Continuing Education Schedule

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Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

Join our NC and SC CE approved instructor led, live-streamed, no exam webinar as we examine how Life insurance can provide and protect businesses from disaster. Topics of conversation include the various types of businesses, Buy-sell agreements, Key Person and Split Dollar Insurance, and the Section 162 Bonus Plan. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000115695 - 3 L&H credit hours

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC approved instructor led, live-streamed, no exam webinar discussing liability, torts, legal liability and limitations found in the underlying policies. We explore the purpose, provisions and exclusions of the Personal and Commercial Umbrella Liability forms. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android and an internet connection. Instructions will be emailed upon receipt of your registration.

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Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar discussing Social Security facts, figures, history, eligibility, how to earn credits, how many credits are needed, how much Social Security will you receive; Retirement, Disability and Survivors benefits, name changes plus more. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android and an internet connection. Instructions will be emailed upon receipt of your registration. SC approval # 6000113244 - 3 L&H

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Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar. Planning to Fail vs. Failing to Plan! Attend this webinar for a discussion of the many reasons for having a good Estate Plan, and an in-depth study of the elements that comprise it. Be sure you are prepared to prepare your clients for the future! You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. Regardless of your license type, ALL North Carolina licensees can receive credit hours. SC Course # 6000164968 - 3 LH credit hours

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Credit Hours 3

Category Mandatory Ethics

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved interactive, instructor led, live-streamed, no exam webinar reviewing Ethics from definition and key factors in ethical behavior to discussions of case studies. The course stresses the importance of Ethics in the insurance marketplace and incorporates insurance and consumer protection regulations, as well as professional codes of behavior. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC course # 6000067490 - 3 Ethics credit hours

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar reviewing the HO-3 policy form, eligibility, coverages, exclusions, conditions, additional coverages and various endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar discussing the Commercial Property Form CP 00 10, the need for this coverage, eligibility, coverages, additional coverages, exclusions, conditions and endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC - Course # 6000138689 - 3 PC hours

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Credit Hours 3

Category Mandatory Flood

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar covering the National Flood Insurance Program (NFIP), eligible communities, Emergency and Regular programs, Flood Hazard areas and maps, NFIP policies, coverages, exclusions, definitions, general rules, application procedures, endorsements, renewals, cancellation/nullification, claims, and videos of flooding in North Carolina and other areas. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. This course will meet the NC CE Flood requirement for Property, Personal Lines and Adjusters. Regardless of your license type, ALL North Carolina licensees can receive credit hours. SC Course # 6000142500 - 3 P&C credit hours

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Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar discussing the history of 401(k)s, how they work, how to participate; investment opportunities, asset allocation and how Congress has changed the structure of 401(k)s for the future. A building block for understanding 401(k) investing. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar. We explore Watercraft coverages, exclusions, options, and available endorsements under the Homeowners and Auto policies. We also discuss Inland and Ocean Marine insurance, and study a sample Personal Watercraft policy. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, I-Pad or Tablet with speakers, iOS or Android, and an internet connection. Instructions will be sent upon registration. SC course # 6000116099 - 3 P&C credit hours

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Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar discussing Disability Income Insurance, terms, definitions, provisions, options and riders; how it applies in the personal and business market, and tax considerations. We can build our wealth over years, and lose it in months with a disability. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC approved instructor led, live-streamed, interactive, no exam webinar discussing Long Term Care individual and group policies, provisions, riders and exclusions, and how it does or does not interact with Medicare. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers. iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000138703 - 3 LH credit hours

Cart

Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC approved instructor led, live-streamed, no exam webinar discussing liability, torts, legal liability and limitations found in the underlying policies. We explore the purpose, provisions and exclusions of the Personal and Commercial Umbrella Liability forms. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar taking an in-depth look at the major characteristics of the benefits provided in the state WC Laws. We study the three coverage areas in the WC policy including each coverage's purpose, exclusions and limitations, and also discuss Gonzalez v. Worrell and Lamm. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. Regardless of your license type, ALL North Carolina licensees can receive credit hours.

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

Join our NC and SC CE approved instructor led, live-streamed, no exam webinar as we examine how Life insurance can provide and protect businesses from disaster. Topics of conversation include the various types of businesses, Buy-sell agreements, Key Person and Split Dollar Insurance, and the Section 162 Bonus Plan. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000115695 - 3 L&H credit hours

Cart

Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar discussing the purpose of various types of Annuities including Fixed, Variable, Split, Single and Flexible Premium Deferred; the Annuity process, various classifications, the interest crediting process, taxation, enhancements currently available, and Annuities in the retirement arena. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category Mandatory Ethics

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved interactive, instructor led, live-streamed, no exam webinar reviewing Ethics from definition and key factors in ethical behavior to discussions of case studies. The course stresses the importance of Ethics in the insurance marketplace and incorporates insurance and consumer protection regulations, as well as professional codes of behavior. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC course # 6000067490 - 3 Ethics credit hours

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar studying the NC Personal Auto policy, terms, coverages, exclusions, conditions and various auto endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000144684 - 3 P&C credit hours

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Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar reviewing the HO-3 policy form, eligibility, coverages, exclusions, conditions, additional coverages and various endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category Mandatory Flood

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar covering the National Flood Insurance Program (NFIP), eligible communities, Emergency and Regular programs, Flood Hazard areas and maps, NFIP policies, coverages, exclusions, definitions, general rules, application procedures, endorsements, renewals, cancellation/nullification, claims, and videos of flooding in North Carolina and other areas. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. This course will meet the NC CE Flood requirement for Property, Personal Lines and Adjusters. Regardless of your license type, ALL North Carolina licensees can receive credit hours. SC Course # 6000142500 - 3 P&C credit hours

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Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar discussing the Commercial Property Form CP 00 10, the need for this coverage, eligibility, coverages, additional coverages, exclusions, conditions and endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC - Course # 6000138689 - 3 PC hours

Cart

Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar discussing Social Security facts, figures, history, eligibility, how to earn credits, how many credits are needed, how much Social Security will you receive; Retirement, Disability and Survivors benefits, name changes plus more. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android and an internet connection. Instructions will be emailed upon receipt of your registration. SC approval # 6000113244 - 3 L&H

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Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

Also South Carolina approved - Course # 6000063976 - 3 L&H credit hours. This course addresses the history of 401(k)s, how they work, how to participate, investment opportunities, asset allocation and how Congress has changed the structure of 401(k)s for the future. A building block for understanding 401(k) investing.

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar taking an in-depth look at the major characteristics of the benefits provided in the state WC Laws. We study the three coverage areas in the WC policy including each coverage's purpose, exclusions and limitations, and also discuss Gonzalez v. Worrell and Lamm. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. Regardless of your license type, ALL North Carolina licensees can receive credit hours.

Cart

Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar. Planning to Fail vs. Failing to Plan! Attend this webinar for a discussion of the many reasons for having a good Estate Plan, and an in-depth study of the elements that comprise it. Be sure you are prepared to prepare your clients for the future! You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. Regardless of your license type, ALL North Carolina licensees can receive credit hours. SC Course # 6000164968 - 3 LH credit hours

Cart

Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved, instructor led, live-streamed, no exam webinar. Discover how the Business Auto policy addresses "owned, newly acquired, loaned, rented and borrowed" autos, symbols and other descriptions. We look closely at each section and discuss what they have in common, what is unique; various endorsements to fill the gaps as well as examine the exclusions. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be sent upon receipt of your registration. SC - Course # 6000138614 - 3 PC hours

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar discussing Disability Income Insurance, terms, definitions, provisions, options and riders; how it applies in the personal and business market, and tax considerations. We can build our wealth over years, and lose it in months with a disability. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category Mandatory Ethics

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved interactive, instructor led, live-streamed, no exam webinar reviewing Ethics from definition and key factors in ethical behavior to discussions of case studies. The course stresses the importance of Ethics in the insurance marketplace and incorporates insurance and consumer protection regulations, as well as professional codes of behavior. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC course # 6000067490 - 3 Ethics credit hours

Cart

Credit Hours 3

Category General

Instructor T. Jason Austell, CFP, ChFC,

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar discussing the purpose of various types of Annuities including Fixed, Variable, Split, Single and Flexible Premium Deferred; the Annuity process, various classifications, the interest crediting process, taxation, enhancements currently available, and Annuities in the retirement arena. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC CE approved instructor led, live-streamed, no exam webinar reviewing the HO-3 policy form, eligibility, coverages, exclusions, conditions, additional coverages and various endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

Join our NC and SC CE approved instructor led, live-streamed, no exam webinar as we examine how Life insurance can provide and protect businesses from disaster. Topics of conversation include the various types of businesses, Buy-sell agreements, Key Person and Split Dollar Insurance, and the Section 162 Bonus Plan. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000115695 - 3 L&H credit hours

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar studying the NC Personal Auto policy, terms, coverages, exclusions, conditions and various auto endorsements. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000144684 - 3 P&C credit hours

Cart

Credit Hours 3

Category Mandatory Flood

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC and SC CE approved instructor led, live-streamed, no exam webinar covering the National Flood Insurance Program (NFIP), eligible communities, Emergency and Regular programs, Flood Hazard areas and maps, NFIP policies, coverages, exclusions, definitions, general rules, application procedures, endorsements, renewals, cancellation/nullification, claims, and videos of flooding in North Carolina and other areas. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. This course will meet the NC CE Flood requirement for Property, Personal Lines and Adjusters. Regardless of your license type, ALL North Carolina licensees can receive credit hours. SC Course # 6000142500 - 3 P&C credit hours

Cart

Credit Hours 3

Category General

Instructor Stephen Karski, CPCU,CLU,ChF

Meeting 9:00 AM - 11:50 AM

A NC approved instructor led, live-streamed, no exam webinar discussing liability, torts, legal liability and limitations found in the underlying policies. We explore the purpose, provisions and exclusions of the Personal and Commercial Umbrella Liability forms. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad or tablet with speakers, iOS or Android and an internet connection. Instructions will be emailed upon receipt of your registration.

Cart

Credit Hours 3

Category General

Instructor Larry Agler

Meeting 9:00 AM - 11:50 AM

A NC and SC approved instructor led, live-streamed, interactive, no exam webinar discussing Long Term Care individual and group policies, provisions, riders and exclusions, and how it does or does not interact with Medicare. There is NO EXAM but you must attend the entire presentation and answer all 6 randomly asked polling questions to receive credit hours. You only need a PC, Mac, iPad, tablet with speakers. iOS or Android, and an internet connection. Instructions will be emailed upon receipt of your registration. SC Course # 6000138703 - 3 LH credit hours