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** Cancelled ** 20230914WBLHE Life & Health Essentials Web

September 14, 2023 8:00 AM - 4:15 PM (PDT)

Description

Valid 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
  • Medicare

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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GoTo Webinar system  requirements and Compatibility Check:  http://bit.ly/3ZuXdk0


Ross Pearce

CIC, CLU, ChFC, LUTCF 

Ross began his career in the insurance business as an agent in 1985 in Santa Maria, California with Farmers Insurance. After seven successful years, he moved to East Tennessee as a District Manager. He was recruited by Farmers to become an employee moving to Iowa as the Life and Financial Services Manager for the state. When the University of Farmers began, he was tapped to lead the training division and helped develop this university into the number one corporate university in the world in 2011. Ross left corporate life in 2012 and took over an agency in Austin, Texas. In 2015 he retired and has been devoting time to training agents and volunteer activities.  Ross earned his Certified Insurance Counselors designation in 1999 and is a National Faculty member for The National Alliance, teaching at the CIC Life and Health and Personal Lines Institutes. In addition to his CIC designation, Ross has also earned the insurance designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Consultative Sales Graduate (CSG).

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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