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On completing this insurance continuing education course, agents will be able to understand the Gramm/Leach/Bliley Privacy Act and the requirements placed on agents to comply with this act. This course includes an in-depth discussion of the NAIC Model Privacy Act, as well as information regarding other privacy laws, both federal and state, that insurance agents and companies must abide by. The Opt Out provisions of the act are discussed in depth, as well as the rules for delivery of the notice – to whom, how often and by what method. The penalties for violating the privacy law are also highlighted, and resources are given for agents to obtain additional information regarding compliance, as well as specific privacy laws in each state or jurisdiction. Finally, the safeguarding provisions are included so that agents can adjust their security measures in their offices to meet these new requirements to safeguard their client’s personal information. This insurance CE course will benefit agents by explaining their requirements under the new privacy laws and how to comply with those requirements. It will also help them in drafting their own privacy notices, opt-out provisions, and explaining the new requirements to their staff and their clients.
Oregon State Requirements
Continuing Education Hours
Course Subject Requirements
Continuing Education Compliance Date
The compliance date is the license renewal date.
License Renewal Date
The license renewal date is the last day of the producer's birth month, biennially.
Types of courses accepted for CE Credit
Independent self-study courses and classroom study.
No excess CE credit hours may be carried over to the next reporting period.
Courses may not be taken for credit more than once in a renewal period.
Method to Certify Completion
Sandi Kruise Insurance Training reports course completion information directly to the Insurance Division through the SBS tool Online Continuing Education (OCE) Students/Agents no longer need to self-report.
For Additional Information please Contact:
Oregon Department of Consumer and Business ServicesInsurance Division350 Winter St. NE, Room 440Salem, OR 97301-3883
P.O. Box 14480Salem, OR 97309-0405PHONE: (503) 947-7981 or (503) 947-7248FAX: (503) 378-4351
State Website: http://www.oregoninsurance.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.
NO MONITOR IS NEEDED FOR THE ONLINE EXAM!
Your state requires that your exam(s) MUST be monitored if you take the printed exam.
The qualifications of the person who must monitor your exam are explained here:
a. Accredited elementary or secondary educational programs or accredited institutions of higher learning:(I) Principals, or professional staff designated by a principal;(II) College instructors, counselors, or officials.
b. U. S. Military Training Facilities – education officers or chaplains.
c. Insurer home office training departments – home office training managers only.
d. Course providers approved by the Department to offer education courses in Florida:(I) Providers that offer courses to licensees who have a sales relationship with that provider are considered to have a conflict of interest for purposes of monitoring exams; i.e., insurer or agency staff at any level other than stated in sub-subparagraph 69B-228.080(11)(b)1.d., F.A.C.; and(II) Shall not monitor the exam of one of the insurer’s or agency’s licensees. Instructors or other employed staff must not have conflict of interest;
e. National insurance trade, agent, or adjuster associations or societies.
g. Other organization types may be submitted to the Department for approval, with complete information and history.
2. The individual monitor assigned by the monitor group shall not monitor the exam of any relative, subordinate, associate, or employee.
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).
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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .