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This insurance continuing education course will lead agents through the continuum of Financial Planning for families from managing their credit and debts, to budgeting, to saving for college education for dependents and retirement, to planning for insurance needs in senior years and estate planning. They will learn about a variety of insurance products, investments and techniques designed to meet a wide range of financial objectives including: Debt Management, Budgeting, Roth IRAs and traditional IRAs, Education IRAs, and other ways to finance education, 401(k) plans, SIMPLE, SEPs, Health Insurance, Medicare, Social Security, Disability Income Insurance, Long Term Care Insurance, Various types of Life Insurance, Annuities, Wills, Trusts, Powers of Attorney, and more.
Kansas State Requirements
Continuing Education Hours
Course Subject Requirements
Continuing Education Compliance Date
Same as license renewal date.
License Renewal Date
License renewal date is the agent's date of birth biennially. Licensee's born in odd numbered years report in odd years, even numbered years report even years.
Type of Courses Accepted for CE Credit
Independent self study courses or classroom courses.
Credit will not be given for a course (including those approved to meet the ethics requirement) that is repeated within a 2 year period.
Self-study exams must be monitored by an independent third party. (i.e. not affiliated in anyway with the sponsoring organization or the licensee).
Individuals licensed less than two years at the time of the compliance date.
Method to Certify Completion
Your certificate of completion will be e-mailed to you once the exam is complete. Course Provider will submit course credits to the CE administrator within one business day of course completion. Copies of the certificates of completion must be submitted to the insurance department by the renewal date. The licensee keeps the original certificates of completion in their files for the remainder of the biennium in which the courses were completed and the entire biennium immediately following.
Exempt if licensee takes courses to meet home state CE requirement. The insurance department will use the PDB to verify home state license status.
For Additional Information please Contact:
Kansas Insurance DepartmentAgents and Licensing Division
420 S.W. 9th St.Topeka, KS 66612-1678Phone: (785) 296-3071
Fax: (785) 296-7805
State Website: http://www.ksinsurance.org/
System Requirements: Please note that Mozilla firefox 20 download here or Internet explorer 9 or higher: Download here are required to view our website when you wish to access the learning center. You should also note that taking courses over a wireless internet connection is not advised. When taking your exams you should try to be on a wired internet connection to your computer.
If you prefer, however, you may purchase a printed book and/or printed exam at additional cost.
You have 3 options if purchasing the course outside a subscription:
For options 2 and 3, you will be able to choose either regular or express shipping during checkout.
Please choose your option carefully! There is no refund for printed materials or exams ordered by mistake!
If your state requires monitored exams, you must have your monitor sign-in and follow the monitor instructions BEFORE you begin the exam. See the State Information tab, Monitor tab and Help Center for more information.
Your voucher covers an online book, online exam, grading and one CE certificate for insurance. It DOES NOT INCLUDE printed books, printed exams, state fees or CE certificate(s) or reporting for additional designations or types of CE, although they are available as options for additional charge.
If you choose printed books or exams, you will be charged the balance due during checkout.
If your state charges a fee to report your credit, this fee is due from you. When you check-out, you must pay this fee in order to access the course and obtain CE credit.
After you pass your exam, you will be able to purchase CE certificates for professional designations such as CFP, CPE, etc. you will be charged $10 for each one. Please DO NOT order these additional certificates unless you currently hold that professional designation. There are NO REFUNDS for additional certificates ordered and not needed.
Your state requires that your exam(s) MUST be monitored.
The monitor must print, sign and complete the affidavit found by clicking Printable Monitor Form to indicate that the exam was taken without any outside help from any source. Please fax the completed monitor form to: (619) 421-8171 immediately after completing the exam. Your exam will not be completed, and no CE credit will be awarded or reported to your state, until the properly completed, signed monitor form has been received (along with any state reporting fees that may be due).
Many of our Insurance CE courses are also approved for CE credit for agents who hold professional designations such as CLU, ChFC, CFP. The type of CE credit and number of hours approved are listed above in the course description.
If you do not hold a professional designation and do not need any type of CE other than for your insurance license renewal, please do not order a PACE or CFP certificate. It will not benefit you and once ordered, there are no refunds!
There are no refunds for certificates ordered by mistake!
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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .