Elusive Horizons | Longevity Planning with Annuities
Course #6000061918 | 4H General
This four-hour webinar explores the profound implications of increased longevity on both life insurance and annuity products. Beginning with an examination of mortality risk and consumer behavior regarding the management of both premature death and superannuation, the course continues with a survey of the general annuity products and contract features available in the US marketplace. Each annuity product is viewed through the key perspectives of risk, suitability, and regulatory compliance.
Course approved for Oklahoma producer and customer service representative CE credit. Satisfies NAIC Annuity Suitability training requirement.
Risk Management| Teaching Your Clients About Insurance
Course #6000076677 | 2H Ethics
This two-hour webinar explores the evolving nature of fiduciary duty. The course begins with an discussion of the legal history and interpretation of fiduciary duty. Next, the relatively recent expansion of the role of the insurance professional to that of a risk manager is discussed including tools and resources to fulfill this role.
Course approved for Oklahoma insurance producer, customer service representative, and adjuster CE credit.
This two-hour webinar examines through instruction and discussion recent revisions and trends in the Oklahoma regulation of insurance. Following a descriptive survey of the legislative and administrative processes that produce changes in insurance regulation, the particular statutes and administrative rules enacted by the 2019-2020 Oklahoma Legislatures are discussed in detail.
Course approved for Oklahoma insurance producer, title, customer service representative, and adjuster CE credit.