Personal Lines

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$434.00
Available
Seats Available
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Instruction Hours 16
Topics Personal Lines
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Nov 06, 2019
End Date Nov 08, 2019
Learning Options Traditional Classroom

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Topics Covered: Covered

  • Personal Residential Coverages*
  • Personal Automobile Coverages*
  • Personal Umbrella/Excess Coverages*

Optional

San Antonio, TX
November 6-8, 2019
7:30 AM Registration
La Quinta Inn & Suites San Antonio Medical Ctr
4431 Horizon Hill Blvd
San Antonio, TX 78229
210-525-8090
A hotel guest room block was not secured for this meeting.

Personal Lines (PL) Institute

In order to provide Personal Lines clients with the advice and protection they need, an understanding of the essential coverages provided by Homeowners, Personal Auto, and Personal Umbrella/Excess policies is necessary. As state-specific changes are included for the state in which the Institute is conducted, you will understand how state-specific changes revise coverage for your Personal Lines client.


Mandatory Topics Covered: Covered

  • Personal Residential Coverages*
  • Personal Automobile Coverages*
  • Personal Umbrella/Excess Coverages*

Optional

Faculty

Faculty Name

Ross Pearce

Bio Detail

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. In April of 2017 Ross accepted a position as Director of Coaching with Contract Coach, a firm comprised of experienced insurance agents and managers whose goal is to help agency's re-shape their business, so that the agency owners can achieve their individual personal goals. 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).

Faculty Name

Samuel Bennett

Bio Detail

Sam Bennett is an active retail producer, presenter, and shareholder in Harrison Agency, Inc. of Columbia, MO. He began his insurance career in 1987 and has been an Independent Insurance Agent from the beginning. He has worked with individuals, families, and small businesses his entire career. In this capacity, he has worked in the personal lines, commercial lines, agribusiness and life and health marketplaces. As a result of working with many types of clients, many carriers, and many coverage needs, Sam has grown to understand and appreciate the important ways an insurance professional must work with markets and clients in today's insurance world. Sam obtained his Certified Insurance Counselor (CIC) designation in 1996. He has taught coursework for the National Alliance in their CISR program since 2000, has presented in their CIC program since 2004, and in 2009 became a National Faculty Member of the Society of CIC. Sam is also a National Faculty Member in the Agribusiness and Farm Insurance Specialist (AFIS) program and is a speaker in the AIMS Society's Certified Professional Insurance Agent (CPIA) program and IRMI's Construction Risk Insurance Specialist (CRIS) program. He has been called upon to offer insurance education in conferences and symposiums across the country over the past twenty years and has provided services to several law firms in the capacity of expert consultant.