Free Classes this Month
1/7/25 - 1pm - 2pm - Mike Russ Network Webinar - this webinar will be set up in the following format:
- New 2025 insurance changes
- Learn something trending in the insurance industy
- Networking opportunity - we will get everyone involved and share everyone's specialty profession. If we all can learn to share we won't need to look for new clients!
1/14/25 -
1/21/25 -
1/28/25 -
Click on the links for the webinars you want below! The presentation is FREE.
If the course is approved for CE hours and you would like the continuing education credit, for that particular course, there is a $10 per hour charge. You do need to pay this fee until AFTER the class has completed so you can decide at that time if you would like to take advantage of the CE option.
Please note that the Department of Insurance has time limits on when we can submit hours for continuing education, so you must enroll for CE credit within 7 days of the class completion.
***Important - If you plan on taking this course for CE CREDIT, you must attend on either a PC or LAPTOP! GoToMeeting has brought it to our attention that there are SOME cellphones and tablets that block the signal that is necessary for recording the time that you are logged in to the course. Without the time record it is impossible to credit you for CE hours. If you choose to attend on your cellphone or tablet, you are risking the possibility of not receiving CE CREDIT and you do so at your own risk. If you are just watching the course for the information and NOT CE credit, there is no problem with watching on a cellphone or tablet.
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Retirement Plans - This course is approved for 1 hour of continuing education for the Life & Health license.
When: Thursday, August 15th - 09:00AM - 10:00AM
CLICK HERE FOR YOUR LIFE & HEALTH CE CREDIT
Index and Fixed Annuities - This course is approved for 1 hour of continuing education for the Life & Health license.
When: Thursday, August 15th - 10:30AM - 11:30AM
CLICK HERE FOR YOUR LIFE & HEALTH CE CREDIT
Commercial Submission - This course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Thursday, August 22nd - 9:00AM - 10:00AM
PC CE -CLICK HERE to purchase the 1 CE HOUR for PC license (you will need to enroll first)
Workers Compensation 101 - This course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Thursday, August 22nd - 10:30AM - 11:30AM
PC CE -CLICK HERE to purchase the 1 CE HOUR for PC license (you will need to enroll first)
Shifting into Commercial Insurance - Interested in transitioning into selling Commercial Insurance but don't know where to start? Join our FREE webinar today!
When: Friday, April 12th - 09:00AM - 10:00AM
Ethics & Suitability - this course is approved for 1 hour of continuing education for the Life & Health license OR 1 hour of continuing education for the Property & Casualty license. Come learn how to interact with your client and what questions to ask!
“This course does not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing this course.”
When: Tuesday, April 16th
Time: 10:00AM to 11:00AM
CLICK HERE TO ENROLL FOR ETHICS & SUITABILITY
Trucking/Commercial Auto - this course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Wednesday, February 7th - 11:15AM - 12:15PM
PC CE -CLICK HERE to purchase the 1 CE HOUR for PC license (you will need to enroll first)
How to Get Appointments/Contracts with Insurance Companies: This course will explain the basics of the Appointment/Contract process.
Please note: this course is NOT eligible for Insurance CE credit
When: Thursday, February 8th - 12:30PM - 1:30PM
Ethics & Suitability - this course is approved for 1 hour of continuing education for the Life & Health license OR 1 hour of continuing education for the Property & Casualty license. Come learn how to interact with your client and what questions to ask!
“This course does not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing this course.”
When: Wednesday, January 24th
Time: 10:00AM to 11:00AM
CLICK HERE TO ENROLL FOR ETHICS & SUITABILITY
Shifting into Commercial Insurance - Learn the basics of adding Commercial Lines into your Business
This course is NOT eligible for Insurance CE credit
When: Friday, January 5th:
Time: 9:00AM-10:00AM
Ethics & Suitability - this course is approved for 1 hour of continuing education for the Life & Health license OR 1 hour of continuing education for the Property & Casualty license. Come learn how to interact with your client and what questions to ask!
“This course does not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing this course.”
When: Monday, December 18th
Time: 10:00AM to 11:00AM
Retirement Planning- This course is approved for 1 hour of continuing education for your Life & Health license.
When: Wednesday, June 26th - 09:00AM - 10:00AM
LH CE -CLICK HERE to purchase the 1 CE HOUR for PC license (you will need to enroll first)
Index & Fixed Annuities - This course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, June 26th - 10:30AM - 11:30AM
LH CE -CLICK HERE to purchase the 1 CE HOUR for PC license (you will need to enroll first)
Life Policy Comparison - this course is approved for 1 hour of continuing education for the Life & Health license.
When: Tuesday, December 19th - 11:15AM - 12:15PM
CLICK HERE FOR YOUR LIFE & HEALTH CE CREDIT
Mexico Insurance - this course is approved for 1 hour of continuing education for the Property & Casualty license. The insurance market in Mexico is exploding with many Americans buying property and other interests. Come learn about the next wild wild west!
When: Wednesday, October 25th
Time: 10:15AM to 11:15AM
Mortgage 101 & How CREDIT works - this course is designed to give you an overview of mortgages and choosing the right financing option.
This course is NOT eligible for Insurance CE credit
When: Friday, September 1st
Time: 9:00AM-10:00AM
Packaging Personal Lines - this course is approved for 1 hour of continuing education for the Life & Health license OR 2 hours of continuing education for the Property & Casualty license.
When: Thursday, September 7th
Time: 11:15AM to 1:15PM
LH CE -CLICK HERE to purchase the 1 CE HOUR for LH license(you will need to enroll first)
PC CE -CLICK HERE to purchase the 2 CE HOURS for PC license (you will need to enroll first)
for P&C (you will need to enroll first)
IN THE FUTURE/PAST--------------------------------------------------------------------------------
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Packaging Personal Lines - this course is approved for 1 hour of continuing education for the Life & Health license OR 2 hours of continuing education for the Property & Casualty license.
When: Thursday, September 7th
Time: 11:15AM to 1:15PM
LH CE -CLICK HERE to purchase the 1 CE HOUR for LH license(you will need to enroll first)
PC CE -CLICK HERE to purchase the 2 CE HOURS for PC license (you will need to enroll first)
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Mortgage 201 - this course is designed to dive deeper into financing and understand the true cost of financing (inflation, momentum of money, etc.)
This course is NOT eligible for Insurance CE credit
When: Friday, September 8th:
Time: 9:00am - 10:00am
Packaging Personal Lines - this course is approved for 1 hour of continuing education for the Life & Health license OR 2 hours of continuing education for the Property & Casualty license.
When: Wednesday, August 2nd:
Time: 09:00AM-11:00AM
LH CE -CLICK HERE to purchase the 1 CE HOUR for LH license(you will need to enroll first)
PC CE -CLICK HERE to purchase the 2 CE HOURS for PC license (you will need to enroll first)
Mortgage 101 - this course is designed to give you an overview of mortgages and choosing the right financing option.
This course is NOT eligible for Insurance CE credit
When: Thursday, August 3rd:
Time: 9:00AM-10:00AM
Personal Lines Opportunity Meeting
This meeting is an overview of the program we have put together to get Agents on the right track to opening their own Agency. This is NOT a CE class for credit.
When: Friday, June 10th - 10:00am - 11:00am
CLICK HERE TO SIGN UP
Introduction to Annuities - this course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, December 15th - 11:30AM - 12:30PM
CLICK HERE TO ENROLL
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State Fund Training - No CE , Joe will be going over their offerings. Note this is a Pipline Agency Event. Guests are welcome.
When: October 21st - 11am - 12pm
Needs Analysis - this course is approved for 1 hour of continuing education for the Life & Health license.
When:Tuesday March 16th 11AM - 12PM
How to Broker Business - this course is approved for 1 hour of continuing education for your Property & Casualty license.
When: Wednesday, October 13th - 9:00AM - 10:00AM
CLICK HERE TO ENROLL
Workers Compensation - this course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Wednesday, October 13th - 10:15AM - 11:15AM
CLICK HERE TO ENROLL
Wills & Trusts - this course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, October 20th - 11:30PM - 12:30PM
CLICK HERE TO ENROLL
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Bonds - this course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Wednesday, November 17th - 9:00AM - 10:00AM
CLICK HERE TO ENROLL
CLICK HERE FOR YOUR CE CREDIT
Leads - Leads - Leads! - come join us for a discussion on leads! We will have Prospect boss showing us their lead platform and other useful tools to obtain and cross sell clients.
This course is NOT eligible for Insurance CE credit
When: Wednesday, October 11th
Time: 9:00AM to 10:00AM
Finance your business with your 401k - this course will explain an oppurtunity that many people aren't even aware exists. Come learn a great business/tax strategy for you and your client.
This course is NOT eligible for Insurance CE credit
When: Wednesday, October 11th
Time: 10:15AM to 11:00AM
Flood Insurance - this course is approved for 1 hour of continuing education for Property & Casualty license. Come learn about Flood insurance to better help your client!
When: Wednesday, October 18th
Time: 10:15AM to 11:15AM
Homeowners Insurance Basics - this course is approved for 1 hour of continuing education for the Property & Casualty license. Come spend some time with us and learn how to write hard to place Homeowners Risks!
When: Wednesday, December 1st - 10:15AM - 11:15AM
CLICK HERE TO ENROLL
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Needs Analysis - this course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, December 8th - 9:00AM - 10:00AM
CLICK HERE TO ENROLL
Home Insurance - this course is approved for 4 hour of continuing education for the Property & Casualty license.
When: Sunday - September 10th, 9:00AM-1:00PM
PC CE -CLICK HERE to purchase the 4 CE HOURS for PC license (you will need to enroll first)
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Mortgage 201 - this course is designed to dive deeper into financing and understand the true cost of financing (inflation, momentum of money, etc.)
This course is NOT eligible for Insurance CE credit
When: Thursday, November 2nd:
Time: 9:00am - 10:00am
Bonds - this course is approved for 1 hour of continuing education for the Property & Casualty license.
When: Wednesday, November 8th - 10:15AM - 11:15AM
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How to add Life Insurance to your Business: This class is NOT for continuing education!
When: Monday, December 11th - 10:15AM - 11:15AM
Life Insurance 101 - This class is organized to show the agent the steps that are necessary to write a policy and the key underwriting guidelines. Upon completion of this course, an agent should be able to complete a life insurance quote and understand the process of policy delivery. We will also discuss how cash value life insurance is structured and the tax advantages that come along with life insurance policies.
This course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, January 17th
Time: 10:00AM to 11:00AM
CLICK HERE TO ENROLL FOR LIFE INSURANCE 101
LH CE -CLICK HERE to purchase the 1 CE HOUR for LH license (you will need to enroll first)
Life Policy Comparison - This class is designed to compare the various types of life insurance products. We will cover what the main product features are each type of Final Expense, Term, Whole Life, and Index Universal Life. We will also review Living Benefits and other product features.
This course is approved for 1 hour of continuing education for the Life & Health license.
When: Wednesday, January 17th
Time: 11:15AM to 12:15PM
CLICK HERE TO ENROLL FOR LIFE POLICY COMPARISON
CLICK HERE FOR YOUR LIFE & HEALTH CE CREDIT
Wealth United - this course will give new agents a track to follow when working with clients. We understand that if you are newly licensed agent starting out can be overwhelming. This class will help you develop a blue print for your business to become successful in the Life Insurance industry.
When: Wednesday, January 17th
Time: 12:30PM to 1:30PM
CLICK HERE TO ENROLL FOR WEALTH UNITED