New Mexico Courses

The objective of this course is to compare the old with some of the new, with a view that the health insurance market place is and has been under constant change. The future of the industry is under constant change and it serves the producer well to understand the old as well as the current types of products and their histories.

Knowing where we have been perhaps will help us understand where we are going in the health insurance field.

Seven (7) Credit Hours-Health

Applies to: Life & Health - 7 credits, Life & Health + Property & Casualty - 7 credits

One-time training must be completed prior to selling annuity products

Effective October 1st, 2022, licensees who sell annuity products will need to complete an annuity course covering the NAIC Best Interest Standards.

Licensees who have not completed an annuity course must take the 4-hour annuity best interests course prior to selling annuities.

This course satisfies the 4-hour Best Interest annuity requirement.

This course is ClearCert Approved. 4 Hour Annuity Best Interest

Applies to: Life & Health - 4 credits, Life & Health + Property & Casualty - 4 credits, Annuity Best Interest 4 hour - 4 credits

This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.

Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.

11 Credit Hours - Life

Applies to: Life & Health - 11 credits, Life & Health + Property & Casualty - 11 credits

In this 10 hour course we will review some of the fundamental concepts of life insurance. We will cover how to advise clients on amount of life insurance needed, the types of life insurance policies available today, and the common required policy provisions and exclusions. This course also explores the suitability issues for seniors when purchasing annuities, as well as various laws pertaining to these sales

3 Hours of Ethics / 7 Hours of General Credits

Applies to: Life & Health - 10 credits, Property & Casualty - 10 credits, Life & Health + Property & Casualty - 10 credits, Ethics - 3 credits

This course provides three hours of C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the state to mandate these course offerings for continuing education.

Goals: With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.

Three credit hours Ethics. (Classroom Equivalent)

Applies to: Life & Health - 3 credits, Property & Casualty - 3 credits, Life & Health + Property & Casualty - 3 credits, Ethics - 3 credits

In this course, we will describe the basic mechanics of white-collar crime and how it affects the financial services industry.
In addition, we will also provide answers for the most common questions you may encounter from your clients about white-collar crimes.
You will read some interesting and important case studies to bring this topic to life. We will offer details on how you can help clients, prospects and colleagues recognize and avoid white-collar crimes.


12 Credit Hours - General

Applies to: Life & Health - 12 credits, Property & Casualty - 12 credits, Life & Health + Property & Casualty - 12 credits