Life & Health

Seats Available
More Information
Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date May 13, 2020
End Date May 15, 2020
Learning Options Traditional Classroom

Download Agenda

Topics Covered:

  • Life and Annuity Policies
  • Business and Life Concepts
  • Health Insurance and Employee Benefits Concepts

Houston, TX
May 13-15, 2020
7:30 AM Registration
Houston, TX 77042

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 Name

Cynthia Moyers

Bio Detail

Cindy Moyers is a 41-year veteran of the insurance industry with experience in multi-line insurance sales and service. She has a BS degree in Business Administration and a Masters Degree in Organizational Management. She has been involved in all phases of agency operations including, but not limited to, Employee Benefits Business Development Manager, Agency Operations Manager, Personal Lines Manager, and Automation Workflow Coordinator. She has also been involved in the strategic planning, staff organization, and workflow management in an independent agency. Cindy is a past President of NAIFA Tennessee and currently utilizes her industry experience to provide seminars and instruction to Young Advisors who are members of the National Association of Insurance and Financial Advisors (NAIFA) for the State of Tennessee. She also serves as a motivational speaker to local associations of NAIFA Tennessee. Cindy currently provides individual life and health products, employee benefits, and ancillary products through her agency. Cindy earned her CIC designation in 1999, and her CISR designation in 1995. She also holds the LUTCF and LACP designations. She recognizes education is a lifelong commitment needed to maintain a competitive edge in the insurance and financial service industries. In 2018 Cindy received the honorable distinction of National CIC 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.