Life & Health

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$420.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Jun 02, 2020
End Date Jun 11, 2020
Learning Options Online Instructor-Led

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Topics Covered:

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

Accommodations not applicable for Online Courses.

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

Kent Anthony

Bio Detail

Kent E. Anthony has been President of First Group Insurance of Sterling, Kansas since 1981. He began his insurance career in 1977 as an agent with Kansas Farm Bureau Insurance. Kent has a degree in Business Administration from Northwestern Oklahoma State University and has been a CIC since 1985. Kent is also a Certified Financial Planner licensee, as well as having the Chartered Mutual Fund Counselor and the Registered Financial Consultant designations. In 1985 under Kent's management, First Group Insurance was honored by Allied Life for being their company's top life insurance producing property and casualty agency for the year. In 1992 the Kansas PIA awarded First Group Insurance their "Agency of the Year" award for a class two size agency. Kent was also named the Kansas "Agent of Merit" award winner for 2005 by the Kansas Insurance Associations 1752 club. In 2011 Kent was awarded the Kansas Outstanding Agent of the Year award by the Kansas Association of Independent Agents. Kent has served on the board of directors for the Kansas Association of Insurance Agents and chaired their Technical Affairs committee as well as their Education committee. He also is a past board member for the Associate Board of Professional Review for The Certified Financial Planner Board of Standards. Currently, Kent has been appointed by the Kansas Insurance Commissioner to serve on the Kansas Automobile Assigned Claims Board of Governors and the Kansas Automobile Insurance Plan Board of Governors. Kent served for 6 years as a board member, and chair for three years on the National Technical Affairs Committee for the Independent Insurance Agents and Brokers of America. Professionally, Kent has also been a contributing expert in magazine articles for Mutual Fund Magazine, The Journal for Financial Planning, Financial Planning Magazine, and Bloomberg Wealth Manager dealing with commercial insurance, annuities, and mutual fund topics. In addition to being on the National Faculty teaching CIC and CISR courses, Kent also teaches the Best Practices E&O class and does expert witness work.

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.