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.

Family Insurance Needs Workshop

Thursday, February 6, 9am - 4pm
This course covers some of the most important financial needs a family might face, including the death of a breadwinner, retirement planning, educational funding for children, and disability income. A thorough review of the major crisis issues revolves around these needs: survivor needs, the role of life insurance and how the different types of life insurance work, retirement needs and preparing for retirement, the costs and funding methods to prepare for your child’s secondary education, and the possibility of an injury or illness that doesn’t kill you but instead disables you.

Reinsurance

Thursday, May 7, 9am - 12pm **CANCELED DUE TO COVID-19**
Provides and introduction to reinsurance, types of reinsurance, features of the contracts, and the reinsurance market and regulation.

Case Law and Insurance Contracts

Thursday, May 7, 1pm - 5pm **CANCELED DUE TO COVID-19**
This course takes us into the courtroom and shows the process judges and juries use to determine whether a complaint is legitimate, or whether to support an insurance company’s denial of a claim. We discuss the importance of policy language, and definitions of key terms and phrases. We explain the Plain Meaning Rule and the Special Meaning Rule. We discuss the importance of “intent” and “perspective,” as they play roles in the court’s ultimate rulings. Case studies are provided to expound upon each point raised in the course.

Fundamentals of the Personal Auto Policy

Thursday, August 6, 9am - 4pm
This course provides a thorough review of the auto policy contract, including the major terms and definitions, how the policy is constructed, and the benefits in each section of the policy. The course reviews concerns and misunderstandings within the standard policy frequently encountered. A discussion of auto policy exclusions is featured in the course.

Ethical Conduct and Suitability Issues

Thursday, November 12, 9am - 12pm

This course analyzes the criminal case that the state of California brought against insurance agent Glenn Neasham. Glenn was a licensed Life Insurance agent in the state. He sold an annuity to an elderly lady. He was later investigated and prosecuted for that sale under an indictment for theft from an elderly person. This was a precedent-setting charge against an insurance agent. The course reviews how the sale transpired, the actions Glenn took, and a special focus and emphasis on the ethics of the sale and the suitability questions that arose.

Long Term Care

Thursday, November 12, 1pm - 5pm

The course reviews the aging of America and the financial and physical stress it places on families and institutions that care for the elderly. The financial toll is heavy on those who have not prepared for the eventuality of having a health crisis in their elder years. LTC Insurance offers a remedy to handle those life events. The course addresses the typical policy features and benefits found today and reviews alternatives to finance the cost of extended care without experiencing financial ruin.

2020 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.