Self-Study Classes

One-n-Done Classes (24 Credits)

These classes will fulfill your entire basic 24-credit requirement, each having at least 3 credits of ethics built-in. One class, one test, One-n-Done!

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"PPACA Details and Ethics" (Updated!)

24 Credits 3 ETH

Course #6000189369

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History, present day, and legacy of "ObamaCare". Ethics included to fulfill your entire CE requirement!

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"Making AI Work for your Customers Ethically" (New!)

24 Credits 3 ETH

Course #6000190651

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Explore how insurance agents can leverage AI technologies to improve their efficiency and solve customer problems while maintaining ethical standards. Ethics included to fulfill your entire CE requirement!

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"IRAs, Retirement Plans, and Ethics (Updated!)"

24 Credits 5 ETH

Course #68869

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The ins and outs of IRAs and employment-based retirement plans directly from the IRS. Ethics included to fulfill your entire CE requirement!

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"P&C, Commercial, and Ethics Readings"

24 Credits 5 ETH

Course #68850

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An engaging assortment of articles that cover the gamut of the P&C world. Ethics included to fulfill your entire CE requirement!

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Monthly "Insurance Industry Digest" Classes (1 Credit Each)

This monthly briefing is designed to keep Wisconsin insurance professionals informed about the latest developments, trends, and news affecting our industry. We aim to help you stay ahead of industry changes, identify emerging opportunities, and better serve your clients in an increasingly complex insurance landscape, with particular attention to developments affecting the Wisconsin market. All information is hyperlinked to provide for further exploration of topics that interest you. Not looking for CE credit? Click the purple  Enjoy  button to access without having to log in.

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"Insurance Industry Digest - March 2025"

1 Credit  

Course #6000190999

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The March 2025 Insurance Industry Digest examines key industry developments including continued M&A activity, evolving AI regulations, and premium changes across personal, commercial, and health lines. It also highlights Wisconsin-specific changes such as new health plan rates, regulatory bulletins on AI use, and updates to state insurance programs. Plus, a story from the lighter side!

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COMING SOON (SUBJECT TO STATE APPROVAL) "Insurance Industry Digest - April 2025"

1 Credit

 

COMING SOON (SUBJECT TO STATE APPROVAL) ESTIMATED AVAILABILITY MAY 10th

Classes with Ethics Credit (3-12 Credits)

These classes will fulfill your ethics requirement, each having at least 3 credits of ethics built-in. Remember, 3 credits is a minimum, not a maximum. You can take more than 3 credits of ethics and it all counts toward your 24-credit total. Learn more about WI Ethics training here.

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"The Ethical Defender" (New!)

3 Credits 3 ETH

Course #6000189372

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A superhero's take on doing right by our customers.

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"Ethics in Insurance"

5 Credits 5 ETH

Course #69272

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An engaging variety of readings that chronicle the role of ethics in the industry.

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"Ethics" (Updated!)

6 Credits 6 ETH

Course #59309

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Overview of ethics, organized by product lines. (do not take this course if you are taking 12-credit course #59309/#59310).

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"The Insurance Canterbury Tales: AI Agents' Journey" with Ethics! (Coming Soon, Subject to State Approval)

10 Credits3 ETH

Course #XXXXXXXXXX

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Through a series of narrative-driven learning modules, insurance professionals will follow the journeys of diverse practitioners who have successfully integrated AI into their work. Includes 3 credits of ethics!

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"Voluntary Benefits Overview" (with Ethics) (Updated!)

12 Credits 3 ETH

Course #6000189349

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A broad look at the types of voluntary insurance and non-insurance products that the industry offers. How employers implement these plans, and communicate them effectively is discussed, as well as what makes each type of plan popular. Includes 3 credits of ethics!

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"Ethics and Wisconsin Life and Health Insurance Law Review" (Updated!)

12 Credits 6 ETH

Course #59309/#59310

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Overview of ethics, organized by product lines. Part 2 is a refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 6-credit course #59309 or #59310).

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"Life Insurance and Ethics" (New!)

12 Credits 3 ETH

Course #6000189759

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This comprehensive life insurance continuing education course provides a thorough examination of the industry from historical foundations to modern ethical practice. Includes 3 credits of ethics!

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LTC Insurance Partnership Classes (4, 8, or 12 Credits)

The 4-credit course will fulfill your on-going training requirement. The 8- or 12-credit LTC class will fulfill your initial or on-going traiing requirement. Learn more about WI LTC training here.

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"LTC Insurance Partnership - 4 credit" (On-going Training) (Updated!)

4 Credits 4 LTC

Course #6000189724

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This class fulfills the WI state requirement for LTC insurance partnership "on-going training". Once an agent has fulfilled the 8-hour minimum LTCIP training requirement, this class will fulfill the 4 credit minimum requirement for "Ongoing" LTCIP training every 2 years. ClearCert certified class.

ClearCert® Approved

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"The WI LTC Insurance Partnership - 8 credit" (Updated!)

8 Credits 8 LTC

Course #6000189374

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This class fulfills the minimum 8-credit WI state requirement for "Initial LTC insurance partnership training", as well as the 4-credit minimum "Ongoing" training required every two years. ClearCert certified class.

ClearCert® Approved

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"The WI LTC Insurance Partnership - 12 credit" (Updated!)

12 Credits 12 LTC

Course #6000189774

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This class fulfills the minimum 8-credit WI state requirement for "Initial LTC insurance partnership training", as well as the 4-credit minimum "Ongoing" training required every two years. ClearCert certified class.

ClearCert® Approved

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Annuity Best Interest Class (6 Credits)

This class will fulfill any WI Annuity Best Interest requirement that you may have. Learn more about WI Annuity training here.

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"Wisconsin Annuity Best Interest Training"

6 Credits 6 ANN

Course #6000128181

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This class fulfills the Wisconsin Annuity "Best Interest" (formerly known as "Suitability") Training requirement for agents who wish to sell annuities. This class will meet your state requirement if you need either the "1 credit" version or the "4 credit" version. ClearCert certified class.

ClearCert® Approved

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Other "Mix-n-Match" Classes (1-21 Credits)

These classes will help fill the gaps with your required classes to get you to your 24-credit requirement.

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"Insurance Fraud"

1 Credit

Course #63252

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A quick look at insurance fraud in many of its present forms.

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"Life Insurance History"

1 Credit

Course #66904

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Hey Discovery Channel fans... this class takes you on a short journey though the early history of life insurance.

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"Life Settlements and Viaticals"

2 Credits

Course #63357

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A look at these controversial products from two very different angles. You decide which is right! Does NOT fulfill WI Life Settlement Training Requirements

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"The COBRA Law" (Updated!)

2 Credits

Course #6000189351

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Survey of the Federal and Wisconsin COBRA health benefit extension laws.

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"Principles of Insurance"

2 Credits

Course #63253

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Back to basics--- Fundamentals of insurance in law and in practice. The function of insurance in society as well as risk and contract basics.

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"Annuities"

2 Credits

Course #63401

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Covers the basics of annuities, with additional emphasis on variable annuities. History of annuities also covered. Does NOT fulfill WI Annuity "Best Interest" Training Requirements

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"Health Insurance Scams Update" (Updated!)

3 Credits

Course #6000189187

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Overview of current health insurance scams, and how to protect your clients from them.

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"Legal Expense Insurance" (Updated!)

4 Credits

Course #6000189371

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Overview of legal expense insurance. This rapidly growing product can help agents meet the diverse needs of individual and employer clients.

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"Errors and Omissions (E&O) Insurance"

5 Credits

Course #62927

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Overview of errors and omissions insurance--- and how to make sure you never have to make a claim on your personal policy!

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"Business Insurance" (Updated!)

5 Credits

Course #6000189377

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Business owners have a lot of insurance decisions to make. This class covers the basics that they need to know.

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"Wisconsin Life and Health Insurance Law Review" (Updated!)

6 Credits

Course #59310

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Refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 12-credit course #59309/#59310).

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"Wisconsin Property and Casualty Insurance Law" (Updated!)

6 Credits

Course #66863

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Refresher on the finer points of Wisconsin property and casualty insurance law.

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"Artificial Intelligence in Insurance: Supporting Consumers Ethically and Effectively" (New!)

6 Credits

Course #6000189756

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This class provides an in-depth exploration of the use artificial intelligence in insurance, designed specifically for agents in small to mid-sized agencies.

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"COBRA: In Depth" (New!)

6 Credits

Course #6000189370

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Deep dive on the ins and outs of COBRA continuation coverage.

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"Global Insurance Innovations: Risk Management for Sustainable Development" (New!)

7 Credits

Course #6000189805

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This course explores how insurance functions as a foundation for economic development in emerging economies.

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new healthcare financing options hsa fsa hra cdhc qhdhp tax-advantaged deductible cafeteria plan compliance consumer-driven contribution limits erisa preventive care stacking mental health healthcare financing compliance tax planning employee benefits consumer-driven healthcare

"The 'NEW' Healthcare Financing Options" (New!)

9 Credits

Course #6000190180

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My 2003 book of the same name is back and better than ever. Get the scoop on HSAs, HRAs, FSAs, and all the new ways that healthcare is being financed at the workplace.

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auto insurance insurance liability automobile policy premium collision comprehensive bodily injury property damage no-fault fraud uninsured motorist gap coverage deductible claims auto insurance liability coverage risk management consumer protection fraud prevention

"Auto Insurance"

9 Credits

Course #62921

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Overview of auto insurance policies and provisions.

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home insurance homeowners policy dwelling coverage personal property liability perils exclusions replacement cost actual cash value loss settlement flood insurance insurance fundamentals property insurance liability coverage claims processing regulatory compliance

"Home Insurance"

9 Credits

Course #62928

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Overview of homeowners insurance policies and provisions.

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"Emerging P&C Product Trends: Meeting Modern Customer Needs" (New!)

10 Credits

Course #6000190306

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Explores emerging trends in Property & Casualty insurance products to equip insurance professionals with knowledge of modern coverage options beyond traditional policies.

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"Topics in Insurance"

12 Credits

Course #61103

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DI insurance, Group Insurance, Annuities, and an overview of the different types of businesses that we work with each day. Understanding the legal differences between types of companies can make you a better consultant and protects your clients.

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"Medicare" (Updated!)

12 Credits

Course #6000189373

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A comprehensive overview of the Medicare program parts A, B, C, and D as well as Medigap insurance.

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iras and retirement plans sep plans simple plans simple ira simple 401k qualified plans 401k traditional ira roth ira contributions deductions distributions secure 2.0 act tax credits small business employees self-employed compensation eligibility participation limits reporting requirements form 5500-sf form 5500-ez form 1099-r required minimum distributions rmds early distributions prohibited transactions unrelated business income rollovers savers credit qualified higher education expenses first-time homebuyer terminal illness substantially equal periodic payments qualified disaster recovery distributions corrective distributions modified agi retirement plans individual retirement arrangements iras small business retirement plans tax law irs regulations contributions distributions taxation retirement planning secure 2.0 act reporting compliance

"IRAs and Retirement Plans" (Updated!)

19 Credits

Course #69271

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The ins and outs of IRAs and employment-based retirement plans directly from the IRS.

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pc and commercial readings auto rental insurance business interruption homeowners coverage home-based business cyber risk equipment breakdown commercial property insurance umbrella liability pollution coverage crime insurance flood insurance additional insured cgl policy property insurance commercial insurance liability coverage risk management specialized insurance

"P&C and Commercial Readings"

19 Credits

Course #69266

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A truly engaging assortment of articles that cover the gamut of the P&C and Commercial Insurance world.

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ppaca details healthcare reform insurance markets medicaid expansion individual mandate premium subsidies essential health benefits pre-existing conditions risk adjustment health insurance exchanges delivery system reform coverage gaps state implementation value-based care network adequacy cost containment healthcare policy health insurance regulatory compliance federal legislation insurance markets

"PPACA Details" (Updated!)

21 Credits

Course #6000189350

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History, present day, and legacy of "ObamaCare".

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