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Course Information


Program: CIC
Event: Life & Health
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 114
Start Date: Oct 28, 2020
End Date: Oct 29, 2020
Exam Start Date: Nov 02, 2020
Exam End Date: Nov 04, 2020
Price: $440


*CE Hours vary by State

Accommodations


IIA of Illinois Webinar Event
Oct 28, 2020


IIA of Illinois Webinar Event, WB 62711

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Oct 28, 2020 07:30-08:00
Life and Annuity Policies Oct 28, 2020 08:00-12:15 Thomas R. Sanders
CIC, CPIA
Lunch Oct 28, 2020 12:15-13:15
Life and Annuity Policies (Continued) Oct 28, 2020 13:15-15:15 Thomas R. Sanders
CIC, CPIA
Business Life Concepts Oct 28, 2020 15:15-17:15 Thomas R. Sanders
CIC, CPIA
Join Webinar Oct 29, 2020 07:30-08:00
Health Insurance and Employee Benefits Concepts Oct 29, 2020 08:00-12:00 Victor A. Puleo
Ph.D., CIC, CFP
Lunch Oct 29, 2020 12:00-13:00
Health Insurance and Employee Benefits Concepts (Continued) Oct 29, 2020 13:00-17:00 Victor A. Puleo
Ph.D., CIC, CFP

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Jerry Rhinehart | Bio


Jerry Rhinehart graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time, he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983, he and his wife opened an independent insurance agency in Tallahassee, Florida. While there he focused primarily on the life, health, and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate Rhinehart & Associates located in Panama City, Florida, where he works with clients concerning life insurance, long-term care, and annuities. Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC designation in 1986, CLU in 1987, ChFC in 1988, and RHU in 1997. He is a Director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as Director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former member of the Board of Governors of the Society of Certified Insurance Counselors (Austin, TX). Since 1986 Jerry has conducted more than 1,500 programs to insurance, CPA, attorney, and Human Resource groups on topics that range from Estate Planning, Long-Term Care, Life Insurance, Annuities, Business Perpetuation, and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, he serves as an expert witness in legal proceedings regarding life and health insurance matters.

Thomas R. Sanders | Bio


Tom Sanders has a background in the Insurance Industry that dates back to the late 1970's, where he started in production with a Life and Health Carrier in Iowa, soon after, he worked in training & marketing for the same carrier in Ohio and Michigan. In 1986 Tom purchased a Property and Casualty Agency to complement his Life, Health, and Group clients. In 1994 Tom began instructing for Ohio Insurance Agents as well as with The National Alliance. He was awarded the prestigious Jack V. Hedges Educator of the Year Award by the PIA of Ohio in 1999. He also serves on the National Faculty for CIC & CISR. Currently Tom is President of Sanders Insurance Services Inc. In 2016 Sanders Insurance merged their Property & Casualty book with another Agency in the County. Tom now focuses on Elder Care Planning using Life, LTC and Annuity products.

Victor A. Puleo | Bio


Dr. Victor Puleo is the Davey Chair of Risk Management and Insurance in the Lacy School of Business at Butler University, Indianapolis, IN. He earned a doctorate degree in risk management and insurance at Florida State University. Dr. Puleo has articles published in the Journal of Insurance Issues, Risk Management and Insurance Review, Managerial Finance, and Best's Review. The Davey Risk Management and Insurance Program at Butler University equips students with a variety of experiential education - including two required for-credit internships. Butler University's College of Business is the top-ranked business school in the country for internships according to Bloomberg Businessweek's rankings. Highlights of the Davey Risk Management and Insurance Program include the first-of-its-kind student-run captive insurance company, lifelong career mentors, two required for-credit internships, student attendance at national and regional industry events, classroom case studies, and an elite chapter of Gamma Iota Sigma - the international collegiate insurance, risk management and actuarial student fraternity. Dr. Puleo is a Certified Insurance Counselor (CIC) and Certified Financial Planner ™ Certificant. He is an Educational Consultant (1994) and National Faculty Member (2008) for the Society of Certified Insurance Counselors. Dr. Puleo is a member of the Board of Directors and Chair of The National Alliance Research Academy. Prior to being named the Davey Chair of Risk Management and Insurance, Dr. Puleo was an Associate Professor of Insurance and Risk Management at the University of Central Arkansas (UCA), Conway, AR. The insurance and risk management undergraduate degree program at UCA is nationally ranked. Students from UCA were the first in the country to be conferred the University Associate Certified Insurance Counselor (UACIC) designation. The UACIC designation was created to give college students pursuing an insurance and risk management undergraduate degree the opportunity to attain a new level of professionalism through advanced practical education while in college. This designation is a program of the National Alliance Research Academy.