Insurance Continuing Education CE Course List | Leonards Insurance Training by Mary Roth

We provide 4 Hours of CE Training the First Thursday of each month in our Arlington, Texas classroom.

Corporate Clients: Allow us to present our Approved and Registered Texas Department of Insurance CE course offerings at your location providing an applied understanding of the Insurance Industry leading to a more knowledgeable and cohesive team.

Requirements for Most Licensees: earn 30 hours of continuing education (CE) with 2 hour of ethics/consumer protection for each 2 year licensing period... and half must be Classroom or Classroom equivalent.

ETHICS CLASSES	Ethical Case: Mortgage Fee Limits
COMMERCIAL COURSES
GAME SHOWS
GENERAL CLASSES
PERSONAL LINES COURSES
ONLINE COURSES

ETHICS CLASSES	COURSE#	CREDIT
AGENTS,ADJUSTERS & ALIENS - A STUDY IN ETHICS	7353	2.0
What are the standards set by the Insurance Code? What does it take to not alienate the customers? This course discusses how a little customer service and a lot of attention to the law goes a long way in creating customer loyalty. Both by adjusters and agents.
CONSUMER PROTECTION - IT’S THE LAW	7357	2.0
A course about consumer expectations of agents and adjusters and things the consumer does that we need to be aware of. Without them - we have no customers.
FRAUD AWARENESS - AN ETHICS COURSE	7361	2.0
What is fraud? Where is it happening? How can you report it? This course identifies sources of fraud that are prevalent and includes the "Red Flags of Fraud" to be aware of.
GREED BREEDS FRAUD – LIFE SETTLEMENTS – A STUDY IN ETHICS	84840	2.0
Understand how Viaticals and Life Settlements work; regulations, know the fundamental issues of the life insurance policy resale market and how to avoid the pitfalls in scams
HOW DO YOUR ETHICS STAND UP?	18459	2.0
Do you "follow the herd" or do you have your own ethics that you adhere to? This class is about you. If you don’t stand up for what is right, who will?
HOW’S YOUR ETHICS?	7367	2.0
This course reviews the Texas Insurance Code for agents and adjusters. What is against the law and what if it is just ethics and not the law? If it is not illegal, should you still do it?
STREET LEVEL ETHICS	18467	2.0
Situations, rules and people. They all count when determining ethics. What counts most? Come and resolve the dilemmas faced by many people today. Real dilemmas that could face YOU.
TEXAS NOBLE (NO BULL) ETHICS	7375	1.0
Know the law, have honor in what you do and the strength of character to do the right thing. It takes loyalty, ethics and trust to care for our customers. No Bull...
THE ETHICAL DILEMMA AND THE LAW	7381	2.0
When is it ethics and when is it the law? A review of the TDI laws for agents and adjusters. Class discussion is prevalent in this class as we cover "ethical dilemmas."

COMMERCIAL COURSES	COURSE #	CREDIT
THE BASICS OF BONDS	7377	1.0
How is underwriting different? This course is an intro to construction bonds and what is needed to get one. It is not just an application!
COMMERCIAL PROPERTY 101 - THE BASICS	7355	2.0
Those ISO policies have some new things in them. What is covered? What is the 100 foot bubble? This course explains what the "basics" are.


EPLI EMPLOYMENT PRACTICES LIABILITY INSURANCE	18451	1.0
What does this cover? Where are the lawsuits coming from? Find out about this non-standard policy. It can cover MORE than just employees - and defense costs are critical.


GENERAL LIABILITY- UNDERSTANDING THE POLICY	7363	3.0
Highlights of the GL policy. What to look out for as potential gaps. How to cover what it won’t and how limits work. Includes a good discussion on claims made.
GENERAL LIABILITY AND CONSTRUCTION CONTRACTS	27417	3.0
There is more to those contracts than just the "insurance requirements!" A review of a real construction contract and what to look for create additional sales. A discussion of certificates is included - what goes in the slots and what you should expect of a certificate.
PROPERTY VALUES - ISSUES AND SOLUTIONS	22485	2.0
Whose job is it to make sure structures are insured to value? Come and find out what factors to look at to make sure they are insured to the correct amount before the loss.
REALITY CHECK - RURAL VALUATION VARIABLES	18465	2.0
Do you write commercial property? Things are changing? What about CO-INSURANCE - how do you explain THAT? This class helps cover the basics of valuing properties and the effect of coinsurance.
WHEN DO YOU NEED A CRIME POLICY?	24811	2.0
Why would anyone need crime insurance if they have the Special version of a package? Come to this class to get yourself acquainted with the various crime forms and when would be a good time to sell a Crime form.
WORKERS COMP - THEN AND NOW	7389	2.0
A history of Workers Comp and Federal Laws vs. State. How has the policy evolved? Is it really better than the "other" policy that protects employees?

GAME SHOWS - Fun ways to learn.	COURSE #	CREDIT
THE LIABILITY GAME SHOW	22479	1.0
Brief introduction to Liability and then a competitive style game to reflect your knoweldge.
THE MARINE GAME SHOW	22743	1.0
Brief introduction to Inland and Ocean Marine, and then a competitive style game to reflect your knoweldge.
THE PROPERTY GAME SHOW	22481	1.0
Brief introduction to Property Insurance and then a competitive style game to reflect your knoweldge.
THE WORKERS COMPENSATION GAME SHOW	22483	1.0
Brief introduction to Workers Comp, and then a competitive style game to reflect your knoweldge.
THE INSURANCE GAME - DON’T LET IT BE JEOPARDY!	7385	1.0
Brief introduction to All Lines, and then a competitive style game to reflect your knoweldge.

GENERAL CLASSES	COURSE #	CREDIT
ERRORS AND OMISSIONS YOUR CHOICE PREVENT OR DEFEND	7359	2.0
What can you do to prevent an E&O claim and not have to defend your self. How do we make sure it all gets done? Whose job is all of this anyway? It’s all about procedures, time and documentation.
MS, ADA AND SERVICE DOGS-WHY INSUREDS MUST ALLOW ACCESS	26411	1.0
Individuals with disabilities are an integral part of the workforce The Americans with Disabilities Act (ADA) may require an employer to make reasonable accommodations for employment “Sneaky” diseases are part of the ADA law
MISTAKES HAPPEN IT’S CALLED E & O	18463	2.0
Sometimes stuff happens. This class tells the predominant causes of E&O and has real life examples and the preventative measures that SHOULD have been taken. Class discussion is encouraged.
THE INITIALS BEHIND YOUR NAME	7383	1.0
Of what value is the additional study required to become a CPCU? What is an AIC or an AU? Why do you want the initials behind your name? Because it is a clear sign of a professional insurance person. Learn what is available and where to get the information.
IDENTITY THEFT - IT RUINS YOUR CREDIT SCORE	7369	1.0
What is it and how could it happen to you? What is the prevention measures you need to take? This is the class for people that want to know about identity theft and what to advise clients.
THE MYSTERY OF VIATICALS AND LIFE SETTLEMENTS	84841	3.0
Know the difference between Viaticals and Life Settlements Be familiar with the terminology, history and regulations Know the transaction process, recognize the players and what are the alternatives
WEATHER AND THE WINDS OF CHANGE	22745	1.0
A class on what the Hurricanes have done to the financial side of insurers, and how the TWIA fits into the mix. Also, what the mortgage crisis and the media frenzy it created.

PERSONAL LINES COURSES	COURSE #	CREDIT
BOAT OWNERS INSURANCE - WHO NEEDS IT?	18445	1.0
Why bother if the Homeowners policy will pay? Good review of why a Personal Watercraft policy is needed
HO POLICIES - WHAT’S COVERED? WHAT ABOUT MOLD?	27415	2.0
A review of the current Homeowners policies. Bring yours to see what YOUR policy does. How much mold does YOURS cover?
HOMEOWNERS - WHAT’S IN YOUR POLICY?	1847	2.0
Too many customers leave it up to the agent and then after the loss are not happy campers. Find out what to look for in YOUR policy.
LIFE INS - FITTING IT INTO THE FINANCIAL PUZZLE	18461	2.0
Financial planning needs to include life insurance. Are you relying on what your company provides? Cross sell to your customer base because where are they going to find a better agent than YOU?


TEXAS HO POLICY - EASY AS ABC AND 123	18469	3.0
A comparison of the Texas Homeowners Policies and ISO policies. Learn what enhancement endorsements are good to include and what limitations to watch for.
WHEN DO YOU NEED A CRIME POLICY?	24811	2.0
Why would anyone need crime insurance if they have the Special version of a package? Come to this class to get yourself acquainted with the various crime forms and when would be a good time to sell a Crime form.
WHO PAYS WHEN I DON’T HAVE ENOUGH HO INSURANCE?	7387	2.0
Underinsurance on a HO is NOT a good thing. This discusses limits of a HO policy and the net effect of not having enough and how to avoid being undervalued.
WORKMAN’S COMP - THEN AND NOW	7389	2.0
A history of Workers Comp and Federal Laws vs. State. How has the policy evolved? Is it really better than the “other” policy that protects employees? How do we compare to other states?
WHAT YOU "AUTO" KNOW ABOUT PERSONAL AUTO	8074	2.0
What is in that personal auto policy that you “AUTO” know? This class provides a good analysis of the auto we all need to have. Coverage, ways to save premium and things that can cost you money. A good review for auto CSR’s that have customers asking them questions about their policies. A good class for anyone with an auto policy!