DATES: June 8-9, 2022 COST: $420.00 NOTE: For those who are attending this as a webinar, there is an additional $15.00 option to have a printed notebook shipped to you. The cutoff date is Monday - May 23, 2022.
LOCATION: DoubleTree by Hilton Phoenix Mesa - Palo Verde Room
(for In-person) 1011 East Holmes Avenue
Mesa, AZ 85210-4923
(480) 833-5555
Room Rate: $109.00 per night plus room tax for 1 King Bed or 2 Queen Beds. Rates are based on single/double occupancy. For each additional person over double occupancy per bedroom, add $15.00/per adult per night. This rate expires Sunday, May 15, 2022. No exceptions will be made.
ROOM RESERVATION: In order to assign individuals to specific rooms, room reservations will be required. Attendees can make their reservation requests online by clicking here.
OR WEB-BASED
ONLINE with GoToWebinar. You will need to use your computer's speakers to hear the presenters, or call in to the conference call with your phone. You will receive those instructions in advance of the webinar.
HOW TO JOIN THE WEBINAR: You will receive an email from this email address: customercare@gotowebinar.com during the week of May 30, 2022 with your GoToWebinar invitation links. There will be FOUR of them. Once you have those links, be sure to join each session of the webinar at the appropriate times. For the very first session, please join no later than 7:50 AM (PHOENIX TIME) on the morning of June 8th and June 9th so that we may make sure everyone has joined the webinar. We will start right at 8:00 AM (PHOENIX TIME). We advise you to be on time as you could miss the first poll question, and you don't want to miss any poll questions as they act as the attendance sign-in verification and attentiveness. There will be FOUR poll questions asked per hour. Once a poll question is asked, we don't repeat it. We also cannot announce when a poll is in progress.
Approved for 16 Hours of Continuing Education Credits in Arizona and other states.
DESCRIPTION: What are the basic characteristics, provisions, and riders found in most life, health, and retirement contracts? Learn how to target these financial products to meet your client’s personal and business needs. In the CIC Life and Health course, you will learn practical information related to Life and Annuity Policies, Business Life Concepts, Health Insurance, and Employee Benefits. You will leave the class with information that you can put to use immediately. Topics include: Life & Annuity Policies, Business Life Concepts, and Health Insurance and Employee Benefits Concepts.
AGENDA:
June 8, 2022 [Wednesday] - ALL TIMES LISTED BELOW ARE BASED ON LOCAL TIME IN PHOENIX, ARIZONA - Mountain Time Zone
8:00 am - 12:15 pm Life and Annuity Policies
12:15pm - 1:15 pm Lunch - on your own 1:15 pm - 3:15 pm Life and Annuity Policies (Continued)
3:15 pm - 5:15 pm Business Life Concepts
5:15 pm - 5:30 pm Life & Health Exam Review (Optional for Exam Takers Only)
June 9, 2022 [Thursday] - ALL TIMES LISTED BELOW ARE BASED ON LOCAL TIME IN PHOENIX, ARIZONA - Mountain Time Zone
8:00 am - 12:00 pm Health Insurance and Employee Benefits Concepts
12:00 pm - 1:00 pm Lunch - on your own 1:00 pm - 5:00 pm Health Insurance and Employee Benefits Concepts (continued)
Monday, June 13 to Thursday, June 16, 2022
Optional Life & Health Exam - You will need a proctor and you will be allowed two hours to complete the exam. You will receive instructions about the exam before the start date of the webinar.
Exam Availability
Your exam will be accessed through The National Alliance’s Learning Management System (LMS). The exam will be available to you beginning at 12:01 am CST on Monday, June 13 and will remain open until 11:59 pm CST on Thursday, June 16. You will have two hours to complete the exam once you begin.
SPEAKERS: Kent Anthony, CIC, CFP, CMFC, RFC - Sterling, Kansas
Rick Goolsby, CIC - Loveland, Ohio
HELPFUL TIP FOR WEB-BASED PARTICIPANTS: For every hour of the 16 hour webinar, there will be four random poll questions with multiple choice answers which pop up. They are not based on the material being presented. ALL web-based participants are required to answer each question in order to earn your CE credits and your designation reaccreditation. If you are looking for CE only, you do not need to take and pass the CIC exam. If you miss too many, your ability to earn CE could be affected, so multi-tasking is simply NOT advised. Each question will be on your screen for 45 seconds at most, or less than 45 seconds if everyone answers the question quickly. You simply need to respond to each question asked. Your responses are not graded. They simply act as an online sign-in sheet to gauge your attentiveness. GoToWebinar does measure your attentiveness percentage, and it is in your best interest to have a high attentiveness percentage.
Part of the Certified Insurance Counselor Designation program.
CANCELLATION POLICY: Full refund if written notification is received seven (7) business days prior to the program. Cancellations received after May 27, 2022 will incur a $105 non-transferable fee. No shows forfeit full registration fees. ITEC reserves the right to cancel or reschedule this event. ITEC is not responsible for airfare, lodging, or other related expenses including airline penalties incurred. No transferring of funds to a future seminar or webinar will be allowed. The IIABAZ will refund cancelled registrations, minus any applicable cancellation fees.