Personal Lines

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Available
Seats Available
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Instruction Hours 16
Topics Personal Lines
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Jan 29, 2020
End Date Jan 31, 2020
Learning Options Traditional Classroom

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Topics Covered: Covered

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

Optional

Des Moines (Seattle), WA
January 29-31, 2020
7:00 AM Registration
Four Points by Sheraton
22406 Pacific Highway S.
Des Moines (Seattle), WA 98198
253-642-0100

This event is being conducted by the PIA of Washington

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

Scott Treen

Bio Detail

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance. Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.