Self-Study Classes
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All Classes offered are listed here. Most popular classes are
highlighted with this symbol
. All classes are valid for any type of
WI insurance license; no limitations based on your license type. Choose
for yourself!
Are you looking for...
ETH ►ethics classes?
LTC
►long-term care classes?
ANN
►mandated annuity "Best Interest" (formerly "Suitability") classes? Look for these symbols in the first column below.
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
24CR
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Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS. Class reflects original PPACA implementation, not all the changes since: this is history class, not a reflection of current state. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
24CR
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An engaging assortment of articles that cover the gamut of the P&C world. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
24CR
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The ins and outs of IRAs and employment-based retirement plans directly from the IRS. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
1CR
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A quick look at insurance fraud in many of its present forms, as well as efforts to recognize, control and prosecute it. |
1CR |
Hey Discovery Channel fans... this class takes you on a short journey though the early history of life insurance. |
2CR |
Covers the basics of annuities, with additional emphasis on variable annuities. History of annuities also covered. Does NOT fulfill WI Annuity "Best Interest" (formerly "Suitability") Training Requirements |
2CR
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Back to basics--- Fundamentals of insurance in law and in practice. The function of insurance in society as well as risk and contract basics. |
2CR |
A look at these controversial products from two very different angles. You decide which is right! Does NOT fulfill WI Life Settlement Training Requirements |
2CR |
Lighter discussion of concepts in the 'Insurance in the Developing World 1' class. Life and health micro-insurance products are also discussed, and compared to community-based insurance-like activities that already take place in the developing world. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
2CR |
Survey of the Federal and Wisconsin COBRA health benefit extension laws |
3CR |
Toolkit of tactics successful people use in wading through ethical dilemmas. |
3CR
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Overview of current health insurance scams, and how to protect your clients from them. |
4CR
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This class fulfills the WI state requirement for LTC insurance partnership "on-going training". Once an agent has fulfilled the 8-hour minimum LTCIP training requirement, this class will fulfill the 4 credit minimum requirement for "ongoing" LTCIP training every 2 years. The class reprises LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI.WARNING: some carriers require LTC classes to be "approved" by a company called "ClearCert". My classes are not so "approved". Please check with your carrier to see if they make a big deal about this. I have received specific information from Thrivent that they insist on this. If this is the case with your carrier(s), you'll have to work with one of my competitors to get your LTCIP certification. Sorry for any inconvenience-- don't get me started on what I think of this. If you are just taking the class for CE credits, the above doesn't apply. |
4CR |
Overview of legal expense insurance. This rapidly growing product can help agents meet the diverse needs of individual and employer clients. Special thanks to The LegalEase Group for providing this comprehensive survey of the subject. |
5CR
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An engaging variety of readings that chronicle the role of ethics in the industry. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
5CR |
Overview of errors and omissions insurance--- and how to make sure you never have to make a claim on your personal policy! |
5CR |
Business owners have a lot of insurance decisions to make. This class covers the basics that they need to know. |
6CR
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This class fulfills the Wisconsin Annuity "Best Interest" (formerly known as "Suitability") Training requirement for agents who wish to sell annuities. This class will meet your state requirement if you need either the "1 credit" version or the "4 credit" version. |
6CR |
Overview of ethics, including an overview of scholarly work on the subject (do not take this course if you are taking 12-credit course #59309/#59310). |
6CR |
Refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 12-credit course #59309/#59310). |
6CR |
Refresher on the finer points of Wisconsin property and casualty insurance law. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
8CR |
This class fulfills the WI state requirement for "Initial" LTC insurance partnership training. The class covers LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI (do not take this course if you are taking 12-credit course #61180/#61277).WARNING: some carriers require LTC classes to be "approved" by a company called "ClearCert". My classes are not so "approved". Please check with your carrier to see if they make a big deal about this. I have received specific information from Thrivent that they insist on this. If this is the case with your carrier(s), you'll have to work with one of my competitors to get your LTCIP certification. Sorry for any inconvenience-- don't get me started on what I think of this. If you are just taking the class for CE credits, the above doesn't apply. |
9CR
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Overview of auto insurance policies and provisions. |
9CR
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Overview of homeowners insurance policies and provisions. |
10CR |
Fascinating look at the impact that micro-insurance has on people in the developing world. A peek into America's past--- we were just like these people 200 years ago, what would a program like this have done for our ancestors? |
12CR |
This class fulfills the WI state requirement for LTC insurance partnership training. The class covers LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI (do not take this course if you are taking 8-credit course #61180).WARNING: some carriers require LTC classes to be "approved" by a company called "ClearCert". My classes are not so "approved". Please check with your carrier to see if they make a big deal about this. I have received specific information from Thrivent that they insist on this. If this is the case with your carrier(s), you'll have to work with one of my competitors to get your LTCIP certification. Sorry for any inconvenience-- don't get me started on what I think of this. If you are just taking the class for CE credits, the above doesn't apply. |
12CR |
A broad look at the types of voluntary insurance and non-insurance products that the industry offers. How employers implement these plans, and communicate them effectively is discussed, as well as what makes each type of plan popular. This is followed by a discussion of the "new" cafeteria plan guidelines. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
12CR |
DI insurance, Group Insurance, Annuities, and an overview of the different types of businesses that we work with each day. Understanding the legal differences between types of companies can make you a better consultant and protects your clients. |
12CR
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Overview of ethics, including an overview of scholarly work on the subject. Part 2 is a refresher on the finer points of Wisconsin insurance law (do not take this course if you are taking 6-credit course #59309 or #59310). |
12CR
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overview of Life Insurance principles and uses for both individuals and businesses. It covers the true meaning of Life Insurance in the real world, and finishes with a solid overview of Term Life Insurance. |
12CR
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A comprehensive overview of the Medicare program parts A,B,C, and D as well as Medigap insurance. |
19CR |
The ins and outs of IRAs and employment-based retirement plans directly from the IRS. |
19CR |
A truly engaging assortment of articles that cover the gamut of the P&C and Commercial Insurance world. |
21CR |
Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS. Class reflects original PPACA implementation, not all the changes since: this is history class, not a reflection of current state. |