CE Classes
2026 Continuing Education Lineup
Classes are free to attend for Insurance Professionals
3 Credit Hours
Thursday, August 27th
Ethics & the Senior Client
9 AM - 12 PM
- NOT APPROVED IN MICHIGAN, MINNESOTA, NEW JERSEY, OR WASHINGTON (Meets State Ethics CE Requirements except for CA and FL). With the senior population in the United States continuing to grow as the baby boomers hit their retirement years, agents need to keep abreast of ethical responsibilities in working with these clients. Questions to consider: Should you assess senior clients differently than younger clients? Is there a difference in writing a health-based product vs. a financial-based product? Should you require a family member to be attendance at any meetings you have with a senior? Do you know your professional liability associated with working with seniors? Also, are you aware of what the concept of “Financial Capacity” means, and how it can affect your ethical responsibilities? All of these issues, and many more, are covered in the course.
3 Credit Hours
Thursday, August 27th
Generational Insurance Needs
1 PM - 4 PM
- NEW FOR 2026! - In this webinar, we will review the generational differences that shape clients’ insurance needs and financial priorities across life stages. We will discuss how health, auto, home, life, disability, and retirement products align with the evolving goals of Gen Z, Millennials, Gen X, and Baby Boomers. Topics include key coverage needs by generation, communication strategies for each age group, and practical approaches for agents to build trust and long-term relationships across diverse client segments.
6 Credit Hours
Thursday, December 17th
Signed, Sealed & Sued!
9 AM - 4 PM (one hour break for lunch from 12-1)
- In this webinar, we will review the legal concepts of negligence and bad faith as they apply to insurance agents, agencies, and carriers. We will discuss real-world claim scenarios involving errors, misrepresentation, and improper coverage, as well as how courts determine liability and standards of care. Topics include common triggers for negligence claims, examples of bad faith practices, interpleader actions, documentation best practices, and lessons agents can apply to reduce risk and uphold professional integrity.