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20240724WBLHE Life & Health Essentials Webinar

July 24, 2024 8:00 AM - 4:00 PM (PDT)

Description

Valid for 7 CE in all 50 States

Life & Health Essentials

While the Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency! This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial well-being of your clients’ families and businesses. Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.

Topics:

Introduction to Life Insurance
Term and Permanent Life Insurance
Common Characteristics of Life Insurance Concepts
Healthcare Policies
Federal Regulation and Consumer-Driven Health Plans

State CE credit is approved in all states. To determine specific credits for your state, go to the CE Guide. at https://www.scic.com/ce-by-state/

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Scott Treen CIC, CPIA

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999.

Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.

Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.

Time

8 am-3:45 pm Exam available online – instructions provided

Pricing

Webinar Class Fee $161

CISR Webinar Cancellation Policy: Cancellations received within 10 business days of the course will incur a $35 ($126 refund) non-transferable fee. There will be no refund if the participant is a “no-show”. ALL CANCELLATIONS MUST BE IN WRITING. IF CLASS HAS NOT BEEN PAID FOR, AND IS CANCELED 10 DAYS OUT FROM CLASS, THE FEE STILL APPLIES.

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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 EXT 115
Email: mykalbourn@piawest.com

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20240724WBLHE Life & Health Essentials Webinar

July 24, 2024 8:00 AM - 4:00 PM (PDT)

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20240724WBLHE Life & Health Essentials Webinar

July 24, 2024 8:00 AM - 4:00 PM (PDT)

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