Ruble Graduate Seminar

image
$445.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Ruble Graduate Seminar
Programs James K. Ruble Seminars
Start Date Sep 17, 2020
End Date Sep 18, 2020
Learning Options Traditional Classroom

Download Agenda

Register
Topics Covered:

  • Varied educational choices which may include ethics, advanced property and casualty topics, marketing, sales, sales management, and life & benefits subjects.

  • Practical options that examine real-life examples and complex exposure issues.

Burbank, CA
September 17-18, 2020
7:30 AM Registration
TBDBUR
UNKNOWN ADDRESS
Burbank, CA 91501
-

Graduate Seminars feature a variety of advanced topic selections along with real-life applications for the material. Use what you learn here to explain to your clients some of the exposures they may face and the most effective methods for remedying them.

Topics Covered:

  • Varied educational choices which may include ethics, advanced property and casualty topics, marketing, sales, sales management, and life & benefits subjects.

  • Practical options that examine real-life examples and complex exposure issues.

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.

Faculty Name

Keith Wilts

Bio Detail

Keith Wilts is President of Professional Training Associates, Inc. (PTA), a national education management and training company, whose focus is the development and delivery of live web-based education programs. With over 38 years of experience involving production and consulting activities on both personal and commercial accounts, Keith presents more than 100 webinars and seminars annually. Keith is a member of the National Faculty for the Society of Certified Insurance Counselors (CIC), teaching at the CIC institutes and James K. Ruble Graduate Seminars. In addition, he serves as an educational consultant for the Society of CIC and the Missouri Association of Insurance Agents. Keith previously served as Director of Education for the Independent Insurance Agents of Kentucky. He also was a member of the National Education Committee and the National ACSR Exam Review Committee for the Independent Insurance Agents of America, the License Administration Committee for the Kentucky Department of Insurance, and as education chairperson for the Kentucky Chapter of CPCU.

Faculty Name

Catherine Trischan*

Bio Detail

Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a National Faculty member of The National Alliance, speaking in both the CIC and CISR programs. She is a regular presenter for the Professional Insurance Agents (PIA) and other organizations and has taught both pre-licensing and continuing education courses. Cathy has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU. She earned her CIC designation in 1993 and her CRM designation in 2004.