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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.
Maryland State Requirements
Continuing Education Hours
Course Subject Requirements
Continuing Education Compliance Date
One day prior to license renewal. License renewal date is license issuance date biennially.The license term is every 2 years ending on the last day of the producer's birth month.
Type of Courses Accepted for CE Credit
Independent self-study courses, classroom or insurer-sponsored courses.
Credit will not be give for a course that is repeated within a 2 year period. If the courses is taken in 2 consecutive reporting periods, there must be 6 months between completion dates.
Self-study exams are not required to be monitored.
Method to Certify Completion
You will be able to print your certificate of completion online once you have completed your exam. The course provider reports credits earned to the CE Administrator within one business day of course completion. The licensee keeps the certificate of completion in his or her files for four years.
A roster fee of $0.60 per credit hour ordered is required to process course completion hours in Maryland and will be added to the order total upon checkout.
For Additional Information Please Contact
Maryland Insurance AdministrationLicensing Division
Terrace Level200 St. Paul Place Suite 2700Baltimore, MD 21202-2272PHONE: (410) 468-2000
FAX: (410) 468-2399
State Website: http://www.mdinsurance.state.md.us/sa/jsp/Mia.jsp
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.
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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .