Give us your feedback on how we can improve continuing education programs for TAHU members by answering the questions in our CE Survey.
July 2011
No CE Scheduled
CE Register Online
August 2011
Long Term Partnership Training (8 credit hours)
When: Thursday, August 11, 2011, 8:00 AM to 4:00 PM
Where: United Healthcare, Cary NC
On July 8, 2011, Senate Bill 1193 was signed by Governor Bev Perdue which implemented the Long Term Care Partnership Program (LTCP). As a result, several new agent requirements to market and sell NC LTC Partnership policies were issued. In an effort to provide agents with all NC LTC Partnership resources, Capitol Financial Solutions (CFS), LTC Connection and TAHU have teamed together to aid producers in completing these additional requirements.
Event Flyer (PDF)To register email Dan Conrad
dconrad@capfs.com
September 2011
No CE Scheduled
CE Register Online
October 2011
No CE Scheduled
CE Register Online
November 2011
Luncheon CE - Advantages of Selling Voluntary Benefits
This one hour CE will explain the advantages of selling Voluntary Benefits in the marketplace. Learn about what products are available to sell and what strategies and resources are available to enroll them. Emphasis is on the increasing cost of health insurance to both companies and employees and how Voluntary benefits can be a valuable benefit to employees. CE credit is free to members. Regular luncheon prices do apply.
CE Register Online
December 2011
No CE Scheduled
CE Register Online
January 2012
No CE Scheduled
CE Register Online
February 2012
No CE Scheduled
CE Register Online
March 2012
No CE Scheduled
CE Register Online
April 2012
No CE Scheduled
CE Register Online
NCAHU 23nd Annual Symposium & Exposition
When: April 16 - 18, 2012
Where: Benton Convention Center, Winston-Salem NC
CE Credits:12
Register at
NCSymposium.ORG
May 2012
No CE Scheduled
CE Register Online
June 2012
No CE Scheduled
CE Register Online
North Carolina Requirements for Continuing Education
In North Carolina, beginning January 1, 2012, all major line licensees and adjusters must complete 24 credit hours of insurance CE within a biennial compliance period (every 2 years). There are now requirements for ethics and flood CE.
For more detailed information go to the following Department of Insurance websites:
NC DOI Agent Services Division - Legislative Changes Resources for Resident Agents and Adjusters
NC DOI Agent Services Division - Continuing Education Requirements
Training for Designations
Instead of taking standalone continuing education credit courses, licensees may take courses leading to an insurance designation. Below is a list of many of the typical designations:
These designees are exempt from NC's 40-hour prelicensing education:
CEBS - Certified Employee Benefits Specialist
FIC - Fraternal Insurance Counselor
LUTC - Life Underwriter Training Council - Graduate
CFP - Certified Financial Planner
These designees are exempt from NC's licensing exam:
LUTCF - Life Underwriter Training Council Fellow
ChFC - Chartered Financial Consultant
FLMI - Fellow Life Management Institute
CLU - Chartered Life Underwriter
Training for these designations, as well as many others, can be obtained from a variety of institutions. Descriptions of the designations and requirements for training can be found at the institutions' websites:
The American College offers the following programs
CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
CLF - Chartered Leadership Fellow
MSFS - Master of Science in Financial Services
LUTCF - Life Underwriters Training Council Fellow
Center for Senior Studies offers training for
CCS - Certified Senior Specialist
LTCIS - Long Term Care Insurance Strategist
Health Insurance Association of America provides training for
HIA - Health Insurance Associate
MHP - Managed Healthcare Professional
HCAFA - Health Care Anti-Fraud Associate
LTCP - Long-Term Care Professional
DIA - Disability Income Associate
HIPAAA - HIPAA Associate
HIPAAP - HIPAA Professional
HCSA - Healthcare Customer Service Associate
MMA - Medical Management Associate
CSA - Certified Senior Advisor
DHP - Disability Healthcare Professional
EHP - Eldercare Health Professional
Insurance Achievement offers training for
CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
CPCU - Chartered Property Casualty Underwriter
ARM - Associate in Risk Management
AIC - Associate in Claims
NASD - National Association of Securities Dealers
InsuranceStudy.com now has courses available for North Carolina. They offer a low-cost on-line curriculum that allows you to instantly select state-approved training for fulfilling your continuing education license requirements.
The National Underwriter Company offers continuing education for the following designations
CFP - Certified Financial Planner
CPCU - Chartered Property & Casualty Underwriter
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
Society of Certified Senior Advisors offers the following
CSA - Certified Senior Advisor
NAHU has arranged discounts with many of these organizations. For details, check NAHU's Education web page:
NAHU's Education Page
TAHU Members' Designations
Many of our members have made the extra effort to fulfill the requirements for insurance industry designations. Please consider adding your name to this list.
Kenneth Adams, CHC, RHU
Stuart Allen, HIA, MHP
Robert Andrews, CLU, ChFC
William Chappell, CEBS
William Comer, CLU, REBC
Samuel Corey, Jr., CLU, FLMI
Denise Cox, CEBS
David Crump, RHU, REBC, RFC
John Deyton, CLU
Nancy Dosher, CLU
Nancy Driscoll, CEBS
Wilson Driver, Jr., RHU, LUTCF
Gregory Farrell, CEBS
Nancy Gibson, HIA, MHP
Carol Gordon, CLTC, CSA, LTCP
Michele Gregory, MHP, RHU, REBC
Teresa Gutierrez, LUTCF
John Henson, Jr., LUTCF, REBC, RHU
Charles Kennedy, Jr., LUTCF
Rufus Langley, CLU, RHU, ChFC
Wayne Malone, RHU
Don McDuffie, CIC, CPCU
Larry Morris, MAAA
Kay Nunnery, MHP, PAHM
C. Bernard Obie, CHC
Virginia Prince, FLMI
John Sipp, CLU, ChFC, LUTCF, RHU
David Smith, JD
Laura Strickland, MBA, RFC
Allison Tolksdorf, RHU
Kathleen Valentine, FLMI
Michael Waters, CEBS
James Winborne, Sr., LUTCF
