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Course Information


Program: CISR
Event: Life & Health Essentials
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 73
Start Date: Sep 28, 2020
End Date: Sep 28, 2020
Exam Start Date: Oct 05, 2020
Exam End Date: Oct 07, 2020
Price: $170


*CE Hours vary by State

Accommodations


Massachusetts AIA Webinar Event
Sep 28, 2020


Massachusetts AIA Webinar Event, WB 01757

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Sep 28, 2020 07:30-08:00
Introduction to Life Insurance Sep 28, 2020 08:00-09:00 Marshall Katz
MS, CIC, AAI
Term and Permanent Life Insurance Sep 28, 2020 09:00-10:00 Marshall Katz
MS, CIC, AAI
Common Characteristics of Life Insurance Policies Sep 28, 2020 10:00-12:00 Marshall Katz
MS, CIC, AAI
Lunch Sep 28, 2020 12:00-12:45
Health Care Policies Sep 28, 2020 12:45-13:45 Marshall Katz
MS, CIC, AAI
Federal Regulation and Consumer Driven Health Plans Sep 28, 2020 13:45-14:45 Marshall Katz
MS, CIC, AAI
Medicare Sep 28, 2020 14:45-15:45 Marshall Katz
MS, CIC, AAI
Q&A and Review Sep 28, 2020 15:45-16:15

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.