Life & Health

image
Available
Seats Available
More Information
Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Jan 29, 2020
End Date Jan 31, 2020
Learning Options Traditional Classroom

Download Agenda

Register
Topics Covered:

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

Cambridge, MA
January 29-31, 2020
7:30 AM Registration
Royal Sonesta
40 Edwin Land Boulevard
Cambridge, MA 02142
617-806-4200

This event is being conducted by the Massachusetts Association of Insurance Agents

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

Kent Anthony

Bio Detail

Kent E. Anthony has been President of First Group Insurance of Sterling, Kansas since 1981. He began his insurance career in 1977 as an agent with Kansas Farm Bureau Insurance. Kent has a degree in Business Administration from Northwestern Oklahoma State University and has been a CIC since 1985. Kent is also a Certified Financial Planner licensee, as well as having the Chartered Mutual Fund Counselor and the Registered Financial Consultant designations. In 1985 under Kent's management, First Group Insurance was honored by Allied Life for being their company's top life insurance producing property and casualty agency for the year. In 1992 the Kansas PIA awarded First Group Insurance their "Agency of the Year" award for a class two size agency. Kent was also named the Kansas "Agent of Merit" award winner for 2005 by the Kansas Insurance Associations 1752 club. In 2011 Kent was awarded the Kansas Outstanding Agent of the Year award by the Kansas Association of Independent Agents. Kent has served on the board of directors for the Kansas Association of Insurance Agents and chaired their Technical Affairs committee as well as their Education committee. He also is a past board member for the Associate Board of Professional Review for The Certified Financial Planner Board of Standards. Currently, Kent has been appointed by the Kansas Insurance Commissioner to serve on the Kansas Automobile Assigned Claims Board of Governors and the Kansas Automobile Insurance Plan Board of Governors. Kent served for 6 years as a board member, and chair for three years on the National Technical Affairs Committee for the Independent Insurance Agents and Brokers of America. Professionally, Kent has also been a contributing expert in magazine articles for Mutual Fund Magazine, The Journal for Financial Planning, Financial Planning Magazine, and Bloomberg Wealth Manager dealing with commercial insurance, annuities, and mutual fund topics. In addition to being on the National Faculty teaching CIC and CISR courses, Kent also teaches the Best Practices E&O class and does expert witness work.

Faculty Name

John Bennett

Bio Detail

John Bennett began his insurance career in June 1977, as an assistant controller with Allstate Insurance Company in Roanoke, Virginia, immediately after graduating from Virginia Tech with a B.S. degree in mathematics. After 9 years in various management assignments with Allstate, John opened the John Bennett Insurance Agency in Leesburg, Virginia in March 1986. While 85% of his agency has been built in personal lines, John has consistently been a top life insurance producer for Allstate in each of his 27 years. He has also been a top producer in the Allstate brokerage business, focusing on retirement planning. In February 2012, John sold his insurance agency in order to focus full time on the retirement planning/financial planning needs of his clients as a financial advisor with Merrill Lynch. John obtained his CPCU designation in 1984, and his CIC designation in 1994, and is currently working towards his Certified Financial Planner designation. John and his wife, Marsha, live in Leesburg Virginia.