Not logged in
Ask us a question!
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.
Utah State Requirements
Continuing Education Hours
Producers and Adjusters: 24 hours of CE biennially, 3 of which must be ethics
Title Producers: 12 hours of CE biennially, 3 hours of ethics
Agents licensed 20 years or more must complete 6 CE hours biennially, including 3 years of ethics.
Course Subject Requirements
Continuing Education Compliance Date
Same as license renewal date
License Renewal Date
License renewal date is the last day of license issuance month, biennially, based on year of issue.
Type of courses accepted for CE Credit
Independent self-study courses (up to one-half of requirement), Courses sponsored by the Insurance company for which licensee is employed (up to one-half of requirement), or Classroom (50% of the total required hours must be taken in a classroom).
Carryover of excess CE credit hours is not allowed.
Credit will not be given for courses that are repeated.
Final exam is 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 Sircon. The licensee submits the CE filing fee to the insurance department by the compliance date. The course provider keeps copies of attendance rosters on file for two years. The licensee keeps the certificates of completion in his or her files and furnishes them to the insurance department upon request as part of a random audit.
Exempt if licensee's home state requires substantially similar CE. Nonresident submits letter of certification (not more than 90 days old) with the renewal card and fees. If licensee's home state has no similar CE requirement, licensee must comply with Utah's CE requirement.
Nonresident independent adjusters are required to be licensed in Utah.
For Additional Information please Contact:
State of Utah Insurance Department3110 State Office BuildingSalt Lake City, Utah 841141Phone: (801) 538-3809 or (801) 538-3855 Fax: (801) 538-3829
State Website: http://www.insurance.state.ut.us/
To check the status of your CE credits for your state:*You will need your SSN and License number*
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!
You may also be interested in these courses:
Home - Courses
© Copyright Sandi Kruise Inc
Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .