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Course Information


Program: RGS
Event: Ruble Graduate Seminar
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 70
Start Date: Aug 05, 2020
End Date: Aug 06, 2020
Price: $445


*CE Hours vary by State

Accommodations


PIA of NY NJ CT Webinar Event
Aug 05, 2020


PIA of NY NJ CT Webinar Event, WB 12077

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Aug 05, 2020 07:30-08:00
Toys, Toys and More Toys! Aug 05, 2020 08:00-12:00 Jerry L. Kennedy
CIC
Lunch Aug 05, 2020 12:00-13:15
Ethical Issues Aug 05, 2020 13:15-17:15 Jerry L. Kennedy
CIC
Join Webinar Aug 06, 2020 07:30-08:00
Errors and Omissions Aug 06, 2020 08:00-12:00 Angelynn Heavener
CIC, CPIA
Understanding (and Managing) the 3 Big Government Benefits: Social Security, Medicare and Medicaid Aug 06, 2020 08:00-12:00 Jerry Rhinehart
CIC, CLU, ChFC, RHU
Lunch Aug 06, 2020 12:00-13:15
Innovations in Long-Term Care Funding with Life Insurance Aug 06, 2020 13:15-17:15 Jerry Rhinehart
CIC, CLU, ChFC, RHU
Cyber-Exposures: Resistance Is Futile Aug 06, 2020 13:15-17:15 Chris Christian
CIC, RPLU
Download Agenda

Angelynn Heavener | Bio


Angie Heavener began her insurance career in 1971 joining her family's agency. She held numerous positions in the agency consisting of CSR, producer, and eventually agency owner. In 1993, she sold her agency to join the staff of the Professional Independent Insurance Agents of Illinois. She began as assistant vice president of Marketing/Instructor and was shortly promoted to vice-president of Education. She is currently the principal of Insurance Training Plus, Inc., a professional training and consulting firm focused on education and agency operations, that she began in 2002. Angie served as education chairperson for the IIAI and PIIAI, as well as a committee member for the IIABA education committee. She has also served on numerous other state and national committees. Angie received the Young Agent of the Year Award in 1991, obtained her CIC designation in 1994, and her Certified Professional Insurance Agent designation in 1999. Angie teaches numerous property and casualty education seminars throughout the country and is a frequent speaker at state conventions. Angie also teaches sales, service and operations programs. She is a national faculty member of the Society of Certified Insurance Counselors. Angie is an approved auditor for a number of E&O carriers and conducts internal Errors and Omissions audits on agencies throughout the country. She also consults with agencies on developing procedures, workflows and sales centers. Angie co-authored a book on Errors and Omissions audits and writes articles for various state insurance association magazines.

Chris Christian | Bio


Chris Christian began her insurance career in 1985, joining GAF Insurance Services, a retail agency. After six years with GAF, Chris moved to the carrier side, opening the San Diego branch office of RLI Corporation, an underwriter of specialty lines insurance. The San Diego office was dedicated to directors and officers liability coverage and was the launching pad for Chris's specialization in professional liability. By 1997, when Chris departed RLI to join London American General Agency, she had established herself as an underwriter of hard-to-place nonprofit directors and officers liability accounts, healthcare directors and officers liability, and managed care errors and omissions coverages. At London American, Chris launched two underwriting facilities for healthcare-related errors and omissions and directors and officers coverages, as well as brokerage facilities for professional liability and property/casualty lines. Chris joined US Risk Brokers in November 2005 as Vice President and Senior Broker, specializing in professional liability. She has earned her Certified Insurance Counselor (CIC) and Registered Professional Liability Underwriter (RPLU) designations and is a frequent industry speaker and author. She is also active in industry associations.

Douglas J. Fleming | Bio


Doug Fleming began his career in the life insurance business in 1971 with the Boston Agency of The Connecticut Mutual Life. After 10 years of personal production, Doug was named to a management position as new agent Training Supervisor, a position he held for five years. He then joined Berkshire Life as Agency Supervisor, a position he held for ten years. He is currently involved with the Boston Agency of Ameritas Life in the brokerage area. In 2004, he assumed the duties of Ed. Consultant for the PIA of NY, NJ & CT in their CIC program. Doug moderates licensing and continuing education classes for the Massachusetts Association of Insurance Agents, and also provides continuing education classes to the insurance industry in the greater Boston area. In 1990, he was named to the associate faculty, Insurance and Financial Services Department, Northeastern University, in Boston. He is a member of the National Faculty for the Society of Certified Insurance Counselors. In 2005, Doug assumed the duties of educational consultant for the PIA of New York, New Jersey & Connecticut in their CIC Program.

Jerry L. Kennedy | Bio


Jerry owns and manages an agency in Grand Coulee, Washington. Jerry has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. He earned his CIC designation in 1983 and served as a member of the Board of Governors for the Society of Certified Insurance Service Representatives (CISR) from 1995-2001. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998.

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.