These valuable digital resources detail emerging insurance trends, highlights, and distinguished industry professionals. Since 1993 Resources Magazine
Resources Magazine is the official publication of the National Alliance Research Academy. Published three times a year it is an exclusive benefit for National Alliance designation dues payers. Below is a sample issue from Spring 2020…. More has been a valuable membership benefit and is enjoyed by risk & insurance professionals nationwide.
The National Alliance for Insurance Education & Research CISR High School Program Exam Success
Austin, TX – January 12, 2021 – The National Alliance for Insurance Education & Research received recognition on local Lansing news station FOX News 47 for the Certified Insurance
Homeowners’ Endorsements– the Details Make the Difference
By: Jerry Kennedy, CIC Properly covering an insured’s home is no simple task. Often, when a client is buying a new home, they’re too busy to take
Is It Covered? The Lack of Coverage for COVID-19 Under Standard Business Income and Extra Expense Coverage Forms
By: Paul Burkett, J.D., CPCU, CIC, CRM, ARM, ALCM Across the country, agencies and their clients are concerned about coverage under standard BusinessIncludes trade, profession, or occupation.
Fiduciary Liability Insurance: Under-loved and Under-utilized
By Richard (Dick) G. Clarke, CIC, CPCU, RPLU As insurance products go, fiduciary liability insurance is not old—the first policies emerged in 1975, following the passage of
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insured really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health insurance? In these difficult times, people are
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employee benefits field. It was the day Internal Revenue Code 401(k) went into effect,
The Privilege of Proximity–A Deep Dive Into Subrogation
Paul Martin, CPCU, Director of Academic Content One of the real pleasures of working with The National Alliance for Insurance Education & Research is being around so many
Protecting and Insuring Wine Collections
By Neil Kaplan, J.D., DipWSET, AAA It was wildfire season in California. Fires were raging through the hills, threatening lives and property. One wine lover’s last act
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the risk management and insurance industry. During a recent interview, Josh was asked
What is Actual Cash Value?
David Walker, CIC, CRM, ARM, AAI, LIC, discusses this important definition; most think it is replacement cost minus depreciation, but this answer may be just the default response due to a lack of knowledge.
The History of Rough Notes Magazine
In this Resources webinar, President & CEO, Walter J. Gdowski, uncovers the unique history behind the insurance industry’s most recognized publication, Rough Notes Magazine. Rough Notes Magazine began in the late 1800’s and is considered the
New Mexico Nominee Named 2020 National Outstanding CSR of the Year
Austin, TX October 13, 2020 – Judi Vaughn, CIC, CISR, Account Manager for Kysar Leavitt Insurance AgencyA relationship, express or implied, wherein one party (principal) delegates authority to another person
Alex Factor, UACRM– A Student Success Story
Alex A. Factor, UACRM recently graduated from Florida State University (FSU) in Tallahassee with a Bachelor of Sciences Degree in RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses.... More ManagementProcess of managing uncertainty of exposures
The National Alliance for Insurance Education & Research Releases Insuring Healthcare Providers Course
This course is part of the PROFocus SeriesNational Alliance PROFocus SeriesNational Alliance PROFocus Series courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible for update credit! PROFocus Series Courses—available in both classroom and instructor-led online formats—deliver high-level insurance and risk education for ALL industry, insurance, and risk management practitioners. These specialty courses are designed to build your industry-specific business and increase your income.... More courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible
The Power of Female Insurance Producers
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director Joan E. Sansing, CIC, ARM, AAI- Faculty- Dynamics of SellingThe Dynamics of SellingThe Dynamics of Selling Series is a multi-day insurance specific sales training course. Designed and taught by leading, insurance sales professionals who are active in the industry. The series takes the sales process, sales management, and agency/company relations to a new level. While many generic sales programs are available, Dynamics of Selling remains the only “insurance specific” sales training in... Series is a multi-day insurance specific
Are You Insuring A Pandemic Pod?
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director The pandemic is lasting longer than we ever thought, and we’re all looking for new ways to solve
New to the Insurance Industry? What’s the Next Step?
In this interview Mitch Dunford speaks with Paul Gaglioti, CIC, President of Diversified RiskUncertainty that may be either positive or negative arising from a given set of
The Top Three Reasons Your New Salesperson is Struggling
By Carletta Clyatt, The Omnia Group, Inc. Whether talented salespeople are born or made remains a topic of debate, with the answer undoubtedly lying somewhere between nature
What’s That Sound? Could It Be Opportunity Knocking?
By Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC About 10,000 baby boomers (76.4 million people born from 1946–1964) turn 65 every day in the United States,
Refuting Myths and Misconceptions About Residential Water Damage: Inform and Encourage Clients to Adopt a Mitigation Mindset
By Anne Martin As a high-net-worth personal lines risk manager who specializes in water damage mitigation, I speak to homeowners frequently about the peril of water. Although
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agency are at a transition point. Maybe you’ve reached a fork in the road or need to respond to an action you can’t control.
What Got Us Here Won’t Get Us There: An Insurance Agency’s Roadmap to a Thriving Future
By Laura Sherman, CPRM, CAPI As we insurance agency professionals make plans for the future, the saying “what got us here won’t get us there” comes to
Article: Are You Asking the Right COVID-19 Questions for Your Clients?
We are living in unprecedented times. COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for
Creating a Culture of High Performance
By Carletta Clyatt With the pending arrival of Spring, many of us are inspired to contemplate new beginnings, fresh starts, and improved ways of being. Individual goals
Mind the Millennial Gap
By Kelly Surles, CIC, CPRM, CISR, ACSR As one of the cities that is consistently on lists of the best places to live, or work, in the
Top 5 Things Every CSR Should Do
Customer Service Representatives are the backbone of the independent insurance agency. They must possess a multitude of skills to juggle tasks, stay informed and foster relationships. Every
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agency to more leads, promote consumer trust and heighten engagement with your target audience. Sounds pretty good, doesn’t it? In this Nat
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agency challenges as the industry continues to face a shortage of qualified candidates intending to pursue a long-term
Aviation Insurance: Kobe Crash & Out of Control Claims
Last month’s tragic helicopter crash that killed NBA star Kobe Bryant, his daughter and seven others is putting aviation coverage on many insurance professionals’ minds right now,
