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MIA# |
Hours |
Description |
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Long
Term
Care/Partnership |
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C00746
LH and LTC
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4 |
Covers
structural
information
on Long
Term
Care
available
on both
a Health
and a
Life
base.
Facility
as well
as
home-care
are
covered.
Most
importantly
is the
advent
of
Partnership
Policies
for Long
Term
Care.
Those
that
will
sell the
Partnership
Policies,
which
will
become
the
policies
necessary
to sell
the
public
in the
future,
must
take an
eight
hour
introductory
course
from
their
provider.
It is
then
necessary
for the
producer
to
attend a
four
hour
Continuing
Education
session
for
license
renewal.
This
session
is
created
for that
need.
The
important
point of
Partnership
Policies
is that
Medicaid
will
allow a
certain
retention
amount
of
assets
with
their
use. |
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Financial
Care of
an
Incapacitated
Person |
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C03248
LH |
1 |
Overview
survey
of the
particular
and
peculiar
creation,
installation,
handling,
maintenance
and
fiduciary
guides
of legal
and
operational
instruments
and
products
protecting
and
serving
the
incapacitated.
This
involves
products,
integration
and
administration
thereof. |
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Tax
Deferred
Individual
and
Corporate
Plans |
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C03249
LH |
2 |
Review
and
evaluation
of
pension
and
retirement
plans
available.
Discussion
concerning
defined
benefit
contribution,
simple,
sarsep,
401 (k),
thrift
and
savings,
non-profit
organizations,
target
benefit,
Keogh,
stock-bonus.
Review
of plan
design,
installation,
administration
and
distribution. |
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Ethics,
Inner
and
Conformance |
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C03251
LH |
4 |
Attempt
personal
definitions
of
market
conduct
from
attendees
-
industry
ethics.
Overview
of
organization
of
ethics
and of
mondern
ethics.
The
impact
of
ethical
conduct
has on
business
and
personal
life.
Ethical
guidelines
as
imposed
by pain,
punishment
and
penalty. |
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Estate Safeguards |
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C49501
LH |
4 |
Learn the basic estate planning techniques. Review several case studies to demonstrate advanced estate planning strategies. Review will arrangements and beneficiaries designations. |
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Fixed and Variable Annuities |
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C49503
LH |
4 |
Discover
the
product
current
taxation;
interest
and
method
of
calculation;
review
back
loads,
costs,
administration;
and
permanent
legislations.
Discuss
the
effect
of
longevity,
the
raise in
the
annuitant
age
requirement
and the
effect
on the
exclusion
ratio. |
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Industry in the 2000s |
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C49504
LH |
8 |
Review:
the
effect
of
longevity
on our
industry;
the
latest
trends
of
product
and
governmental
restriction;
coverages
and
provisions;
Maryland
Insurance
Code;
new
governmental
offices
and
legislation;
various
NAIC and
commissioner
requirements. |
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Medicare Plan/Supplements |
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C49513
LH |
2 |
Review
Medicare,
its
new
levels
of
coverage
and plan
supplements;
discuss
new and
pending
legislation.
Analyze
the
Medicare
supplement
core
plans
and each
benefit.
Review
premium
cost and
benefits
provided. |
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Perils, Gaps & Changes |
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C49516
PC |
4 |
To review current legislative and regulatory action; to identify common, unusual and unnoticed "perils" in commercial and Personal coverage, to identify common "gaps" in coverages, both commercial and personal; to discuss the "most bang for the buck" techniques; to discuss future and possible tangents in action. |
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Risk & Risk Management |
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C49518
PC
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4 |
To review and amplify the importance and value of risk management; to fully define both risk and degree; discussion of Perils and Hazards; classification of Risk and Pure Risk; the burden of risk and methods of dealing with risk; steps in risk management; use of risk management tools; risk management for the individual family. |
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Treatment of Insurance Fraud |
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C49520
LH and PC |
3 |
Information from State Antifraud Unit necessary for Home Office personnel to satisfy specific requirement. The course breaks down the aspects of fraud prevention and explains the law and it application to the various sectors of criminal and civil fraud. |
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