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Education Calendar

TUE
November
19
8:00 AM - 11:00 AM

Instructor: Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will ...

TUE
November
19
12:00 PM - 3:00 PM

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain ...

WED
November
20
1:00 PM - 2:00 PM

Instructor: David A. Thompson, CPCU, AAI, API, CRIS While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ...

THU
November
21
8:00 AM - 11:00 AM

Instructor: Scott Treen, CIC, CPIA This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they ...

THU
November
21
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN, AAI This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

TUE
December
3
10:00 AM - 11:00 AM

Instructor: Nicole E. Broch, CIC, CISR, PLCS Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses ...

TUE
December
3
12:00 PM - 3:00 PM

Instructor: Nicole E. Broch, CIC, CISR, PLCS Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how ...

THU
December
5
8:00 AM - 11:00 AM

Instructor: David Thompson, CPCU, AAI, API, CRIS After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course ...

THU
December
5
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN, AAI This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

MON
December
9
12:00 PM - 3:00 PM

Instructor: Patrick Wraight, ITP, CIC, CRM, CISR, AU, AINS This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance ...

TUE
December
10
12:00 PM - 3:00 PM

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such ...

THU
December
12
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to ...

THU
December
12
12:00 PM - 3:00 PM

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist ...

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