Professional Training Schedule - iabforme.com

1 2019. Professional Training Schedule COVERAGE TRENDS: ALL. ALLNEW. NETOPICS. W TOPICS. Gig Economy Protection for Leadership Construction Contractors Cannabis, Firearms, Virtual REGISTER NOW. Currencies, Drones, 3-D Printing Before classes sell out TABLE OF CONTENTS. IA&B Education & Events Staff 4. The Education Team - Consultants & Faculty 5. Welcome! IA&B Member Benefits 7. Thank you for choosing Insurance Agents & Brokers (IA&B) to meet your Professional Training Certified Insurance Counselors (CIC) Designation Program 8-9. needs. We want you to thrive, not just survive. We believe in providing high-quality education, so you can advance your career, increase your earning potential, and secure your future in this James K. Ruble Graduate Seminars 10-11. changing industry. Certified Insurance Service Representatives (CISR) Designation Program 12-15. Our Education & Events team has designed a Training Schedule to meet every career stage and learning style.

2 Plus, they lined up expert trainers, quality venues and easy-to-follow course William T. Hold Seminars 16. materials. Sales & Marketing Training - CPIA Insurance Success Seminars 17. If you're just getting to know IA&B, you'll find that we take the same approach across the board. We're committed to supporting our independent agents by providing: Licensing Exam Preparations 18. Legal and compliance expertise and resources Licensing Self-Study Packages 19. Industry news and analysis through a weekly e-newsletter and monthly magazine Political and regulatory advocacy All New Topics: Coverage Trends 20-23. Access to top-quality insurance coverage through established carriers Networking opportunities through Professional Training and events On-Demand E- Training Bottom line: We want you and your agency to succeed. And we welcome you to connect with Introductory & Skills Training 24. us on social media (Facebook, LinkedIn and Twitter) and visit If you are not a member and would like more information, check out our website or contact VP Membership Quoting, Writing & Servicing 25.

3 Tim Wonder at 800-998-9644, ext. 351 or Live CE Webinars 25. Onward and upward, E&O Risk Management Training 26. IA&B Conferences & Events 27. Jason F. Ernest, Esq. President & CEO. Commitment to the Future Insurance Agents & Brokers Career & Training Paths 28. I P: 800-998-9644, ext. 415. IA&B Scholarships 29. Trainings at Your Business 30. Registration Form 31. 2 | 800-998-9644 | 800-998-9644 3. THE EDUCATION TEAM - CONSULTANTS & FACULTY. WHAT SETS US EDUCATION CONSULTANTS. 2018 AWARD WINNER. Award-Winning Education D I A M O N D L E V E L. Expert Trainers Daniel Jerry M. Milton Clem J. Wandrisco Jr. Jay Williams CIC, CPCU, CSRM CIC CPCU, ARM, AIC, AAI CIC, CRM, AAI, ACSR, Quality Venues CRIS, MLIS, AIP. FACULTY. Easy-to-Follow Course Materials Best. Staff. Ever. Kevin Amrhein Jim Back Bettye D. Buffington Linda A. McCann CIC CIC, CPIA CIC, CRM, CPCU, AAI, ARM, CPIA CPCU, AAI, CPIW. Kevin joins us from Florida Jim has taught CISR and CPIA B ettye teaches CIC, CISR, L inda has over 25 years experience where he runs his own insurance courses for IA&B for over Dynamics of Service, and working in the insurance industry.

4 Education school. Kevin teaches 10 years. He also serves as a topical seminars for IA&B. She She is the President of Bay Shore in the CIC and CISR programs. This faculty member of CPIA and is a national faculty member of Insurance Inc., located in Salisbury, year, he will also be presenting the Society of CISR. the Societies of CIC and CISR. MD. Linda teaches numerous some of our Other Coverage continuing education programs for courses and live webinars. IA&B and serves on the Maryland Government Relations Committee. IA&B EDUCATION & EVENTS STAFF. Jess McWilliams Alane Fagan Blair Aylward Susan Zvorsky, CISR Elite Bob Rembecki Tom Sanders Scott Treen Betsy J. Tribendis Education Senior Director Events Manager Events Manager Events Manager CIC, CRM, CPCU, ARM CIC, CPIA CIC AAI, CIC, CPIW, GRI. AlaneF@ B ob has been an insurance T om has over 40 years of S cott is President of Treen B etsy teaches various programs P: 800-998-9644, ext.

5 503 P: 800-998-9644, ext. 512 P: 800-998-9644, ext. 510 P: 800-998-9644, ext. 206 instructor in the mid-Atlantic experience in insurance and Insurance Agency in Jefferson, including pre-licensing education, region for 30 years. He teaches teaches Life & Health topics in OH. He teaches CIC and CISR E&O prevention, CISR, and insurance CISR and CPIA programs for IA&B CIC, James K. Ruble Graduate programs. coverage topics for IA&B. and is a member of the National Seminars, and pre-licensing Alliance National Faculty. courses. 4 | 800-998-9644 | 800-998-9644 5. SHOPPING YOUR E&O? NOT A MEMBER? JOIN IA&B NOW FOR THESE MEMBER-ONLY BENEFITS. There is still time. RECEIVE DISCOUNTS ON IA&B Training . We can look into programs The insurance industry requires you to be a lifelong learner. That's why IA&B designed a Training Schedule to meet every career stage and learning style. We offer classroom settings and online trainings.

6 We've also lined up expert trainers, quality venues, and comprehensive that could provide better value. course materials. And coffee! Lots of coffee! CARRIER APPOINTMENTS & LEGAL COMPLIANCE. David Wertz, CPIA. Insurance Placement Specialist When you become a member, think of our staff as your staff. You'll have access to 800-998-9644, ext. 506 specialists, Claire and Don. They love insurance, know their stuff, and are driven to help agents succeed. You'll be able to save time (and frustration) by contacting them. Claire Pantaloni, CIC, CISR Don Bankus Advocacy Vice President Legal & Corporate Affairs Director E&O COVERAGE. Want to check out coverage options? Talk to Kevin or David. They will find programs that offer you the best value. IA&B Service Group works with reputable, established carriers to find you top-quality coverage. They can help with E&O, data breach Affordable counseling solutions for insurance agencies.

7 Insurance, and much more. As a wholly-owned subsidiary of Insurance Agents & Brokers, we offer services to Kevin Hord, CIC, CPCU, ACLS, MBA David Wertz help agencies remain compliant with state and federal regulations. Questions or Insurance Agency Sr. Director Insurance Placement Specialist ready to get started? Contact Claire or Don today. Claire Pantaloni, CIC, CISR Don Bankus 800-998-9644, ext. 604 800-998-9644, ext. 603 Get Started Today. Contact Tim Wonder, VP - Membership. 800-998-9644, ext. 351. 6 | 800-998-9644 | 800-998-9644 7. CERTIFIED INSURANCE COUNSELOR (CIC) CERTIFIED INSURANCE COUNSELOR (CIC). DESIGNATION PROGRAM DESIGNATION PROGRAM. Develop your edge and standout in the crowd. INFORMATION EARNING THE DESIGNATION INSURANCE COMPANY. As a CIC designee, you will differentiate yourself DAYS ONE & TWO REGISTRATION: 7:00 AM. To earn the CIC designation, you must complete five institutes and pass each exam within five OPERATIONS.

8 Calendar years following the year you pass the first exam. Institutes may be taken in any order. from the competition by knowing innovative SEMINAR: 8:00 AM - 5:00 PM TOPICS. C ER T I F I ED I N S U RA NC E C O UNS ELO R (C I C ) DES I GNATI ON PROGR AM. CE RT IFI ED INSURA NC E C O UNS ELO R (C I C ) DES I GNAT I ON PROGR A M. ways to maximize coverage for your clients. DAY THREE (EXAM DAY) EXAM: 8:30 AM - 10:30 AM RETAINING THE DESIGNATION Executive Planning Mandatory if earning the CIC designation. CIC designees must attend one of the following programs annually for update credit: Actuarial Practices & Accounting Product Development SC H E D UL The CIC curriculum expands YOUR INVESTMENT: MEMBER/NON-MEMBER: $440 Any one CIC institute (no exam required). Agency/Policyholder Services W E S TI M E James K. Ruble Graduate Seminars *. V your personal and commercial Underwriting E. NE. A INCLUDES: CLASS & COURSE MATERIALS.

9 Lines knowledge beyond the PROF ocus Series Claims S. CIC NOW basics, helping you learn special COFFEE BREAKS. Any Certified Risk Managers (CRM) course UPCOMING DATES & LOCATIONS. ONLY. LY. coverage types and the ability to CONTINUING EDUCATION FEES. D AY. DAYS Available online at ON. detect hidden exposures. * You must be a dues-paid member of the Society to register. HR. EE E XAM CE INFORMATION. T. AVAILABLE ONLINE. Submitted for 16 credits in PA, MD, & DE. All CIC Institutes are available online. Visit for more information. AGENCY MANAGEMENT COMMERCIAL CASUALTY COMMERCIAL MULTILINE COMMERCIAL PROPERTY LIFE & HEALTH PERSONAL LINES. TOPICS TOPICS TOPICS TOPICS TOPICS TOPICS. Strategic Planning Commercial General Liability Commercial Inland Marine Concepts & Coverage Forms & Endorsements Life Insurance Annuity Concepts and Personal Residential Coverages Concepts & Coverage Coverages Causes of Loss Forms & Planning Techniques Talent Acquisition & Development Personal Automobile Coverages Additional Insured Concepts & Crime Coverages & Endorsements Endorsements Business Appilcations of Life Client Acquisition & Development Personal Umbrella/Excess Coverages Endorsements Cyber Exposures & Coverage Time Element Coverages & Insurance Technology Utilization Employment Practices Liability Endorsements Retirement Planning Business Automobile Coverages &.

10 Ethical Responsibility Insurance Endorsements Health Insurance Programs Excess Liability / Commercial Umbrella Workers Compensation & Employers Coverages Liability UPCOMING DATES & LOCATIONS UPCOMING DATES & LOCATIONS UPCOMING DATES & LOCATIONS UPCOMING DATES & LOCATIONS UPCOMING DATES & LOCATIONS UPCOMING DATES & LOCATIONS. February 20 - 22 Harrisburg, PA March 27 - 29 Wilmington, DE May 8 - 10 Pikesville, MD March 4-6 Erie, PA October 7-9 Erie, PA April 3 - 5 Macungie, PA. June 26 - 28 Lancaster, PA July 31 - August 2 King of Prussia, PA July 24 - 26 Cranberry Twp, PA May 13-15 Erie, PA. September 9 - 11 Camp Hill, PA August 26-28 Erie, PA December 3 - 5 King of Prussia, PA November 18 - 20 Ellicott City, MD. CE INFORMATION CE INFORMATION CE INFORMATION CE INFORMATION CE INFORMATION CE INFORMATION. Submitted for 16 credits in PA, MD, & DE. Submitted for 16 credits in PA, MD, & DE. Submitted for 16 credits in PA, MD, & DE.