California Courses


We are constantly adding courses to our catalog. If you need a course that you don't see here, please let us know.

Our provider number for the State of California is 285688.

NOTE: course completions are submitted in Eastern Time, not Pacific Time. Please complete all courses more than three hours before the cutoff date to avoid a late filing fee.

Please choose a license before adding any courses to your cart if you will be taking them for continuing education credits.

Show courses pertaining to: (Choose a specific license to see discount packages)

Course Course ID Price
4 HOUR ANNUITY TRAINING COURSE (required annuity training course) 311210 $12.00
Four (4) Hour on-going annuity training.
Ongoing 4-hour training requirement: After completing the initial 8-hour training requirement, producers continuing to sell annuities must complete a 4-hour, state-approved annuity CE course in every 2-year license term following the initial 8-hour training completion.
At the conclusion of this four-hour course, the student shall:
Understand the producer's legal and ethical obligations toward the consumer (and to the insurer and to regulatory authorities) with regard to the suitability of annuity product recommendations;
Be able to define "suitability;"
Be able to define the types of information that must be obtained from the consumer in order to make suitable annuity product purchase recommendations;
Be able to identify the product features and circumstances where an annuity product would be suitable and it would be unsuitable for a consumer;
Understand the processes in place to audit and supervise producer activities;
Identify the regulatory requirements that have been enacted to protect the senior consumer during the purchase and exchange of annuity products;
Identify how violations of suitability standards may be identified; and,
Know and understand the penalties provided for violations of applicable laws.



Applies to: Life Only - 4 credits, Life and Accident & Health - 4 credits, Annuity Four Hour Training - 4 credits, Life, Accident & Health, Property & Casualty - 4 credits

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Ethics, A Guidebook for Insurance Professionals 293950 $12.50
What does Ethics mean?

The English word ethics comes from the ancient Greek words "ethos", which meant the part of a person's character that connected with universal truths. In the present day, The Oxford English Dictionary defines ethics as the "study concerned with the principles of human duty" and the "rules of conduct recognized in certain associations or departments of human life."

What does all of this mean to an ordinary person trying to succeed in business? It means that, to act ethically, a business person must have a sense of right and wrong and feel a duty to follow this sense. This course will consider the practical details of what acting ethically means to insurance agents, brokers and other professionals in the financial service fields.

Goals: With the knowledge gained from this course the financial representative will gain a greater understanding of how and why Ethics has come to be required course material throughout the country, congruent with societies' expectations. Complete with a background of Ethics and its role in our ever changing environment.


Applies to: Life Only - 5 credits, Life and Accident & Health - 5 credits, Property and Casualty - 5 credits, Ethics - 5 credits, Personal Lines - 5 credits, Limited Lines Auto - 5 credits, Accident & Health - 5 credits, Life, Accident & Health, Property & Casualty - 5 credits

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Insurance Topics 293951 $27.50
Life insurance has been sold in the United States since the mid-1700s, but it wasn't until the 1840s that the industry made a significant impact on the American business scene. Since that time, individual life insurance has grown steadily, due primarily to the agency distribution system.

Applies to: Life Only - 11 credits, Life and Accident & Health - 11 credits, Accident & Health - 11 credits, Life, Accident & Health, Property & Casualty - 11 credits

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OSHA In the Real World 293952 $25.00
In spite of a drop in the number of serious workplace injuries between 1998 and 2002, the cost of employers dealing with injured workers has gone up significantly--both due to increases in insurance and the rising cost of healthcare.

In an effort to protect the safety and health of every worker, Congress passed the Occupational Health and Safety Act on December 29, 1970.

This course provides an understanding of OSHA, its origins and role in the risk management venue of employer's liability.


Applies to: Property and Casualty - 10 credits, Personal Lines - 10 credits, Limited Lines Auto - 10 credits, Life, Accident & Health, Property & Casualty - 10 credits

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Readings on Life Insurance & Annuities, including Senior Suitability in Annuity Sales Transactions 293953 $32.50
In this 13 hour course we will review some of the fundamental concepts of life insurance. We will cover how to advise clients on the amount of life insurance needed, the types of life insurance policies available today, and the common required policy provisions and exclusions.

This course also explores the suitability issues for seniors when purchasing annuities, as well as the laws of the state of California pertaining to these sales.


Applies to: Life Only - 13 credits, Life and Accident & Health - 13 credits, Life, Accident & Health, Property & Casualty - 13 credits

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Suitability of Annuity Transactions for Seniors (General Credits only) 293954 $10.00
When the NAIC passed its model law about illustrations, the insurance industry was full of anecdotal stories of senior citizens being so impressed with computer-based illustrations that they signed on to policies that weren't right for them. So, any agent working with older clients needs to show particular caution about the presentations they make and illustrations they use.

This course addresses these issues and many more. After completion of this course the licensee will have a broad understanding of the senior market and the role and responsibility he/she fulfills to the broad and nascent market.

Goals: To provide an in-depth discussion on annuities and how they relate to seniors and the suitability issues pertaining to them.

Does not count toward four hour required annuity training.


Applies to: Life Only - 4 credits, Life and Accident & Health - 4 credits, Life, Accident & Health, Property & Casualty - 4 credits

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White Collar Crime 296230 $30.00
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry.

In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.

You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.


Applies to: Life Only - 12 credits, Life and Accident & Health - 12 credits, Property and Casualty - 12 credits, Personal Lines - 12 credits, Limited Lines Auto - 12 credits, Accident & Health - 12 credits, Life, Accident & Health, Property & Casualty - 12 credits

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Worker's Compensation & General Liability 293955 $25.00
In this course we will review some of the fundamental concepts to refresh your memory about some of the coverage details you might have forgotten. We will review the forms and provide answers for the most common questions you may encounter from your clients about their policies.

We will discuss the options available to obtain workers comp coverage and the factors that go into the pricing of coverage.

You will read interesting and important case studies to bring this topic to life. Finally, we detail the most recent issues that have come up in the real world of providing these coverages to policyholders, such as medical cost containment, fraud, privacy and medical records, and the implications of terrorism to workers compensation coverage.


Applies to: Property and Casualty - 10 credits, Personal Lines - 10 credits, Limited Lines Auto - 10 credits, Life, Accident & Health, Property & Casualty - 10 credits

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