New York Courses


New York requires that Life / Accident & Health producers, Property & Casualty producers, Life Brokers, Life Consultants, Settlement Brokers, Brokers, General Consultants and Public Adjusters receive 15 credit hours of continuing education every two years. Producers possessing both Life / Accident & Health AND Property & Casualty licenses must complete 30 credit hours every two years.

We offer courses and discount credit hour packages that satisfy these requirements. To begin, choose your license from the list below.

Our provider number in the State of New York is NYPO-102935.

EXAM MONITOR REQUIREMENT: Please note, in the state of New York, all exams must be monitored by a New York State approved monitor. Click Here for a list of Department approved monitors.

SYSTEM REQUIREMENTS: Our course and test system is compatible with Mozilla Firefox, Google Chrome, Internet Explorer 9.0+ and iPads. No further software is required to access the material.

We are constantly adding courses to our catalog. If you need a course that you don't see here, please let us know.

Please choose a license before adding any courses to your cart if you will be taking them for continuing education credits.

Show courses pertaining to: (Choose a specific license to see discount packages)

Course Price
Annuity Suitability $22.00
In this course we will review some of the fundamental concepts and some of the complex coverage details about annuities, variable annuities and several insurance-like investment products called "contracts."

In addition, we will also provide answers for the most common questions you may encounter from your clients about these products.

We will cover the important terms and definitions related to annuities and annuity suitability, which are sometimes slightly different than the terms and definitions used by insurance policies. We will also consider the various optional benefits, modifications and additions that are commonly desired by annuitants and their beneficiaries.

We will also cover how annuities are underwritten, the advantages and disadvantages of group contracts and tax treatment of the various types of annuities.

You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing these products to consumers.

Finally, an appendix to this text includes annotated and simplified excerpts of the relevant portions of your state's Insurance Code dealing with annuities and investment contracts.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 8 credits, Life Broker - 8 credits, Life Settlement Broker - 8 credits, Life Consultant - 8 credits, Life / Accident & Health + Property & Casualty (Dual License) - 8 credits

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Ethics $15.00
This course provides the one hour of mandatory C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led most states to mandate these course offerings for continuing education.

Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 1 credits, Property & Casualty - 1 credits, Public Adjuster - 1 credits, Broker - 1 credits, General Consultant - 1 credits, Life Broker - 1 credits, Life Settlement Broker - 1 credits, Life Consultant - 1 credits, Life / Accident & Health + Property & Casualty (Dual License) - 1 credits

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Ethics, A Guidebook for Insurance Professionals $15.00
This course provides six hours of C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the State of New York to mandate these course offerings for continuing education.

Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 6 credits, Property & Casualty - 6 credits, Public Adjuster - 6 credits, Broker - 6 credits, General Consultant - 6 credits, Life Broker - 6 credits, Life Settlement Broker - 6 credits, Life Consultant - 6 credits, Life / Accident & Health + Property & Casualty (Dual License) - 6 credits

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Financial Planning/Changing Markets $24.50
This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.

Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 10 credits, Broker - 10 credits, General Consultant - 10 credits, Life Broker - 10 credits, Life Settlement Broker - 10 credits, Life Consultant - 10 credits, Life / Accident & Health + Property & Casualty (Dual License) - 10 credits

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Medicare Fraud and Abuse $24.00
In this course, we will describe the basic mechanics of Medicare, Medicare Supplemental Plans and other related coverages. And we will consider some of the most common Medicare-related frauds.

In addition, we will also provide answers for the most common questions you may encounter from your clients about these coverages and frauds.

You will read some interesting and important case studies to bring this topic to life. We detail the most recent issues that have come up in the real world of providing Medicare and Medicare-related products to consumers. And how to help them avoid Medicare frauds and scams.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 14 credits, Property & Casualty - 14 credits, Broker - 14 credits, Life Broker - 14 credits, Life Consultant - 14 credits, Life / Accident & Health + Property & Casualty (Dual License) - 14 credits

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Personal/Commercial Liability & Umbrella Insurance $26.00
In this course we will review some of the fundamental concepts and some of the complex coverage details about personal liability coverage under the personal auto and homeowners insurance policies.
We will then cover the important coverages provided by personal umbrella policies, including personal injury, property damage and defense costs.

This course counts towards 11 hours of Property/Casualty.


Applies to: Property & Casualty - 11 credits, Public Adjuster - 11 credits, Broker - 11 credits, General Consultant - 11 credits, Life / Accident & Health + Property & Casualty (Dual License) - 11 credits

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Risk Management & General Liability $24.00
In this course we will review some of the fundamental concepts and related to the theory and practice of "risk management." In addition, we will also provide answers for the most common questions you may encounter from your clients about risks and risk management.
We will cover the important terms and definitions. We will also cover how risks are underwritten, how claims are paid and how regulators handle the whole subject matter. And you will read some interesting and important case studies to bring this topic to life.

Also covered will be General Liability. It is a broad description of the coverage provided and is not intended to cover all the nuances in the forms.

The approval for this course will expire 30-Nov-2018.This course counts for 12 credit hours.


Applies to: Property & Casualty - 12 credits, Broker - 12 credits, General Consultant - 12 credits, Life / Accident & Health + Property & Casualty (Dual License) - 12 credits

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White Collar Crime $26.50
In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry.

In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.

You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.

The approval for this course will expire 30-Nov-2018.


Applies to: Life / Accident & Health - 13 credits, Property & Casualty - 13 credits, Public Adjuster - 13 credits, Broker - 13 credits, General Consultant - 13 credits, Life Broker - 13 credits, Life Settlement Broker - 13 credits, Life Consultant - 13 credits, Life / Accident & Health + Property & Casualty (Dual License) - 13 credits

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