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 08, 2020
End Date Apr 10, 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

Maple Grove, MN
April 8-10, 2020
7:30 AM Registration
MIIAB/Austin Mutual Training Center
15490 101st Avenue North
Maple Grove, MN 55369
763-235-6460
Contact MIIAB at 763-235-6460 for overnight accommodations.

This event is being conducted by the Minnesota Independent Insurance Agents & Broker

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

Jerry Rhinehart

Bio Detail

Jerry Rhinehart graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time, he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983, he and his wife opened an independent insurance agency in Tallahassee, Florida. While there he focused primarily on the life, health, and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate Rhinehart & Associates located in Panama City, Florida, where he works with clients concerning life insurance, long-term care, and annuities. Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC designation in 1986, CLU in 1987, ChFC in 1988, and RHU in 1997. He is a Director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as Director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former member of the Board of Governors of the Society of Certified Insurance Counselors (Austin, TX). Since 1986 Jerry has conducted more than 1,500 programs to insurance, CPA, attorney, and Human Resource groups on topics that range from Estate Planning, Long-Term Care, Life Insurance, Annuities, Business Perpetuation, and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, he serves as an expert witness in legal proceedings regarding life and health insurance matters.

Faculty Name

Charles Matejowsky

Bio Detail

Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June 1982, as a personal and commercial lines producer. Since March 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients. Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities. Matejowsky is a 33-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIFA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. He earned his CIC designation in 1986 and has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States. He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years. Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.