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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.
Maine State Requirements
Continuing Education Hours
Course Subject Requirements
Continuing Education Compliance Date
License continuation. Continuation date is the end of the licensee's birth month in even or odd years. Licensees born in even years will have continuation dates in even years. Licensees born in odd years will have continuation dates in odd years.
Types of Courses Accepted for CE Credit
Independent self-study courses or classroom study.
No excess CE credit hours may be carried over to the next reporting period.
No CE credit may be earned for repeating a course previously taken during the same biennium.
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 mails a report of credits earned to the insurance bureau within one business day of course completion. Producer keeps the original certificates of completion on his or her files.
Nonresident licensees must hold an active license in their resident state. Satisfaction of a nonresident producer's home state's CE requirements for licensed insurance producers constitutes satisfaction of this State's continuing education requirements, if the nonresident producer's home state recognizes the satisfaction of its continuing education requirements by producers from this State on the same basis.
For Additional Information please Contact:
Maine Insurance BureauLicensing Division
34 State House StationAugusta, ME 04333-0034
Maine Department of Insurance76 Northern Ave. Gardiner, ME 04345Phone: (207) 624-8411 -OR- (207) 624-8412 -OR- (207) 624-8413
Fax: (207) 624-8599
State Website: http://maine.gov/pfr/insurance/
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.
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 .