Date Hours Course Location Credits

Transcription

1 30 Jordan,, CT Date Hours Course Location Credits Course Fee Member / Non- Member Sept :40 am Flood Insurance Christine Stoll 3 P/C-Flood $60 / $85 Sept. 27 ACSR 8 Commercial Auto Joe Blumberg 5 P/C $85 / $105 Sept. 27 Your Agency Online: Communication Cure or E&O Plague? Chris Amrhein, AAI 3 P/C $65/ $95 Oct.2 4:30 pm Personal Lines Pre-Licensing Course Class Meets: October 2, 9, 16 and 23 State Requirement $375 / $675 Oct. 2 4:30 pm Property & Casualty Pre-Licensing Course Class Meets: October 2, 9, 16, 23, 30, Nov. 6, 13 and 20 State Requirement $600 / $925 Oct. 10 Innovations in Long-Term Care Funding with Life Insurance Jerry Rhinehart, CIC, CLU, ChFC, RHU 3 L/H Oct. 10 Health and Disability Insurance: Just the Facts Karin Klaassen, CLU, LUTCF 3 L/H Oct :40 am Ethics & Insurance Fraud 3 LRE $60 / $85 Oct. 11 Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!) Mastering Medicare and Social Security Chris Amrhein, AAI 3/L/H Oct :40 pm ACSR #12 Disability & Health Ron Lesieur, CLU, CIC 4 L/H $85/$105 Oct. 17 3:30 pm Risk Management: Meeting the Challenge of Change Christopher Weldon, Esq. & James Keidel, Esq. Country Club 76 Country Club 6 P/C $110 / $160 Oct. 17 Scary CGL Exclusions Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICSS, LICS 3 P/C Oct. 17 Commercial Property Claims that Cause Problems Terry Tadlock, CIC, CPCU, CRIS 3 P/C Oct. 18 4:30 pm AAI 83C Agency Financial Management Frank Pearson, CPCU, CIC, AIS and 8 P/C $175 / $215 Oct :40 pm Life Insurance Basics Ron Lesieur, CLU, CIC 4 L/H $60 / $85 Oct. 24 New Technologies, New Risks: Drones, Home & Ride- Sharing Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICS, LICS 3 P/C Edition date: Page! 1 of 11!

2 Oct. 25 Independent Insurance Agents of Connecticut 30 Jordan,, CT :30 pm ACSR #9 Commercial Lines Related Coverages 6 P/C $130 / $180 Oct. 25 5:00 pm On Ethics, Data, Dilemmas and Knuckleheads Kevin, Amrhein, CIC 3 LRE Oct. 30 5:00 pm Current Trends & Changes: The Homeowner and Auto Marketplace Kym Martell, CRM, CIC, CRIS, AAI 3 P/C Nov. 1 11:40 am Commercial Auto Bill Haggerty, CPCU, ARM 3 P/C $60 / $85 Nov. 1 1:00pm 3:40 pm Supplemental Coverages Bill Haggerty, CPCU, ARM 3 P/C $60 / $85 Nov. 1 Money in Retirement Accounts: Options, Problems and Opportunities Jerry Rhinehart, CIC, CLU, ChFC, RHU 3 L/H $60 / $95 Date Hours Course Location Credits Course Fee Member/ Nonmember Nov. 7 Hope I Die Before I Get Old (Cause this Government Stuff Gonna Knock Me Cold!) Mastering Medicare and Social Security Chris Amrhein, AAI 3 L/H Nov. 8 8:00 am IIAC MID-YEAR CONVENTION Aqua Turf Club, Plantsville, CT 3 LRE $95 / $155 Nov. 13 Cyber Insurance: When Convenience Turns Catastrophic Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICS< LICS 3 P/C Nov :40 pm Front Line Underwriting Cathy Antrim, CIC, ACSR, API 4 P/C $60 / $85 Nov. 14 Certificates of Insurance & Additional Insureds: Making Sense of It All Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS 3 P/C Nov. 15 4:30 pm AAI 82B Commercial Lines Frank Pearson, CPCU, CIC, AIS and 7 P/C 1 LRE $175 / $215 Nov. 15 Additional Insureds- The Quandary Robin Federici, CPCI, AAI, ARM, AINS, AIS, CPIW 3 P/C Nov. 15 Contractors, Contractors, Contractors Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS 3 P/C Nov :40 pm Retirement Planning Ron Lesieur, CLU, CIC 3 L/H $60 / $85 Nov. 27 4:30 pm Business Life Insurance and Retirement Planning Ron Lesieur, CLU, CIC 6 L/H 2 LRE $110 / $160 Nov :40 am Flood Insurance Christine Stoll 3 P/C-Flood $60 / $85 Edition date: Page! 2 of 11!

3 Nov. 29 Independent Insurance Agents of Connecticut 30 Jordan,, CT :30 pm Commercial Liability Coverage Gaps & How to Fill Them Barbara C. Spear, CIC 6 P/C $110 / $160 Nov. 29 5:00 pm On Ethics, Data, Dilemmas and Knuckleheads Chris Amrhein, CIC 3 LRE Dec. 4 11:40 pm Medicare & Social Security Ron Lesieur, CLU, CIC 3 L/H $60 / $85 Dec. 4 Health and Disability Insurance: Just the Facts Karin Klaassen, CLU, LUTCF 3 L/H Dec. 6 3:30 pm ACSR #4 Agency Errors & Omissions 6 P/C $130 / $180 Dec :40 am Law and Ethics Seminar 3 LRE $60 / $85 Dec. 11 The Things Kids Get Us Into Kym Martell, CRM, CIC, CRIS, AAI 3 P/C Dec. 12 Innovations in Long-Term Care Funding with Life Insurance Jerry Rhinehart, CIC, CLU, ChFC, RHU 3 L/H Dec. 12 Catastrophe: The Coverage Expertise You ll Need When It Matters Most Catherine Trischan, CPCI, CRM, CIC, ARM, AU, AAI, CRIS, MLIS 3/ P/C Dec. 13 5:00 pm Street Level Ethics Chris Amrhein, AAI 3 LRE Dec. 18 2;00 pm 5:00 pm Tricks to Fix: Closing Coverage Gaps in Home, Work and Auto Kevin Amrhein, CIC 3 P/C Additional classes will be posted as they are scheduled P / C = Property & Casualty L / H = L/H LRE = Laws, Regulations and Ethics 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. Transcripts can be obtained by accessing Once on the website, select Look Up Education Courses / Credits located under Quick Start for Agents & Agencies. 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. Flood Insurance Course Requirement Newly licensed agents are required to complete a flood program course during their first compliance period. Edition date: Page! 3 of 11!

4 30 Jordan,, CT AAI 82-B Commercial Lines November 15, 2018, 4:30 pm Instructor Frank Pearson, CPCU, CIC, AIS and Course is one of nine segments required for the AAI designation. Program is recommended for all insurance production Personnel in any distribution system. It is particularly recommended for those individuals who deal directly with the insurance buying public. Program is designed to acquaint the producer, account executive or customer service representatives with the major coverage s, which generate 90% of most agency s premium volume. Recommended also for those who supervise producer or field representatives and for non-production employees who wish to begin careers in production or who have direct contact with clients. This program is for th e advanced 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) AAI 83-C Agency Financial Management October 18, 2018, 4:30 pm Instructor- Frank Pearson, CPCU, CIC, AIS and Course is one of nine segments required for the AAI designation. Program is recommended for all insurance production Personnel in any distribution system. It is particularly recommended for those individuals who deal directly with the insurance buying public. Program is designed to acquaint the producer, account executive or customer service representatives with the major coverage s, which generate 90% of most agency s premium volume. Recommended also for those who supervise producer or field representatives and for non-production employees who wish to begin careers in production or who have direct contact with clients. This program is for th e advanced 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 #4 Agency Errors & Omissions December 6, 2018, 3:30 pm Instructor * 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. An exam will be administered at the end of the class to those students working toward their ACSR designation. Class Fee: $130 Members / Associate Members $180 Non-Members (#107032) 6 PC CE Credits (6) ACSR #8 Commercial Automobile Insurance September 27, 1018, 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. An exam will be administered at the end of the class to those students working toward their ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107042) 5 PC CE Credits (5) ACSR #9 Commercial Lines Related Coverages October 25, 2018, 3:30 pm 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 An exam will be administered at the end of the class to those students working toward their ACSR designation. Class Fee: $130 Members / Associate Members $180 Non-Members (#107043) 6 PC (6) Edition date: Page! 4 of 11!

5 30 Jordan,, CT ACSR #12 Disability & Health Insurance October 16, 2018-, 12:40 pm Instructor Ron Lesieur, CLU, CIC 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. An exam will be administered at the end of the class to those students working toward their ACSR designation. Class Fee: $85 Members / Associate Members $105 Non-Members (#107060) 4 LH CE Credits (4) : Additional Insureds The Quandary -November 15, 2018, Instructor: Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW This course addresses the seemingly endless challenges posed to agents in the world of Additional Insureds. We will discuss basic policy coverage for the exposure and how applicable endorsements amend the coverage. Policies reviewed in this course include the Commercial General Liability policy (CGL), Business Auto policy (BAP), Workers Compensation (WC) and Umbrella Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112517) 3 PC CE Credits (3) Business Life Insurance and Retirement Benefit Planning November 27, 2018, 4:30 pm Instructor Ron Lesieur, CLU, CIC 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) : Catastrophe: The Coverage Expertise You ll Need When It Matters Most December 12, 2018, Instructor Catherine Trischan, CPCU, CRM, CIC< ARM, AU, AAI, CRIS, MLIS Nothing makes us more aware of the gaps that can exist in personal and commercial coverage than a catastropeh. We will discuss some of the direct damage and loss of use issues faced by individuals and businesses before, during and after natural disasters such as storms and earthquakes. We will look at coverage forms commonly written and how they may respond to claims presented after such disasters. Lastly, we will briefly explore some liability insurance issues that can come into play in a catasrophe, whether the catastrophe is a natural one or one that is man-made. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112989) 3 PC CE Credits (3) : Certificates of Insurance & Additional Insureds: Making Sense of It All November 14, 2018, Instructor Catherine Trischan, CPCU, CRM, CIC< ARM, AU, AAI, CRIS, MLIS Certificate of Insurance and Additional Insureds endorsements cause many problmes for insurance agents trying to help commercial clients. We will revew the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors. We will discuss Additional Insureds, reviewing some of the most commonly used Additional Insured endorsments. Lastly, we will look at requests frequently made of agents and discuss why some of these can create problems. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112988) 3 PC CE Credits (3) Commercial Auto November 1, 2018 (AM), 11:40 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) Edition date: Page! 5 of 11!

6 30 Jordan,, CT Commercial Liability Coverage Gaps and How to Fill Them November 29, 2018, 3:30 pm Instructor Barbara Spear,CIC Errors and omissions by an insurance producer can be extremely costly and damaging to the producer s professional reputation. This course is designed to help insurance agents and brokers prevent many types of errors and omissions involving commercial liability insurance. The verb prevent is used here in the risk management sense. Loss prevention seeks to reduce the frequency or likelihood of claims. Complete avoidance is impossible. An agent or broker who has handled everything properly, following every guideline within this course, may still be sued for some alleged error or omission. However, the producer who successfully completes this course is less likely to be charged with an error or omission and will probably be better able to defend himself or herself against these allegations. Class Fee: $60 Members / Associate Members $85 Non-Members (112342) 6 PC CE Credits (6) : Commercial Property Claims that Cause Problems - October 17, 2018, Instructor: Terry Tadlock, CIC, CPCU, CRIS Through a variety of claim scenarios, this course dives into the meticulous nature of commercial property insurance. Complicated definitions, vacancy provisions, debris removal coverage, real and personal property lease terms and compliance, leasehold interest, business income and other issues make an appearance in this course. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112518) 3 PC CE Credits (3) : Contractors, Contractors, Contractors November 15, 2018, Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS This course examines a variety of inland marine exposures faced by contractors and the policies available to cover those exposures. We will discuss builders risk coverage, installment floaters and contractors equipment policies. For each topic, we will discuss the coverage afforded by commonly used forms and some of the exclusions to watch out for. We will then discuss certain features of the Commercial General Liability policy and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor s insurance program. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112987) 3 PC CE Credits (3) : Current Trends & Changes: The Homeowner and Auto Marketplace - October 30, 2018, 5:00 pm Instructor: Kym Martell, CRM, CIC, CRIS, AAI For both the personal and commercial lines agent, this course reviews current trends and coverage issues in the Homeowners and Auto Marketplace. The course will review what happens when clients decide to become a driver for a ride sharing company. (Transportation Network Company) TNC or a host facility for a home sharing company, such as Airbnb and the introduction of self-driving vehicles. We will review some of the coverage in both the personal automobile and homeowner coverage forms as it relates to the new trend of sharing and gaps and typical exclusions. We will review and explore some of the specialty coverages. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112512) 3 PC CE Credits (3) : Cyber Insurance: When Convenience Turns Catastrophic - November 13, 2018, - Instructor: Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICS, LICS The conveniences afforded by technology today were unfathomable just a few years ago. Unfortunately, cyber criminals seem to be at the top of the evolutionary chain as evidenced by their ability to constantly reinvent schemes to exploit the latest technologies for personal gain (if only these scumbags would use their talents for good!) In their efforts to keep up with these criminals and protect individuals and businesses from financial devastation, insurance companies are constantly evolving their Cyber insurance policies. This course reviews several of the latest updates to the standard Cyber insurance policy form created by ISO. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112586) 3 PC CE Credits (3) Edition date: Page! 6 of 11!

7 30 Jordan,, CT Risk Management: Meeting the Challenge of Change October 17, Country Club, 3:30 pm Instructor Christopher Weldon, Esq. and James Keidel, Esq. 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) Ethics and Insurance Fraud October 11, 2018 (AM), 11:40 am Instructor 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) Flood Insurance September 25, 2018 (AM); November 28, 2018 (AM), 11:40 am Instructor Christine Stoll 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) Front Line Underwriting November 14, 2018 (AM), 12:40 am Instructor Cathy Antrim, CIC, ACSR, API This course will help new and seasoned agents and account representatives understand why Front Line Underwriting is important, the logic in insurance and the questions that need to be asked and answered when underwriting personal lines policies. The use of the internet as back-up verification in the underwriting process will also be covered. Class Fee: $60 Members / Associate Members $85 Non-Members (#111339) 4 PC CE Credits (4) : Health and Disability Insurance: Just the Facts October 10, 2018, - / December 4, 2018, Instructor: Karin Klaassen, CLU, LUTCF To teach insurance professionals about the current state of the ever-changing landscape of health and disability insurance. Consumers are constantly pounded with information- sometimes true, sometimes not- regarding health and disability insurance products and how they function. This course is designed to help us insurance professionals separate fact from fiction and act as a trusted adviser to insureds who often have little or no understanding of these insurance products. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112585) 3 LH CE Credits (3) : Hope I Die Before I Get Old (Cause this Government Stuff Gonna Knock Me Cold!) Mastering Medicare and Social Security October 11, 2018, / November 7, 2018, - Instructor: Chris Amrhein, AAI Far too many retirees, upon reaching the time of life when they are looking forward to (or at least relieved to have available) these governmental security blankets, find themselves assaulted by complicated eligibility rules, complex coverages, and a myriad of often confusing options. Add in seemingly conflicting advice from experts, retiree associations and flat-out scam artists, and instead of comfort and security older folks often find fear and confusion. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112521) 3 LH CE Credits (3) Edition date: Page! 7 of 11!

8 30 Jordan,, CT IIAC MID-YEAR CONVENTION November 5, 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. A complete program will be posted prior to the convention. Convention Fee: $95 Members / Associate Members $155 Non-Members (#TBA) 3 LRE CE Credits (3) : Innovations in Long-Term Care Funding with Life Insurance October 10, 2018, 12:00 PM / December 12, 2018, Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU This program will review the family dilemma faced by so many the long-term care, and associated financial and emotional issues needed by a person when they encounter a serious medical issue. When attention is needed, the options are limited as to where the care can be rendered their personal residence (or a residence of another), an Assisted Care Living facility, or a Skilled Nursing Facility. The cost, advantages and potential problems concerning each site for care will be reviewed. The cost of such care can only be borne in one of three options: personal funds, some governmental entity, or specific insurance. This program will review the qualification rules, and care provided by Medicare and Medicaid. It will review the coverage and provisions of Long-Term Insurance policies that have been available the last 40+ years. The program will conclude with the recent innovations that have emerged in the last few years regarding Living Benefits Riders (or policy provisions) that allow certain insurance contracts to provided advances against the death benefit to fund for the Long-Term Care dilemma. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112511) 3 LH CE Credits (3) Law and Ethics Seminar December 11, 2018 (AM), 11:40 am Instructor 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) Life Insurance Basics October 24, (AM), 12:40 pm Instructor Ron Lesieur, CLU, CIC 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) Medicare and Social Security December 4, 2018 (AM), 11: 40 am Instructor Ron Lesieur, CLU, CIC 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: $60 Members / Associate Members $85 Non-Members (#110062) 3 LH CE Credits (3) Edition date: Page! 8 of 11!

9 30 Jordan,, CT : New Technologies, New Risks: Drones, Home and Ride- October 24, 2018, Instructor: Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICS, LICS This course will assist in understanding the risks associated with new technologies of drones, home and ride-sharing. This course will discuss the many risks of drone use, home-sharing, ride-sharing as well as what the insurance companies are doing to manage them. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112588) 3 PC CE Credits (3) : On Ethics- Data, Dilemmas and Knuckleheads - October 25, 2018, 5:00 pm / November 29, 2018, 2:00 pm-5:00 pm Instructor: Kevin Amrhein, CIC Insurance professionals should expect three things from this Ethics course: 1) interesting data, 2) interesting dilemmas, and 3) interesting examples of things not-to-do as evidenced by real-life knuckleheads who do those things. This course features interactive case studies which will engage students to defend and/or challenge instinctive positions on a variety of issues. Lines will be drawn. Bonds will be broken. Friends will leave as enemies. You have been warned. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112591) 3 LRE CE Credits (3) Personal Lines Pre-Licensing - Class Start Dates: October 2, 2018, 4:30 pm Instructor 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: $375 Members / Associate Members $675 Non-Members LICENSING Property & Casualty Pre-Licensing Class Start Dates: October 3, 2017, 4:30 pm Instructor 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: $600 Members / Associate Members $925 Non-Members LICENSING Retirement Planning November 20, 2018 (AM), 12:40 pm Instructor Ron Lesieur, CLU, CIC In this class, attendees will review and develop a deeper understanding of Income planning issues at retirement; review financial planning fundamentals; learn about and conduct a current assets analysis. The course will also include a review of investment opportunities including: CDs, TIPs, Bonds, Annuities, Life Insurance, Real Estate, Stock (common and preferred), Fixed income investments, Mutual Funds, ETFs, REIT and Commodities. Class Fee: $60 Members / Associate Members $85 Non-Members (#103525) 3 LH CE Credits (3) Edition date: Page! 9 of 11!

10 30 Jordan,, CT : Scary CGL Exclusions - October 17, 2018, - Instructor: Jerry Hargrove, J.D., CIC, CPIS, SCLA, PICS, LICS The Insurance Services Office (ISO) Commercial General Liability (CGL) insurance policy has long been the industry standard for commercial insureds. The Policy is far from perfect, containing several exclusions which are often a surprise to not only the insured but also the agent who sold the policy. This course will help insurance professionals understand and explain several such exclusions and better position the insured to deal with them before the loss happens. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112589) 3 LRE CE Credits (3) : So You Made Some Money Now What? From Salary to Social Security - November 13, 2018, Instructor: Karin Klaassen So you made some money now what? This course will help to identify functions of personal financial planning and how risk management tools can be used in meeting a family s financial planning objectives. It will assist in exploring retirement planning and time value of money concepts as well as the role of Life Insurance, Annuities and Mutual Funds in meeting personal financial planning objectives. It will also discuss how Disability Income and Long Term Care Insurance products can help preserve a financial plan with income replacement and protect against the high cost of long term care. Finally, this course will dive into the common but often misunderstood provisions of Medicare and Social Security. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112519) 3 LH CE Credits (3) : Street Level Ethics - December 13, 2018, 5:00 pm Instructor: Chris Amrhein, AAI Let s face it: making the right choice is not always as simple as it seems. This course is designed to help insurance professionals polish their ethical instincts and become better decision makers. Through interactive case studies, this course will help participants better understand the ethical decision making process that absolutely must be ingrained in every agency s culture. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112520) 3 LRE CE Credits (3) Supplemental Coverages November 1 - (PM), 3:40 pm 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) : The Things Kids Get Us Into - December 11, 2018, Instructor: Kym Martell, CRM, CIC, CRIS, AAI This course focuses on the insurance issues relating to children and their exposures to loss. We will review and identify some of exposures to loss, and insurance implications children create for their parents. We will review some of the protections afforded through the various personal lines policies, endorsements and discuss ways to provide risk management solutions. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112590) 3 PC CE Credits (3) : Tricks to Fix: Closing Coverage Gaps in Home, Work and Auto - December 18, 2018, 5:00 pm Instructor: Kevin Amrhein, CIC Side jobs, change of ownership, borrowed/rented cars, loss assessments and several other classic coverage concerns are dissected in Tricks to Fix. This course reviews common personal and commercial coverage gaps that- if unresolved- are certain to expose agents to the ferocity that is an angry insured. The situations discussed in this course are far from unusual; these coverage concerns are intentionally pulled from common policies sold daily by agents. This course will challenge you to break the monotony of selling these common policies and see them for what they really are: a contract full of potential pitfalls only avoidable by the most advanced agents. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112518) 3 PC CE Credits (3) Edition date: Page! 10 of! 11

11 30 Jordan,, CT : Your Agency Online Communication Cure or E&O Plague? - Sept. 27, 2018, 1:00 Instructor: Chris Amrhein, AAI The rapid evolution of technology coupled with the seemingly instantaneous dispersal of information can leave the agency subject to new and unknown issues affecting errors and omissions (E&O). This course addresses the current state of those issues, draws parallels between current offline E&O practices and those needed for online actions, and makes recommendations as to next steps. Webinar Fee: $65 Members/ Associate Members $95 Non-Members (#112516) 3 PC CE Credits (3) Edition date: Page 11! of! 11