2024 Online CE Classes


Ethical Conduct and Suitability

3 Credit Hours

August 29, 2024 ~ 9 AM-12 PM 

This course analyzes the criminal case that the state of California brought against insurance agent Glenn Neasham. Glenn was a licensed Life Insurance agent in the state. He sold an annuity to an elderly lady. He was later investigated and prosecuted for that sale under an indictment for theft from an elderly person. This was a precedent-setting charge against an insurance agent. The course reviews how the sale transpired, the actions Glenn took, and a special focus and emphasis on the ethics of the sale and the suitability questions that arose.

The Regulation of Insurance Producers

3 Credit Hours

August 29, 2024 ~ 1 pM – 4 PM

The course charts both the history and current environment of regulation of insurance producers in the United States, including licensing requirements, agent authority, agent contracts and agency relationships. Also, major federal regulations dealing with insurance are reviewed, as well as state regulation that has historically dominated insurance producer and insurance company regulation.

E&O Review and Case Studies

6 Credit Hours

December 5, 2024 ~ 9 AM-4 PM (one hour break for lunch from 12-1)

E&O Review and Case Studies takes a hard look at the Errors & Omissions policy, the relationship between an agent and an insurance company, and the coverages and protections available through insurance. Topics include how agents handle and transmit premiums, required loyalty by producers to the companies they represent, and an analysis of types of E&O claims, including a summary of the most common claims.

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For our online CE courses

About the Instructor:


Rick is the Director and teaches continuing education and pre- licensing courses for ITC. Before becoming an instructor, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s

Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and five grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Class Details

Dates & Times:

October 12th: 9 am – 12 pm & 1 pm – 4 pm
Location: Virtual

Cost: Free

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