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Broker Continuing Education Services

ALL NEW YORK health and life insurance brokers and agents must complete 15 credits of Continuing Education (CE) during each two year licensing period. All courses must be completed through a Provider Organization (Provider) approved by the New York State Insurance Department.

Qualification Requirements for an Approved New York State Insurance Department Educator

There are only five types of organizations that can be approved by the New York State Insurance Department’s Continuing Education Program provide Continuing Education courses to insurance agents, brokers and consultants:

  • Degree conferring college, university or proprietary school,
  • New York authorized insurance company,
  • Licensees’ Association,
  • Trade Association or
  • Institution satisfactory to the Superintendent

As an institution satisfactory to the Superintendent, CCG professionals teach the following CE subjects to brokers:

Health Subjects:

  • Health Insurance Portability Act and Amendments
  • Flexible Spending / Cafeteria Plans / Mass Transit
  • Health Savings Accounts (HSA) and MSA’s
  • Health Reimbursement Account (HRA) and Patient Directed Healthcare (PDHC)
  • Utilization Review/Large Case Management
  • Prescription Drug Plans (PBM’s)
  • Stop Loss
  • Subrogation
  • Electronic Data Interchange
  • New York Health Care Reform Act
  • VEBA Administration
  • Medicare Crossover
  • Employee Assistance Programs
  • Vision Care
  • Disease Management
  • Current Developments

Pension Subjects:

  • ERISA Reporting & Disclosure
  • ERISA Fiduciary Standards
  • Qualified Plan Testing & Compliance
  • Simples vs. Safe Harbors
  • Choosing the Right Plan For Your Client
  • 401(k) and (m) Plans
  • Cross-Tested and Age-Weighted Profit Sharing Plans
  • Section 457 Plans
  • Section 412i and 419 Plans
  • PEO’s and MERP’s (Professional Employee Organizations and Multiple Employer Retirement Plans)
  • Defined Benefit and Defined Contribution Plans after EGTRRA
  • Annuities and Other Distribution Options
  • Current Developments

Financial Planning Subjects:

  • 529 Plans
  • Life Insurance – types, uses
  • Annuities – deferred, variable, equity indexed
  • Non – Qualified deferred comp
  • Executive Carve-Out
  • Executive Bonus
  • Buy-Sell agreements – types & uses
  • Wills & Trusts
  • Life Insurance & Estate Taxes
  • Irrevocable Life Insurance Trusts (ILITs)
  • Credit Shelter Trusts
  • QTIP Trusts
  • Installment
  • Private annuities
  • Personal residence GRIT
  • Long Term Care Insurance
  • Current Developments

Investment Subjects:

  • Separately Managed Accounts
  • Registered Investment Advisors/ Portfolio Management
  • ERISA/ Due Diligence
  • Mutual Funds
  • Self-Directed Accounts
  • Individual Investments
  • Investment Strategies
  • Current Developments