CE Classes

2025 Continuing Education Lineup

Classes are free to attend for Insurance Professionals

3 Credit Hours

Thursday, Feb. 26

The History of Insurance

9 AM - 12 PM

NEW FOR 2026! – In this webinar, we will review the fascinating history of insurance—from its earliest roots in the Code of Hammurabi and ancient trade guilds to the modern systems that shape today’s financial and social safety nets. We will discuss how key historical events such as the Great Fire of London influenced the development of risk management and actuarial science. Topics include the rise of the welfare state, the formation of the NAIC, the impact of industrialization, and how major milestones like the Great Depression, WWII, and the introduction of Medicare and Medicaid transformed the insurance industry as we know it.

3 Credit Hours

Thursday, Feb. 26

1 PM - 4 PM

(Meets State Ethics CE Requirements except for CA and FL) - This course clarifies the differences between morals and ethics, how they’re related, and the focus of regulations in regards to these concepts. The discussion reviews the expectations on corporate and agent conduct in the field of insurance. Specific duties are reviewed that must be fulfilled to achieve the expectations and requirements placed on the industry by regulators and an informed public.

6 Credit Hours

Thursday, May 28th

9 AM - 4 PM (one hour break for lunch from 12-1)

NEW FOR 2026! – In this webinar, we will review how artificial intelligence is reshaping the insurance industry, from underwriting and claims handling to marketing and customer retention. We will discuss foundational concepts, key features, and real-world applications of AI, including robotic process automation, automated claims systems, and algorithmic underwriting. Topics include cost savings, workflow automation, regulatory reactions, and lessons learned for agents, adjusters, and carriers navigating the growing influence of AI in insurance operations.

3 Credit Hours

Thursday, August 27th

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

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

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.