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 Seller Beware: Unauthorized Entities

This interactive CD is an ideal self-study program for all Florida insurance agents as required by recent changes in agentsâ continuing education requirements.

This course has been approved by the Florida Department of Insurance for insurance contuing education credit.


To order click here

Provided by:  PHM International
                      Hank Kearney, MHP, RHU

Benefits:  2 Florida CE credits as required by Florida Division of Insurance.
               Course offering ID: 712647
               9906-Unlicensed Entities Subject Matter

Course:   Florida insurance agents who have completed the Seller Beware program will have an understanding of Florida regulations and requirements pertaining to unlicensed entities and their own roles and responsibilities to the consumers of Florida.

This CD is highly interactive with the Florida Department of Financial Services (FLDFS) and the Department of Labor (DOL) websites. Administrative codes, state statutes, and important federal resources referenced in this CD have links to the FL DFS, DOL, and many other websites. 

Course Level: Intermediate

Course Outline

  1. Introduction
    A. Background
    B. Learning Objectives
    C. Key Terms
  2. FL DFS Regulations for Insurance Companies and Agents 
    A. Certificates of Authority
    B. Agent Responsibilities
    C. Agents Warning
  3. ERISA
    A. The Act
         1. History
         2. Pre-emption
    B. Plan Characteristics
    C. Due Diligence and the Agent's Role
  4. MEWA
    A. Characteristics, Sales and Administration
    B. PEOs and MEWAs
    C. The Act, Florida
    D. VEBAs
  5. Case Examples
  6. Excerpts from FL DFS: The Intercom
  7. Glossary
  8. Code(s) of Ethics
  9. Summary
  10. References
  11. Exam

$29.95 per CD plus shipping, handling, and exam fee. 

To order click here


For additional information contact us at
info@phmintl.com
or
954.567.7379  voice
954.563.7540     fax

2949 NE 1st Ave.
Fort Lauderdale, FL 33334

Miami/Ft. Lauderdale, FL
USA

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