2024 CE Course Schedule

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CONTINUING EDUCATION WEB COURSE OVERVIEW

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These courses comply with Pennsylvania's Continuing Education (CE) requirements. Each course is presented using a combination of live personal instruction and a PowerPoint presentation via webinar. Attendees will be able to ask questions to further facilitate the learning process. The live webinar format enables attendees the ability to access traditional face-to-face classroom-type instruction at a safe learning distance. Students who attend the entire CE course will be issued a CE certificate based upon attendance. The following is an overview of the courses offered:

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Pennsylvania Insurance Regulations - Understanding Producer Responsibility (#125328) ($29 - 2 CE Credits) - This program will address Pennsylvania statutes and regulations that affect producers and insurers, and public adjuster compliance issues. Topics include licensing and CE requirements, rebating limits, fee and referral arrangements, fiduciary requirements, security requirement and training, and compliance with claims and underwriting regulations. This course will cover the most common compliance issues faced by producers, CSRs, and claims personnel. Emphasis will be placed on understanding the statutes and regulations to promote state mandated compliance and support the Commonwealth’s goal of protecting its residents. Click here to register for the Pennsylvania Insurance Regulations CE course.

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Pennsylvania Long Term Care Insurance (#129488) ($49 - 4 CE Credits) - This program is the mandatory continuing education renewal course for individuals marketing Long Term Care insurance in Pennsylvania. It addresses long term care needs, providers and services, federal and state laws governing long term care, Medicare, Pennsylvania Medicaid, Pennsylvania Partnerships policies, taxation, self-funding, and other alternatives to manage long term care needs. Emphasis is placed on understanding long term care uses with a focus on promoting consumer suitability. Click here to register for the Pennsylvania Long Term Care insurance CE course.

Understanding the Home-Based Business Exposure (#133064) ($29 - 2 CE Credits) - This program will review the common insurance policies that are used to insure the home-based business market. Emphasis is placed on understanding the limitations found in the Homeowners Policy with a review of endorsements and other coverages commonly used to meet the needs of the home-based business market. This CE program will also address the new Homeowner 2022 Policy edition and its effect on the home-based business market. Click here to register for the Understanding the Home-Based Business Exposure CE course.

Pennsylvania Annuity Suitability - Best Interest Standard (#134160) ($49 - 4 CE Credits) - This program is the mandatory continuing education course for individuals with the authority to sell annuities in Pennsylvania. It will address annuity principles and concepts, annuity uses, Pennsylvania and Federal taxation, Pennsylvania sales practices including replacement, and annuity suitability best interest requirements as mandated by the Pennsylvania Insurance Department. Emphasis is placed on understanding annuity uses with a focus on promoting consumer suitability based upon Pennsylvania's revised Annuity Suitability Best Interest Standard under Act 99. Click here to register for the Pennsylvania Annuity Suitability - Best Interest Standard CE course.

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Commercial Auto Policy Analysis (#132020) ($49 - 4 CE Credits) - This program will analyze the Commercial Auto Policy, coverage forms (Business Auto, Auto Dealers, and Motor Carrier forms) and endorsements. Emphasis is placed on understanding the policy language, the use of coverage symbols, application of endorsements and the Pennsylvania Motor Vehicle Financial Responsibility Law. Click here to register for the Commercial Auto Policy  Analysis CE course.

Contractual Liability (#135358) ($29 - 2 CE Credits) - This program will analyze Contractual Liability from a coverage perspective. Emphasis is placed on understanding the contractual policy language of the Commercial General Liability Policy and the Business Auto Policy and the application in actual practice settings.  Click here to register for the Contractual Liability CE course.

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Planning for Retirement (#135611) ($29 - 2 CE Credits) - This program will address funding for retirement and health care needs. Emphasis will be placed on understanding the eligibility of Social Security retirement benefits along with both qualified and non-qualified retirement planning sources. Funding statistics, including the costs of delaying contributions along with retirement planning strategies will also be addressed. Click here to register for the Planning for Retirement CE Course.

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Insuring the Small Business (#125271) ($49 - 4 CE Credits) - This program will review the common insurance policies that are used to insure the small business market. Emphasis is placed on identifying the exposures of a small business and understanding the limitations found in the Businessowner Policy with a review of endorsements and other common policy coverages commonly used to meet the needs of the small business owner market. Click here to register for the Insuring the Small Business CE course.

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Social Security (#125272) ($49 - 4 CE Credits) - This program will analyze Social Security from a coverage perspective. Emphasis will be placed on understanding eligibility, retirement, survivor and disability benefits and the processes required to file for benefits under the Social Security Act. Click here to register for the Social Security CE course.

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COURSE INSTRUCTOR

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Dr. George E. Krauss, CPCU, CLU, ChFC, ARM is the instructor. George has authored numerous books on insurance including the Pennsylvania licensing texts Essentials of Property Casualty Insurance and Essentials of Life, Accident and Health Insurance;  annotated analyses of the Homeowners Policy, the Personal Auto Policy and the Dwelling Policy published by the Rough Notes Company and the Businessowners Policy published by the National Underwriter Company. George is a graduate of Robert Morris University completing his master’s and doctoral studies at The Pennsylvania State University. He has been retained in over 300 legal cases involving various aspects of agent/broker practices.

REGISTRATION FEE

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Course registration fee for each course is indicated in the course information. Attendees will be e-mailed the PowerPoint presentation used in the CE course.  Digital/tape recording of the course is prohibited. Class may be cancelled if attendance is insufficient. Cancellation by the student must be in writing and received at least 7 days before class.

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