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Oklahoma Insurance CE

Complete your Ohio Insurance Continuing Education requirements at 360training.com—the premier online training and course provider for insurance education. 360training.com is recognized by the Ohio Department of Insurance as a fully accredited provider of mandatory Ohio insurance CE coursework for exam preparation. All courses are 100% online so you can access it anytime, anywhere, with just a computer and Internet connection.

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Course Title Hours Price

Course Description:

The course is designed to encompass key issues in the business of agency operations. We will look at the various aspects of risk management, and outline 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:

Upon completion of this module, the student will be able to.

  • 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.

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

SEAT TIME:
This course has been approved for 1 hour.

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. Final Exam – 50 Questions.

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

ACCESS PERIOD:
One Year

APPROVING BODY:
Oklahoma DOI.

2 $20

Course Description

Perhaps the most important aspect of any insurance policy (for both the consumer and the insurer) is the coverage extended under that policy. Personal auto insurance is no exception, and a firm understanding of all parts of the policy is vital for any property agent. This course presents each part (A, B, C, D, E, and F) of the personal auto policy one at a time, examining the general provisions and conditions stipulated in each. In addition to the basic issue of what is covered, the course takes the opportunity to explain other points, such as who is covered and what is explicitly NOT covered.

Learning Objectives

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

  • Explain what the insured’s duties are following an auto accident
  • List the three categories of salvage
  • Explain how losses are paid
  • Describe the nine general provisions that are included in Part F
  • Summarize the seven activities involved in auto liability investigations
2 $10

Overview of Life Settlements: Current Events & Regulatory Update.

2 $20

This course introduces the required content of study and examination for agents needing to comply with Oklahoma Insurance Code requirements for their marketing of Medicare Advantage plans, Medicare Prescription Drug plans, or other health plans operated under the Medicare program. As financial services and insurance industry representatives, we are the key to providing education, understanding, planning, and prudent purchasing guidance to consumers. Your course is designed to help you learn more about the products available in the Medicare health care arena. It will examine major types of Medicare – related health insurance, types of policies, policy options, and policy provisions.

8 $20

Course Approval Number :
1009006

Course Description:

This course introduces financial professionals to the rules and regulations that must be followed in order to sell annuities in the state of Oklahoma. This course will also examine annuity types and their various classifications. We will also examine rules that deal with the suitability of annuity transactions, including the standards and procedures for recommendation to consumers, making sure the insurance needs and financial objectives of the consumer are met and properly matched with the correct annuity products. The different ways annuities can be used will also be discussed, along with an overview of the taxation of annuities.

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

  • Identify the parties to an annuity
  • Outline annuity contract provisions
  • Compare and contract qualified vs. non – qualified annuities
  • Name the five main types of annuities
  • Describe each type of annuity
  • List the various taxes associated with annuities
  • Describe the various uses of annuities
  • Relate how to determine suitability
  • Discuss Oklahoma Rule 17
  • Outline Oklahoma’s training requirements
  • Paraphrase standards for the disclosure documents and Buyer’s Guide
  • Interpret FINRA Rule 2330
  • Discuss the suitability prism evaluation
  • Paraphrase annuity buying tips for consumers
  • Discuss ethical considerations agents must always have in mind.
4 $15

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.
  • Explain the insurance agency system.
  • 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.

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.

ACCESS PERIOD:
One Year

APPROVING BODY:
Oklahoma DOI

SME INFORMATION:
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 $12

Approval Number:
1002505.

CATEGORY:
Life.

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 hour.

    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:

  • 3 $15

    COURSE DECRIPTION:

    This course introduces the basic principles of insurance, including the concept of risk, the different types of risk, and techniques in managing risk. It covers several basic elements and terms used in the insurance industry.

    The course focuses 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.

    The course also focuses 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:

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

    • Understand the types of insurance companies available to consumers.
    • Comprehend the basic structure, and types of Property and Casualty insurance.
    • Recognize who and what exactly makes up an insurance company.
    • Gain an understanding of how the industry is regulated, and who regulates it.
    • Review the insurance contract by discussing its key elements.
    • Discuss the basics of the insurance transaction.

    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.

    ACCESS PERIOD:
    One Year

    APPROVING BODY:
    Oklahoma DOI.

    2 $30

    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.

    ACCESS PERIOD:
    One Year

    APPROVING BODY:
    Oklahoma DOI

    SME INFORMATION:
    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 $10

    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 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.

    ACCESS PERIOD:
    One Year

    APPROVING BODY:
    Oklahoma DOI

    SME Information:
    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.

    3 $27

    Course Description:

    The expense of liability suits is one of the most severe risks facing businesses today. Operating a business without liability insurance puts owners at risk. Learning about the risks facing businesses and benefits of obtaining liability insurance are important to mitigating potential dangers to your business!

    This course covers broad issues of business liability insurance and Workers’ Compensation insurance.

    LEARNING OBJECTIVES

    Upon completion of the course, the student should be able to:

    • Understand the basics of business liability.
    • Define Commercial General Liability insurance.
    • Identify a Commercial General Liability insurance policy.
    • List the basics of workers compensation and employers liability insurance.
    • Identify the 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. Final Exam – 25 Questions

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

    ACCESS PERIOD:
    One Year

    APPROVING BODY:
    Oklahoma DOI.

    2 $15

    Approval Number:
    1002481.

    CATEGORY:
    Lif.

    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 3 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.
    .

  • 2 $15

    Continuing Education Hours
    Agents/producers will be required to complete 24 hours of continuing education (CE), including three hours of Ethics and two hours of legislative updates.

    Title and aircraft title producers will be required to complete 16 hours of CE, including two hours of Ethics and two hours of legislative updates.

    Customer service representatives will be required to complete 13 hours of CE, including three hours of Ethics.
    Adjusters will be required to complete 24 hours of CE, including three hours of Ethics.

    Continuing Education Compliance Date
    Same as renewal date

    License Renewal Date
    Last day of the license issuance month, biennially

    Type of Courses Accepted For CE Credit
    Independent Self-study courses
    Classroom

    Course Subject Requirements
    Flood: All producers selling flood products, must complete three hours of National Flood Insurance Program (NFIP) flood training.
    LTC/P: All producers who sell, solicit, or market long-term care policies must complete a one-time eight-hour initial training course, followed by four hours of ongoing training every two years thereafter.
    Medicare: All producers who sell, solicit, or negotiate Medicare Advantage or Medicare Private Fee for Service products and plans must complete eight hours of related training in addition to their CE requirement. The producer must also complete four hours of ongoing training every two years thereafter, which can be applied to their CE requirement.
    No more than four hours may be taken in Ethics related courses.

    Carryover Requirements
    Up to six hours may be carried over to the next compliance period.

    Course Repetition
    Credit will not be give for a course that is repeated in a 2 year period.

    Final Exam
    Final exam to be monitored by a disinterested third party, supervisor or test administrator.

    Exemptions

    • Limited insurance representatives.
    • Agents who are age 65, have at least 30 years experience, and who no longer write new business.
    • Nonresident agents on a reciprocal basis whose home state’s CE requirements are the same or greater than Oklahoma.

    For Additional Information Please Contact
    Oklahoma Insurance Department
    Licensing Division
    P.O. Box 53408
    Oklahoma City, OK
    73152-3408
    PHONE: (405)522-4626
    FAX: (405)522-3642
    http://www.oid.state.ok.us/

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