Personal Lines - Miscellaneous

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Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Apr 15, 2020
End Date Apr 15, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Lexington, KY
April 15, 2020
7:30 AM Registration
Hyatt Place Lexington
2001 Bryant Road
Lexington, KY 40509
859-296-0091

This event is being conducted by the PIA of Kentucky, Inc.

This course addresses the exposures created by watercraft, recreational vehicles, and business activities often encountered when working with personal lines clients. Prompting your client to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage. You will be better able to design the appropriate coverage for these exposures. The course will also provide an analysis of the important coverage offered through personal umbrella or excess liability policies.

Topics Covered::

  • Watercraft Exposures & Coverages
  • Recreational Vehicles
  • Business Activities of Personal Lines Clients
  • Personal Umbrella/Excess Liability

It is recommended that students taking CISR Personal Lines Miscellaneous have already taken CISR Personal Residential or have a working knowledge of the Homeowners Policy Form.

Faculty

Faculty Name

Richard Goolsby

Bio Detail

Rick Goolsby worked as a principal and producer in Goolsby Insurance Agency in Milford, Ohio (near Cincinnati). He worked in property and casualty sales, and gravitated to life insurance sales, where he built a team of insurance producers. Rick was appointed corporate president and served in that capacity until the agency was sold. Rick's training career started with insurance licensing classes in Ohio and graduated into teaching continuing education courses for insurance agents in Ohio and surrounding states. Rick earned his CIC designation in 1983 and began speaking for the Society of Certified Insurance Counselors in 1991, achieving National Faculty status in 1994.