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Course Information


Program: CIC
Event: Life & Health
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 122
Start Date: Sep 16, 2020
End Date: Sep 17, 2020
Exam Start Date: Sep 21, 2020
Exam End Date: Sep 23, 2020
Price: $460


*CE Hours vary by State

Accommodations


IIA of Oklahoma Webinar Event
Sep 16, 2020


IIA of Oklahoma Webinar Event, WB 73113

Agenda

20

Topic Date Time Speaker
Join Webinar Sep 16, 2020 07:30-08:00
Life and Annuity Policies Sep 16, 2020 08:00-12:15 Thomas R. Sanders
CIC, CPIA
Lunch Sep 16, 2020 12:15-13:15
Life and Annuity Policies (Continued) Sep 16, 2020 13:15-15:15 Thomas R. Sanders
CIC, CPIA
Join Webinar Sep 17, 2020 07:30-08:00
Health Insurance and Employee Benefits Concepts Sep 17, 2020 08:00-12:00 Ross Winston Pearce
CIC, CLU, ChFC, LUTCF
Lunch Sep 17, 2020 12:00-13:00
Health Insurance and Employee Benefits Concepts (Continued) Sep 17, 2020 13:00-17:00 Ross Winston Pearce
CIC, CLU, ChFC, LUTCF
Business Life Concepts Sep 17, 2020 15:15-17:15 Thomas R. Sanders
CIC, CPIA

Ross Winston Pearce | Bio


Ross began his career in the insurance business as an agent in 1985 in Santa Maria, California with Farmers Insurance. After seven successful years, he moved to East Tennessee as a District Manager. He was recruited by Farmers to become an employee moving to Iowa as the Life and Financial Services Manager for the state. When the University of Farmers began, he was tapped to lead the training division and helped develop this university into the number one corporate university in the world in 2011. Ross left corporate life in 2012 and took over an agency in Austin, Texas. In 2015 he retired and has been devoting time to training agents and volunteer activities. In April of 2017 Ross accepted a position as Director of Coaching with Contract Coach, a firm comprised of experienced insurance agents and managers whose goal is to help agency's re-shape their business, so that the agency owners can achieve their individual personal goals. Ross earned his Certified Insurance Counselors designation in 1999 and is a National Faculty member for The National Alliance, teaching at the CIC Life and Health and Personal Lines Institutes. In addition to his CIC designation, Ross has also earned the insurance designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Consultative Sales Graduate (CSG).

Sara Bradshaw Ray | Bio


Sara also has over 30 years in agency ownership and management. She is a licensed Property & Casualty, Life & Health independent agent and also maintains her Certified Insurance Counselor designation of distinction. Her agency management experience is complimented by a background in company commercial underwriting which enables her to uniquely step into the shoes of her agency principal clients with empathetic eyes to help evaluate and manage their agency ownership challenges. Not only does Ms. Ray bring a wealth of industry expertise, resources and knowledge to the table, her vast experience coupled with a keen sense of the dynamics of efficiency, and its impact on productivity uniquely suits her to meet a variety of operational, management, and marketing needs in organizations today. She is the founder of SynerDynamics Group, a consulting firm that has become known as "THE agency asset maximization resource" in the insurance industry today. A renowned speaker on the subject of agency efficiency, Ray advocates that by capitalizing on the power of synergy the result is maximized productivity which adds strength to the organizational dollar and ultimately a blacker bottom line. With a lifelong passion for leadership development, Ms. Ray is also an executive coach and also founded MyNetwork, a nationwide facilitated mastermind network for female leaders.

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.