Personal Lines - Miscellaneous

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$172.00
Available
Seats Available
More Information
Instruction Hours 7
Topics Personal Lines - Miscellaneous
Programs Certified Insurance Service Representatives (CISR)
Start Date Jun 17, 2020
End Date Jun 17, 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.

Carlsbad, NM
June 17, 2020
7:30 AM Registration
TBD
UNKNOWN ADDRESS
Carlsbad, NM 88220
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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

Daniel Fink

Bio Detail

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In 2013 he moved from the agency to the company side and has served as Territorial Manager for UCA General Insurance & Pacific Excess. UCA is a program manager for Commercial Property and Liability Packages including Restaurants, Hotels, Condo Associations, and Shopping Centers After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family and most of his creative writing turned into writing of insurance coverages. He learned insurance from the ground up and helped to grow the family agency eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own commercial lines agency for a time and then joined a larger Arizona agency. Since 2004, Daniel has been teaching classes for The National Alliance and state associations including the CIC and CISR programs. He has also spoken at convention and trade associations on insurance coverages, risk management, and insurance topics In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona and prior to that served on the its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona. Daniel has been active in teaching, sports, drama, writing, and playing with his grandson. He also likes to attend and work in his local church and working with children including AZ foster kids. His loves include his three children: Andrea (33), Sarah (30), and DJ (27), and his grandson Avery (8). Daniel just married his love and fellow adventurer Dina on Christmas Eve 2015. And with her, they now have 6 grandchildren which they thoroughly enjoy.