Personal Lines - Miscellaneous

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Available
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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Jan 28, 2020
End Date Jan 28, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Phoenix, AZ
January 28, 2020
7:15 AM Registration
ITEC Classroom
333 E. Flower St.
Phoenix, AZ 85012
602-956-1851

This event is being conducted by the IIA & Brokers of Arizona, Inc.

This course addresses the exposures created by watercraft, recreational vehicles, and business activities often encountered when working with personal lines clients. Prompting your client to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage. You will be better able to design the appropriate coverage for these exposures. The course will also provide an analysis of the important coverage offered through personal umbrella or excess liability policies.

Topics Covered::

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Faculty

Faculty Name

Jacqueline Wanta

Bio Detail

Jackie Wanta has over 40 years of experience in the insurance industry and is currently a Commercial Construction Account Manager for a multi-line insurance brokerage in Phoenix. Jackie graduated with a Bachelor of Science in Business Administration from the University of Wisconsin - Stevens Point. She received her Chartered Property and Casualty Underwriter designation, and Certified Insurance Counselor designation in 1989, her Associate in Risk Management designation in 1996, and the Construction Risk Insurance Specialist designation in 2008. She is a Past President of the Independent Insurance Agents and Brokers of Arizona, and currently serves as Education Committee Chair. Jackie is an instructor for the Commercial and Personal lines seminars for the Certified Insurance Service Representative designation, in addition to the "Licensing Plus" course, the Association's licensing preparatory classes.