Personal Lines

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$475.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Personal Lines
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Mar 04, 2020
End Date Mar 06, 2020
Learning Options Traditional Classroom

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Topics Covered: Covered

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

Optional

San Diego, CA
March 4-6, 2020
7:30 AM Registration
TBDSAND
UNKNOWN ADDRESS
San Diego, CA 92108
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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

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.

Faculty Name

Monte Giddings

Bio Detail

Monte Giddings is a native-born Jayhawk who graduated with a secondary teaching degree from Kansas University. After teaching for his own previous principal, and coaching every sport possible in his hometown of McPherson, Kansas, he was lured into the insurance business by the promise of sunny afternoons on a golf course. Monte entered the industry as an underwriter for Aetna Life & Casualty before becoming an insurance agent. Crossing over to the national brokerage side, he has since toiled at the bygone Fred S. James, the now extinct Alexander & Alexander, and the long-gone Sedgwick companies, all in Kansas City. He has also been part owner of Gliem & Giddings, LLC. Over the years, Giddings has developed an expertise in providing insurance/risk management services to commercial business with an emphasis in working with school districts and municipalities. In 2007 he sold his business to CBIZ, a multi-disciplinary financial services organization traded on the NYSE. He currently serves as the National Public Entity Practice Leader for CBIZ Insurance Services, Inc.'s and is located in the Kansas City office. Monte loves hard markets, underwriters, and all of his clients. He is the past President of the Independent Insurance Agents of Kansas City. He earned his ARM designation in 1996, received his CIC in 1982, and has been on the National Faculty since 1985. Mr. Giddings is committed to community service as a past Chairman of the Leawood Chamber of Commerce and currently serves on its board.