Life & Health

Seats Available
More Information
Instruction Hours 16
Topics Life & Health
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Oct 19, 2020
End Date Oct 21, 2020
Learning Options Traditional Classroom

Download Agenda

Topics Covered:

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

Waikiki Beach, HI
October 19-21, 2020
7:30 AM Registration
Waikiki Beach, HI 96815

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

LaToya Maddox

Bio Detail

LaToya is a Certified Financial Planner and the Chief Operating Officer at Phoenix Associates Insurance Agency with a focus on strategy and marketing. She has worked with Phoenix Associates, an independent insurance agency located in Marietta, GA, since 1997. She is responsible for finding financial solutions for individual clients and small business owners. She is a graduate of Georgia State University Executive MBA program and has been in the insurance and financial services industry for over 20 years. Her combined knowledge of insurance and her ability to solve complex problems with a deep commitment to support her clients in making decisions that have lifelong implications. Her long-term perspective strengthens financial health and fosters financial independence. She understands the value of looking at a person's entire life situation in order to find solutions to their financial issues. LaToya has the Life/Health and Property/Casualty insurance licenses, series 7 and 65 securities licenses, and holds the Certified Financial Planner designation. Currently, she is a Life/Health instructor at RS Thomas Training Associates and has taught insurance and retirement planning CFP courses at Oglethorpe University in Atlanta, Georgia. She is an active member of the Financial Planning Association of Georgia. Currently serving as the Director of Advocacy.