Independent Insurance Agents of Connecticut 2015 Professional Development Opportunities

Transcription

1 30 Jordan Lane,, CT Date Hours Course Location Credits August 26 Sept. 8 Sept. 8 Sept. 10 Sept. 17 Sept. 21 Sept. 23 Oct. 7 Oct. 14 Oct. 15 Oct. 22 Oct. 23 Oct. 28 Oct. 29 Nov. 2 Nov. 2 Nov. 3 Nov. 4 Nov. 5 Nov. 19 Dec. 3 11:40 am 11:40 am 11:40 am 12:40 pm 2:50 pm 11:40 am 11:40 am 12:40 pm 3:00 am 1:30 pm Each Day Financial Planning Seminar Ron Lesieur, CLU, CIC Personal Lines Pre-Licensing Course Class Meets: Sept. 8, 15, 22 & 29 Property & Casualty Pre-Licensing Course Class Meets: Sept. 8, 15, 22, 29, Oct. 6, 13, Oct. 20 & 27 Green Insurance Fundamentals Bill Haggerty, CPCU, ARM Annuity Basics Ron Lesieur, CLU, CIC Life & Health Pre-Licensing Course Ron Lesieur, CLU, CIC Class Meets: Sept. 21, 24, 28, Oct. 1, 5 & 8 AAI 83B - Insurance Production Environment, Agency / Company Relations Joe Blumberg, CPCU E&O Loss Control Techniques Christopher Weldon, Esq. & James Keidel, Esq. Management Liability Darren Valencia ACSR #4 Agency Errors & Omissions Long Term Care Ron Lesieur, CPCU, CIC Law and Ethics Seminar Contract Surety with Financial Analysis Ken Coco AAI 82C Specialized Commercial Lines ; Ken Coco; Tom Crawford; and Pam Hull Personal Lines Pre-Licensing Course Class Meets: Nov. 2, 9, 16 & 23 Property & Casualty Pre-Licensing Course Class Meets: Nov. 2, 9, 16, 23, 30, Dec. 7, 14 & 18 Medicare & Social Security Ron Lesieur, CLU, CIC ACSR #3 Personal Lines Related Coverages 3 and DONE!! Attend the 3 days specified and complete your CE credits whether you are P&C, L&H licensed or both. See course description for details. **1st time licensees will also need a Flood Course ** Country Club 76 Country Club Lane Course Fee Member / Non-Member 3 L/H $60 / $85 State Requirement State Requirement $300 / $600 $525 / $850 3 P/C $60 / $85 3 L/H $60 / $85 State Requirement $500 / $800 8 P/C $175 / $215 8 P/C $110 / $160 3 LRE 1 P/C $60 / $85 6 P/C $130 / $180 3 L/H $60 / $85 3 LRE $60 / $85 4 P/C $60 / $85 7 P/C 1 LRE State Requirement State Requirement $175 / $215 $300 / $600 $525 / $850 6 L/H $110 / $160 5 P/C $85 / $ P/C 6 L/H 5 LRE $330 / $480 Page 1 of 16

2 30 Jordan Lane,, CT Date Hours Course Location Credits Nov. 5 Nov. 12 Nov. 17 Nov. 17 Nov. 18 Nov. 19 Dec. 3 Dec. 9 8:00 am 2:00 pm 12:40 pm 12:40 pm 1:30 pm 3:20 pm 11:40 am 11:40 am Business Life Insurance and Retirement Planning Ron Lesieur, CLU, CIC IIAC MID-YEAR CONVENTION Laws, Regulations & Ethics in Insurance Laws, Regulations & Ethics in Insurance with ACSR #5 Professional Development & Account Management Flood Insurance Doug Platt Basic Commercial Lines Related Coverages and guest instructors Homeowners Insurance Cathy Antrim, ACSR, API Life and Health Ethics Ron Lesieur, CLU, CIC Aqua Turf Club, Plantsville, CT Additional classes will be posted as they are scheduled P / C = Property & Casualty L / H = L/H LRE = Laws, Regulations and Ethics 6 L/H 2 LRE Course Fee Member / Non-Member $110 / $160 3 LRE $95 / $155 4 LRE $60 / $85 4 LRE 2 P/C $130 / $180 3 P/C-Flood $60 / $85 5 P/C 3 LRE $110 / $160 8 P/C $110 / $160 3 LRE $60 / $85 Page 2 of 16

3 30 Jordan Lane,, CT CONNECTICUT CONTINUING EDUCATION REQUIREMENTS All resident agents are subject to continuing education for every line of authority. The Connecticut Insurance Department has an extensive website ( offering information on licensing, forms, statutes, regulations (proposed and finalized) Please take advantage of this web site for valuable information. Effective September 1, 2009, the vendor for Continuing Education tracking for the State of Connecticut changed from Pearson Vue to Prometrics. Prometrics is powered by Sircon. Individual transcript information can be obtained by accessing Once on the website, select For Individual Agents from the Products and Services menu. Under Quick Start for Agents (at the top of the page) select Look Up Education Courses / Credits. This will bring you to an Inquiries page. Select Continuing Education Transcript Inquiry. Select Connecticut from the drop-down menu. Enter your license number and last name and click submit. You will now be able to view and print your transcript. Please note that transcripts are only accessible using producer license numbers. Social Security numbers are no longer usable. Flood Insurance Course Requirement Newly licensed agents are required to complete a flood program course during their first compliance period. Page 3 of 16

4 30 Jordan Lane,, CT and Done April 2, April 16 and April 30, Whether you hold a Property & Casualty license, a Life & Health license, or both licenses, attendance at these 3 courses will complete your continuing education requirement of 24 CE credits. ** Please note producers renewing their licensees for the first time will also need to attend a 3 credit Flood Course ** Life Insurance Basics April 2, (AM) This workshop will review changes in Life Insurance and outline what agencies need to be doing with regard to coverage. Life Insurance Principles and the elements of the Life Insurance transaction will be reviewed. Other items to be covered are planning for income needs; determining the amount of personal life insurance; field underwriting; risk classification; policy provisions, options and riders; and business uses of Life Insurance. (#101396) 4 LH CE Credits (4) Disability Insurance April 2, 2015 (PM) This workshop will cover the changes in Disability Insurance and outline what agencies need to be doing with regard to Disability Insurance. Disability principles will be reviewed along with the different types of policies and contract provisions. Workshop will also cover who needs disability insurance, business disability insurance needs, social security disability benefits and the taxation of disability benefits. (#36561) 3 LH & 1 LRE CE Credits (4) Businessowner Seminar April 16, Instructor Bill Burnett and This seminar has been developed to help students understand some of the more important features available under the Businessowners program. Students will be asked to review the BOP Coverages by analyzing the policy form itself; first, looking at the eligibility and rating rules, and then a review of the property and liability coverages. An in-depth review of the various BOP policies available in CT will be included in the program. Also, students will be asked to consider optional endorsements used to modify the BOP contract. The final section will be on CT laws as they relate to the BOP contract. (#100825) 6 PC & 2 LRE CE Credits (8) Personal Auto - April 30, Instructor Cathy Antrim, ACSR, API This course will cover the personal auto policy and its coverages. Items to be covered are vehicle ownership and eligibility issues, MVR reports, underwriting and rating issues, UM coverages and rules, endorsements to the personal auto policy, and duties after an accident or loss. (#28088) 8 PC CE Credits (8) Class Fee: $330 Members / Associate Members $480 Non-Members 14 PC / 7 LH / 3 LRE CE Credits (24) 3 and Done November 5, November 19 & December 3, Whether you hold a Property & Casualty license, a Life & Health license, or both licenses, attendance at these 3 courses will complete your continuing education requirement of 24 CE credits. ** Please note producers renewing their licensees for the first time will also need to attend a 3 credit Flood Course ** Business Life Insurance and Retirement Benefit Planning November 5, Course is designed to review changes and to outline what agencies need to be doing with regard to Business Life & Retirement Benefit Planning. Is intended for agents whose primary activity is outside of this area. Various issues, including Ethical issues, will be reviewed. The key points of Buy-Sell Agreements, Deferred Compensations, Key Employee Life, Split Dollar, and Executive Bonus Plans will also be covered. (#30607) 6 LH & 2 LRE CE Credits (8) Basic Commercial Lines Related Coverages November 19, Instructors and guest instructors This course is designed to provide agents with a working knowledge of the Commercial Package Policy (CPP), and other commonly used forms. The agenda consists of the Workers Compensation contract and major forms and endorsements; the Businessowners Policy; and Surety and Fidelity Bonds including crime coverage. The above Related Coverages including policy terms, conditions and exclusions will be reviewed in detail. (#29038) 5 PC & 3 LRE CE Credits (8) Homeowner Insurance December 3, 2015 Instructor Cathy Antrim This program will examine homeowners contracts. Students will become familiar with laws governing home ownership, plus the policy coverages, terms, conditions and exclusions. The program will also examine the homeowner applications, eligibility and policy structure, insurance to value requirements, and special endorsements. (#28087) 8 PC CE Credits (8) Class Fee: $330 Members / Associate Members $480 Non-Members 13 PC / 6 LH / 5 LRE CE Credits (24) Page 4 of 16

5 30 Jordan Lane,, CT AAI 81-A Principles of Insurance January 15, P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 81-A Principles of Insurance will provide an overview of the insurance business including principles, nature and organization as well as legal issues, risk management and insurance sales and account development. Class Fee: $175 Members / Associate Members $215 Non-Members (#56303) 6 PC & 2 LRE CE Credits (8) AAI 81-B Personal Lines February 26, and P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 81-B Personal Lines includes homeowners, dwelling, flood, personal auto, miscellaneous vehicles, inland marine, aviation and personal umbrella. Additionally personal financial products, social security and various life insurance products will be examined. Class Fee: $175 Members / Associate Members $215 Non-Members (#56440) 5 PC / 2 LH / 1 LRE CE Credits (8) AAI 81-C Commercial Property March 17, Instructor Joseph Blumberg, CPCU P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 81-C Commercial Property will cover building and personal property coverages forms, business income coverage forms, causes of loss forms and several commonly used inland marine policies. Class Fee: $175 Members / Associate Members $215 Non-Members (#56304) 8 PC CE Credits (8) AAI 82-A Commercial Liability GL & Auto April 21, Instructor Joseph Blumberg, CPCU P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 82-A Commercial Liability GL & Auto will cover occurrence and claims-made liability policies and their popular endorsements, commercial auto, garage and truckers policies. Class Fee: $175 Members / Associate Members $215 Non-Members (#52197) 7 PC / 1 LRE CE Credits (8) AAI 82-B Commercial Lines June 16, 2015 ; P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 82-B Commercial Lines includes Commercial Crime, Businessowners and Farm Insurance. Workers Compensation and various other miscellaneous commercial coverages including business life insurance. Class Fee: $175 Members / Associate Members $215 Non-Members (#52198) 7 PC / 1 LRE CE Credits (8) Page 5 of 16

6 30 Jordan Lane,, CT AAI 82-C Specialized Commercial Lines October 29, with guest instructors Ken Coco, Tom Crawford, and Pam Hull P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 82-C Specialized Commercial Lines will include specialized property coverages, commercial umbrella, ocean marine and commercial aviation coverages. Additionally, the various types of surety bonds will be examined for proper use and coverages provided. Class Fee: $175 Members / Associate Members $215 Non-Members (#52199) 7 PC / 1 LRE CE Credits (8) AAI 83-A Agency Management July 29, 2015 ; P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 83-A Principles of Agency Management will instruct you on the formation and environment of an agency, organizational management, sales management and personal production plans including time management and negotiating skills. Class Fee: $175 Members / Associate Members $215 Non-Members (#56305) 8 PC CE Credits (8) AAI 83-B Insurance Production Environment, Agency / Company Relations September 23, 2015 Wetherfield Instructor Joe Blumberg, CPCU P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 83-B Agency / Company Relations will provide a closer look at the relationship between producer and insurer, ways of developing the public image of your agency and how to handle agency growth and customer communications. You will also discover the world of market segmentation and target marketing. Class Fee: $175 Members / Associate Members $215 Non-Members (#56306) 8 PC CE Credits (8) AAI 83-C Agency Financial Management TBD Instructor Sharon Cunningham P&C individual and entails a commitment with substantial homework that will prepare the candidate for the National Exam. AAI 83-C covers the ins and outs of agency management as it relates to automation, client services, financial management and the producer s legan and ethical responsibilities. Class Fee: $175 Members / Associate Members $215 Non-Members (#56307) 8 PC CE Credits (8) ACSR #1 Homeowners Insurance May 14, 2015 Instructor Cathy Antrim, ACSR, API Increase value to your agency with a strong understanding of the property and liability coverages that properly protect your customers. Topics that will be covered are Homeowners Policy Components and Property Coverages; Additional Coverages, Perils, Exclusions, and Conditions; Liability Coverages and Conditions; and Endorsements. Course is one of five modules required to obtain the Personal Lines ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#106987) 4 PC CE Credits (4) Page 6 of 16

7 30 Jordan Lane,, CT ACSR #2 Personal Automobile Insurance August 12, 2015 Instructor Cathy Antrim, ACSR, API Develop the decision-making and problem-solving skills needed to recommend coverages that properly protect an individual s automobile from loss. Topics that will be covered are Liability, Medical Payments, and Uninsured Motorists Coverage; Physical Damage, Insured Duties, and Endorsements. Course is one of five modules required to obtain the Personal Lines ACSR designation. Class Fee: $130 Members / Associate Members $180 Non-Members (#106988) 7 PC CE Credits (7) ACSR #3 Personal Lines Related Coverages November 4, Improve your customer s experience with an enhanced ability to accurately identify and assess personal loss exposures. Topics that will be covered are Dwelling and Mobile home; Flood, FAIR, Beachfront, and Windstorm Programs; and Inland Marine, Watercraft, Umbrella, and Underwriting. Course is one of five modules required to obtain the Personal Lines ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#106989) 5 PC CE Credits (5) ACSR #4 Agency Errors & Omissions May 20, 2015 ; October 15, * Note the ACSR #4 course no longer qualifies agents insured through Swiss RE for E&O Loss Control credit.* Support your agency s profitability by accurately identifying and assessing errors and omissions risks. Topics that will be covered are Defining agency E&O basics; Handling new business to minimize agency E&O; Handling existing business to control agency E&O; and Servicing business to avoid E&O losses. Course is one of the two core modules required for Personal Lines, Commercial Lines and/or Life & Health ACSR designation. * Note the ACSR #4 course no longer qualifies agents insured through Swiss RE for E&O Loss Control credit.* Class Fee: $130 Members / Associate Members $180 Non-Members (#107032) 6 PC CE Credits (6) Laws, Regulations and Ethics Seminar February 4, 2015 ; November 17, PLEASE NOTE THAT THIS IS A COMBINED COURSE OFFERING 6 CE CREDITS This is a four hour seminar on Connecticut Insurance Laws, Regulations and Ethics. Course will review the important laws and regulations that relate to insurance producers along with the unfair practices statute and miscellaneous statutes relating to insurance. Attendees will view the cost, history and damage that Insurance Fraud plays in our industry. The various ways that fraud can appear in our business will be explained and things that insurance producers can do to uncover it and discourage it at the source. Actions currently being taken by carriers and state authorities will be presented, plus how and where to report fraud activities. ACSR #5 Professional Development & Account Management February 4, 2015 ; November 17, Increase value to your agency and producers with a solid understanding of the importance of protecting customer privacy in an agency, company relations, understanding the importance of agency contracts and operating within the agency s authority. This course is one of the two core modules required for the Personal Lines, Commercial Lines and/or Life & Health ACSR designation. Only those students planning to sit for the ACSR designation exam will receive their course manual prior to class. Additional topics covered in the manual that will not be reviewed during class are: Customer Service and its impact; Presenting a professional image and office; and Professional communication. Students taking this course for the ACSR designation are required to study the course book on their own prior to class. Only topics that do not deal with customer service issues will be covered during class. An exam will be administered at the end of the class to only those students working toward their ACSR designation. Class Fee: $130 Members / Associate Members $180 Non-Members (# and #107033) 4 LRE & 2 PC CE Credits (6) ACSR #6 Commercial Property Insurance May 13, Instructor Joe Blumberg, CPCU Gain the confidence to accurately and efficiently identify and assess commercial loss exposures. Topics that will be covered are Introduction to Commercial Property; Causes of Loss and Coverage Forms; Business Income Insurance; and Flood Insurance. Course is one of six modules required to obtain the Commercial Lines ACSR designation. Class Fee: $130 Members / Associate Members $180 Non-Members (#107034) 6 PC CE Credits (6) Page 7 of 16

8 30 Jordan Lane,, CT ACSR #7 Commercial Liability Insurance July 15, Increase customer satisfaction with your enhanced ability to recommend coverages that properly protect business owners from liability loss exposures. Topics that will be covered are Liability Loss Exposures and Legal Liability; Commercial General Liability Insurance, Part I and Part II; Commercial Liability Endorsements, Rating, and Other Liability Forms; and Miscellaneous Commercial Liability Insurance. Course is one of six modules required to obtain the Commercial Lines ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107041) 5 PC CE Credits (5) ACSR #8 Commercial Automobile Insurance June 2, 2015 Instructor Joe Blumberg, CPCU Develop the decision-making and problem-solving skills needed to recommend coverages that properly protect business owners from commercial auto loss exposures. Topics that will be covered are Commercial Auto Loss Exposures and the Business Auto Coverage Form; Business Auto Coverage Endorsements and Rating; and Garage and Motor Carrier Coverage. Course is one of six modules required to obtain the Commercial Lines ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107042) 5 PC CE Credits (5) ACSR #9 Commercial Lines Related Coverages February 18, Instructor Increase value to your agency and producers with a strong understanding of commercial lines coverages. Topics that will be covered are Workers Compensation and Employers Liability Insurance; Business Owner s Policies; Commercial Crime Insurance; Surety Bonds; and Marine Coverage, Commercial Excess and Umbrella Liability. Course is one of six modules required to obtain the Commercial Lines ACSR designation Class Fee: $130 Members / Associate Members $180 Non-Members (#107043) 6 PC (6) ACSR #10 Understanding Life Insurance & Determining Client s Needs June 11, 2015 (AM) Develop a strong understanding of life and health insurance coverages to better serve your customers. Topics that will be covered are Recommending life insurance and understanding the premature death loss exposure; Determining client needs; Understanding various types of life insurance; and Life insurance case. Course is one of five modules required to obtain the Life Insurance ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107035) 4 LH CE Credits (4) ACSR #11 Retirement Planning June 11, 2015 (PM) Improve the customer experience with your enhanced ability to identify retirement plans specific to an individual s needs. Topics that will be covered are Planning for retirement and understanding the retirement loss exposure; Types of retirement plans; and The United States Social Security Program. Course is one of five modules required to obtain the Life Insurance ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107059) 3 LH CE Credits (3) ACSR #12 Disability & Health Insurance August 5, Add value to your agency by learning to confidently recommend disability and health coverages that meet an individual s specific planning needs. Topics that will be covered are Recommending disability and health insurance and understanding their loss exposures; Types of disability income insurance; Nongovernment healthcare programs; Government healthcare programs; and Long-term care coverage. Course is one of five modules required to obtain the Life & Health ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107060) 4 LH CE Credits (4) Page 8 of 16

9 30 Jordan Lane,, CT Annuity Basics April, 14, (AM); September 17, 2015 (AM) This workshop will be outlining what agencies need to doing with regard to Annuities. Workshop will review annuity principles, income options, taxation on annuities, who needs annuities, the bascs of Field and Variable annuities, requirements for selling variable annuities, and qualified and non-qualified markets. Class Fee: $60 Members / Associate Members $85 Non-Members (#20759) 3 LH CE Credits (3) Basic Commercial Lines Related Coverages November 19, Instructors and guest instructors This course is designed to provide agents with a working knowledge of the Commercial Package Policy (CPP), and other commonly used forms. The agenda consists of the Workers Compensation contract and major forms and endorsements; the Businessowners Policy; and Surety and Fidelity Bonds including crime coverage. The above Related Coverages including policy terms, conditions and exclusions will be reviewed in detail. Class Fee: $110 Members / Associate Members $160 Non-Members (#29038) 5 PC & 3 LRE CE Credits (8) Boiler & Machinery December 16, 2014 (AM) Instructor Lori Davitt, CIC Agents and risk managers can succeed in eliminating a severe coverage gap by knowing the exposures and how they specifically affect their customers. This course will help attendees realize the importance of equipment breakdown coverage for the insured as well as the benefits to themselves. Course highlights what is new in equipment breakdown insurance and how today s coverage relates to the constant introduction of new technologies. All bases are covered, including vulnerable equipment and frequent losses, exclusion in property forms, common causes and coverages, sublimits, indirect coverages and product flexibilty. Class Fee: $60 Members / Associate Members $85 Non-Members (#22889) 3 PC CE Credits (3) Business Life Insurance and Retirement Benefit Planning November 5, Course is designed to review changes and to outline what agencies need to be doing with regard to Business Life & Retirement Benefit Planning. Is intended for agents whose primary activity is outside of this area. Various issues, including Ethical issues, will be reviewed. The key points of Buy-Sell Agreements, Deferred Compensations, Key Employee Life, Split Dollar, and Executive Bonus Plans will also be covered. Class Fee: $110 Members / Associate Members $160 Non-Members (#30607) 6 LH & 2 LRE CE Credits (8) Businessowner Seminar April 16, Instructor Bill Burnett and This seminar has been developed to help students understand some of the more important features available under the Businessowners program. Students will be asked to review the BOP Coverages by analyzing the policy form itself; first, looking at the eligibility and rating rules, and then a review of the property and liability coverages. An in-depth review of the various BOP policies available in CT will be included in the program. Also, students will be asked to consider optional endorsements used to modify the BOP contract. The final section will be on CT laws as they relate to the BOP contract. Class Fee: $110 Members / Associate Members $160 Non-Members (#100825) 6 PC & 2 LRE CE Credits (8) Commercial Auto February 11, 2015 (AM) Instructor Bill Haggerty, CPCU, ARM This course will take a look at the Auto exposures on both Property and General Liability Insurance policies, as well as taking a closer look at underwriting information, driver exposures and vehicles as well as auto factors. It will also take a look at related coverages and endorsements. Class Fee: $60 Members / Associate Members $85 Non-Members (#109027) 3 PC CE Credits (3) Commercial Insurance Secrets TBD Instructor This half day course reviews a variety of topics that can be confusing. The topics include: Valuation methods, Coinsurance direct and indirect, Duty to defend, valuing leased property, what is mechanical breakdown, Bobtail Trucking & Deadheading coverage, Concurrent Causation, Tenants improvements and betterments, and Debris removal. Class Fee: $60 Members / Associate Members $85 Non-Members (#107512) 4 PC CE Credits (4) Page 9 of 16

10 30 Jordan Lane,, CT Commercial Lines Did You Know? TBD Instructor This course will review a variety of commercial lines contracts to answer a array of questions. Current ISO coverage forms will be used. Topics that will be covered include: Comprehensive, What is an Occurrence?, Boiler & Machinery Coverage, Business Auto, CGL, Agreed Amount, and Employee Theft. Class Fee: $60 Members / Associate Members $85 Non-Members (#107511) 4 PC CE Credits (4) Contract Surety with Financial Analysis October 28, 2015 (AM) Instructor Ken Coco The objective of this seminar is to make the attendees aware of the bond process and marketplace. There is no reason to be intimidated by the word Bond any longer! This course highlights the underwriting information required, the reasons for the need of this information, what the information says about accounts and the analysis of a Financial Statement. It will cover contract, Bond Forms and culminate with a case study. Agents who attend will leave with a better understanding of Bonding and Financial Statements, which should enable them to compete for this business. Class Fee: $60 Members / Associate Members $85 Non-Members (#29035) 4 PC CE Credits (4) Disability Insurance April 2, 2015 (PM) This workshop will cover the changes in Disability Insurance and outline what agencies need to be doing with regard to Disability Insurance. Disability principles will be reviewed along with the different types of policies and contract provisions. Workshop will also cover who needs disability insurance, business disability insurance needs, social security disability benefits and the taxation of disability benefits. Class Fee: $60 Members / Associate Members $85 Non-Members (#36561) 3 LH & 1 LRE CE Credits (4) Errors & Omissions Loss Control Techniques February 24, 2015 ; August 4, This 6 CE hour course will cover the following topics: understanding agents duties; E&O claim 360 view; reporting of claims; agency procedures, agency defenses documentation, risk assessment questionnaires and coverage checklists; E&O consideration of agency operations, E&O issues with Certificates of Insurance; limiting exposure for data breaches; E&O exposures when using social media; and minimizing exposures from Excess & Surplus lines perspectives. Course is approved to provide premium credit to agency s having their E&O coverage through IAS with Swiss Re or Fireman s Fund provided there is the correct number of agency attendees. Class Fee: $110 Members / Associate Members $160 Non-Members (#107096) 6 PC CE Credits (6) Errors & Omissions Loss Control Techniques April 8, 2015 Country Club; October 7, Country Club Instructor Christopher Weldon, Esq. and James Keidel, Esq. This 8 hour full day CE course covers the following topics: understanding agents duties; E&O claim 360 view; reporting of claims; agency procedures, agency defenses documentation, risk assessment questionnaires and coverage checklists; E&O consideration of agency operations, E&O issues with Certificates of Insurance; limiting exposure for data breaches; E&O exposures when using social media; and minimizing exposures from Excess & Surplus lines perspectives. Course is approved to provide premium credit to agency s having their E&O coverage through IAS with Swiss Re or Fireman s Fund provided there is the correct number of agency attendees. Class Fee: $110 Members / Associate Members $160 Non-Members (#107093) 8 PC CE Credits (8) Ethics and Insurance Fraud June 23, 2015 (AM) How the Public sees us! This 3 hour CE seminar will review Ethics as it relates to the Insurance Industry and will incorporate current issues that excite the media and the public. The history of ethics will be reviewed and we will discuss why the insurance industry is perceived to be a violator of ethical standards. Fraud in the Insurance industry will be discussed, including the types and costs of fraudulent claims, and steps the industry and state regulators are taking to uncover and prosecute those who commit insurance fraud. Class Fee: $60 Members / Associate Members $85 Non-Members (#58020) 3 LRE CE Credits (3) Page 10 of 16

11 30 Jordan Lane,, CT Financial Planning August 26, 2015 In this workshop, we will be reviewing changes to the laws and outline what agencies need to be doing with regard to Financial and Retirement Planning for you and your clients. This seminar will focus on ways to review and develop background information to assist agents in selling retirement plans, review employee enrollment approaches and help you understand why agents need to avoid providing investment advice. Detailed information and procedures will be reviewed to allow agents to determine if they wish to market these products and appropriate approaches to ensure that their clients receive the best provisions based on their situation. Class Fee: $60 Members / Associate Members $85 Non-Members (#40770) 3 LH CE Credits (3) Flood Insurance December 3, 2014 (AM); February 25, 2015 (AM) ; June 4, 2015 (AM); August 11, 2015 (AM); November 18, Instructor Doug Platt This program will cover recent changes within the NFIP, the three STANDARD policy forms and elevation certificates. The Top 10 Facts for agents will be reviewed along with the Write-Your-Own Program, Community Participation, and Preferred Risk Policy. Local rating examples will be given. Marketing, Commissions and E & O Exposures will also be discussed. Class Fee: $60 Members / Associate Members $85 Non-Members (#100556) 3 PC CE Credits (3) Garage Liability Coverages July 23, 2014 (AM) Instructor Bob Johnson This seminar will focus on Garage Liability coverages and take an in-depth look at who needs these coverages and why. It will also delve into specifics such as: Hazards, Symbols, Plate Exposures, Loaner vehicles. Garagekeepers coverage will be studied as well as taking a look at Certificates of Financial Responsibility, Motor Vehicle Surety Bonds and How to assemble a sample set of coverages for a new garage account. Class Fee: $60 Members / Associate Members $85 Non-Members (#109557) 3 PC CE Credits (3) Green Insurance Fundamentals February 5, 2105 (AM); September 10, 2015 Instructor Bill Haggerty, CPCU, ARM Explore what constitutes Green Insurance including green building methods, the risks associated with Green Coverage, the organizations and rating systems, Endorsements, Examples and the scope of coverages. Class Fee: $60 Members / Associate Members $85 Non-Members (#109028) 3 PC CE Credits (3) Homeowner Insurance December 3, Instructor Cathy Antrim This program will examine homeowners contracts. Students will become familiar with laws governing home ownership, plus the policy coverages, terms, conditions and exclusions. The program will also examine the homeowner applications, eligibility and policy structure, insurance to value requirements, and special endorsements. Class Fee: $110 Members / Associate Members $160 Non-Members (#28087) 8 PC CE Credits (8) IIAC MID-YEAR CONVENTION November 12, Aqua Turf Club, Plantsville Exhibit Hall Open 8:00 AM 9:15 AM and 12:00 PM 2:00 PM Morning Business Session 9:15 AM 12:00 PM (3 LRE Credits) Lunch 1:00 PM 2:00 PM (included in fee) Join other industry professionals for a day that includes vendor services and insurance products information along with information on current legislative issues facing our industry. Katharine L. Wade - Insurance Commissioner, State of Connecticut Each year state regulation of insurance faces new challenges. The future of insurance regulation and the international impact on the insurance business will be discussed by our state insurance commissioner. Jen McPhillipps, Assistant Vice President, Government Affairs - IIABA Connecticut is the insurance state and Jenn will report on key legislation that affects agent licensing, taxations, and the future of our business. Insurance Industry Panel This is a unique opportunity to hear your carriers perspective on current issues impacting our industry. The Industry panelists are: John Kelly, Senior Vice President, Eastern Region, MAPFRE Randy Lanoix, IIABA Chairman, Lanoix Insurance Agency, Lutcher, LA and Brusly, LA Matt Nickerson, President, Safeco Insurance Company Chris Olie, President and Chief Executive Officer, Plymouth Rock Assurance Corporation Convention Fee: $95 Members / Associate Members $155 Non-Members (#TBA) 3 LRE CE Credits (3) Page 11 of 16

12 30 Jordan Lane,, CT Insurance Regulations - Connecticut March 25, 2015 (AM) This is a 3 CE hour seminar intended to help attendees keep current in the Connecticut laws and regulations that relate to insurance producers. A review of the powers and duties of the Insurance Commissioner. Also presented will be specific unfair practices; statutes relating to Auto and Workers Compensation; and miscellaneous regulations that apply to all lines of insurance (service fees, controlled business, insurance fraud, cancellation and non-renewal notices). Producer licensing rules will be discussed including maintenance and duration requirements. Class Fee: $60 Members / Associate Members $85 Non-Members (#19738) 3 LRE CE Credits (3) Law and Ethics Seminar October 23, 2015 (AM) This 3 CE hour course will address the agent s duties to the carrier using case scenarios of clients who wish to ignore the reporting requirements of the conditions section of P&C policies. Various complaints involving discrimination, audits, underwriting guidelines and unfair claims practices and how the producer can handle these with consistency and fairness will also be covered. Real life case studies will be utilized to show how the courts interpret policy ambiguity with respect to policy definitions, late prejudice of claims reporting and bad faith actions. Class Fee: $60 Members / Associate Members $85 Non-Members (#106994) 3 LRE CE Credits (3) Laws, Regulations and Ethics Seminar January 7, 2015 (AM); February 4, 2015 (AM); November 17, 2015 (AM) This is a four hour seminar on Connecticut Insurance Laws, Regulations and Ethics. Course will review the important laws and regulations that relate to insurance producers along with the unfair practices statute and miscellaneous statutes relating to insurance. Attendees will view the cost, history and damage that Insurance Fraud plays in our industry. The various ways that fraud can appear in our business will be explained and things that insurance producers can do to uncover it and discourage it at the source. Actions currently being taken by carriers and state authorities will be presented, plus how and where to report fraud activities. Class Fee: $60 Members / Associate Members $85 Non-Members (#101598) 4 LRE CE Credits (4) Life, Disability and Long Term Care Fundamentals - January 29, Instructor Vicki Sweeney This 6 hour class will address three separate, yet linked topics. The first portion of this course will cover the purpose of Life Insurance, different types of coverages, beneficiaries and policy underwriting. The second segment of the course is an introduction to Disability Income Insurance and will cover how disability is usually defined and the factors used when underwriting the policy. The final section of this course is best described as Long Term Care and will provide an overview of LTC and informational statistics, the best ways to pay, definitions and coverages. Class Fee: $110 Members / Associate Members $160 Non-Members (#109279) 6 LH CE Credits (6) Life & Health Ethics December 9, (AM) This three hour seminar will review ethical practices relating to the Connecticut Insurance Law and State Regulations. Issues involving state and federal courts will be included. Duties and responsibilities to the insurance company by the agent will be explained. The seminar also will review the ethical responsibilities the agent must provide to the customer and the public. Attendees will be given an opportunity to use their ethical training in several case studies. Class Fee: $60 Members / Associate Members $85 Non-Members (#101530) 3 LRE CE Credits (3) Life Insurance Basics April 2, (AM) This workshop will review changes in Life Insurance and outline what agencies need to be doing with regard to coverage. Life Insurance Principles and the elements of the Life Insurance transaction will be reviewed. Other items to be covered are planning for income needs; determining the amount of personal life insurance; field underwriting; risk classification; policy provisions, options and riders; and business uses of Life Insurance. Class Fee: $60 Members / Associate Members $85 Non-Members (#101396) 4 LH CE Credits (4) Page 12 of 16

13 30 Jordan Lane,, CT Life & Health Pre-Licensing Class Start Dates: March 5, 2015 ; September 21, Instructors Ron Lesieur, CLU, CIC; The Life & Health Study System has been developed for agency and company personnel who are looking for an efficient, comprehensive method of study designed solely with the licensing exam in mind. This program combines the FREEDOM OF HOMESTUDY with the reinforcement of discussion in the classroom setting and the hands-on knowledge of our experienced instructors for a first time pass rate of over 90%. The course will cover the Basics of Health Insurance, Different types of Life Insurance and Health Insurance Policies, and Connecticut State Law. Fee includes (provided all requirements are fulfilled): All study materials and quizzes, Certificate of completion required by the Connection Insurance Department and Pre-Registration for License Exam. (Six classes are mandatory.) IIAC will allow students to retake pre-licensing courses free of charge for up to one-year from date of completion. If course manual changes during this time, student will be responsible for cost of an updated manual. Class Fee: $500 Members / Associate Members $800 Non-Members LICENSING Long Term Care May 7, 2015 ; October 22, 2015 (AM) Instructors Ron Lesieur, CLU, CIC Course will review the changes in Long Term Care (LTC) and outline what agencies need to be doing with regard to LTC. Elements of LTC insurance, Medicare and Medicaid benefits, Connecticut Partnership Plan and Field Underwriting will all be reviewed. Program will answer the following questions: What is LTC? What are the costs associated with LTC? Who needs LTC insurance? And Where will the money come from? Class Fee: $60 Members / Associate Members $85 Non-Members (#20760) 3 LH CE Credits (3) Management Liability Insurance October 14, (AM) Instructor Darren Valencia Both D&O and EPL Insurance will be covered in this program. Coverage History, Recent litigation, State & Federal Law, Fiduciary Liability, and Insurance Forms will be discussed during this half day course. Class Fee: $60 Members / Associate Members $85 Non-Members (#107481) 3 LRE & 1 PC CE Credits (4) Managing Networks & Security April 1, 2015 (AM) Instructor Andy McCabe This class is designed for office managers or principals involved in management of their office (not just IT). The intention is to know how to manage the people who are doing the network administration and repair including what needs to be done and whether the work has been performed as requested. You will also be taught security information every user should know to protect data in the network and office in general. Topics covered include company policies (some templates included), best practices, archive and backup, plus auditing. Class Fee: $60 Members / Associate Members $85 Non-Members (#108063) 3 PC CE Credits (3) Medicare and Social Security November 3, Course will address what is Medicare and who is covered under the program. Students will gain an in-depth knowledge of Coverage A and Coverage B. Along with the Medicare Prescription Coverage D. Program will provide a comparison among the different plans available in the State of Connecticut. The social security portion of the course will address coverage under OASDI, insured status, benefits, taxation of benefits, loss of benefits due to excess earnings and filing for benefits. Class Fee: $110 Members / Associate Members $160 Non-Members (#110002) 6 LH CE Credits (6) Personal Auto - April 30, Instructor Cathy Antrim, ACSR, API This course will cover the personal auto policy and its coverages. Items to be covered are vehicle ownership and eligibility issues, MVR reports, underwriting and rating issues, UM coverages and rules, endorsements to the personal auto policy, and duties after an accident or loss. Class Fee: $110 Members / Associate Members $160 Non-Members (#28088) 8 PC CE Credits (8) Page 13 of 16

14 30 Jordan Lane,, CT Personal Lines Pre-Licensing - Class Start Dates: January 13, 2015 ; April 15, 2015 ; September 8, 2015 ; November 2, This course is taught by a highly qualified and professional instructor. Program combines the FREEDOM OF HOMESTUDY with reinforcement of FOUR DAYS of classroom instruction. Course will cover the following topics while preparing students for the state s examination: Basics (including insurance terms), Introduction to Property (Dwelling, Property Forms, Floaters, Homeowners), Automobile, Law and Ethics. Fee includes (provided all requirements are fulfilled): All study materials and quizzes, Certificate of completion required by the Connection Insurance Department and Pre-Registration for License Exam. IIAC will allow students to retake pre-licensing courses free of charge for up to one-year from date of completion. If course manual changes during this time, student will be responsible for the cost of an updated manual. Class Fee: $300 Members / Associate Members $600 Non-Members LICENSING Privacy & Network Security TBD Instructor Darren Valencia Privacy and network security has become both a leading problem and topic of discussion within the insurance industry. This course will review the First major Breaches, Coverage Beginnings, State & Federal Laws, Recent Breaches, Costs and Expenses, and Present Day Insurance Coverages. Class Fee: $60 Members / Associate Members $85 Non-Members (#107480) 4 PC CE Credits (4) Property & Casualty Pre-Licensing Class Start Dates: January 13, 2015 ; April 15, 2015 ; September 8, 2015 ; November 2, This course is taught by a highly qualified and professional instructor. Program combines the FREEDOM OF HOMESTUDY with reinforcement of EIGHT DAYS of classroom instruction. Course will cover the following topics while preparing students for the state s examination: Basics (including insurance terms), Introduction to Property (Dwelling, Property Forms, Floaters, Homeowners), Automobile, Workers Compensation, Crime and Bonds, Commercial Insurance (Comprehensive General Liability, Commercial Property Policy, Business Auto, Garage Liability), Law and Ethics. Fee includes (provided all requirements are fulfilled): All study materials and quizzes, Certificate of completion required by the Connection Insurance Department and Pre-Registration for License Exam. IIAC will allow students to retake pre-licensing courses free of charge for up to one-year from date of completion. If course manual changes during this time, student will be responsible for cost of an updated manual. Class Fee: $525 Members / Associate Members $850 Non-Members LICENSING Specialty Markets Connecticut January 22, (AM) Instructor Thomas Crawford A review of the Excess & Surplus Lines business will be presented including insurance department regulations and forms; how the market works; E&S vs. Admitted markets the basics; the expectations of underwriters, wholesale brokers, producers, and clients; and working with the Specialty Lines Market. Class Fee: $60 Members / Associate Members $85 Non-Members (#56972) 4 PC CE Credits (4) Supplemental Coverages January 22, (AM) Instructor Bill Haggerty, CPCU, ARM This course will review a variety of Supplemental coverages including Builders Risk, Cyber Liability, and Additional Insureds. It will look at the definitions of each, the types of risk classes and policies, as well as providing some examples. Class Fee: $60 Members / Associate Members $85 Non-Members (#109029) 3 PC CE Credits (3) Workers Compensation Issues and Answers In this four-hour workshop, attendees will review the Workers Compensation system as it applies in Connecticut. The process of Navigating the System will be presented. The policy and its six parts will be examined as well as important endorsements that can be used. Pricing issues will be examined. These will include payroll as well as other premium factors such as experience rating, premium discount and dividend plans. Attendees will benefit by discussing current Workers Compensation issues that relate to how agents guide clients in providing required WC benefits. A special effort will be made to present claim issues, fraud issues, carrier issues and issues important to the Workers Compensation Commission. Class Fee: $60 Members / Associate Members $85 Non-Members (#101728) 4 PC CE Credits (4) Page 14 of 16

15 30 Jordan Lane,, CT YOUNG AGENTS SPRING CONFERENCE A Potpourri of LRE and 1 PC - May 7, 2015 Country Club (PM) Program topics are as follows: Workers Compensation Laws and Coverages James A. D Errico, CIC, APA, Assistant VP, Premium Audit Consultation, Risk Management Services Division, People s United Agency The history of Workers Compensation Insurance and the laws pertaining to WC Coverage for both employers and employees will be discussed along with coverages and compensation provided under the policy. Condominium Insurance Laws, Regulations, and Changes Debbie Willis, Claims Supervisor, New London County Mutual Topics to be covered include recent changes to condominium laws; requirements for reporting a claim; and the responsibilities of both the agent and the homeowner in the case of a loss. Insuring Boats, Motorcycles, and RV Risks Patrick Harvey, Regional Business Development, Consultant, Boat, RV & Motorcycle, Progressive Insurance Attendees will be provided with the information needed to property understand, evaluate, and counsel customers who are seeking boat, motorcycle and RV coverage. All attendees are invited to stay for a complimentary social hour immediately following the program. Hos d oeuvres and Refreshments will be provided. Class Fee: $60 Members / Associate Members $85 Non-Members (#TBD) CE Credits (TBD) Symbol indicates designation course Page 15 of 16

16 30 Jordan Lane,, CT CLASS REGISTRATION NAME OF STUDENT: CT PRODUCER LICENSE # (If student is not licensed, please indicate) PHONE: AGENCY NAME & ADDRESS: (mailing address including city, state & zip) COURSE DATE: / / COURSE NAME : (Refer to fee schedule below and circle the fee that you are submitting) IF REGISTERING FOR AN ACSR OR AAI CLASS, INDICATE IF YOU WILL BE STAYING FOR EXAM YES NO (Exam is required only if the student is obtaining either the ACSR or AAI designation) Student s Cell Phone Number: Class cancellations due to weather are posted on WFSB or and on the website. Cell numbers will not be stored in our database and are only used in case of an emergency cancellation due to widespread power outages. HOME ADDRESS ONLY NEEDS TO BE COMPLETED IF REGISTRATION IS FOR A PRE-LICENSING COURSE (Home address is required to be on certificate issued to sit for state exam) STUDENT S HOME ADDRESS AS IT APPEARS ON DRIVER S LICENSE OR LEGAL IDENTIFICATION: (mailing address including city, state & zip) CIRCLE COURSE FEE TO BE SUBMITTED WITH REGISTRATION Course Fee Schedule AAI Course $175 member / $215 non-member ACSR Course (3-5 Credits) $ 85 member / $105 non-member ACSR Course (6-7 Credits) $130 member / $180 non-member 3, 4, or 5 Credit Class (not ACSR) $ 60 member / $ 85 non-member 6, 7, or 8 Credit Class (not ACSR or AAI) --- $110 member / $160 non-member 3 and Done!!!! Course Series $330 member / $480 non-member Property & Casualty Pre-Licensing $525 member / $850 non-member Personal Lines Pre-Licensing $300 member / $600 non-member Life & Health Pre-Licensing $500 member / $800 non-member Course Fee is PER CLASS Do not combine CE hours when determining total amount due. A separate form must be submitted for each person and class. Payment for multiple courses can be combined into one check. MAIL REGISTRATION FORM TO: Independent Insurance Agents of CT, 30 Jordan Lane,, CT CHECK MUST ACCOMPANY REGISTRATION You must report to class on time and present photo ID at sign in Confirmation of registration will be ed days prior to class date Cancellation / Refund Policy: Cancellation requests received within 2 weeks of the start of class will be subject to a 25% penalty fee. Cancellation of class where course materials have been mailed to student will be subject to a $25 S&H fee. Course materials are required to be returned or the cost of materials will be deducted from any refund issued. No refunds or credits will be given once a course has begun. Substitutions are welcome. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodations to that disability. Your request should be submitted at least 2 weeks in advance of the program you will be attending. Page 16 of 16