CONTINUING
EDUCATION

Grow. Learn. Gain.

Agent's Guide to Extreme Weather
(#74401)

Explores such topics as tornadoes, hurricanes and winter storm damage, and includes figures for property losses over the past 10 years. This class is particularly helpful in assisting agents who advise clients about insurance to protect against various forms of extreme weather. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

December 27 (1–4 p.m.)

Age Power in the 21st Century (#74766)

Focuses on such topics as Long-Term Care, Medicare, Medicaid and other issues associated with older adults. This class is particularly helpful for agents who work with senior clients and want to learn more about issues that impact the older demographic. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (6 hours). $110.


​This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Annuity Principles 
(#69593)

Provides a general overview of all types of annuities, including their structure, purpose and potential clients. Students will explore the structure of various contracts, from funding to distribution, and engage in scenario discussions on when different contracts are appropriate. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU  (3 hours). $55.

November 13 (1–4 p.m.)

Asset Analysis
(#70888)
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Explores how insurance and finances directly impact everyone over their entire lifetime, covering topics such as stocks, bonds, mutual funds, dollar cost averaging and becoming "financially healthy." Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by William J. Rendleman, CLU, ChFC, LUTCF (3 hours). $55.



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This class is not scheduled at this time. Please check back for upcoming dates.

Auto Safety & Weather Coverages
(#03624)

Addresses such topics as general automobile insurance principles, auto policy provisions and auto safety issues in hazardous weather as they relate to insurance. This class is particularly helpful in assisting agents who advise clients about auto insurance and auto safety matters. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

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December 10 (1–4 p.m.)

Business Insurance Concepts (#71148)

Assists agents who advise clients about business insurance matters, with an emphasis on business continuation insurance, executive bonus plans and salary continuation plans as they directly relate to insurance products. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Claims & Settlements
(#70866)

The Claims Process
(#70552)
Assists the agent's knowledge of how to gather details and determine whether loss is covered. This course will include discussion on guidelines for claim investigations, necessary claims evidence and determining  the extent of legal liability. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Gordon Skeeters, CIC (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.
Assists agents in understanding how to gather necessary details and determine whether a loss is covered. This class is taught with real-world experience in regard to the insured, the adjuster and the company, with a particular focus on the concepts of indemnity and contract details. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

Commercial General Liability (#70758)

Provides answers to specific policy questions regarding liability coverages and endorsements, including a discussion of torts. This class also offers participants detailed analyses of policy coverages and the ways in which agents determine liability. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Gordon Skeeters, CIC (6 hours). $110.
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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Decision-Making in Threatening Weather (#201410)

Explores the impact of severe weather on the cost of insurance, including the fluctuation of a client's premium based on his/her preparedness to prevent property damage, and provides a hands-on exercise that allows attendees to use what they've learned. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.


This class is not scheduled at this time. Please check back for upcoming dates.

Dissecting the Long-Term Care Product
(#70297)

Enhances an agent's technical knowledge of all areas of Long-Term Care. This course will take an in-depth look at long-term care policies: what they cover, how they have evolved over the years, the resistance of the market to purchase them and where they are heading in the future. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (6 hours). $110.

​This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Earthquakes & Wildfires (#09047)

Explores North Carolina's vulnerability to both earthquakes and wildfires, with an emphasis on perceived preparedness levels based on recent figures, as well as insurance protection and underwriting guidelines. Students will also explore a variety of case studies. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.


November 21 (9 a.m.–12 p.m.)​

Exceeding P&C Customer Care (#75836)

Family Estate Planning Strategies
           (#70914)         
Focuses on the factors involved in establishing and maintaining a customer service culture within your company. This class will open the door to discussions of excelling in customer care, in a world where clients are tempted by “buy it online" and “just give me the lowest limit the law allows” mentalities. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Gordon Skeeters, CIC (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.
Addresses numerous topics related to family estate planning, including estate and gift tax, reducing taxes, life insurance, trust provisions, charitable giving and gifting pitfalls, medicaid planning, retirement plans/IRAs and wills. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA (6 hours). $110.

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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Financial Planning
(#70619)

Reviews basic financial concepts and the ways they apply to tools used by planners and consumers. This course also includes a discussion of current IRS limits and products, as well as inflation, compound interest and other theories related to planning. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (6 hours). $110.

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November 26 (9 a.m.–4 p.m.)
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MUST ATTEND FULL DAY FOR CREDIT

Financial Questions & Answers
(#74827)
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Assists agents who advise clients about life and health insurance, annuities, disability insurance matters and related topics. This class explores life and health insurance needs, finances and budgetary issues as they relate to insurance. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.


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December 11 (9 a.m.–12 p.m.)

Future of Health Insurance
(#70898) 

Provides a wide-ranging overview of the history and current state of U.S. health care, including a discussion of finance and ethics. Particular emphasis is given to both theory and industry data in regard to planning and ethics, making this a valuable course for any agent. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Group Benefits
(#204941)

Explores group benefits, both past and present. Topics covered in this new course include mandated coverages and programs, unemployment insurance, workers' compensation, historical changes to top benefits, gaps in group plans and employer case studies. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Bonnie Burkett (3 hours). $55.


This class is not scheduled at this time. Please check back for upcoming dates.

Hazardous Weather Survival Guide
(#72549)

The Health Care Reform Act: Obamacare
(#07306) 
Discusses the characteristics of various hazardous weather events. Through concepts and examples, participants will learn how proper education can reduce property loss, injury and death (e.g., the use of such items as hurricane clips and home safe rooms). Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.


November 1 (9 a.m.–12 p.m.)​
Explores in great detail the Health Care and Education Reconciliation Act of 2010 and the Patient Protection and Affordable Care Act, with an emphasis on helping agents better understand this imminent legislation and confidently evaluate their clients' health insurance status. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by David Brookbank (6 hours). $110.

This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Health Insurance A–Z (#201725)

Offers a comprehensive review of health insurance in the U.S. from its earliest forms through the present. It covers the ways insurance was/is funded, the demographics of enrollment throughout history and the basics of the Affordable Care Act. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (6 hours). $110.


​This class is not scheduled at this time. Please check back for upcoming dates.
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​​MUST ATTEND FULL DAY FOR CREDIT

Health Savings Accounts (#74731)

Provides an overview of the health savings account and its relation to the high-deductible health plan, including the way products are used by clients and advisers. This course also explores the creation of the HSA and High Deductible Health Plans and their future in the health care system. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

Homeowner's Claims Loss Prevention
(#72725)

Explores such topics as weather hazards, water and fire damage and theft, with special emphasis on home security—subjects essential for any agent who advises clients on homeowner's claims and loss prevention. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Tammie Grisso D'Allura, CPCU, CIC (3 hours). $55.


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This class is not scheduled at this time. Please check back for upcoming dates.

Insurance & Finances --Lifetime Planning
(#73681)

Assists agents who advise clients about insurance and financial matters plan a sensible and affordable retirement portfolio. This class will explore such topics as 401(k)s, universal life products and long-term care products as they relate to insurance.  Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Insurance & Financial Planning Overview
(#70987)

Insurance Application Fraud (#73759)

Insurance Fraud Detection & Prevention
(#71144)
Acquaints course attendees with the concepts of "offensive" and "defensive" planning for personal and professional use. This course also offers a thorough overview of the products used by planners and customers, with particular emphasis on how those products should be prioritized. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.
Offers a comprehensive look at detecting and avoiding fraud in the insurance application process. Students will approach the subject matter (including contracts, indemnification and the legal rights of the parties involved) from the viewpoint of the company, the agent and the insured. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

December 11 (1–4 p.m.)
Provides information for agents who may be faced with an insurance fraud situation and details on how to detect it. This class will explore such topics as fraud indicators, fraud investigative procedures and prevention techniques. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Insurance Principles for Women
(#73683)

Assists agents who advise female clients about insurance and retirement matters. This class explores such topics as insurance products of particular benefit to women and provides attendees with a working knowledge of how women's insurance and retirement needs differ from men's. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Bonnie Burkett (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

The Insurance Technology Revolution
(#206388)

Acquaints attendees with material that explores how emerging technology will directly impact the auto, homeowners and life/health insurance markets. Topics covered include driverless vehicles, collision avoidance technology, drone technology, advancements in biological medicine/genetic sequencing and genetic "bioprinting." Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Bonnie Burkett (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

Insuring a Small Business (#70404)

Explores the process of identifying, analyzing and protecting the needs of the small business owner, with a particular eye to the tools and concepts at every agent's disposal. Course participants will review aspects of life and health insurance, as well as property and casualty. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

The Internet & Weather Emergencies
(#201471) 

Acquaints agents with the use of online technology to predict and prepare for inclement weather, allowing them to better educate clients on protecting their property and ultimately keep insurance affordable. It also provides a hands-on exercise regarding online resources and technology. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

December 27 (9 a.m.–12 p.m.)

IRA & Annuity Concepts (#70985)
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Provides a review of personal "qualified" retirement plans and related concepts from legal, sales and consumer viewpoints, with special emphasis on comprehensive planning and the way each concept may apply in a particular scenario. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Issues Facing Older Adults (#70515)

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Explores numerous topics that impact and challenge older adults, including senior health, aging, finances, current senior-related legislation, care-giving, long-term care and assisted living. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (6 hours). $110.





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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Legacy & Inheritance Planning
(#74829)
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Assists agents who advise clients about life insurance and tax planning matters. This class explores such topics as trusts, taxes and IRAs, as well as the importance of insurance in estate tax management and in protecting the family financial legacy. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA (6 hours). $110.




December 14 (9 a.m.–4 p.m.)
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​​MUST ATTEND FULL DAY FOR CREDIT

Life & Health Insurance for Multi-Generational Customers
(#71143)

Explores the various needs for insurance and financial planning based on age, from the Baby Boomer generation through Generation X. Topics to be covered in this entertaining and informative course include preferred age-based modes of customer service, generational attitudes toward insurance products and the need for future planning. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Bonnie Burkett (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

Life & Long-Term Disability Insurance
(#201405)
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​Focuses on life and long-term disability insurance, with particular emphasis on the application process per product. It also explores paramedical exams, the underwriting process and client communication and follow-ups. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Life Insurance Case Studies (#75547)

Life Insurance, IRAs & 401(k) Plans
(#74397)
Assists agents who wish to learn more about basic insurance products and how they are used in practical and realistic financial situations. This class explores such topics as life insurance, annuities, trusts and will and actuarial statistics. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.



​This class is not scheduled at this time. Please check back for upcoming dates.
Provides information to agents who advise clients about life insurance, IRAs and 401(k) plans. This course will explore IRA/401(k) regulations and the funding of life insurance, annuities and long-term care insurance. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (6 hours). $110.




October 30 (9 a.m.–4 p.m.)
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​MUST ATTEND FULL DAY FOR CREDIT

Lightning Strike Damage & Prevention
(#74402)

Acquaints students with the importance of lightning safety and damage prevention for both personal and commercial property. It also provides attendees with a thorough discussion of lightning damage cost estimates. Essential for any agent who advises clients on weather-related matters. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

October 22 (9 a.m.–12 p.m.)​

Long-Term Care Insurance & Medicaid
(#72954)

Provides a complete overview of Long-Term Care insurance and explains the qualifications and needs for Medicaid. Students will explore the changing landscape of LTC in the United States and gain a fundamental understanding of the differences between Medicare and Medicaid. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.


November 15 (9 a.m.–12 p.m.)

Long-Term Care Partnership 4-Hour Refresher
(#200612)
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Fulfills the biennial, 4-hour CE requirement for agents who sell LTC Partnership products with an existing NC MS/LTC license. This class fully reviews long-term care insurance and addresses the NC Partnership regulations and provisions as stipulated by NC law. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (4 hours). $74.


This class is not scheduled at this time. Please check back for upcoming dates.
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MEETS NC/CLEARCERT CERTIFICATION REQUIREMENT

Medicare & Medicaid --
​What’s the Difference?
(#72132)
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Explores such topics as Medicare, Medicaid, HMOs, PPOs and Medicare/Medicaid programs as they relate to insurance. This class is of particular use to agents who advise clients about Medicare and Medicaid issues, but has proven of interest to anyone involved in the insurance field. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (6 hours). $110.

This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Medicare --
​Evolution & Reform
(#72627)
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Explores such topics as the history of Medicare, federal legislation regarding Medicare and Social Security and the Prescription Drug, Improvement and Modernization Act of 2003, as well as the evolution of Medicare over the past several decades and the ways in which it’s likely to progress. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (6 hours). $110.

December 13 (9 a.m.–4 p.m.)
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​​MUST ATTEND FULL DAY FOR CREDIT

Medicare, Long-Term Care & Eldercare
(#74805)

Covers topics such as Medicare Part D, Medicaid and implementing changes in Medicare and Long-Term law as they relate to insurance. This class is especially helpful to agents who advise seniors about the Medicare and Long-Term Care programs. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.


This class is not scheduled at this time. Please check back for upcoming dates.

Methods of Wealth Distribution
(#69843)

Examines real-life examples of estate settlement techniques, including wills, trusts and the executor's responsibilities.  There is particular emphasis on the use of insurance as a transfer tool and the agent's role in the planning process. It also discusses handling collectible items in estates, liquid and non-liquid transfers and the role of valuations. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by David Brookbank (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

New P&C Business Issues
(#73746)
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Addresses the numerous and varied property and casualty issues faced by insurers, agents and their clients as the social and business landscape of the insurance industry changes. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Gordon Skeeters, CIC (3 hours). $55.





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November 1 (1–4 p.m.)

Nor'easters & Coastal Storms
(#75667)
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Acquaints class participants with the property damage, injury and loss of life that can result from nor'easters, coastal storms and related weather events. This class provides a variety of case studies that examine the problems created by these storms and the lessons ultimately learned, with a particular focus on the complex issues related to storm recovery. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

Personal Auto Coverage Update
(#70623)
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Addresses a variety of topics, including personal auto policy, standard coverage parts A through D and other available coverages. The course also explores general auto provisions, as well as uninsured and underinsured motorists. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Tammie Grisso D'Allura, CPCU, CIC (3 hours). $55.



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​This class is not scheduled at this time. Please check back for upcoming dates.

Rain, Storms & Flash Flooding
"Flood Course"
(#09048) 

Red Hot Insurance Issues
(#70200)
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Acquaints class participants with material that emphasizes North Carolina's vulnerability to flash flooding and torrential rainfall. It examines case studies, perceived preparedness levels based on recent figures, and insurance protection and underwriting guidelines for physical and commercial property, automobiles and watercraft. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

​October 12 (9 a.m.–12 p.m.)
November 20 (9 a.m.–12 p.m.)
December 12 (9 a.m.–12 p.m.)

MEETS NC FLOOD COURSE REQUIREMENT
Explores topics as varied as interest rates, auto rates and actuarial changes, in particular their effect on insurers and their policies. This ever-evolving course is a must for any agent or adjuster looking to stay up to date on industry trends. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.


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November 15 (1–4 p.m.)

Required Ethics
"Ethics Course"
(#77400)

Provides agents who advise clients about insurance matters with a thorough overview of ethical conduct. The ultimate goal is to help class participants better understand decision-making and the solving of ethical dilemmas in any situation they may face. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by William J. Rendleman, CLU, ChFC, LUTCF (3 hours). $55.


​October 12 (1–4 p.m.)
November 20 (1–4 p.m.)
​December 12 (1–4 p.m.)

MEETS NC ETHICS COURSE REQUIREMENT

Retirement Planning
(#69673)
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Provides a consolidated view of the fundamentals of the retirement planning and execution process, including investment and insurance products and the ways they apply to a client's particular situation. Students will examine both individual and group "qualified plans," as well as pensions and other planning tools. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.
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This class is not scheduled at this time. Please check back for upcoming dates.

Severe Weather & Property Damage
(#03625) 

Successful Strategies for Seniors
(#70915)
Assists agents who advise clients about property and homeowners insurance on how best to protect their assets from severe and extreme weather events. This course also explores general personal insurance coverage, recovery from weather events and the effects of weather on homeowners insurance. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

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December 10 (9 a.m.–12 p.m.)
Examines how the aging process can be a positive experience that allows a person to thrive. This class will discuss what it takes to live a full, productive life so that one can grow old gracefully and with dignity. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Anne Rendleman Daniel (6 hours). $110.


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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Survival Kit for the Future
(#70407)
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​Examines the challenges that today's insurance agents will face in the future. This class will use a lecture and open format to discuss such topics as what the future of the industry looks like and the tools and skills that will be needed in order to thrive. Beneficial to agents in any field of insurance. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Gordon Skeeters, CIC (3 hours). $55. 

This class is not scheduled at this time. Please check back for upcoming dates.

Taxes & Insurance
(#70197)
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Provides agents with a working knowledge of the tax laws surrounding insurance. Topics include income tax and life insurance, estate tax, irrevocable life insurance trusts and NC Inheritance tax and gift tax. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA (3 hours). $55.




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​This class is not scheduled at this time. Please check back for upcoming dates.

Tax Planning with Captive Insurance Companies
(#202042) 

Today's Insurance Customer
(#75528) 
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Explores captive insurance companies, including their inception and the ways in which agents and clients can use their products for advantageous tax, estate and investment planning. This class also provides attendees with a working knowledge of the difference between captive and non-captive companies. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by David Brookbank (3 hours). $55.

November 2 (9 a.m.–12 p.m.)
​Assists agents in better understanding how to formulate a comprehensive financial needs analysis for their clients. This course also explores such topics as the agent-client relationship, asset protection strategies, insurance needs and various legal financial strategies. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Tools & Techniques of Estate Planning
(#69842)

Provides course attendees with a walk through a number of different topics including Federal Transfer Taxes, Estate Tax, Tax Planning Tools, Lifetime Transfers, Gifting, Life Insurance Trusts, Grantor Retained Interest Trusts, Testamentary Planning, Asset Protection and many others. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA  (6 hours). $110.

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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Tornadoes & Windstorms
(#75668)

Explores North Carolina's vulnerability to tornadoes and windstorms, with a focus on how best to educate policy holders about imminent storms and the minimization of damage. This course also includes a sampling of damage from past devastating events. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.


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November 21 (1–4 p.m.)​

Trust Design & Details
(#70410)

Understanding Commercial General Liability
(#70933)
Discusses the uses and designs for testamentary and living trusts. This course reviews both the practical and tax implications for various trusts. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA  (3 hours). $55.





October 22 (1–4 p.m.)
Provides a survey of legal liability basics, from policy definitions to contract and tort law, as well as liability exposures, occurrence forms and common endorsements. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Tammie Grisso D'Allura, CPCU, CIC (3 hours). $55.



​October 29 (1–4 p.m.)

Understanding Hurricane Season
(#75669) 

Explores North Carolina's unique vulnerability to hurricanes, exploring such topics as the life cycle of a hurricane, past hurricane seasons, property damage and the importance of predicting these devastating storms. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

November 2 (1–4 p.m.)​

Understanding Long-Term Care Insurance
(#69865)

Offers a detailed look at the need for and use of the long-term care product in planning. This course examines how the product serves clients in roles protecting wealth and dignity, as well as rounding out a retirement medical plan. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.

Updating Your Finances
& Insurance
(#75523) 

Variable Insurance Products
Overview
(#74801) 
Assists agents in better understanding how to keep their clients' financial needs up to date, with particular emphasis on life insurance, long-term disability insurance, retirement plans and annuities and other pension plans. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.
Assists agents who advise clients about variable insurance and insurance-related variable products, exploring such topics as variable and fixed annuities, universal life insurance and whole life insurance products. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Jeffrey P. Oves, CLU (3 hours). $55.






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November 13 (9 a.m.–12 p.m.)​

Wealth Transfer
(#70409)

Discusses a number of actual case studies to help attendees understand and learn how to minimize the impact of taxes as they pertain to inheritable wealth, estates, gifting, and trusts,. In addition, the class will review a number of estate planning strategies that use insurance and other tools to help preserve financial assets and decrease federal and state tax-related penalties.  Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by David Brookbank (3 hours). $55.

This class is not scheduled at this time. Please check back for upcoming dates.

What Everyone Should Know About Wills & Trusts
(#70969)

Covers the practical aspects of wills, trusts and estate administration. This course explores such topics as will drafting, revocable and irrevocable trusts, estate administration and general and medical powers of attorney, as well as the importance of beneficiary designations. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA (6 hours). $110.




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This class is not scheduled at this time. Please check back for upcoming dates.

​​MUST ATTEND FULL DAY FOR CREDIT

Wills & Trusts
(#70196)

Explores wills and provisions, trust characteristics and taxation, special uses for wills and trusts and other pertinent estate documents, making this an essential course for any agent who advises clients on financial and estate planning matters. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Brad Jacobs, JD, CPA  (3 hours). $55.



This class is not scheduled at this time. Please check back for upcoming dates.

Winter Weather Threats & Dangers
(#73359)

Explores North Carolina's vulnerability to a variety of winter weather threats and ways to better educate clients about these storms. It also provides information from law enforcement and insurance safety consultants regarding proper winter driving and vehicle maintenance techniques. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by Randy Jackson (3 hours). $55.

October 29 (9 a.m.–12 p.m.)

World-Class Agent Service
(#70406) 

Acquaints class participants with organizational and telephone techniques, effective time management skills and the importance of listening carefully to each customer's needs. Essential to any agent or adjuster working in the insurance field. Per NC Continuing Education regulations, this class can be taken for general credit by individuals holding a Life, Health, Property or Casualty license. Taught by William J. Rendleman, CLU, ChFC, LUTCF (3 hours). $55.

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This class is not scheduled at this time. Please check back for upcoming dates.
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