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 18, 2020
End Date Mar 20, 2020
Learning Options Traditional Classroom

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Topics Covered: Covered

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

Optional

Baton Rouge, LA
March 18-20, 2020
7:30 AM Registration
Embassy Suites Baton Rouge
4914 Constitution Avenue
Baton Rouge, LA 70808
225-924-6566
Single 133 Cutoff 01/10/2020
Double 133 Cutoff 01/10/2020
Parking is complimentary.

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

Elizabeth Rise

Bio Detail

Elizabeth Rise began her insurance career in 1975 as an agent for the Burd and Rise Insurance Agency of Halstad, MN. Elizabeth and her husband, Harlan, owned and managed the agency until their retirement at the end of 2008. She is a member of the National Faculty of The National Alliance, instructing at numerous CIC institutes, CISR courses, and Dynamics of Service courses around the country. Elizabeth has served as president of the Board of Governors of the Society of Certified Insurance Service Representatives (CISR). She holds a Bachelor of Arts degree in Business Administration from Mayville State University, Mayville, ND. Liz received her CIC designation in 1977. Elizabeth and Harlan reside in Melbourne Beach, FL, and Miltona, MN. The couple has two daughters and Elizabeth is active in her church and community organizations.

Faculty Name

Roger Clark

Bio Detail

Rocky Clark is the Owner of the Clark Insurance Agency, providing personal and commercial insurance and risk management services in Texas and Colorado for a varied client base located across the United States. For fifteen years he has been involved in the insurance industry, training staff and consulting for agency owners in addition to operating an independent agency. The opportunity to share his experience and knowledge of the insurance industry with others is a privilege, which he hopes will produce valuable and immediate results for professionals in the "trenches" of business today. Rocky has provided training to hundreds of CSRs on topics ranging from Health products to agency best practices. He has specialized in Life Insurance and p/c policy coverages. Many agency managers and owners, from well renowned companies, have drastically improved productivity due to Rocky's working consultations. His training and strategies have increased some successful agencies' life and health production by 400%. One carrier ranked him personally in the top 1% nationally for sales. He has also presented at Texas State University (TSU) on sales and business plan development topics. Rocky is a family man and recognized community leader participating in many local organizations including Habitat for Humanity, Rotary International, Boy Scouts of America, and Texas PTA. He has or is currently serving in leadership or board positions for these organizations, in addition to giving public speeches and training presentations on a variety of topics including strategic planning, safety, proactive management, whole organization marketing, citizenship, and leadership. Rocky began public speaking in college as the founding CEO of the business organization SIFE where his multimedia presentation team placed fourth internationally and he also educated thousands of people about free enterprise and business acumen. He was a charter member of the Beta Gamma Sigma International Honor Society, frequented the Dean's List graduating Cum Laude, and also earned the Student Leadership award for the entire Texas State University (TSU). There he earned a B.B.A. in Marketing Management and later a M.B.A. specializing in Entrepreneurship.