• Life, Accident & Health 40 Hour Class

    Price range: $350.00 through $557.95

    Life, Accident & Health Live 40 hour Class

    Pre-Licensing Option:

    40 Hour Live Instruction Class - Our gold standard, results driven package! The 40 Hour Live Instruction Class is our most comprehensive pre-licensing option to thoroughly  prepare students to sell life, accident and health insurance in the state of Ohio.  Morton-Barber Learning Center offers several different training options to complete this course and to get certified in Ohio. Continuing Education (24 CE) is available to those who come to class already with  a State of Ohio Property & Casualty license  and who complete all 40 hours of the Life & Health course. An additional fee is required for this service.

    State Exam Details:

    • Duration: 150 Minutes
    • 150 Questions, with 5 additional Experimental
    • State Exam Cost: $49.00
    • Passing Score: 70%

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  • Life Only 20 Hour Class

    Price range: $300.00 through $407.95

    Life Insurance Only Pre-licensing Class (20 Hours)

     

    Pre-Licensing Option:

    20 Hour Live Instruction Class - Our gold standard, results driven package! The 20 Hour Live Instruction Class is our most comprehensive pre-licensing option to thoroughly  prepare students to sell life insurance in the state of Ohio.  Morton-Barber Learning Center offers several different training options to complete this course and to get certified in Ohio. Continuing Education (24 CE) is available to those who come to class already with  a State of Ohio Property & Casualty license  and who complete all 20 hours of the Life & Health course. An additional fee is required for this service. Class Only Price: $300.00 Additional options: Background Check (Fingerprinting): $85.00 Class will be held Monday-Wednesday 8:00am-5:00pm

    *Morton-Barber is approved for Life, Accident & Health courses by OH and IN*

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  • FINRA Top-Off Combo Packages

    Price range: $550.00 through $1,172.95

    FINRA Top-Off Combo Packages

    Securities Industry Essentials (SIE) Exam The Securities Industry Essentials (SIE or Essentials) Exam is a FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate’s knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices. FINRA Series 6 Top-Off – Investment Company and Variable Contracts Products Representative Examination The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable contract products representative, including sales of mutual funds and variable annuities. The FINRA Series 6 Top-Off securities license is required for Registered Reps to sell Mutual Funds, Variable Life Insurance and Variable Annuities. NASAA Series 63 – Uniform Securities Agent State Law Examination The NASAA Series 63 is a securities license entitling the holder to solicit orders for any type of security in a particular state.  Securities agents must acquire the Series 63 license, in addition to a Series 7 or Series 6 license, to sell securities. FINRA Series 7 Top-Off – General Securities Representative Examination The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities. The FINRA Series 7 examination is required for a securities representative to sell corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.  

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  • Continuing Education (CE) Class

    Price range: $50.00 through $325.00

    Continuing Education (CE) Class

    One Event. Multiple Credits. Maximum Convenience.

      At Morton-Barber Learning Center, we believe continuing education should be simple, efficient, and valuable. That's why we've expanded our offerings beyond traditional insurance CE to include continuing education credits for a variety of professional designations! Our Continuing Education Events provide a convenient, one-stop solution for financial and insurance professionals looking to fulfill multiple continuing education requirements in a single, engaging, instructor-led experience. In addition to insurance continuing education, Morton-Barber Learning Center offers approved courses for the following professional designations and credentialing organizations:
    • Certified Exit Planning Advisor (CEPA)
    • Investment & Wealth Institute (IWI): CIMA®, RMA®, and CPWA®
    • Investment Adviser Representative (IAR) Continuing Education
    • The American College of Financial Services: CLU®, ChFC®, RICP®, CLF®, CASL®, CAP®, ChSNC®, FSCP®, WMCP®, and TPCP®
    One Event. More Credit Opportunities. Whether you're maintaining your insurance license, fulfilling professional designation requirements, or both, Morton-Barber Learning Center makes it easier to stay on track with your continuing education goals! *Morton-Barber Learning Center maintains applicable provider and course approvals to offer continuing education credits for the organizations and designations listed above. Credit eligibility, reporting procedures, and certificate availability vary by course, designation, and governing organization. Please contact our team to confirm the credits available for your specific requirements.*

    How to check your License/Expiration Date & CE Transcript

    To view the expiration date/transcript of your license:
    1. Open https://nipr.com/licensing-center/continuing-education-transcriptsinsurance.ohio.gov
    2. Select “Your Resident State”
    3. Follow “Follow the prompts to ”
    4. Search for your information by entering your name or your National Producer Number or your Agent’s License number.
      1. For best results, enter 1 of these items, but not all 3. 
    5. Retrieve your license information Save and Print your CE transcript.

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