2024 Continuing Education Class Lineup

Ethics and Unfair Trade Practices

3 CE Hours

February 15, 2024 ~ 9 AM – 12 PM

Course#’s: | 3191747 ID |  6000014364 OR | 35656 UT |

| 21885 NV  |  625188 WA  | 6000014182 MT |

There are many laws dealing specifically with unfair trade practices. Many are specifically written concerning insurance in particular. In this ethics course, we start with the basics of determining whether a trade practice is fair or unfair to the consumer. Once that foundation is laid, we then move into discussing the NAIC Model Act which deals with Unfair Trade Practices in our industry today. All the primary aspects of the Model Act are covered, with questions and discussions encouraged.


3 CE Hours

February 15, 2024 ~ 1 PM – 4 PM –

Course#’s: | 3193784 ID | 6000057192 OR |  38642 UT  |

| 23551 NV  |  625192 WA |  6000057552 MT |

The Reinsurance course describes the reinsurance process from the viewpoints of the reinsurer, the ceding company, and the ultimate policyholder. Different types of reinsurance coverages and treaties are reviewed. The course examines how reinsurance works and how it benefits the public, and how it enhances the solvency of insurance companies and the insurance industry. The course makes the point most insurance buyers know little to nothing of reinsurance, yet everyone is affected by it.

Cybersecurity and the Insurance Producer

6 Credit Hours

May 9, 2024 ~ 9 AM-4 PM (one hour break for lunch from 12-1)

Is Cybersecurity an issue agents need to be worried about? What about our agencies? In this course we clearly answer those questions with an emphatic…Yes! Do you know what a Security Plan is? Recent headlines have underscored the importance of agents having written security plans to protect the privacy of their clients’ personal information. Not only could a breach of clients’ personal information devastate an agent/agency’s reputation; it is likely to result in you having to undertake time-consuming and costly actions on behalf of clients whose personal information is compromised. We live in a litigious society and it’s important to know what your risk is this area and how to protect yourself from the possibility of an expensive E&O claim.

Ethical Conduct and Suitability

3 Credit Hours

August 29, 2024 ~ 9 AM-12 PM 

This course analyzes the criminal case that the state of California brought against insurance agent Glenn Neasham. Glenn was a licensed Life Insurance agent in the state. He sold an annuity to an elderly lady. He was later investigated and prosecuted for that sale under an indictment for theft from an elderly person. This was a precedent-setting charge against an insurance agent. The course reviews how the sale transpired, the actions Glenn took, and a special focus and emphasis on the ethics of the sale and the suitability questions that arose.

The Regulation of Insurance Producers

3 Credit Hours

August 29, 2024 ~ 1 pM – 4 PM

The course charts both the history and current environment of regulation of insurance producers in the United States, including licensing requirements, agent authority, agent contracts and agency relationships. Also, major federal regulations dealing with insurance are reviewed, as well as state regulation that has historically dominated insurance producer and insurance company regulation.

E&O Review and Case Studies

6 Credit Hours

December 5, 2024 ~ 9 AM-4 PM (one hour break for lunch from 12-1)

E&O Review and Case Studies takes a hard look at the Errors & Omissions policy, the relationship between an agent and an insurance company, and the coverages and protections available through insurance. Topics include how agents handle and transmit premiums, required loyalty by producers to the companies they represent, and an analysis of types of E&O claims, including a summary of the most common claims.

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For our online CE courses

About the Instructor:


Rick is the Director and teaches continuing education and pre- licensing courses for ITC. Before becoming an instructor, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s

Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and five grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

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