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 15, 2020
End Date Apr 17, 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

Lincoln, NE
April 15-17, 2020
7:30 AM Registration
Marriott Courtyard Lincoln Downtown
808 R Street
Lincoln, NE 68508
402-904-4800

This event is being conducted by the PIA of Nebraska/Iowa

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

Dennis Stone

Bio Detail

Dennis Stone has over 34-years experience in the insurance profession as Company Manager and Independent Agency Owner/Manager. He holds a Business Administration degree from the University of Oklahoma and has continued his professional education by earning the designation of Chartered Property and Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), and Certified Insurance Counselor (CIC). The entrepreneurial spirit in Dennis has led him on a very interesting career path. Obtaining his license at age 20, he gained experience and insight in life insurance sales and service. Upon graduation from the University of Oklahoma, he began in a management position with a major life insurance company and continued his career by successfully forming and managing an Oklahoma life insurance company. He then started an independent multi-line insurance agency from scratch, purchased three property casualty agencies during the next seven years, and then branched out to create a full service travel agency. He presently enjoys his position as a seminar speaker and continuing education provider across the country. Dennis is a member of the National Faculty for the Society of Certified Insurance Counselors. He conducts educational seminars nationwide on topics ranging from agency management, E&O, agency valuation and enhancement, human resource management, and policy coverage.

Faculty Name

Stanley Tucker

Bio Detail

Cole Tucker is the President of Tucker-Franklin Insurance Group, Inc. in Mechanicsville, Virginia. He was an agent with Virginia Farm Bureau before opening Tucker-Franklin in 1998. He received his Life Underwriter Training Council Fellowship (LUTCF) designation in 1997, the Certified Insurance Counselor (CIC) designation in 2002 and the Certified Risk Manager (CRM) designation in 2009. He has a degree in English Literature from George Mason University and a degree in Chemistry from the University of Richmond. He has moderated courses for the Life Underwriting Training Council and for the Richmond Association of Life Underwriters. Cole is an instructor for the National Alliance and teaches Certified Insurance Service Representative (CISR) classes in personal lines, life and health insurance and risk management. He is also a Life and Health CIC instructor. He is involved with the Professional Insurance Agents Association (PIA) of Virginia and DC in many capacities, currently as the chair of the Education Committee and a Board Member for PIA Insurance Services. He is a past president of the PIA of Virginia and DC. Cole was recognized in June of 2013 as the PIA Virginia Agent of the Year and in March of 2014 as the National PIA Agent of the Year. He was featured in the June 2014 issue of National Underwriter magazine.