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Course Information


Program: CISR
Event: Life & Health Essentials
Delivery Method: Classroom
Instruction Hours: 7*
Metro Area:
Available Seats: 75
Start Date: Jun 03, 2021
End Date: Jun 03, 2021
Exam Start Date: Jun 03, 2021
Exam End Date: Jun 03, 2021
Price: $170


Accommodations


DoubleTree Burlington
Jun 03, 2021

870 Williston Rd
South Burlington, VT 05403
802-865-6600

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

35

Topic Date Time Speaker
Registration/Check-In Jun 03, 2021 07:30-08:00 Marshall Katz
MS, CIC, AAI
Introduction to Life Insurance Jun 03, 2021 08:00-09:00 Marshall Katz
MS, CIC, AAI
Term and Permanent Life Insurance Jun 03, 2021 09:00-10:00 Marshall Katz
MS, CIC, AAI
Common Characteristics of Life Insurance Policies Jun 03, 2021 10:00-12:00 Marshall Katz
MS, CIC, AAI
Lunch - on your own Jun 03, 2021 12:00-12:45 Marshall Katz
MS, CIC, AAI
Health Care Policies Jun 03, 2021 12:45-13:45 Marshall Katz
MS, CIC, AAI
Federal Regulation and Consumer Driven Health Plans Jun 03, 2021 13:45-14:45 Marshall Katz
MS, CIC, AAI
Medicare Jun 03, 2021 14:45-15:45 Marshall Katz
MS, CIC, AAI
Q&A and Review Jun 03, 2021 15:45-16:15 Marshall Katz
MS, CIC, AAI
Examination Jun 03, 2021 16:15-17:15 Marshall Katz
MS, CIC, AAI

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Marshall Katz | Bio


Marshall currently teaches fulltime for the Massachusetts Association of Insurance Agents on a variety of subjects from personal lines licensing to CISR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes for 24 years and has since sold the agency to be able to concentrate on facilitating classes, although he is now back writing insurance for select accounts through a local agency. Marshall has a Bachelor's degree from Clark University with a major in accounting and a Master's degree also from Clark with a major in Marketing Communications. He is a licensed producer in Massachusetts, Connecticut and Rhode Island and a licensed insurance advisor in Massachusetts. Marshall's classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented.