“Business Continuation Planning” by Mark Ricklefs
Does your business have a will? What would happen to your agency if the owner died or
retired tomorrow? This class teaches the importance of planning ahead (including tips on creating a sound business plan) to insure the future of your agency.
Eligible for 2 hours Gen. credit
6 p.m.
Social and dinner
8 p.m.
Bonfire and s’mores (weather permitting)
Friday, June 3, 2011
7:30 – 9 a.m.
Breakfast
9 – 11 a.m.
“Insurance 101 – Commercial and Personal Lines” by Sam Bennett, CIC
This seminar helps the newer agent more effectively learn the very important process of
how to read an insurance policy. Sam uses a “progressive” approach to teach that an insurance contract has a distinct beginning (the insuring agreement), a middle (definitions, coverage parts, exclusions, additional coverage) and an end (conditions). This topic will cover both personal and commercial lines of insurance.
Eligible for 2 hours PL or CL
11:30 – 1 p.m.
Lunch
1 – 3 p.m.
“How to Think Like an Old Agent” by Sam Bennett, CIC
This presentation helps flatten the learning curve for the young agent. The session
includes an in-depth review of some basics including policy structure, underwriting and insuring agreements in various policies. The class wraps up with claims scenarios will be used to clarify areas of policy coverage and instances where coverage is lacking.
