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2024-2025 Law and Ethics Update: 214

2024-2025 Law and Ethics Update: 214

2024-2025 Law & Ethics Update for 214 License: Life & Variable Annuities.

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Language: English | Category: Continuing Education

Tracking number: 132317
Credits • 4 hours

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FL-214: Life

FL-214: Life

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What you will learn

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Gain a comprehensive understanding of consumer protection laws relevant to the insurance industry

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Enhance knowledge of compliance essentials to ensure adherence to regulatory standards

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Stay updated with the latest regulatory changes affecting the insurance sector

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Deepen understanding of insurance laws specific to Florida, ensuring state specific compliance

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Build a strong foundation of essential concepts in life and variable annuities

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Learn structured course guidelines to maximize learning and application of course content

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Receive an overview of the course to understand its scope and objectives

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Master the basics of variable annuities, including their features and benefits

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Compare and contrast variable annuities with fixed annuities to make informed decisions

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Explore the principles of ethics in insurance to promote integrity and professionalism

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Course Content

Regulatory Awareness
Regulatory Awareness
Jurisdiction of Duties and Responsibilities
Jurisdiction of Duties and Responsibilities
Chief Financial Officer (CFO) - Role, functions, and responsibilities in insurance oversight
Chief Financial Officer (CFO) - Role, functions, and responsibilities in insurance oversight
Chief Financial Officer (CFO) - Role, functions, and responsibilities in insurance oversight
Practice now!
Chief Financial Officer (CFO) - Interaction with other regulatory bodies
Chief Financial Officer (CFO) - Interaction with other regulatory bodies
Chief Financial Officer (CFO) - Interaction with other regulatory bodies
Practice now!
Department of Financial Services (DFS) - Overview of structure and divisions
Department of Financial Services (DFS) - Overview of structure and divisions
Department of Financial Services (DFS) - Overview of structure and divisions
Practice now!
Department of Financial Services (DFS) - Regulatory authority in insurance
Department of Financial Services (DFS) - Regulatory authority in insurance
Department of Financial Services (DFS) - Regulatory authority in insurance
Practice now!
Department of Financial Services (DFS) - Role in consumer protection
Department of Financial Services (DFS) - Role in consumer protection
Department of Financial Services (DFS) - Role in consumer protection
Practice now!
Office of Insurance Regulation (OIR) - Functions and scope of OIR
Office of Insurance Regulation (OIR) - Functions and scope of OIR
Office of Insurance Regulation (OIR) - Functions and scope of OIR
Practice now!
Office of Insurance Regulation (OIR) - Regulatory authority over insurance companies
Office of Insurance Regulation (OIR) - Regulatory authority over insurance companies
Office of Insurance Regulation (OIR) - Regulatory authority over insurance companies
Practice now!
Office of Insurance Regulation (OIR) - Compliance monitoring and enforcement
Office of Insurance Regulation (OIR) - Compliance monitoring and enforcement
Office of Insurance Regulation (OIR) - Compliance monitoring and enforcement
Practice now!
Office of Financial Regulation (OFR) - Role of OFR in financial and insurance markets
Office of Financial Regulation (OFR) - Role of OFR in financial and insurance markets
Office of Financial Regulation (OFR) - Role of OFR in financial and insurance markets
Practice now!
Office of Financial Regulation (OFR) - Relationship with insurance professionals
Office of Financial Regulation (OFR) - Relationship with insurance professionals
Office of Financial Regulation (OFR) - Relationship with insurance professionals
Practice now!
Office of Financial Regulation (OFR) - Key regulatory powers and responsibilities
Office of Financial Regulation (OFR) - Key regulatory powers and responsibilities
Office of Financial Regulation (OFR) - Key regulatory powers and responsibilities
Practice now!
Licensing Requirements
Licensing Requirements
Appointment - Definition and purpose
Appointment - Definition and purpose
Appointment - Definition and purpose
Appointment - Procedures for securing an appointment
Appointment - Procedures for securing an appointment
Appointment - Procedures for securing an appointment
Contact Information - Requirements for licensees
Contact Information - Requirements for licensees
Contact Information - Requirements for licensees
Insurance Agency Licensing - Licensing process for agencies
Insurance Agency Licensing - Licensing process for agencies
Insurance Agency Licensing - Licensing process for agencies
Transfer, Surrender, and Termination of Licensing - How to transfer a license to a new agency
Transfer, Surrender, and Termination of Licensing - How to transfer a license to a new agency
Transfer, Surrender, and Termination of Licensing - How to transfer a license to a new agency
Grounds for License Refusal, Suspension, or Revocation - Statutory grounds for license denial
Grounds for License Refusal, Suspension, or Revocation - Statutory grounds for license denial
Grounds for License Refusal, Suspension, or Revocation - Statutory grounds for license denial
Duties of Licensed vs. Unlicensed Personnel - Scope of duties for licensed personnel
Duties of Licensed vs. Unlicensed Personnel - Scope of duties for licensed personnel
Duties of Licensed vs. Unlicensed Personnel - Scope of duties for licensed personnel
Advertising - DFS rules for advertising insurance products
Advertising - DFS rules for advertising insurance products
Advertising - DFS rules for advertising insurance products
Recordkeeping - Importance of accurate recordkeeping
Recordkeeping - Importance of accurate recordkeeping
Recordkeeping - Importance of accurate recordkeeping
Department Communication - How DFS communicates with licensees
Department Communication - How DFS communicates with licensees
Department Communication - How DFS communicates with licensees
Guaranty Association - Coverage provided by the Guaranty Association
Guaranty Association - Coverage provided by the Guaranty Association
Guaranty Association - Coverage provided by the Guaranty Association
Other Requirements
Other Requirements
Advertising - Prohibited advertising practices
Advertising - Prohibited advertising practices
Advertising - Prohibited advertising practices
Recordkeeping - Types of records to maintain
Recordkeeping - Types of records to maintain
Recordkeeping - Types of records to maintain
Official Communication Methods - Importance of timely responses
Official Communication Methods - Importance of timely responses
Official Communication Methods - Importance of timely responses
Compliance with Department Directives - Key directives and compliance guidelines
Compliance with Department Directives - Key directives and compliance guidelines
Compliance with Department Directives - Key directives and compliance guidelines
Department Communication
Department Communication
Key Communication Channels with DFS
Key Communication Channels with DFS
Key Communication Channels with DFS
Key Functions of the Department of Financial Services (DFS)
Key Functions of the Department of Financial Services (DFS)
Key Functions of the Department of Financial Services (DFS)
Guaranty Association
Guaranty Association
Florida Life & Health Insurance Guaranty Association
Florida Life & Health Insurance Guaranty Association
Florida Life & Health Insurance Guaranty Association
Insurance Law and Updates
Insurance Law and Updates
New Florida Law Updates
New Florida Law Updates
Recent Legislation - Summary of newly enacted laws
Recent Legislation - Summary of newly enacted laws
Recent Legislation - Summary of newly enacted laws
Changes in Regulatory Compliance - Adapting to recent changes in regulations
Changes in Regulatory Compliance - Adapting to recent changes in regulations
Changes in Regulatory Compliance - Adapting to recent changes in regulations
Pertinent Federal Law Review
Pertinent Federal Law Review
Federal Laws Affecting Florida Insurance Professionals - Key federal statutes relevant to insurance practice
Federal Laws Affecting Florida Insurance Professionals - Key federal statutes relevant to insurance practice
Federal Laws Affecting Florida Insurance Professionals - Key federal statutes relevant to insurance practice
HIPAA, Dodd-Frank, and Other Federal Acts - Overview of the Health Insurance Portability and Accountability Act (HIPAA)
HIPAA, Dodd-Frank, and Other Federal Acts - Overview of the Health Insurance Portability and Accountability Act (HIPAA)
HIPAA, Dodd-Frank, and Other Federal Acts - Overview of the Health Insurance Portability and Accountability Act (HIPAA)
Ethical Marketing and Product Suitability
Ethical Marketing and Product Suitability
Ethical Marketing Guidelines
Ethical Marketing Guidelines
Compliance with DFS Marketing Rules
Compliance with DFS Marketing Rules
Compliance with DFS Marketing Rules
Ethical Considerations in Marketing Insurance Products
Ethical Considerations in Marketing Insurance Products
Ethical Considerations in Marketing Insurance Products
Product Suitability Analysis
Product Suitability Analysis
Analyzing Annuity Suitability
Analyzing Annuity Suitability
Analyzing Annuity Suitability
Tools and Techniques for Evaluating Client Needs
Tools and Techniques for Evaluating Client Needs
Tools and Techniques for Evaluating Client Needs
Preventing Unfair Practices
Preventing Unfair Practices
Identifying Common Unfair Practices in Insurance
Identifying Common Unfair Practices in Insurance
Identifying Common Unfair Practices in Insurance
Recognizing and Reporting Deceptive Sales Practices
Recognizing and Reporting Deceptive Sales Practices
Recognizing and Reporting Deceptive Sales Practices
Discount Compliance Procedures
Discount Compliance Procedures
Documenting Eligibility for Premium Discounts
Documenting Eligibility for Premium Discounts
Documenting Eligibility for Premium Discounts
Communicating Discount Availability to Clients
Communicating Discount Availability to Clients
Communicating Discount Availability to Clients
Disciplinary Trends and Terminology Update
Disciplinary Trends and Terminology Update
Recent Violations & Enforcement Actions
Recent Violations & Enforcement Actions
Recent Violations & Enforcement Actions
Recent Violations & Enforcement Actions
Recent Violations & Enforcement Actions
Unauthorized Products & Entities
Unauthorized Products & Entities
Identifying Unauthorized Insurance Products
Identifying Unauthorized Insurance Products
Identifying Unauthorized Insurance Products
Actions Against Unauthorized Entities
Actions Against Unauthorized Entities
Actions Against Unauthorized Entities
New and Important Terminology
New and Important Terminology
Industry Terminology Overview
Industry Terminology Overview
Industry Terminology Overview
Continuous Learning
Continuous Learning
Continuous Learning
Enhancing Consumer Protection and Education
Enhancing Consumer Protection and Education
Enhanced Consumer Rights and Protections
Enhanced Consumer Rights and Protections
Understanding Advanced Consumer Rights
Understanding Advanced Consumer Rights
Understanding Advanced Consumer Rights
Regulatory Innovations in Consumer Protection
Regulatory Innovations in Consumer Protection
Regulatory Innovations in Consumer Protection
Advanced Complaint Resolution Strategies
Advanced Complaint Resolution Strategies
Advanced Steps for Handling Consumer Complaints
Advanced Steps for Handling Consumer Complaints
Advanced Steps for Handling Consumer Complaints
Utilizing Technology in Complaint Resolution
Utilizing Technology in Complaint Resolution
Utilizing Technology in Complaint Resolution
Advanced Fraud Detection and Prevention
Advanced Fraud Detection and Prevention
Advanced Techniques for Identifying Insurance Fraud
Advanced Techniques for Identifying Insurance Fraud
Advanced Techniques for Identifying Insurance Fraud
Utilizing Data Analytics for Fraud Prevention
Utilizing Data Analytics for Fraud Prevention
Utilizing Data Analytics for Fraud Prevention
Advanced Consumer Education Techniques
Advanced Consumer Education Techniques
Interactive Consumer Education Methods
Interactive Consumer Education Methods
Interactive Consumer Education Methods
Utilizing Social Media for Consumer Education
Utilizing Social Media for Consumer Education
Utilizing Social Media for Consumer Education
Advanced Risk Management for Consumers
Advanced Risk Management for Consumers
Innovative Approaches to Assessing Consumer Risks
Innovative Approaches to Assessing Consumer Risks
Innovative Approaches to Assessing Consumer Risks
Utilizing AI in Tailoring Policies to Consumer Needs
Utilizing AI in Tailoring Policies to Consumer Needs
Utilizing AI in Tailoring Policies to Consumer Needs
Advanced Claims Management Strategies
Advanced Claims Management Strategies
Effective Claims Processing
Effective Claims Processing
Streamlining the Claims Process
Streamlining the Claims Process
Streamlining the Claims Process
Utilizing Technology in Claims Management
Utilizing Technology in Claims Management
Utilizing Technology in Claims Management
Advanced Documentation Techniques
Advanced Documentation Techniques
Digital Recordkeeping Methods
Digital Recordkeeping Methods
Digital Recordkeeping Methods
Ensuring Compliance with Data Protection Laws
Ensuring Compliance with Data Protection Laws
Ensuring Compliance with Data Protection Laws
Enhancing Claims Adjuster Skills
Enhancing Claims Adjuster Skills
Negotiation Strategies for Claims Adjusters
Negotiation Strategies for Claims Adjusters
Negotiation Strategies for Claims Adjusters
Empathy and Communication in Claims Handling
Empathy and Communication in Claims Handling
Empathy and Communication in Claims Handling
Innovative Claims Investigation
Innovative Claims Investigation
Utilizing Data Analytics in Claims Investigations
Utilizing Data Analytics in Claims Investigations
Utilizing Data Analytics in Claims Investigations
Implementing Fraud Detection Technologies
Implementing Fraud Detection Technologies
Implementing Fraud Detection Technologies
Advanced Claims Resolution
Advanced Claims Resolution
Utilizing Alternative Dispute Resolution Methods
Utilizing Alternative Dispute Resolution Methods
Utilizing Alternative Dispute Resolution Methods
Strategies for Preventing Future Claims Disputes
Strategies for Preventing Future Claims Disputes
Strategies for Preventing Future Claims Disputes
Risk Management and Policy Underwriting
Risk Management and Policy Underwriting
Introduction to Risk Management
Introduction to Risk Management
Understanding risk and its impact on insurance
Understanding risk and its impact on insurance
Understanding risk and its impact on insurance
Types of risks faced by policyholders
Types of risks faced by policyholders
Types of risks faced by policyholders
The role of insurance in risk mitigation
The role of insurance in risk mitigation
The role of insurance in risk mitigation
Underwriting Process Overview
Underwriting Process Overview
Key steps in policy underwriting
Key steps in policy underwriting
Key steps in policy underwriting
Role of the underwriter in evaluating applications
Role of the underwriter in evaluating applications
Role of the underwriter in evaluating applications
Factors considered during the underwriting process
Factors considered during the underwriting process
Factors considered during the underwriting process
Risk Assessment Techniques
Risk Assessment Techniques
Evaluating individual vs. business risks
Evaluating individual vs. business risks
Evaluating individual vs. business risks
Analyzing risk factors in life, health, and property insurance
Analyzing risk factors in life, health, and property insurance
Analyzing risk factors in life, health, and property insurance
Using data and analytics for accurate risk assessment
Using data and analytics for accurate risk assessment
Using data and analytics for accurate risk assessment
Policy Structuring and Customization
Policy Structuring and Customization
Tailoring policies to meet client needs
Tailoring policies to meet client needs
Tailoring policies to meet client needs
Customizing coverage options based on risk profiles
Customizing coverage options based on risk profiles
Customizing coverage options based on risk profiles
Ensuring policy compliance with regulatory standards
Ensuring policy compliance with regulatory standards
Ensuring policy compliance with regulatory standards
Managing High-Risk Policies
Managing High-Risk Policies
Identifying high-risk applicants
Identifying high-risk applicants
Identifying high-risk applicants
Underwriting considerations for high-risk policies
Underwriting considerations for high-risk policies
Underwriting considerations for high-risk policies
Managing policyholder expectations with high-risk policies
Managing policyholder expectations with high-risk policies
Managing policyholder expectations with high-risk policies
Professional Development and Career Growth
Professional Development and Career Growth
Ongoing Professional Development
Ongoing Professional Development
Importance of Continuous Learning
Importance of Continuous Learning
Importance of Continuous Learning
Staying Updated with Industry Trends
Staying Updated with Industry Trends
Staying Updated with Industry Trends
Industry Certifications and Advancements
Industry Certifications and Advancements
Exploring Specialized Certifications
Exploring Specialized Certifications
Exploring Specialized Certifications
Advantages of Obtaining Additional Credentials
Advantages of Obtaining Additional Credentials
Advantages of Obtaining Additional Credentials
Networking Strategies for Success
Networking Strategies for Success
Effective Networking Techniques
Effective Networking Techniques
Effective Networking Techniques
Leveraging Professional Associations
Leveraging Professional Associations
Leveraging Professional Associations
Career Growth in Insurance
Career Growth in Insurance
Navigating Career Paths in Insurance
Navigating Career Paths in Insurance
Navigating Career Paths in Insurance
Developing Leadership Skills
Developing Leadership Skills
Developing Leadership Skills
Data Security and Compliance in Insurance
Data Security and Compliance in Insurance
Insurance Compliance Essentials
Insurance Compliance Essentials
Understanding Compliance Requirements
Understanding Compliance Requirements
Understanding Compliance Requirements
Regulatory Compliance Guidelines
Regulatory Compliance Guidelines
Regulatory Compliance Guidelines
Role of Compliance Officers
Role of Compliance Officers
Role of Compliance Officers
Legal Responsibilities in Insurance
Legal Responsibilities in Insurance
Identifying Legal Risks
Identifying Legal Risks
Identifying Legal Risks
Minimizing Legal Exposure
Minimizing Legal Exposure
Minimizing Legal Exposure
Importance of Professional Liability Insurance
Importance of Professional Liability Insurance
Importance of Professional Liability Insurance
Data Privacy and Protection
Data Privacy and Protection
Overview of Data Protection Laws
Overview of Data Protection Laws
Overview of Data Protection Laws
Safeguarding Customer Information
Safeguarding Customer Information
Safeguarding Customer Information
Handling Data Breaches Effectively
Handling Data Breaches Effectively
Handling Data Breaches Effectively
Anti-Money Laundering Procedures
Anti-Money Laundering Procedures
Understanding AML Compliance
Understanding AML Compliance
Understanding AML Compliance
Identifying Suspicious Activity
Identifying Suspicious Activity
Identifying Suspicious Activity
Reporting AML Violations
Reporting AML Violations
Reporting AML Violations
Effective Recordkeeping Practices
Effective Recordkeeping Practices
Importance of Accurate Documentation
Importance of Accurate Documentation
Importance of Accurate Documentation
Compliance with Legal Standards
Compliance with Legal Standards
Compliance with Legal Standards
Preparing for Regulatory Audits
Preparing for Regulatory Audits
Preparing for Regulatory Audits
Enhancing Policyholder Communication and Customer Service
Enhancing Policyholder Communication and Customer Service
Building Trust and Effective Communication
Building Trust and Effective Communication
Establishing Rapport with Policyholders
Establishing Rapport with Policyholders
Establishing Rapport with Policyholders
Techniques for Active Listening
Techniques for Active Listening
Techniques for Active Listening
Explaining Insurance Terms Clearly
Explaining Insurance Terms Clearly
Explaining Insurance Terms Clearly
Handling Policy Inquiries and Resolving Issues
Handling Policy Inquiries and Resolving Issues
Responding to Policy Questions Effectively
Responding to Policy Questions Effectively
Responding to Policy Questions Effectively
Ensuring Policyholders Understand Coverage
Ensuring Policyholders Understand Coverage
Ensuring Policyholders Understand Coverage
Addressing Policyholder Confusion
Addressing Policyholder Confusion
Addressing Policyholder Confusion
Customer Service Best Practices
Customer Service Best Practices
Key Skills for Effective Customer Interactions
Key Skills for Effective Customer Interactions
Key Skills for Effective Customer Interactions
Strategies for Dealing with Difficult Customers
Strategies for Dealing with Difficult Customers
Strategies for Dealing with Difficult Customers
Tips for Improving Customer Satisfaction
Tips for Improving Customer Satisfaction
Tips for Improving Customer Satisfaction
Utilizing Technology in Customer Service
Utilizing Technology in Customer Service
Leveraging CRM Tools for Policyholder Management
Leveraging CRM Tools for Policyholder Management
Leveraging CRM Tools for Policyholder Management
Best Practices for Digital Communication
Best Practices for Digital Communication
Best Practices for Digital Communication
Handling Social Media Engagement
Handling Social Media Engagement
Handling Social Media Engagement
Retention Strategies for Long-Term Policyholder Relationships
Retention Strategies for Long-Term Policyholder Relationships
Benefits of Maintaining Customer Loyalty
Benefits of Maintaining Customer Loyalty
Benefits of Maintaining Customer Loyalty
Implementing Loyalty Programs
Implementing Loyalty Programs
Implementing Loyalty Programs
Conducting Policy Reviews for Customer Retention
Conducting Policy Reviews for Customer Retention
Conducting Policy Reviews for Customer Retention
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