20260521WBPL Personal Lines Webinar

Description

Zoom Link Day 1: https://us06web.zoom.us/webinar/register/WN_HQ0HAxYZT_yzjyxBMufoVQ

Zoom Link Day 2: https://us06web.zoom.us/webinar/register/WN_aNM7TlaRQ4y57Lm1xbg8sw

In the CIC Personal Lines course, you will focus on the Property Casualty insurance industry, covering topics related to Personal Residential and Personal Auto, including policy coverages, limitations, and exclusions. Through the use of examples of Personal Umbrella or Excess Policies, you will learn how to respond in the event of a loss.  The institute is broken down into three components

Personal Residential Coverages (8 Hours)
Learn how to address homeowners' questions about what types of policies best suit their individual needs. This section provides information about eligibility requirements and different valuation methods for insured property under Homeowners and Dwelling policies. 

Personal Automobile Coverages (6 Hours)
Gain in-depth knowledge of coverage afforded and not afforded by the Personal Auto Policy (PAP), including how to identify "who is an insured" and what is a "covered auto." 

Personal Umbrella/Excess Coverages (2 Hours)
Help your clients understand the similarities and differences between Umbrella Insurance and Excess Liability Insurance, including general provisions and exclusions, and the relationship to primary insurance. Learn how to communicate the importance of Personal Umbrella/Excess Liability coverages to your client, as an integral piece of their personal financial and insurance programs.

Instructors: 

Day 1: Earl Aycock

I obtained my CIC designation in 1982 and am now a member of the national faculty of the National Alliance of Insurance Education and Research which provides designation programs and continuing education for agents countrywide.

It is important to make a difference in the lives of others. By understanding insurance and the exposures faced by our clients, we can help them avoid the financial hardships that face us all.

On a more personal note, I enjoy golfing, skiing and playing the guitar. My biggest and most enjoyable pastime now is following the various activities of my five grandchildren My wife and I enjoy spending time in Orange Beach, AL when time permits. Orange Beach is a beach community on the Gulf of Mexico in southern Alabama

My sister is the executive director of a local nonprofit called Hope Village for Children and we try to support them as much as we can. I also work with our local flood insurance awareness program in Lauderdale County, MS.

Day 2: 

Ross W. Pearce CLU, CHFC, CIC, LUTCF

Ross Pearce began his career in the insurance business in January 1985 with Farmers Insurance. He started as a reserve agent and graduated to career agent status in November of that same year. During his 6+ years as an agent, Ross built a “scratch” agency to approximately 1600 Policies in Force. He qualified for TOPPER CLUB (top 10% of all agents) 6 times. He achieved numerous awards for life and commercial insurance sales. The bulk of his time was spent on Personal Lines policies as approximately 65% of his revenue came from Personal Lines.
In February 1992, Ross moved to eastern Tennessee and started a “scratch” district. He arrived in Tennessee about 3 ½ years after Farmers entered the state. During his tenure there, he built one of the most successful districts in the state. He had 22 agents with approximately 16,000 Policies in Force in 8 years. Twice he qualified for TOPPER CLUB and once for CHAMPIONSHIP (top 1% of all producers). Again, the majority of his focus was on training agents to understand and be able to market, sell and service Personal Lines.
In April 2000 Ross moved over to the company side to continue his work with Farmers. He accepted the position of Life Sales and Marketing Specialist in the state of Iowa. For each of his 3+ years in Iowa, he assisted the agents to grow their Life and Financial Services side of their business. Production increased approximately 20% each year in Life and Financial Services Sales. He was recognized by Farmers in 2003 as the Kansas City Service Center Hutton award winner for achievement in personal insurance education.
Beginning January 2004, Ross worked as a Supervisor & Facilitator at the University of Farmers in Los Angeles, helping new agents, established agents, reserve district managers and district managers, as well as company employees, hone their craft and accomplish their job more easily. He created and delivered training to those attending the University. He developed a “sales system” that was adopted by Farmers as the primary method of training agents. This system proved to be transferable from Personal Lines, to Commercial and Life sales effectively.
Beginning January 2012, Ross left the University of Farmers and took over an existing Farmers agency in Austin, Texas, that had been in business for 28 years. Beginning January 1, 2015 Ross has retired and is devoting time to volunteering and training.
Ross is active in the insurance industry. He is a national faculty member and instructor for the National Alliance and other organizations. He speaks throughout the United States 30+ times each year. Additionally, he has attained the insurance designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Insurance Counselor (CIC), Life Underwriter Training Council Fellow (LUTCF) and Consultative Sales Graduate (CSG). He has been training with IIAT since January 2015.
He has a published book entitled Life Lessons, designed to help multi-line agents write more life and investments. He has been married to his wife Janie for 52 years, has three daughters and six grandchildren.

Click HERE for Agenda 

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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