Private Equity in Insurance: Video and Audio Overview

12 Wisconsin CE credits · Course #6000205236 · 3 ethics

Private Equity in Insurance is a 12-credit Wisconsin insurance continuing-education course from CEWisconsin, Wisconsin OCI-approved provider #20781. Private equity and its impact on the insurance marketplace. Ethics included! This page has a free 8-minute video overview and a 15-minute audio overview to use before you enroll or while you study. CE credit comes from the course material and its test, not from watching or listening.

Watch the video overview (8 min)

Published November 20, 2025 · 8 min · MP4

Listen to the audio overview (15 min)

Published November 20, 2025 · 15 min · MP3

What the course covers

The course material provides a comprehensive examination of private equity's growing influence on the insurance industry, spanning 10 modules across 12 credits including 3 ethics credits. It explains the fundamentals of how private equity firms operate, including their use of operational improvement, financial engineering, and multiple arbitrage to generate returns, before detailing why insurance became such an attractive target due to its float, predictable recurring revenue, and counter-cyclical characteristics. The course traces the massive wave of agency consolidation driven by PE-backed acquisitions, explores the implications for independent agents, carriers, and policyholders, and examines landmark deals and cautionary tales that illustrate both the opportunities and risks of PE involvement. Readers will learn how PE ownership affects company strategy, investment approaches, policyholder protections, and the competitive landscape, equipping Wisconsin insurance professionals with the knowledge to navigate an industry being fundamentally reshaped by Wall Street capital.

Course facts

Credits: 12 (Wisconsin requires 24 every two-year license period)
Ethics credits: 3 of the 12 (covers the 3-credit ethics minimum)
Course number: 6000205236
Format: self-study reading, then an online multiple-choice test (70% to pass, unlimited free retakes, disinterested-party proctor required)
Reporting: CEWisconsin files your completion with the Wisconsin OCI

Ready to take Private Equity in Insurance?

12 CE Credits

Open the course in the catalog, buy the credits you need, read, and test. Pricing is all-inclusive.

Go to the course in the catalog

Frequently asked questions

Do the video or audio overviews earn CE credit?

No. Wisconsin CE credit for Private Equity in Insurance comes from reading the course material and passing its proctored online test with a score of 70% or better. Retakes are free and unlimited. The video and audio are free study aids.

How long are the video and audio overviews?

The video runs about 8 minutes and the audio about 15 minutes. Both were produced from the course material with Google NotebookLM; the video was published November 20, 2025 and the audio November 20, 2025.

How do I take Private Equity in Insurance?

Buy CE credits on the catalog page (pricing is all-inclusive: the state submission fee and retakes are included), open the course, read the material, and take the test. This course uses 12 credits.

Does this course count toward the Wisconsin ethics requirement?

Yes. 3 of its 12 credits are ethics credits. Wisconsin agents need at least 3 ethics credits among the 24 required each two-year period.

About these previews: the video and audio overviews were produced with Google NotebookLM from the course material. They summarize; the course text and its test are the authority. Page updated September 5, 2026.

Questions about a course?

Call or text Bill at 608-219-4985 or email mailadmin@cewisconsin.com