California Course Descriptions
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Life Only Agents
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Lifetime Membership - 0 Hours Purchase Course

Lifetime Membership affords the broker/agent unlimited access to the Hassle Free CE library of courses. A one time fee does apply. Order now and you’ll never have to pay for CE courses again. Don’t delay…order yours today! Only a limited number of memberships will be sold!


Annuity - 4 Hours Purchase Course

The Annuity 4-Hour Course is intended to provide a refresher to the initial 8-Hour Annuity requirement required every two year renewal period. Agents will learn care and conduct Surrounding their primary market-boomers and senior's, contract provisions for fixed, variable and equity-indexed annuities and a full dose of disclosure rules and regulations pertaining to California. 45 Pages


Annuity - 8 Hours Purchase Course

Meet the new SB 620 requirements for selling annuities in California. New rules for marketing to seniors, contract provisions, taxation and use in qualified plans. Very comprehensive. 150 Pages.


Professional Issues Training - 31 Hours Purchase Course

A superb financial planning course covering tax, retirement and investment planning ... Trusts and estate planning equity indexed annuities, key employee insurance, benefit planning, asset protection and more! A lot of hours in one book! 362 pages


Estate Planning Primer - 6 Hours Purchase Course

A great reference covering estate issues and law with concentration on evaluating the estate, the estate plan, tax facts, gifts, wills, trusts and insurance trusts. 52 pages


Mature Markets - 30 Hours Purchase Course

The graying of America is well underway. This course explores senior and boomer purchasing decisions and special needs in order to effectively "program" a Client's protection and investment strategy. Appropriate products and client strategies are discussed along with the importance of mature underwriting, estate planning, social security, trusts, wills and asset protection. 320 Pages


Specialty Markets - 20 Hours Purchase Course

Specialty or advanced markets refer to the unique risks in quality business markets. In particular, this course discusses problems and the level of service an agent must understand in the areas of business formation, business continuation, business benefits and business estates. 210 Pages


Long Term Care #200 - 8 Hours Purchase Course

Required to sell Long Term Care Insurance and every renewal period. All state required content is provided, but we also try to show how it applies. The goal is for you to grasp the many consumer protection issues and come away knowing how this complicated product works. Special Case study section gives you practical solutions to approach client needs. 151 pages


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Casualty Only Agents
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Errors & Omissions Insurance - 8 Hours Purchase Course

Managing the liability by understanding tort law, negligence and its cause, fiduciary responsibilities, liability claims and risk avoidance. Liability policy construction and forms and more! 127 pages


Property / Casualty Today - 30 Hours Purchase Course

A "Must" have for ALL casualty agents or Issues Shaping P&C Sets. Straight talk on 19 classifications from fire and auto to glass and burglary. Legal issues in selling, including the latest agent lawsuits, managing client conflicts, agent blunders, selling on the internet and much more! A lot of hours in one book! 316 pages


Understanding Liability Coverages - 6 Hours Purchase Course

The legality of liability is studied from many viewpoints: Liability and tort law, establishing negligence, duties and defenses, vicarious and strict liability, products liability and more — including examples. 44 pages


Homeowners insurance Valuation - 3 Hours Purchase Course

Section 1749.85 of the California Insurance Code requires All Fire and Casualty and Personal Lines Agents to have "specific knowledge in the proper methods of estimating the replacement value of structures....Agents who negotiate or sell homeowners insurance are required to take a special 3 hour Homeowners Valuation Course in order to understand the elements of home values and make appropiate recommendations to their customers. This is a one-time course. 51 pages


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Any Agent
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Insurance Marketing Issues - 30 Hours Purchase Course

A superior reference! Selling insurance on the internet...Agent responsibilities/lawsuit cases you can't ignore...Avoiding "expert status"...Evaluating insurer safety...Client needs "beyond insurance" & more. A lot of CE Hours in one book. 291 page


Ethics - 4 Hours Purchase Course

The Ethics 4-Hour Course is intended to provide a solid foundation for agents to understand their conduct and ethical duties in the State of California. Agents are first shown their accountability under the law and through examples of court cases discover how other agents are brought to task for violations of market conduct and ethics. A full compliment of ethical decision-making tools, techniques and examples demonstrate the correct path. A required course, but a great reading in prevention and loss control. 4 Pages


Insurance Digest - 17 Hours Purchase Course

Explore a variety of contemporary insurance issues using a unique journal format. Much like a "Reader's Digest" for insurance. Get to the heart of topics like agent liability, asset protection, coverage disputes, agent due care, consumer protection traps, insurance regulation, state guaranty funds, reinsurance and the rating services. 2O3 pages.


CA Long Term Care - 8 Hours Purchase Course

Upon completion of this course you will be certified to sell Long Term Care Insurance. All state required content is provided, but we tried to also show how it applies. The goal is for you to grasp the many consumer protection issues and come away knowing how this complicated product works. Special case study section gives you practical solutions to approach client needs. 151 Pages


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