Practice Level CE

Practice Level CE emphasizes common practice issues faced by producers and support staff in their everyday practice settings. Its purpose is to enable practitioners to confidently understand the needs of a client. Each of the practice-level CE courses will address common coverages, situations, and concepts that affect a producer’s legal and fiduciary responsibilities to their client and the insurer. 

 

Practice Level CE is available in either a traditional in-house classroom format or may be arranged via webcast. Costs are based upon location, delivery method, and number of attendees.

Annuity Basics for Pennsylvania - Annuity Suitability (4 CE Credits) - This program is the mandatory continuing education course for individuals with the authority to sell annuities in Pennsylvania. It includes sections on annuity principles and concepts, annuity uses, Pennsylvania and Federal taxation, Pennsylvania sales practices including replacement, and annuity suitability requirements as mandated by Act 48. Emphasis is placed on understanding annuity uses with a focus on promoting consumer suitability.

 

Pennsylvania Long Term Care Insurance (8 CE Credits) - This program is the mandatory continuing education 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.

Pennsylvania Long Term Care Insurance (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.

 

​Pennsylvania Insurance Regulations (4 CE Credits) - The program will address Pennsylvania statutes and regulations that affect producers and insurers. Emphasis is placed on understanding the statutes and regulations to promote compliance with state and federal laws and regulations.

 

Insurance for Non-Insurance Professionals - This non-CE credit professional education course is designed for non-insurance professionals (legal, finance, executive and C-level managers). Its purpose is to orient the non-insurance professional with the practice-based workings of an insurance entity.

 

Insurance Regulations – Understanding a Producer's Responsibilities (2 CE Credits) - The program will address statutes and regulations that affect producers. Emphasis is placed on understanding the statutes and regulations to promote compliance with state and federal laws and regulations.

 

Insuring a Home-based Business (4 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.

 

Insuring a Small Business (4 CE Credits) - The program will review the common insurance policies that are used to insured 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.

 

Contractual Liability (3 CE Credits) -- The 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.

 

Certificates of Insurance and Additional Insured Status (3 CE Credits) - The program will analyze common Certificates of Insurance and review Additional Insured Status from a coverage perspective. Emphasis is placed on understanding the proper use of Certificates of Insurance, the use of Additional Insured Endorsements and their application in actual practice settings.

 

Personal Lines Risk Management – A Property and Casualty Perspective (4 CE Credits) – The program will analyze Personal Risk Management from a property and casualty perspective. Emphasis is placed on understanding common personal lines property and casualty exposures and how standard personal lines policies and endorsements can be used to meet the needs of the personal lines client.

 

Personal Lines Risk Management – A Life, Accident and Health Perspective (4 CE Credits) – The program will analyze Personal Risk Management from a Life, Accident and Health perspective. Emphasis is placed on understanding common personal lines life, accident and health exposures and how standard life, accident and health policies can be used to meet the needs of the personal lines client.

 

Health Insurance for Senior Citizens (3 CE Credits) - The program will address the various methods of providing health care for senior citizens. Emphasis is placed on understanding both the private and public health care options available to senior citizens and their applications to producers.

 

Social Security (4 CE Credits) - The program will analyze Social Security. 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. 

The Magellan Group, Inc.

300 Weyman Plaza, Suite 280

Pittsburgh, PA  15236

Phone: 412-885-1210

Fax: 412-885-1253

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