Life & Health

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$420.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Aug 13, 2019
End Date Sep 03, 2019
Learning Options Online Instructor-Led

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Topics Covered:

  • Life and Annuity Policies
  • Business and Life Concepts
  • Health Insurance and Employee Benefits Concepts

Accommodations not applicable for Online Courses.

Life & Health (LH) Institute
Also Available Online

There are countless opportunities for property and casualty professionals to develop life and health business. This institute will provide the essential background and knowledge for your personal understanding of these important products. It should also instill confidence in you to provide some counseling and guidance to your clients and succeed in this market.

Topics Covered:

  • Life and Annuity Policies
  • Business and Life Concepts
  • Health Insurance and Employee Benefits Concepts

Participants will:

  • Learn the basic characteristics, provisions, and riders found in most life, health, and retirement planning type contracts.
  • Understand the application of these financial products to specific personal and business needs.
  • Learn practical information on how to determine proper coverage for a client and the best product design to fit a specific situation.
     
Faculty

Faculty Name

Cynthia Moyers

Bio Detail

Cindy Moyers is a 41-year veteran of the insurance industry with experience in multi-line insurance sales and service. She has a BS degree in Business Administration and a Masters Degree in Organizational Management. She has been involved in all phases of agency operations including, but not limited to, Employee Benefits Business Development Manager, Agency Operations Manager, Personal Lines Manager, and Automation Workflow Coordinator. She has also been involved in the strategic planning, staff organization, and workflow management in an independent agency. Cindy is a past President of NAIFA Tennessee and currently utilizes her industry experience to provide seminars and instruction to Young Advisors who are members of the National Association of Insurance and Financial Advisors (NAIFA) for the State of Tennessee. She also serves as a motivational speaker to local associations of NAIFA Tennessee. Cindy currently provides individual life and health products, employee benefits, and ancillary products through her agency. Cindy earned her CIC designation in 1999, and her CISR designation in 1995. She also holds the LUTCF and LACP designations. She recognizes education is a lifelong commitment needed to maintain a competitive edge in the insurance and financial service industries. In 2018 Cindy received the honorable distinction of National CIC Faculty.

Faculty Name

Michael Kersgard

Bio Detail

Michael Kersgard is an independent P&C and L&H licensed agent in Texas. He most recently served as the Life and Health Academic Director for The National Alliance for more than 6 years, 2008 to 2014. In addition to being an independent agent, Michael continues to be a National Faculty Member, CISR instructor and Educational Consultant for The National Alliance. During his forty plus years working in the industry, his experience includes Life, Health, and Property & Casualty products in personal lines, commercial lines, and farm/agribusiness. Michael has been involved in a variety of functions including agent, marketing, sales management, and agent training. Through the years he has conducted new agent training schools, continuing education seminars, and license training schools.