Special discounts are available for groups, corporate accounts and students taking multiple courses. To learn more, call us toll-free at: 1-877-211-4523

New York Insurance CE

Take your New York Insurance Continuing Education today at 360training.com—the premier online training and course provider for insurance education. The New York Department of Financial Services recognizes 360training.com as a fully accredited provider of mandatory insurance continuing education coursework for preparing for examination. All courses are 100% online and include everything you need to fulfill your New York insurance CE requirements for insurance license renewal. New York regulations require that all final exams be monitored by a NY state-approved monitor.

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

APPROVED CE HOURS
4 Hour.

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 unified 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.

Topics Covered

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  • 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: Gifts And Federal Gift Taxation
  • LESSON 4: The Gross Estate And Valuation Techniques
  • LESSON 5: Calculation Of Federal Estate Tax Liability
  • LESSON 6: Trusts
  • LESSON 7: Marital Deduction Planning
  • LESSON 8: Charitable Deduction Planning
  • LESSON 9: Intra – Family Business And Property Transfers
  • LESSON 10 Tax Planning for Estates of Varying Sizes
  • LESSON 11: Post – Mortem Estate Planning
  • LESSON 12: Conclusion

LEARNING OBJECTIVES
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  • Outlines the need for and the elements of the estate planning process.
  • Establishes estate planning strategies.
  • Overview of the Federal Gift tax system.
  • Introduces gross estate and valuation techniques.
  • Explains the purpose and function of the Federal Estate Tax.
  • Explain the purpose and function of trusts.
  • Outlines marital deduction planning.
  • Outlines charitable deduction planning.
  • Addresses estate planning issues for business owners.
  • Outlines post – mortem estate planning.

SUBJECT MATTER EXPERT
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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.

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

COURSE ACCESS
The course will be accessible 24/7 with around the clock technical support available.

COURSE AVAILABILITY
The course will be available until completion of the final examination.

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

4 $20

APPROVED CE HOURS
4 Hour.

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.

Topics Covered

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  • 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

LEARNING OBJECTIVES
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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

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.

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

COURSE ACCESS
The course will be accessible 24/7 with around the clock technical support available.

COURSE AVAILABILITY
The course will be available until completion of the final examination.

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

4 $20

APPROVED CE HOURS
3 Hour.

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.

Topics Covered

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  • 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.

LEARNING OBJECTIVES
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  • 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

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.
.

COURSE ACCESS
The course will be accessible 24/7 with around the clock technical support available.

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

3 $15

APPROVED CE HOURS
2 Hour.

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.

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.

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

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.

COURSE ACCESS
The course will be accessible 24/7 with around the clock technical support available.

COURSE AVAILABILITY
The course will be available until completion of the final examination.

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

2 $10

APPROVED CE HOURS
2 Hour.

Course Description
Money laundering plays a fundamental role in facilitating the ambitions of the drug trafficker, the terrorist, the organized criminal, the insider dealer, and the tax evader, as well as the many others who need to avoid the kind of attention from the authorities that sudden wealth from illegal activities brings. By engaging in this type of activity, criminals hope that their proceeds will be beyond the reach of asset forfeiture laws. Financial institutions such as insurance companies are at the forefront of the battle against the money launderers. Under current legislation, insurance companies are responsible for policing their financial dealings and reporting any suspicious transactions. This course will dwell upon the new regulatory environment of the insurance 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, the Suspicious Activities Report (SAR) and the “Know Your Customer” provision (KYC).

Topics Covered

.

  • Introduction
  • LESSON 1: Money Laundering
  • LESSON 2: Effects of Money Laundering
  • LESSON 3: Federal Money Laundering Laws for Financial Institutions
  • LESSON 4: Federal Money Laundering Laws for Insurance Companies

LEARNING OBJECTIVES
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  • Understand the scope and effect of Money Laundering.
  • Understand the Process and Methodology of Money Laundering.
  • Understand the impact of money laundering on the Operations and responsibilities of Insurance professionals and their agencies
  • Understand the regulatory environment vis – a – vis Money Laundering for the insurance industry.
  • Understand the establishment of the Anti – money laundering Program for insurance agencies.

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. Prior to joining Ontra, , Mr. Carter was President of a Texas Commerce Bank in Houston. Les has a MBA in Finance from Texas A&M University and is a doctoral candidate in Finance at Nova Southeastern University.
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REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.

COURSE ACCESS
The course will be accessible 24/7 with around the clock technical support available.

COURSE AVAILABILITY
The course will be available until completion of the final examination.

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

2 $10

APPROVED CE HOURS
3 Hour.

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.

Topics Covered

.

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

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.

    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.
    .

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

    COURSE ACCESS
    The course will be accessible 24/7 with around the clock technical support available.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

  • 3 $15

    CATEGORY:
    General.

    APPROVED CE HOURS
    3 Hour.

    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.

    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.

    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.

    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.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

    3 $15

    This package comprises of the following courses.

  • Property Insurance (7 hours)
  • Commercial General Liability Insurance (2 hours)
  • Agency Operations (3 hours)
  • Introduction to Property and Casualty (3 hours)
  • Please click on the indivisual courses for course description.

    15 $39.95

    APPROVED CE HOURS
    7 Hour.

    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.

    Topics Covered

    .

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

    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.

    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.

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

    COURSE ACCESS
    The course will be accessible 24/7 with around the clock technical support available.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

  • 7 $35

    COURSECategory:
    LA/C1/LB/BR/C3/PC/PA
    .

    APPROVED CE HOURS
    13 Hour.

    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.

    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

    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.

    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.

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

    COURSE ACCESS
    The course will be accessible 24/7 with around the clock technical support available.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

  • 13 $52

    LICENSE CATEGORY
    BR/LA/C1/LB.

    APPROVED CE HOURS
    3 Hour.

    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.

    Topics 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.

    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.

    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.

    COURSE ACCESS
    The course will be accessible 24/7 with around the clock technical support available.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

    3 $15

    CATEGORY:
    Property / Casualty

    APPROVED CE HOURS
    3 Hour.

    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.

    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.

    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.

    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.

    COURSE ACCESS
    The course will be accessible 24/7 with around the clock technical support available.

    COURSE AVAILABILITY
    The course will be available until completion of the final examination.

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

    3 $15

    Course Summary:

    This course was developed to provide licensed insurance personnel to renew their continuing education requirements as well as professional development. The basics of homeowner’s insurance are discussed in detail. Multiple practice questions are provided to test the student grasp of homeowner’s insurance.

    COURSE OBJECTIVES:

    Upon completion of this course the student will be able to.

    • Identify the national laws and regulations that pertain to Homeowner’s Insurance policies.
    • Understand the responsibilities of a licensed insurance agent.
    • Be familiar with the forms, inclusions, exceptions and rights that homeowner’s insurance provides to the insured.
    • Complete the requirement for continuing education.
    6 $3.6

    Please refer to the state requirements for a list of New York approved and available monitors

    http://www.dfs.ny.gov/

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