Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

  • 06 August
    7 weeks, Tue & Thu 1:15 PM - 2:15 PM (MST)
    Online
    Session information
    Sessions
    Session 1
    Tue 06 Aug 13:15 MDT - Tue 06 Aug 14:15 MDT
    Online
    Session 2
    Thu 08 Aug 13:15 MDT - Thu 08 Aug 14:15 MDT
    Online
    Session 3
    Tue 13 Aug 13:15 MDT - Tue 13 Aug 14:15 MDT
    Online
    Session 4
    Thu 15 Aug 13:15 MDT - Thu 15 Aug 14:15 MDT
    Online
    Session 5
    Tue 20 Aug 13:15 MDT - Tue 20 Aug 14:15 MDT
    Online
    Session 6
    Tue 27 Aug 13:15 MDT - Tue 27 Aug 14:15 MDT
    Online
    Session 7
    Thu 29 Aug 13:15 MDT - Thu 29 Aug 14:15 MDT
    Online
    Session 8
    Tue 03 Sep 13:15 MDT - Tue 03 Sep 14:15 MDT
    Online
    Session 9
    Thu 05 Sep 13:15 MDT - Thu 05 Sep 14:15 MDT
    Online
    Session 10
    Tue 10 Sep 13:15 MDT - Tue 10 Sep 14:15 MDT
    Online
    Session 11
    Thu 12 Sep 13:15 MDT - Thu 12 Sep 14:15 MDT
    Online
    Session 12
    Tue 17 Sep 13:15 MDT - Tue 17 Sep 14:15 MDT
    Online
    David A
    • $569.00 excl. Tax
    Register5 places remaining
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Description

(CE AVAILABLE IN THE FOLLOWING STATES ONLY: AL, AZ, CA, CO, GA, NM, OH, TX, & WA)

Please note: Texas requires 3 student minimum for CE course. If your resident state is TX and the course does not have 3 students or more enrolled, CE credit cannot be given.

The student will explore the world of personal lines insurance. This course provides the student with a detailed look into personal lines insurance.

The following topics will be addressed in this course:

  • Automobile
    • Premium Factors / Policy Credits
    • Policy Format/Definitions
    • Policy Exclusions & Endorsements
  • Homeowners / Dwelling Fire
    • Premium Rating Factors
    • Policy Format / Definitions / Forms / Endorsements
    • Protection Classes and Fire Lines
    • Replacement Cost Estimator Guide
  • Umbrella
    • Excess vs Umbrella
    • Underlying Insurance Requirements
  • Insuring Recreational Vehicles and More
    • Campers
    • Motorcycles
    • Snowmobiles
    • ATV's
    • Boats
  • Addressing High Net Worth and Affluent Clients
    • Trust / Attention to Detail / Attentiveness
    • Replacement Cost Estimator
    • High Value Auto
    • Additional Coverages
      • Employment Practices Liability
      • Workers Compensation
      • Kidnap and Ransom

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