elements of a conflict of interest.

Topics Covered

  • Introduction
  • Lesson 1: How We Live
  • LESSON 2: Role of Ethics
  • LESSON 3: Ethics Philosophy
  • LESSON 4: Ethics VS Values
  • LESSON 5: Rationalization
  • LESSON 6: Ethical Decision – Making
  • LESSON 7: Ethics and Conflict of Interest

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% 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.

2 $20

Course Title:
Estate Planning Basic

Approval Number:
SS11497.

CATEGORY:
Life.

Course Description

This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra – family business and property transfers are then discussed. The course ends with a consideration of post – mortem tax planning.

Learning Objectives

  • To learn what comprises a taxable estate for federal tax purposes
  • To learn how estate tax liability is calculated
  • To learn how the various tools and techniques of estate planning can be used to manage and dispose of one’s property according to his or her wishes, while minimizing federal transfer taxes.

Topics Covered

  • Introduction
  • LESSON 1: The Estate Planning Process And Documents Of Transfer
  • LESSON 2: Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
  • LESSON 3: Trusts
  • LESSON 4: Marital Deduction Planning
  • LESSON 5: Charitable Deduction Planning
  • LESSON 6: Intra – Family Business And Property Transfers
  • LESSON 7: Post – Mortem Estate Planning

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 Title:
Employment Law

Approval Number:
SS1137.

CATEGORY:
Life and Health.

Course Description

This course covers broad issues on Employment and Labor laws as it applies to Insurance Agencies. It covers issues on pre and post employment procedures, employee agent/agency staff/agency staff and employer/agency rights and interviewing strategies in order to avoid claims and suits. Further, it puts emphasis on real world issues related to the employment laws.

LEARNING OBJECTIVES:
AFTER YOU COMPLETE THIS COURSE, YOU WILL HAVE LEARNED ABOUT THE FOLLOWING IMPORTANT EMPLOYMENT LAW ISSUES.

  • INTERVIEWING STRATEGIES
  • UNDERSTAND EMPLOYER AGENCY RIGHTS FOR REQUESTING AND DISSEMINATING EMPLOYEE REFERENCES
  • EMPLOYMENT VERIFICATION REQUIREMENTS; DO’S AND DON’TS
  • DRUG TESTING & PHYSICAL EXAMINATIONS
  • EMPLOYMENT AT – WILL DOCTRINE
  • DISCRIMINATION PRINCIPLES
  • RETALIATION
  • HARASSMENT
  • AMERICAN WITH DISABILITIES ACT
  • FAMILY AND MEDICAL LEAVE ACT
  • INVESTIGATING EFFECTIVELY AND WITHIN THE LAW
  • EFFECTIVE DISCIPLINARY POLICIES

Topics Covered

  • Introduction
  • LESSON 1: Labor and Employment Law
  • LESSON 2: Interviewing Strategies
  • LESSON 3: Employment References
  • LESSON 4: Employment Verification Requirements of Employers
  • LESSON 5: Drug Testing And Physical Examinations
  • LESSON 6: Is There Really Still Employment – At – Will?
  • LESSON 7: Discrimination Principles
  • LESSON 8: Retaliation
  • LESSON 9: Harassment
  • LESSON 10: Americans With Disabilities Act (ADA)
  • LESSON 11: Family Leave and Medical Leave Act (FLMA)
  • LESSON 12: Investigating Effectively and Within The Law
  • LESSON 13: Effective Disciplinary Policies

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

SEAT TIME:
This course has been approved for 4 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:

Trey Wood

Trey is a partner with the Houston law firm Alaniz and Schraeder, L.L.P., which concentrates its practice in the exclusive representation of management in the area of Labor and Employment Law. Mr. Wood attended Texas Tech School of Law and was licensed in 1988. He has been practicing as a trial attorney since that time and has extensive experience in counseling clients on all aspects of the employer/employee relationship and has tried many employment cases in both federal and state courts across the country. Mr. Wood has also represented clients before various state and federal agencies such as the EEOC, OSHA, Department of Labor, the Texas Commission on Human Rights and the Texas Workforce Commission. Recently, Mr. Wood testified in national hearings before the Department of Labor in opposition to OSHA’s proposed ergonomics standard. Mr. Wood is a member of the American Bar Association, the Civil Trial and Labor and Employment sections of the State Bar, as well as the Texas Association of Defense Counsel and the Houston Bar Association. Mr. Wood is Board Certified by the Texas Board of Legal Specialization in the area of Labor and Employment Law and is a frequent speaker before various trade organizations on all aspects of employment law. He has gratuitously provided continuing education for both the IIAH as well as several of our member agencies since 1997.

4 $20

Course Title:
Creating Value Through Financial Management

Approval Number:
SA11377.

CATEGORY:
General.

Course Description

This course provides a concise overview of how financial management is used to create higher market values for an organization. Since the information contained within these lessons deals with advanced topics, the user should have a good working knowledge of both accounting and financial management prior to taking this course. Creating Value Through Financial Management is recommended for 6 hours of Continuing Professional Education.

Learning Objectives

  • How to move your company into more value – added activities
  • How to break the accounting habit, and why you should
  • How to understand the difference between cash – flow and earnings
  • How to look for value that is not on the Balance Sheet
  • How to restructure a company
  • Is a merger the right plan?
  • How to initiate Value Based Management in your company
  • How to measure the creation of value
  • How to use innovative strategizing to create real value

Topics Covered

  • Introduction
  • LESSON 1: The New Role of Finance
  • LESSON 2: Value – Based Management
  • LESSON 3: Measuring Value
  • LESSON 4: Real Sources of Value

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:

Matt H. Evans, CPA, CMA, CFM

Matt has 15 years in financial management, including performance measurement systems, due diligence, strategic planning, and value – based management. He has a diverse background in several sectors – private companies, public companies, government, nonprofits, and educational including a solid understanding of overall technology, including Virtual Private Networks, 3G Wireless technology, Portals, and Web Services.

He holds a B.S. in Accounting from Louisiana State University.
.

3 $15

Course Title:
Agency Operations

CATEGORY:
General.

Approval Number:
SS11656.

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 5 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.

5 $25

Package Description:
This package is comprised of the following courses.

  • Ethics Advanced (5hrs)
  • Employment Law (4hrs)

To view individual course descriptions please click on the the link of the course title.

9 $39.95

Package Description:
This package is comprised of the following courses.

  • Ethics Advanced (5hrs)
  • Agency Operations (5hrs)
  • Estate Planning Basic (3hrs)
  • Wills and Truts (3hrs)
  • Creating Value Through Financial Management (3hrs)
  • New Employee (2hrs)

To view individual course descriptions please click on the the link of the course title.

21 $39.95

Package Description:
This package is comprised of the following courses.

  • Ethics Advanced (5hrs)
  • Employment Law (4hrs)
  • Estate Planning Basic (3hrs)
  • Wills and Truts (3hrs)

To view individual course descriptions please click on the the link of the course title.

15 $39.95

Course Title:
Wills and Trusts

Approval Number:
SS11510.

CATEGORY:
Life.

Course Description

This course is a concise and practical guide to what every insurance professional should know about the law of Wills and Trusts – as well as a range of other matters – while advising others. Before and during the design of a client’s estate plan, the professional can provide value as part of the advisor team. In a great many scenarios, life insurance products can play a critical role in assuring the financial security the client is looking for. It is the professional’s job and duty to how explain how and why. Getting to a trusted position where that is possible, however, is the challenge. This course is based on real questions, concerns and issues encountered over many years, among people at all economic levels, from modest to quite substantial. There is no better way to build trust, confidence and respect than becoming a source of knowledge on the topics and issues presented here. There is an unfortunate, widespread misconception that wills, trusts and estate planning are subjects of interest only to the wealthy. In fact, an estate plan provides the legal mechanism for disposing of property upon death in a way that recognizes wishes and the needs of one’s survivors, while minimizing taxes. Too often, however, estate planning is equated with just estate tax planning. Professionals should be sensitive to personal, non – financial issues that are usually of a higher priority. For many, estate planning involves, even more importantly, planning for the handling of affairs in case of disability, and the deeply personal medical choices to be made as life nears its end. Estate planning is not just for rich people. Wills and Trusts are just tools in a larger process. You must be careful not to give legal advice, of course. But you can provide a great service simply by explaining, in general terms, how “the moving parts” work together.

Learning Objectives

  • Learn the various methods of disposition of property, with or without a will.
  • Learn what the consequences are when one dies intestate.
  • Be familiarized with the format of a valid will.
  • Know the intricacies of the probate process.
  • Learn the duties associated with the role of an Executor.
  • Be familiarized with the concept of a trust and its variations.
  • Know the advantages and disadvantages of a simple, living trust.
  • Learn about the ways of disposing property outside of probate.
  • Knowledgeable about the various tax issues.
  • Be conversant with ways to use life insurance in estate planning.

Topics Covered

  • Introduction
  • LESSON 1: The Disposition Of Property, With Or Without A Will
  • LESSON 2: The Probate Process
  • LESSON 3: Trust Basics
  • LESSON 4: The Simple Living Trust
  • LESSON 5: Comparing Simple Living Trusts And Wills
  • LESSON 6: Disposition Of Property Outside Probate
  • LESSON 7: Tax Issues
  • LESSON 8: Other Elements Of The Estate Plan
  • LESSON 9: Using Life Insurance In Estate Planning
  • LESSON 10: Specialized Trusts And Estate Planning Tools

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:

MICHAEL T. PALERMO, JD, CFP

MICHAEL T. PALERMO, JD, CFP, is an attorney in Lexington, Kentucky. He is an expert in estate and financial planning, and maintains the highly regarded website, “Crash Course in Wills & Trusts” (www.mtpalermo.com). Mike has contributed often to online publications such as CBS MarketWatch.com and the Wall Street Journal Online, and is frequently quoted in online and print publications.

3 $15

Package is comprises of following courses.

  • Ethics for Insurance Professionals Advanced 5 Hrs
  • Wills and Trusts 3 Hrs
  • Introduction to Property and Casualty 6 Hrs
  • Flood Insurance 3 Hrs
  • Employment Law 4 Hrs

To view course descriptions please click on the individual courses listed below. .

21 $39.95

Check Nebraska’s state requirements prior to enrolling (http://www.doi.ne.gov/). Provider Approval #299417. *General credit hours count for either property and casualty or life and health.

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