Continuing Education
Give us your feedback on how we can improve continuing education programs for TAHU members by answering the questions in our CE Survey.
July 2009
To be announced.
CE Register Online
August 2009
Self-Funded Health Plans: A Short Course (1 Credit Hours)
When: August 11, 2009, 9:00 AM to 10:00 AM
Where: United Healthcare, Cary NC
Presented by: Thomas E. Snell, JD, CLU, ChFC, RHU, REBC, Benefit Edge of the Carolinas, Inc.
In this course, you will:
- Describe the differences between self-funded and fully-insured plans.
- Describe the benefits to the employer of self-funded plans.
- Define key terms used in self-funded plans.
- Describe how claims are paid in self-funded plans.
Trends and Changes in Group LTD (2 Credit Hours)
When: August 11, 2009, 10:00 AM to 12:00 AM
Where: United Healthcare, Cary NC
Presented by: Dean Holmes, Rogers Benefit Group
In this course, you will:
- Identify early trends in Long Term Disability
- Review enhancements contained in LTD contracts
- Review cost containment limitations in contracts
- Review taxation and deducibility issues with disability plans
- Compare the advantages and disadvantages of executive medical reimbursement plans
CE Register Online
September 2009
Long Term Care (2 Credit Hours)
When: September 11, 2009, 1:30 AM to 3:30 AM
Where: Brier Creek Country Club
Presented by: Barclay G. Sisk, Vice President of 1st Altlantic Bank
CE Register Online
October 2009
Common E & O Claims Scenarios and 20 things to know about your E & O coverage (3 Credits) - Brown Law LLP
When: October 13, 2009, 1:30 AM to 4:30 AM
Where: Brier Creek Country Club
CE Register Online
November 2009
Compliance and Ethics (3 Credit Hours)
When: November 10, 2009, 1:15 pm to 4:15 pm
Where: Brier Creek Country Club
CE Course Number:
CE Credits: 3
This course will educate the producer on the role of ethics in the insurance industry and the agency, federal and state regulations, and reputable carrier practices. The course will also cover current trends facing the industry including the importance of documentation, privacy and issues surrounding contingent compensation
CE Register Online
December 2009
To be announced.
CE Register Online
January 2010
Transitioning Your Clients to Consumer Driven Health Plans
When: January 26th, 2010 Registration begins at 9:00 A.M. Class from 9:30 to 11:30.
Where: Raleigh Hampton Inn 3621 Spring Forest Road, Raleigh, NC 27616 (map)
Presenter: Steven Jackson - PrimeFlex
Contact: Ronnie Roach rroach@primepay.com Mobile: 919-628-2899
Topics Discussed:
- Effects of proposed legislation on Consumer Driven Health Plans
- Employer Discussions about CDHPs
- Engaging Solutions - HRAs, FSAs and HSAs
- Movement of Change - Three Year Plan for Transition
- Combining Plans - The do's and don'ts of combining CDHPs
- Employer Best Practices for Communicating Benefit Changes
With the rapidly increasing premiums and proposed changes on the horizon, there has never been a better time to consider alternatives to traditional health plans. If you would like to attend, please fill out the online registration form. If you cannot attend but would like to sign up for future events, please add your contact information and we will notify you of upcoming classes.
Register
February 2010
Compliance and Ethics (3 Credit Hours)
When: February 10, 2010, 1:15 pm to 4:15 pm
Where: Brier Creek Country Club
CE Course Number:
CE Credits: 3
This course will educate the producer on the role of ethics in the insurance industry and the agency, federal and state regulations, and reputable carrier practices. The course will also cover current trends facing the industry including the importance of documentation, privacy and issues surrounding contingent compensation
CE Register Online
March 2010
HSA Course by First Horizon
CE Register Online
April 2010
CE Register Online
NCAHU 21st Annual Symposium & Exposition
When: April 12 - 14, 2010
Where: Benton Convention Center, Winston-Salem NC
CE Credits:12
Register at NCSymposium.ORG
May 2010
CE Register Online
June 2010
North Carolina Requirements for Continuing Education
In North Carolina, beginning January 1, 2010, 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
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