Life & Health

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Available
Seats Available
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Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Feb 12, 2020
End Date Feb 14, 2020
Learning Options Traditional Classroom

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Topics Covered:

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

Camp Hill, PA
February 12-14, 2020
7:30 AM Registration
Radisson Hotel Harrisburg
1150 Camp Hill Bypass
Camp Hill, PA 17011
717-763-7117

This event is being conducted by the Insurance Agents & Brokers of PA

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

Jerry Rhinehart

Bio Detail

Jerry Rhinehart graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time, he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983, he and his wife opened an independent insurance agency in Tallahassee, Florida. While there he focused primarily on the life, health, and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate Rhinehart & Associates located in Panama City, Florida, where he works with clients concerning life insurance, long-term care, and annuities. Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC designation in 1986, CLU in 1987, ChFC in 1988, and RHU in 1997. He is a Director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as Director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former member of the Board of Governors of the Society of Certified Insurance Counselors (Austin, TX). Since 1986 Jerry has conducted more than 1,500 programs to insurance, CPA, attorney, and Human Resource groups on topics that range from Estate Planning, Long-Term Care, Life Insurance, Annuities, Business Perpetuation, and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, he serves as an expert witness in legal proceedings regarding life and health insurance matters.

Faculty Name

Thomas Sanders

Bio Detail

Tom Sanders has a background in the Insurance Industry that dates back to the late 1970's, where he started in production with a Life and Health Carrier in Iowa, soon after, he worked in training & marketing for the same carrier in Ohio and Michigan. In 1986 Tom purchased a Property and Casualty Agency to complement his Life, Health, and Group clients. In 1994 Tom began instructing for Ohio Insurance Agents as well as with The National Alliance. He was awarded the prestigious Jack V. Hedges Educator of the Year Award by the PIA of Ohio in 1999. He also serves on the National Faculty for CIC & CISR. Currently Tom is President of Sanders Insurance Services Inc. In 2016 Sanders Insurance merged their Property & Casualty book with another Agency in the County. Tom now focuses on Elder Care Planning using Life, LTC and Annuity products.