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