Course curriculum

    1. Welcome to the Course

    1. Learning Objectives

    2. Lesson 1.1 — Florida’s Insurance Regulatory Structure

    3. Lesson 1.2 — Chief Financial Officer and Department of Financial Services

    4. Lesson 1.3 — Office of Insurance Regulation and Office of Financial Regulation

    5. Lesson 1.4 — Agent Appointments and Maintaining Licensing Authority

    6. Lesson 1.5 — Contact Information and Communication With DFS

    7. Lesson 1.6 — Florida Insurance Agency Licensing

    8. Lesson 1.7 — Transfer, Surrender, Termination, and Status of a License

    9. Lesson 1.8 — Grounds for Refusal, Suspension, Revocation, and Other Discipline

    10. Lesson 1.9 — Licensed and Unlicensed Personnel

    11. Lesson 1.10 — Advertising, Recordkeeping, and the Florida Guaranty Association

    12. Chapter 1 — Lesson Summary

    13. Chapter 1 Quiz

    1. Learning Objectives

    2. Lesson 2.1 — Understanding Florida Insurance Law Changes

    3. Lesson 2.2 — Current Florida Life Insurance Law Updates

    4. Lesson 2.3 — Current Florida Annuity Law and Regulatory Updates

    5. Lesson 2.4 — Pertinent Federal Law Affecting Life and Annuity Professionals

    6. Lesson 2.5 — Applying New Laws and Regulatory Updates in Practice

    7. Chapter 2 — Lesson Summary

    8. Chapter 2 Quiz

    1. Learning Objectives

    2. Lesson 3.1 — Florida’s Insurance Ethics Framework

    3. Lesson 3.2 — Professional Responsibilities of Florida Insurance Agents

    4. Lesson 3.3 — Ethical Marketing and Advertising

    5. Lesson 3.4 — Understanding Life Insurance Products Before Recommending Them

    6. Lesson 3.5 — Annuity Products and Consumer Needs

    7. Lesson 3.6 — Annuity Suitability and Best-Interest Responsibilities

    8. Lesson 3.7 — Life Insurance and Annuity Replacement Ethics

    9. Lesson 3.8 — Misrepresentation, False Advertising, and Defamation

    10. Lesson 3.9 — Twisting, Churning, Sliding, Coercion, and Rebating

    11. Lesson 3.10 — Other Unfair or Deceptive Insurance Practices

    12. Chapter 3 — Lesson Summary

    13. Chapter 3 Quiz

    1. Learning Objectives

    2. Lesson 4.1 — Florida Insurance Investigations and Enforcement

    3. Lesson 4.2 — Recent Violations and Enforcement Actions

    4. Lesson 4.3 — Unauthorized Insurance Products and Entities

    5. Lesson 4.3 — Unauthorized Insurance Products and Entities

    6. Lesson 4.4 — Insurance Fraud, Financial Exploitation, and Emerging Consumer Risks

    7. Lesson 4.5 — Emerging Life and Annuity Terminology and Industry Trends

    8. Chapter 4 — Lesson Summary

    9. Chapter 4 Quiz

    1. Practice Exam Instructions

    2. Practice Exam (Optional)

    3. Final Exam Instructions

    4. Final Exam (Required)

About this course

  • $19.99
  • 48 lessons

Stay Current. Stay Compliant. Protect Your Clients.

Complete your Florida 5-214 Law and Ethics Update online with practical, current guidance for life and annuity professionals.

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