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FLORIDA STATUTES

DEPARTMENT OF INSURANCE RULES

FORMS

change of address:
with WSI
with FLDFS

 

CE CATALOG

Unless otherwise indicated, The following courses have been approved by the Florida Department of Insurance for continuing education credit for: Florida Life & Variable Annuity Agents (2-14), Florida Life (incl. VA) & Health  Agents (2-15), Florida Life & Health Agents (2-18). Florida Life Agents (2-16) All courses are $6.00 per credit hour, all inclusive!

QUALIFIED RETIREMENT PLANS
QUALIFIED RETIREMENT PLANS Online

An review of tax-advantaged retirement plans that small business can easily implement — including 401(k) plans, Simplified Employer Pensions, SIMPLE plans, tax sheltered annuities.

15 credits
15 credits 
(online)

(#99117)
(#99095)

Intermediate
Intermediate

401(k) PLANS, CODA 401(K) PLANS ONLINE
An in-depth look at one of today’s most popular retirement programs. This course explores “regular” 401(k)s and SIMPLE plans.

6 credits
8 credits
(online)

(#35273)
(#43010)

Intermediate
Advanced

TODAY’S IRAs, INDIVIDUAL RETIREMENT ACCOUNTS ONLINE
An up-to-date discussion of the evolving nature of Individual Retirement Accounts including employer sponsored Simplified Employer Pensions and SIMPLE plans.

7 credits
7 credits
(online)

(#35274)
(#42285)

Intermediate
Intermediate

FLORIDA LIFE AGENT RESPONSIBILITIES, RULES FOR FLORIDA LIFE AGENTS ONLINE
An overview of the legal and ethical requirements of life insurance agents.

2 credits
3 credits
(online)

(#32243)
(#40238)

Intermediate
Intermediate

FLORIDA INSURANCE REGULATION
An exploration of the state’s regulatory system, legal and ethical responsibilities of licensed agents and insurers. This “general” course is approved for CE credit for all Florida licensed agents — including P&C.

3 credits

(#9400)

Intermediate

UNAUTHORIZED ENTITIES, UNLICENSED ENTITIES ONLINE 
A look at the sales of unauthorized insurance products.

3 credits
3 credits
(online)

(#45383)
(#43661)

Intermediate
Intermediate

NONQUALIFIED BENEFIT PLANS, NONQUALIFIED PLANS ONLINE
The course examines the considerations that are relevant to  establishing nonqualified plans, including the economic and tax issues, and discusses the financial products that are generally preferred in their funding. It looks at the tax treatment given the various plans and  specifically addresses the still-unresolved tax issues surrounding split dollar plans.
 

6 credits
6 credits
(Online)

(#47631)
(#47060)

Intermediate
Intermediate

FLORIDA AGENT ETHICS, FLORIDA AGENT ETHICS ONLINE  
.

4 credits
4 credits
(online)

(#60029)
(#59749)

Intermediate
Intermediate

 DISABILITY INCOME INSURANCE, DISABILITY INSURANCE ONLINE
This course explores the needs for disability income coverage, major provisions of individual and group disability income policies and taxation of benefits.

5 credits
5 credits
(online)
 

(#47628)
(#47059)
 

Intermediate
Intermediate
 

 LIFETIME SETTLEMENTS ONLINE
Lifetime Settlements explores the emerging secondary market for life insurance.  This course covers viatical settlements for the terminally ill and senior settlements for chronically ill senior citizens.

5 credits (online)
 

(#48446)
 

Intermediate
 

 LONG TERM CARE PARTNERSHIPS ONLINE (initial & refresher)
This Interactive, online course is designed to meet the Department's requirement for 8 hours of training on long term care policies and state partnerships to integrate private insurance coverage with medicaid eligibility rules.

8 credits - initial (online)

 (#62627)

Intermediate
6 credits -  refresher (online) (#70755) Intermediate

 

ANNUITY CONTRACTS, ANNUITIES ONLINE
A comprehensive review of fixed, indexed and variable annuities and Senior Suitability. 

15 credits
14 credits
(Online)

(#67582)
 (#67153)
 

Intermediate
Intermediate
 

SENIOR SUITABILITY, SENIOR SUITABILITY online
SAFEGUARDING SENIORS, SAFEGUARDING SENIORS online
This course focuses on Florida's updated Senior Consumer Law, which regulates the sale of fixed and equity indexed annuities to clients age 65 and older. .

5 credits
5 credits
(Online)
6 credits
6 credits
(Online)
 

 (#67349)
 (#67329)
(#75022)
(#75022)
 

Intermediate
Intermediate
Intermediate
Intermediate
 

ETHICS FOR FLORIDA P&C AGENTS (INCLUDING HURRICANE PREMIUM DISCOUNTS).

4 credits

(#69984)

Intermediate

4 credits (Online) (#69785) Intermediate


LAW & ETHICS 5 HOUR UPDATE 2-14 & 2-15

2-14 (for Agents holding a 2-14 and 2-16 license)
2-15 (for agents holding a 2-15 and 2-18 license)

5 credits

(#changes yearly)

Intermediate

5 credits (Online) (#changes yearly) Intermediate

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WEALTH TRANSFER TECHNIQUES (Currently unavailable)
TRANSFERRING WEALTH ONLINE

A discussion of methods for planning lifetime and post-mortem transfers of wealth -- highlighting closely-held business enterprises. Great for meeting the 20 credit requirement for experienced agents.

21 credits
21 credits
(online)

(#38650)
(#39910)

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