Personal Lines

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$440.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Personal Lines
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Mar 10, 2020
End Date Mar 12, 2020
Learning Options Traditional Classroom

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Topics Covered: Covered

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

Optional

Sioux Falls, SD
March 10-12, 2020
7:30 AM Registration
TBD
UNKNOWN ADDRESS
Sioux Falls, SD 57101
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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

Mark Palinkas

Bio Detail

Mark Palinkas is a Commercial Underwriter & Marketing Representative with Oswego County Mutual Insurance Company of Parish, New York. Mark received his Certified Insurance Counselor designation in 1995, and obtained his Certificate in General Insurance in 1991. Mark continues to maintain a valid New York State insurance broker's license and has been an active instructor for CISR programs and CIC institutes since 2001 and is also an Educational Consultant for CIC institutes conducted in Connecticut. Mark currently resides in Hastings, New York.

Faculty Name

Alan Fuhrhop

Bio Detail

Alan Fuhrhop, Manager of AOK Insurance and Financial Services, LLC, has owned and operated a multi-line insurance agency, serving the insurance and financial needs of families and small businesses since 1983, focusing on personal lines, small commercial/business-owners, both personal and business life, and financial products driven by relationships through client education, multi-line sales, and customer services. He is a CIC Faculty member for The National Alliance. In July of 2017, Alan sold his agency and retired from the day to day activity of managing multiple agency offices as a principle agent, primarily as an exclusive and choice agency with Nationwide Insurance, Alan continues his insurance industry experience as a consultant for agency management and the processes and procedures needed in a successful agency. He also teaches insurance pre-licensing classes as well as continuing education classes. Most recently Alan became a licensed real estate licensee and Realtor, focused on building sales relationships and teaching real estate pre-licensing. Prior to owning/operating his own agency, Alan was a life sales agent for his family's personal life insurance agency, representing Franklin Life. He also was an Agency Sales Manager for National Farmers Union Insurance Company, recruiting and training independent and captive agents and an Agency Manager for Nationwide Insurance Company, recruiting and training exclusive agents and their agencies in business management, sales, service and product knowledge.

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.