California Insurance Continuing Education

California 2025 8hr Annuity Training New

This course is designed to meet the requirements of California legislation SB 263 which, in addition to other requirements, imposes Regulation Best Interest on the sales of annuities.

California 2025 4hr Annuity Training New

This course is designed to meet the ongoing annuity training requirements of California Senate Bill SB 263. The law requires life licensees who sell annuity products to satisfactorily complet

Insurance Marketing Issues

The insurance industry is changing—fast. Online insurance sales are growing, and in ten years, the way you market and sell your insurance products is likely to have changed drastically. The only

Market Conduct & Agent Blunders - Includes CA Anti-Fraud Training Meets Ethics Req.

Think a malpractice lawsuit can't happen to you? Think again. Studies show that approximately 15% of agents in the US are sued by customers each year, and about 75% of these claims are frivolous

California Ethics Training - Includes CA Anti-Fraud Training

Insurance professionals are concerned about their social responsibility and the role of ethics in their business endeavors. Since the business of insurance is based upon a mutual trust between prod

Ethics & Fraud - Includes CA Anti-Fraud Training

Fraud awareness is the key to this course. The entire course talks about ethics and fraud with a multitude of examples and definitions to sharpen producers' knowledge and awareness in this area, both

Ethics & Fraud for Adjusters New

Unethical behaviors and fraud awareness are the keys to this course. The entire course talks about ethics and fraud with a multitude of examples and definitions to sharpen adjusters’ knowledge an

Ethics for the Senior Market - Includes CA Anti-Fraud Training

Senior Issues

The “Ethics…Senior Issues” course is designed to provide students with continuing education in the area of ethics. It pays special attention to the various component

Ethics Identity Theft - Includes CA Anti-Fraud Training

Identity Theft

The purpose and objective of this portion of theh course is to provide the student with information and insight about the ethical obligation regarding “Identity Theft”,

Flood Insurance Made Simple! Meets Flood Req.

Flooding is the nation's #1 natural disaster. In just the past 10 years (1996-2005), annual flood losses in the United States averaged $2.4 billion per year. Currently nearly 5 million policyholder

Anti-Money Laundering Today!

Since the economic crisis, the insurance agency faces more stringent regulatory scrutiny—and insurance companies are expected to comply with AML and OFAC regulations.

Money laundering

Auto Insurance for Adjusters New

Little did Henry Ford realize his invention would become the symbol for the American dream of independence and freedom. That Model T has evolved into a necessity in our lives, Americans practically

Homeowner Insurance Valuation for Adjusters New

Besides providing valuable information and resources for Adjusters and Public Adjusters in California to better serve their clients, this course was developed and is available for Adjusters and Pub

Commercial Insurance for Adjusters New

Adjusters need to know the ins and outs of commecial insurance in order to properly and professionally adjust claims.

Whether individuals are contemplating starting a new business, are a new

Ethics & Fraud for Adjusters New

Unethical behaviors and fraud awareness are the keys to this course. The entire course talks about ethics and fraud with a multitude of examples and definitions to sharpen adjusters’ knowledge an

Insurance Marketing Issues

The insurance industry is changing—fast. Online insurance sales are growing, and in ten years, the way you market and sell your insurance products is likely to have changed drastically. The only

Life and Health Insurance Plans and Policies

Together, life and health insurance are a huge part of the insurance industry as a whole—and a key part of our society’s safety net. As an insurance agent, you’ll sell life and health insuran

Insurance Digest

There are risks to every business—including insurance. As an agent, forewarned is forearmed. This course provides an overview of the types of protections out there that protect consumers, agents

Medicaid & Medicare Under ACA Reform New

This course provides an in-depth examination of the Affordable Care Act's (ACA) impact on Medicare and Medicaid, focusing on reforms and policy adjustments aimed at improving efficiency and quality

Advanced Thinking About Medicare Fraud & Abuse New

This course provides an in-depth analysis of Medicare-related fraud and abuse within the context of the healthcare and insurance industries. The course meticulously examines the intricacies o

Insurance Issues

Let’s face it—the Internet is changing everything. Including the insurance industry. Keep abreast of online trends—and learn how our digital age is changing the way agents sell insurance.

Health Benefit Exchanges Under ACA Law New

The course offers a comprehensive exploration of the fundamental concepts underpinning the Patient Protection and Affordable Care Act (ACA), with a specific focus on the role and mechanics of

Health Care Reform Regulations

Accordingly, the course provides information concerning the rules applicable to the ability of a group health plan or a health insurer offering group or individual health insurance coverage t

HIPAA Principles

HIPAA: The Significant Provisions examines the Health Insurance Portability and Accountability Act. It begins with a consideration of the genesis of its provisions in the National Uniform Billing C

Every Day Law for Insurance Agents

Insurance is a tool for shifting risk to protect the insured. And when it’s put into practice—or disputed—it’s often done through the courts. No matter what type of insurance you sell, you

Life Insurance Policies

Life insurance provides a valuable safety net to millions of families throughout the US—protecting them from financial disaster in the event of the loss of a loved one. As a Life and Health insur

Long Term Care Refresher

The Long-Term Care insurance market is constantly changing. With a growing number of states linking LTC insurance with Medicaid through Long-Term Care Partnership programs, the sale of LTC insuranc

Advanced Thinking about Disability Income Ins

People insure their cars, their homes, and their valuables every day. But many don’t realize the need to insure what is probably their most valuable asset—their ability to earn money. But in th

Advanced Thinking about Health Insurance Concepts

Everybody needs health insurance—but it’s not exactly easy to buy. In addition to the expense, it’s not easy to choose from the maze of options presented to consumers—from private insurance

Beyond Insurance

Insurance agents are in the asset protection business. And for most agents, risk management and protection is a big part of the job. But no insurance policy is airtight. Some clients are underinsur

Life Insurance Claims Issues Simplified New

This course provides a comprehensive exploration of the complexities surrounding life insurance policies, claims processes, and associated legal and financial considerations. It delves into t

Insurance Marketing Issues

The insurance industry is changing—fast. Online insurance sales are growing, and in ten years, the way you market and sell your insurance products is likely to have changed drastically. The only

Life and Health Insurance Plans and Policies

Together, life and health insurance are a huge part of the insurance industry as a whole—and a key part of our society’s safety net. As an insurance agent, you’ll sell life and health insuran

Insurance Digest

There are risks to every business—including insurance. As an agent, forewarned is forearmed. This course provides an overview of the types of protections out there that protect consumers, agents

Insurance Issues

Let’s face it—the Internet is changing everything. Including the insurance industry. Keep abreast of online trends—and learn how our digital age is changing the way agents sell insurance.

Individual Retirement Accounts

Individual Retirement Accounts examines the rules governing traditional and Roth IRAs, Education IRAs (now called Coverdell Education Savings Accounts), simplified employee pensions and SIMPLEs. W

Estate Tax Planning

Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and cont

Every Day Law for Insurance Agents

Insurance is a tool for shifting risk to protect the insured. And when it’s put into practice—or disputed—it’s often done through the courts. No matter what type of insurance you sell, you

Life Insurance Policies

Life insurance provides a valuable safety net to millions of families throughout the US—protecting them from financial disaster in the event of the loss of a loved one. As a Life and Health insur

Paul Winn - California Life Insurance Policies New

This course is designed to meet the life insurance training requirements of California Senate Bill SB 263. It examines the available types of individual life insurance policies, including ordinary

Beyond Insurance

Insurance agents are in the asset protection business. And for most agents, risk management and protection is a big part of the job. But no insurance policy is airtight. Some clients are underinsur

California Variable Life Insurance Policies New

This course is designed to meet the variable life insurance training requirements of California Senate Bill SB 263. It provides a comprehensive overview of the structure, features, and regulatory r

Paul Winn - California Life Insurance Policies New

This course is designed to meet the life insurance training requirements of California Senate Bill SB 263. It examines the available types of individual life insurance policies, including ordinary

California Variable Life Insurance Policies New

This course is designed to meet the variable life insurance training requirements of California Senate Bill SB 263. It provides a comprehensive overview of the structure, features, and regulatory r

CA 8 Hour Long Term Care Training

The term long-term care brings to the mind of many people images of elderly sick people taken from productive society and warehoused in nursing homes as they wait to die. While some long-term care

California 8Hr LTC Training

By 2020, population experts estimate that the number of Americans over age 65 will rise to over 50 million—an increase of 30% over the past 20 years. Paying for long-term care is difficult in Cal

Long Term Care Refresher

The Long-Term Care insurance market is constantly changing. With a growing number of states linking LTC insurance with Medicaid through Long-Term Care Partnership programs, the sale of LTC insuranc

Claims Today!

A claim has a huge impact on the life of an insured—as well as his insurance agent. As an agent, it’s your job to make sure your customers are informed about any gaps in coverage that may incre

Insurance Marketing Issues

The insurance industry is changing—fast. Online insurance sales are growing, and in ten years, the way you market and sell your insurance products is likely to have changed drastically. The only

Understanding Commercial Lines Property & Casualty Top Seller

Without commercial insurance, big business couldn’t exist. Commercial insurance acts as an economic lubricant, allowing businesses to recover from losses that would ordinarily bankrupt them. As a

Property and Casualty Made Simple! Replaces PC Today.

Property and casualty insurance safeguards personal and business property from damage, destruction—and litigation. It’s a crucial element of our society today—and plays a key role in protecti

Loss Control Practices

An insurance claim can be a devastating event—for both you and your client. Sure, insurance is designed to cover the costs that arise for insureds in the case of a claim—but the cause of the cl

Insurance Principles Made Simple!

Insurance protects individuals and businesses from the financial consequences of a major event—such as an accident, a natural disaster, a health problem, or the death of a wage earner. Without i

Insurance Digest

There are risks to every business—including insurance. As an agent, forewarned is forearmed. This course provides an overview of the types of protections out there that protect consumers, agents

Fundamentals of Commercial Casualty

As an insurance agent selling commercial casualty insurance, you help companies protect themselves from legal liability for losses caused by injury or damage to the property of others. You help com

Fundamentals of Commercial Property Cov.

Commercial property insurance protects businesses against loss. With commercial property insurance, losing a major piece of property won’t mean the end of the business—protecting commerce as we

Workers Compensation Made Simple!

Workers’ compensation insurance is good for both employees and employers. It protects employees from loss of wages in case of on-the-job injury; and it can also protect employers from potentially

Insurance Issues

Let’s face it—the Internet is changing everything. Including the insurance industry. Keep abreast of online trends—and learn how our digital age is changing the way agents sell insurance.

Duties After Loss

No matter what type of insurance you sell, understanding the policy’s terms, conditions, and exclusions allows you to give more insightful advice to your clients—and become a valuable resource

Homeowners Insurance Made Simple

As an insurance agent selling homeowners insurance in the state of California, you play a vital role in protecting the residents of our state from the financial fall-out that results from the loss

Personal Lines Agent Liability

Approximately one in seven agents faces an errors and omissions claim every year. These are serious charges—they threaten your reputation and financial well-being, and they take enormous amounts

Personal Lines Insurance

When a home, car, or other valuable property is damaged or lost, it can have a devastating impact on the owner. Personal lines insurance provides individuals with an important safety net against su

California Personal Automobile Insurance

Automobile insurance is one of the most complicated types of personal lines insurance out there. It’s one of the only types of property insurance that considers the owner’s physical condition a

Property and Casualty Primer

Property and casualty insurance is a billion-dollar business in California. It helps people protect their homes, cars, businesses, and other valuable assets—and in a land of earthquakes, floods,

Errors and Omissions

No matter what line of work you’re in, you’re at a greater risk of being involved in a lawsuit than at any time in past history. We live in a litigation-friendly society, where unfortunate occu

Advanced Thinking About Cyber Risk

The risks and opportunities which digital technologies, devices, and media bring us are obvious. Cyber risk is never a matter purely for the IT team, although they clearly play a vital role. An or

Advanced Thinking About Errors and Omissions New

You never know when an unhappy client might file a lawsuit claiming you’ve been negligent or made an error or omission while performing your services. Insurance brokers/dealers, registered invest

Understanding Liability Coverage

Liability coverage protects insureds from legal liability in case of harm caused to others—including bodily injury and damage to property. It plays a big part in most major insurance lines—and

Advanced Thinking about Risk Management

As an insurance agent selling commercial casualty insurance, you need to have some knowledge of the risk management process in order to provide the appropriate insurance coverage and/or offer alter

Advanced Thinking about Toxic Mold

Mold is a subset of fungus (so, a sort of genetic “cousin” to mushrooms) that can grow on almost any substance, as long as water, oxygen and some form of organic nutrient are pr

Umbrella Watercraft Automobile Insurance

Standard personal lines insurance is supposed to protect owners of homes, automobiles, watercraft, and other assets in case of loss or costly damage. But the standard liability policy is sometimes

Advanced Thinking about General Liability Insurance

Accidents and injuries are difficult to predict—and damage awards can be astronomical. Because of this, general liability insurance is perhaps the most important line of commercial insurance a bu

Commercial Auto Insurance

Whether it’s to complete customer deliveries, transport employees, or perform essential functions out of the office, every business needs a vehicle. And that means most companies need auto insura

Every Day Law for Insurance Agents

Insurance is a tool for shifting risk to protect the insured. And when it’s put into practice—or disputed—it’s often done through the courts. No matter what type of insurance you sell, you

Beyond Insurance

Insurance agents are in the asset protection business. And for most agents, risk management and protection is a big part of the job. But no insurance policy is airtight. Some clients are underinsur

Business Protection

Many insurance companies are in business to protect business. Insurance is crucial to the economy as a whole—ensuring companies can keep going after a natural disaster, employee fraud, damage to

California Homeowners Valuation Meets Homeowners Valuation

This 3-hour course complies with California continuing education requirements for Homeowners insurance, and it’s designed to give you a solid understanding of home valuation methodologies useful

Flood Insurance Made Simple! Meets Flood Req.

Flooding is the nation's #1 natural disaster. In just the past 10 years (1996-2005), annual flood losses in the United States averaged $2.4 billion per year. Currently nearly 5 million policyholder

Small & Home Business Insurance

Property/casualty insurance is insurance on homes, cars, and businesses. Technically, property insurance protects a person or business with an interest in physical property against its loss or the

Varieties of Risk Part 1

Every business enterprise today is subject to a wide range of physical, legal, and economic risks. Each of these risks are rigorously scrutinized by an enterprise itself and its various stakeholder

Varieties of Risk Part 2 - Property Risk

If you own anything, you are subject to the risk that your property will be damaged or destroyed, or lost or stolen, or rendered unusable for some reason.

The modern property/casualty ins

Varieties of Risk Part 3 - Liability Risk

To be at all active in a modern society, you cannot avoid liability risk. No matter what you do for a living or how much or how little you own, if you’re a mentally competent adult of majority ag

Auto Insurance Essentials

Auto insurance is a multi-billion dollar industry in the US. Everyone who has a car needs coverage—and that’s where you come in. As an insurance agent selling auto insurance, you’ll provide t

The Business Owners Policy New

This course offers a comprehensive exploration of the foundational elements of BOPs, a pivotal insurance product for small to medium-sized enterprises. Participants will gain insights into property

Auto Insurance for Adjusters New

Little did Henry Ford realize his invention would become the symbol for the American dream of independence and freedom. That Model T has evolved into a necessity in our lives, Americans practically

Homeowner Insurance Valuation for Adjusters New

Besides providing valuable information and resources for Adjusters and Public Adjusters in California to better serve their clients, this course was developed and is available for Adjusters and Pub

Commercial Insurance for Adjusters New

Adjusters need to know the ins and outs of commecial insurance in order to properly and professionally adjust claims.

Whether individuals are contemplating starting a new business, are a new

Ethics & Fraud for Adjusters New

Unethical behaviors and fraud awareness are the keys to this course. The entire course talks about ethics and fraud with a multitude of examples and definitions to sharpen adjusters’ knowledge an

Public Adjuster Law New

According to Investopedia, "a public adjuster is an insurance industry professional whose job is to assist the policyholder in making a claim from an insurance company. They represent the insured r