2022 CE Course Schedule

 

 

 

 

 

 

 

 

 

 

CONTINUING EDUCATION WEB COURSE OVERVIEW

These courses comply with Pennsylvania's Continuing Education (PE) 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:

Pennsylvania Insurance Regulations (#125328) ($29 - 2 CE Credits) - The 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 for the Pennsylvania Insurance Regulations CE course registration form.

 

Understanding the Home-Based Business Exposure (#133064) ($29 - 2 CE Credits) - The 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 for the Understanding the Home-Based Business Exposure CE course registration form.

 

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 for the Pennsylvania Long Term Care insurance CE course registration form.

Pennsylvania Annuity Suitability - Best Interest Standard Update Course (#133902) ($29 - 1 CE Credit) - This program is the mandatory 1-hour continuing education Annuity Suitability - Best Interest Standard update course for individuals with the authority to sell annuities in Pennsylvania who previously completed the 4-hour CE Annuity Suitability course under Act 48. This program addresses the NAIC annuity suitability Best Interest Standard requirements as mandated by Act 99. Emphasis is placed on making producers aware of Pennsylvania's new Annuity Suitability Best Interest Standard requirements which will go into effect on June 20, 2022. Click here for the Pennsylvania Annuity Suitability - Best Interest Standard Update CE course registration form.

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 for the Pennsylvania Annuity Suitability - Best Interest Standard CE course registration form.

Contractual Liability (#125268) ($39 - 3 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 their application in actual practice settings. Click here for the Contractual Liability CE course registration form.

 

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 for the Insuring the Small Business CE course registration form.

Businessowner Policy Analysis (#130924) ($29 - 2 CE Credits) - This program will analyze the Businessowners Policy from a coverage perspective. Emphasis is placed on understanding the policy language and its application in actual practice settings. The program will address eligibility and coverage differences between the standard Businessowner Policy and the recently introduced Micro-Businessowner's Policy. Click here for the Businessowner Policy Analysis CE course registration form.

Social Security (#125272) ($49 - 4 CE Credits) - The program will analyze Social Security program. 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 for the Social Security CE course registration form.

 

COURSE INSTRUCTOR

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

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.

Pennsylvania Insurance Regulations on January 27 (9:00 am - 11:00 am)

Understanding the Home-Based Business Exposure on April 21 (9:00 am - 11:00 am)

Pennsylvania Long Term Care Insurance on April 21 (1:00 pm - 5:00 pm)

Pennsylvania Annuity Suitability - Best Interest Standard (Update Course) on July 7 (10:00 am - 11:00 am)

Pennsylvania Annuity Suitability - Best Interest Standard on July 7 (1:00 pm - 5:00 pm)

Contractual Liability on July 22 (9:00 am - 12:00 pm)

Insuring the Small Business on July 22 (1:00 pm - 5:00 pm)

 Businessowner Policy Analysis on October 21 (9:00 am - 11:00 am)

Social Security on October 21 (1:00 pm - 5:00 pm)