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 2025 CE Course Schedule

 

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CONTINUING EDUCATION WEB COURSE OVERVIEW

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These courses comply with Pennsylvania's Continuing Education (CE) requirements. Each course is presented using a combination of live personal instruction and a PowerPoint presentation via webinar. Attendees will be able to ask questions to further facilitate the learning process. The live webinar format enables attendees the ability to access traditional face-to-face classroom-type instruction at a safe learning distance. Students who attend the entire CE course will be issued a CE certificate based upon attendance. The following is an overview of the courses offered:

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Business Auto Policy Analysis (#137576) ($29 - 2 CE Credits) - This program will analyze the Business Auto Policy assisting producers and support personnel in its application. Emphasis is placed on understanding the policy language, the use of coverage symbols, application of endorsements and the Pennsylvania Motor Vehicle Financial Responsibility Law. Its advantages and usage in comparison to the Personal Auto Policy will be addressed. A summary overview of the Auto Dealers and Motor Carriers forms will also be addressed. Click here to register for the Business Auto Policy Analysis CE course.

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Health Insurance for Senior Citizens (#137581) ($29 - 2 CE Credits) – This program will address the various methods of providing health care for the senior citizens' market. Emphasis is placed on understanding both the private and public health care options available to senior citizens and their applications. Medicare, Medicare Supplements, Pennsylvania Medical Assistance (Medicaid), Long Term Care Insurance and self-insured alternatives will be reviewed. Click here to register for the Health Insurance for Senior Citizens CE course.

 

Social Security - Survivorship and Retirement Planning Strategies (#137578) ($29 - 2 CE Credits) - This program will analyze Social Security from a coverage and filing strategy perspective. Emphasis will be placed on understanding eligibility, retirement, survivor and disability benefits, and the processes required to file for benefits under the Social Security Act. Personally owned life insurance, disability insurance, retirement plans and their integration with Social Security benefits will also be addressed. Click here to register for the Social Security – Survivorship and Retirement Planning Strategies CE course.

 

Insuring the Small Business (#137584) ($29 - 2 CE Credits) - This program will review the common insurance policies that are used to insure the small business market. Emphasis is placed on identifying the exposures of a small business and understanding the limitations found in the Businessowners Policy with a review of endorsements and other common policy coverages commonly used to meet the needs of the small business market. Click here to register for the Insuring the Small Business CE course.

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Consulting in Retirement (#136560) ($29 - 1 CE Credit) - This program will address Consulting in Retirement offering attendees with ideas to leverage their work experience into retirement income. Emphasis on the consultant’s business structure (self-employed v. W-2 status), income potential, business deduction opportunities, and consulting liability exposures will be analyzed. A review of health insurance planning along with managing mandated required minimum distributions will also be discussed. Click here to register for the Consulting in Retirement CE course.

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Planning for Retirement (#135611) ($29 - 2 CE Credits) - This program will address funding for retirement and health care needs. Emphasis will be placed on understanding the eligibility of Social Security retirement benefits along with both qualified and non-qualified retirement planning sources. Funding statistics, including the costs of delaying contributions along with retirement planning strategies will also be addressed. Click here to register for the Planning for Retirement CE Course.

 

Pennsylvania Annuity Suitability - Best Interest Standard (#134160) ($49 - 4 CE Credits) - This program is the mandatory continuing education course for individuals with the authority to sell annuities in Pennsylvania. It will address annuity principles and concepts, annuity uses, Pennsylvania and Federal taxation, Pennsylvania sales practices including replacement, and annuity suitability best interest requirements as mandated by the Pennsylvania Insurance Department. Emphasis is placed on understanding annuity uses with a focus on promoting consumer suitability based upon Pennsylvania's revised Annuity Suitability Best Interest Standard under Act 99. Click here to register for the Pennsylvania Annuity Suitability - Best Interest Standard CE course.

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Homeowners Policy Analysis (#137577) ($29 - 2 CE Credits) – This program will analyze the Homeowner Policy from a coverage perspective including the most recent revisions to the Homeowners Policy Program. Emphasis will be placed on the application of policy coverages, exclusions, and policy conditions. Eligibility, difference in coverage forms (HO 2 thru HO 8), and common endorsements are reviewed. An analysis of the Homeowners Policy in comparison to the Dwelling Policy will also be addressed. Click here to register for the Homeowner Policy Analysis CE course.

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Insuring the Contractor Exposure (#137579) ($29 - 2 CE Credits) - This program will review the common insurance policies that are used to insure the construction contractor market. Emphasis is placed on identifying these exposures and understanding the limitations found in common commercial policies. A review of endorsements, contractional provisions, and liability transferring methods (additional insured status, indemnifications agreements, etc.) commonly used to meet the needs of the contractor market will be examined. Click here to register for Insuring the Contractor Exposure CE course.

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Insuring the Lease Exposure (#137586) ($29 - 2 CE Credits) - This program will analyze the lease exposure from a coverage perspective. Emphasis is placed on understanding the exposure of renting and/or leasing for both property owners and tenants. Legal liability, hold-harmless and indemnity agreements and their application to common personal and commercial policies are examined. Click here to register for Insuring the Insuring the Lease Exposure CE course.

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Commercial Property Policy Analysis (#137580) ($29 - 2 CE Credits) - This program will analyze the Commercial Property Policy from a coverage perspective. Eligibility, differences in forms (basic, broad, special), and common endorsements are reviewed. An analysis of the Commercial Property Policy in comparison to the Businessowners Policy’s property coverage will be examined illustrating key differences. Click here to register for Insuring the Commercial Property Policy Analysis CE course.

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COURSE INSTRUCTOR

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Dr. George E. Krauss, CPCU, CLU, ChFC, ARM is the instructor. George has authored numerous books on insurance including the Pennsylvania licensing texts Essentials of Property Casualty Insurance and Essentials of Life, Accident and Health Insurance;  annotated analyses of the Homeowners Policy, the Personal Auto Policy and the Dwelling Policy published by the Rough Notes Company and the Businessowners Policy published by the National Underwriter Company. George is a graduate of Robert Morris University completing his master’s and doctoral studies at The Pennsylvania State University. He has been retained in over 300 legal cases involving various aspects of agent/broker practices.

 

REGISTRATION FEE

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Course registration fee for each course is indicated in the course information. Attendees will be e-mailed the PowerPoint presentation used in the CE course.  Digital/tape recording of the course is prohibited. Class may be cancelled if attendance is insufficient. Cancellation by the student must be in writing and received at least 7 days before class.

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Business Auto Policy Analysis (#137576) on January 29 (9:00 am - 11:00 am)

Health Insurance for Senior Citizens (#137581) on January 29 (1:00 pm - 3:00 pm)

Social Security - Survivorship and Retirement Planning Strategies (#137578) on February 26 (1:00 pm - 3:00 pm)

Insuring the Small Business (#137584) on April 2 (9:00 am - 11:00 am)

Consulting in Retirement (#136560) on April 2 (1:00 pm - 2:00 pm)

Planning for Retirement (#135611) on June 6 (1:00 pm - 3:00 pm)

Pennsylvania Annuity Suitability - Best Interest Standard (#134160) on August 2 (1:00 pm - 5:00 pm)

Homeowner Policy Analysis (#137577) on September 17 (9:00 am - 11:00 am)

Insuring the Contractor Exposure (#137579) on September 17 (1:00 pm - 3:00 pm)

Insuring the Lease Exposure (#137586) on October 15 (1:00 pm - 3:00 pm)

Commercial Property Policy Analysis (#137580) on November 19 (1:00 pm - 3:00 pm)

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