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 Apr 01, 2020
End Date Apr 03, 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

Springfield, IL
April 1-3, 2020
7:30 AM Registration
IIA of Illinois Office
4360 Wabash Avenue
Springfield, IL 62711
217-793-6660
Contact IIA of Illinois at 800-628-436 for overnight accommodations.

This event is being conducted by the IIA of Illinois

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

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.

Faculty Name

Victor Puleo

Bio Detail

Dr. Victor Puleo is the Davey Chair of Risk Management and Insurance in the Lacy School of Business at Butler University, Indianapolis, IN. He earned a doctorate degree in risk management and insurance at Florida State University. Dr. Puleo has articles published in the Journal of Insurance Issues, Risk Management and Insurance Review, Managerial Finance, and Best's Review. The Davey Risk Management and Insurance Program at Butler University equips students with a variety of experiential education - including two required for-credit internships. Butler University's College of Business is the top-ranked business school in the country for internships according to Bloomberg Businessweek's rankings. Highlights of the Davey Risk Management and Insurance Program include the first-of-its-kind student-run captive insurance company, lifelong career mentors, two required for-credit internships, student attendance at national and regional industry events, classroom case studies, and an elite chapter of Gamma Iota Sigma - the international collegiate insurance, risk management and actuarial student fraternity. Dr. Puleo is a Certified Insurance Counselor (CIC) and Certified Financial Planner ™ Certificant. He is an Educational Consultant (1994) and National Faculty Member (2008) for the Society of Certified Insurance Counselors. Dr. Puleo is a member of the Board of Directors and Chair of The National Alliance Research Academy. Prior to being named the Davey Chair of Risk Management and Insurance, Dr. Puleo was an Associate Professor of Insurance and Risk Management at the University of Central Arkansas (UCA), Conway, AR. The insurance and risk management undergraduate degree program at UCA is nationally ranked. Students from UCA were the first in the country to be conferred the University Associate Certified Insurance Counselor (UACIC) designation. The UACIC designation was created to give college students pursuing an insurance and risk management undergraduate degree the opportunity to attain a new level of professionalism through advanced practical education while in college. This designation is a program of the National Alliance Research Academy.