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Course Information


Program: CISR
Event: Life & Health Essentials
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 70
Start Date: Dec 01, 2020
End Date: Dec 01, 2020
Exam Start Date: Dec 07, 2020
Exam End Date: Dec 09, 2020
Price: $161


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Dec 01, 2020


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Dec 01, 2020 07:30-08:00
Introduction to Life Insurance Dec 01, 2020 08:00-09:00 Jeffrey W. Evans
CRM
Term and Permanent Life Insurance Dec 01, 2020 09:00-10:00 Jeffrey W. Evans
CRM
Common Characteristics of Life Insurance Policies Dec 01, 2020 10:00-12:00 Jeffrey W. Evans
CRM
Lunch Dec 01, 2020 12:00-12:45
Health Care Policies Dec 01, 2020 12:45-13:45 Jeffrey W. Evans
CRM
Federal Regulation and Consumer Driven Health Plans Dec 01, 2020 13:45-14:45 Jeffrey W. Evans
CRM
Medicare Dec 01, 2020 14:45-15:45 Jeffrey W. Evans
CRM
Q&A and Review Dec 01, 2020 15:45-16:15 Jeffrey W. Evans
CRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Jeffrey W. Evans | Bio


Jeff Evans is the President of UR Risk, LLC and a consultant with Securance Corporation Agency, an independent full-service agency located in Houston, Texas. He also serves on the Legislative Committee for the Independent Insurance Agents of Houston. Prior to joining Securance, Jeff worked in various sales, sales management, and operations management roles, developing a unique perspective of the insurance business covering sales, marketing, product development, administration, underwriting, reinsurance, and overall operations. During his time on the wholesale side of the business Jeff taught classes on long term care insurance, Medicare products, non-subscription programs, group and individual medical plans, Section 125 plans and regulatory compliance, helping brokers learn new products, how to sell them, and how to serve their clients. He also served on the advisory boards of various carriers. Jeff earned a B.A. in Finance from the University of Texas at Austin and his USMC in 1991. He later earned his LTCP designation in 2002, Certified Self-Funded Specialist designation in 2014, Advanced Self-Funded Certification in 2017, and his CRM Designation in 2017.