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CISR Life & Health Essentials

August 28, 2024 8:00 AM - 3:45 PM (EDT)

Description

While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool.  Grow your skills and grow your value for your future and for your agency?

This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial well-being of your clients’ families and businesses.

Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.

Topics:

  • Introduction to Life Insurance
  • Term and Permanent Life Insurance
  • Common Characteristics of Life Insurance Concepts
  • Healthcare Policies
  • Federal Regulation and Consumer-Driven Health Plans
  • Medicare

Pricing

$191

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Contact Information

Name: Charletta Jones
Phone: (804) 486-4221
Email: charletta@piavadc.com

Instructor: Richard Goolsby, CIC

This course is approved for 7 LH CE credits in Virginia.

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

Exam: Optional Q&A session from 3:45 - 4:15 pm (following the webinar) for persons working on the CISR designation. The 1-hour optional exam opens at 4:15 pm at the close of the webinar. It stays open through Thursday at 11:59 pm CENTRAL time the following week. The exam is not required for CE credits.

Webinar System Requirements: Reliable internet connection and working speakers. No microphone or webcam is needed.

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