Life & Health Essentials

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$192.00
Available
Seats Available
More Information
Instruction Hours 7
Topics Life & Health Essentials
Programs Certified Insurance Service Representatives (CISR)
Start Date Mar 24, 2020
End Date Mar 24, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Introduction to Life Insurance
  • Term and Permanent Life Insurance
  • Common Characteristics of Life Insurance Policies
  • Health Care Policies
  • Federal Regulation and Consumer Driven Health Plans
  • Medicare
          San Antonio, TX
          March 24, 2020
          7:30 AM Registration
          TBDSAN
          UNKNOWN ADDRESS
          San Antonio, TX 78201
          -

          This course will help build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses.

          Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.

          Topics Covered::

          • Introduction to Life Insurance
          • Term and Permanent Life Insurance
          • Common Characteristics of Life Insurance Policies
          • Health Care Policies
          • Federal Regulation and Consumer Driven Health Plans
          • Medicare
                  Faculty

                  Faculty Name

                  Jeffrey Evans

                  Bio Detail

                  Jeff Evans is the President of UR Risk, LLC and a consultant with Securance Corporation Agency, an independent full-service agency located in Houston, Texas. He also serves on the Legislative Committee for the Independent Insurance Agents of Houston. Prior to joining Securance, Jeff worked in various sales, sales management, and operations management roles, developing a unique perspective of the insurance business covering sales, marketing, product development, administration, underwriting, reinsurance, and overall operations. During his time on the wholesale side of the business Jeff taught classes on long term care insurance, Medicare products, non-subscription programs, group and individual medical plans, Section 125 plans and regulatory compliance, helping brokers learn new products, how to sell them, and how to serve their clients. He also served on the advisory boards of various carriers. Jeff earned a B.A. in Finance from the University of Texas at Austin and his USMC in 1991. He later earned his LTCP designation in 2002, Certified Self-Funded Specialist designation in 2014, Advanced Self-Funded Certification in 2017, and his CRM Designation in 2017.