About CE Classes

Our goal is to provide you with high-quality education in a comfortable and relaxing environment.  By doing this, we hope that you enjoy our classes and learn a lot. Our sessions are short and scheduled frequently throughout the year so that you can fit them all on your calendar without being overwhelmed. 

We personally host each of these classes and offer them free to agents who handle Property and Casualty insurance claims.  Our CE classes are held in Englewood, Ohio.  Please refer to the class schedule to find the exact location of each class.

 

Our classes meet all the requirements for Continuing Education credits for insurance agents in the State of Ohio, as determined by the Ohio Department of Insurance.

Fundamentals of Personal Lines Insurance

Thursday, February 28, 9am - 4pm
This fundamentals course covers the basics of creating a Personal Lines policy. There are “behind the scenes” concepts at work for these policies to function properly for the benefit of both parties to the contract: the insured and the insurer. The course reviews insurable interest, contracts of indemnity, two-party contracts vs. third-party contracts, limits of liability and how sub-limits apply within an overall aggregate limit of coverage. The course explains terminology and definitions within the policies. The course outlines the different types of insurance organizations that market these products and how they differ.

Ethics and Unfair Trade Practices

Thursday, May 30, 9am - 12pm
There are many laws dealing specifically with unfair trade practices. Many are specifically written concerning insurance in particular. In this ethics course, we start with the basics of determining whether a trade practice is fair or unfair to the consumer. Once that foundation is laid, we then move into discussing the NAIC Model Act which deals with Unfair Trade Practices in our industry today. All the primary aspects of the Model Act are covered, with questions and discussions encouraged.

Identity Theft and Your Business

Thursday, May 30, 1pm - 4pm
Reviews principles for protecting client information, red flag rules for fighting fraud, the safeguard rules, financial privacy requirements, and privacy policies.

Today's New Insurance Risks

Thursday, August 22, 9am - 12pm
Times have certainly changed. These changes have brought new types of risk exposures. New business models have presented challenges to our traditional insurance industry.

Understanding Social Security

Thursday, August 22, 1pm-4pm
This course explains the major features of the Social Security program. Social Security is a government program designed to financially assist the senior population in their retirement years. Even though most Americans will eventually participate, many have a limited knowledge of how the program functions. The course outlines major benefits available, eligibility rules to receive those benefits, strategies to maximize benefits, and limitations of the program. The course dispels some of the myths surrounding the difficulty, or ease, of qualifying for benefits, especially disability income benefits.

Ethics in the Insurance Industry

Thursday, November 21, 9am - 12pm

This course clarifies the differences between morals and ethics, how they’re related, and the focus of regulations in regards to these concepts. The discussion reviews the expectations on corporate and agent conduct in the field of insurance. Specific duties are reviewed that must be fulfilled to achieve the expectations and requirements placed on the industry by regulators and an informed public.

Fundamentals of the Personal Umbrella Policy

Thursday, November 21, 1pm - 5pm
Umbrella insurance is an “undersold” policy in today’s insurance market. This course covers the problem of living in a litigious society. The course outlines how the Umbrella Policy can be of benefit, how it works, and how it coordinates with other personal liability policies. We cover the key concepts and terms involved, and how the policy differs from other liability policies. This course provides knowledge designed to position insurance producers to discuss the umbrella policy with clients.

2019 CE Classes:

Schedule & Registration

These classes are available for registration.  Click the button below to reserve your spot today!

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Fill out the form to receive updates on classes that become available in the future. We promise not to use your information to send you messages about anything other than CE classes. You can be confident that we will not sell, give, offer, or relinquish your information to anyone else for any cost. Seriously. We hate spam.

CONTINUING EDUCATION

for Insurance Agents

As part of our appreciation of you for refering your clients to us, we decided to provide all insurance agents with the opportunity to participate in our free CE Classes. Our goal is to provide you with high-quality education in a comfortable and relaxing environment.  By doing this, we hope that you enjoy our classes and learn a lot. Our sessions are short and scheduled frequently throughout the year so that you can fit them all on your calendar without being overwhelmed.