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Ethics For Insurance Professionals Advanced -> ALL
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.
Course Requirements
Phone:
518-474-6600
Fax:
518-473-4600
Website URL:
www.dfs.ny.gov
Email Address:
licensing@dfs.ny.us
Address:
1 Commerce Plaza
City:
Albany
State:
NY
Zip:
12257
Credential Continuing Education Requirements:
Total Credit(s):
15.0
Required Credit Topics:
| Electives: 15.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Month
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
As a licensee you must complete 15 credits of Continuing Education (CE) during each two year licensing period. All courses must be completed through a Provider Organization (Provider) approved by the New York State Department of Financial Services. Courses are offered in either the classroom/speech/seminar method of instruction (indicated by an NYCR approval number) or the self-study (textbook or internet) method of instruction (indicated by an NYCS approval number). You are allowed to take any course that is approved for your specific class of license.
http://www.dfs.ny.gov/insurance/agbrok/abfaqs.htm
Total Credit(s):
15.0
Required Credit Topics:
| Electives: 15.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Month
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
As a licensee you must complete 15 credits of Continuing Education (CE) during each two year licensing period. All courses must be completed through a Provider Organization (Provider) approved by the New York State Department of Financial Services. Courses are offered in either the classroom/speech/seminar method of instruction (indicated by an NYCR approval number) or the self-study (textbook or internet) method of instruction (indicated by an NYCS approval number). You are allowed to take any course that is approved for your specific class of license.
http://www.dfs.ny.gov/insurance/agbrok/abfaqs.htm
Credit(s):
5.00
Credit Type:
Continuing Education
Phone:
608-266-3585
Fax:
608-266-9935
Website URL:
www.oci.wi.gov
Email Address:
ociagentlicensing@wisconsin.gov
Address:
125 Webster Street P.O. Box 7873
City:
Madison
State:
WI
Zip:
53707-7873
Credential Continuing Education Requirements:
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
http://oci.wi.gov/agentlic/cont_edu.htm
Expiration dates were moved to the end of the licensee's birth month, in the odd or even license issue year.
http://www.oci.wi.gov/bulletin/0906conted.htm
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
http://oci.wi.gov/agentlic/cont_edu.htm
Expiration dates were moved to the end of the licensee's birth month, in the odd or even license issue year.
http://www.oci.wi.gov/bulletin/0906conted.htm
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
http://oci.wi.gov/agentlic/cont_edu.htm
Expiration dates were moved to the end of the licensee's birth month, in the odd or even license issue year.
http://www.oci.wi.gov/bulletin/0906conted.htm
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
http://oci.wi.gov/agentlic/cont_edu.htm
Expiration dates were moved to the end of the licensee's birth month, in the odd or even license issue year.
http://www.oci.wi.gov/bulletin/0906conted.htm
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Additional Information:
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
http://oci.wi.gov/agentlic/cont_edu.htm
Expiration dates were moved to the end of the licensee's birth month, in the odd or even license issue year.
http://www.oci.wi.gov/bulletin/0906conted.htm
Total Credit(s):
3.0
Required Credit Topics:
| Ethics: 3.0 Credit(s) |
Renewal Frequency:
2 Year(s)
Renewal Deadline:
Birth Date
Renewal Period:
End of Month
Pre-Requisite:
Credit(s):
9.00
Credit Type:
Continuing Education
Course Objectives
Upon completion of the course the student will:
- 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.
End of Course Instructions
Congratulations! You have successfully completed your online course; you may now print your certificate(s) online from your default login page (you may need to refresh this page)
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.
Course Outline
This course covers the following topics:
Lesson 1: Objectives of Financial Statement Analysis and Financial Reporting
Lesson 2: Accounting Assumptions, Principles, Procedures, and Policies
Lesson 3: Understanding Financial Statements
Lesson 4: An Overview of Financial Statement Analysis
Lesson 5: Analysis of Liquidity and Activity
Lesson 6: Analysis of Solvency and Capital Structure
Lesson 7: Profitability Analysis
Lesson 8: Market Strength and Overall Evaluation
Lesson 9: Analysis of Cash Flows
Lesson 10: Interim Statements and Segment Analysis
Course Pre-Requisite
n/a
Quiz Information
You will not be required to pass the quizzes to move on to the next lesson.
Exams
You will be required to pass the final exam with a 70% in order to receive course credit.
Approved Course Hours
2.5
Course Details:
- Course Format: Online
- Price: $10.00
- No. of Users
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