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PIA SmartTalk CE Newsletter, Nov. 2008

PIA Education News

CISR Dynamics of Service—Earn PC 8 and get top-notch training.
Dynamics of Service is coming to the Four Points by Sheraton, Meriden, Nov. 12, 2008. This course is instructed by Mishell Magnusson, CIC, CISR, FIPC. In a competitive marketplace, an agency's most important asset is its people. Give your customer service personnel the tools they need to succeed! Dynamics of Service is consistently one of our highest-rated programs. Participants repeatedly tell us how this one-day course transformed their lives immediately when back on the job. See below to register.
^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244. Open to anyone, but must be a dues-paid CISR to get your update credit.


Estate planning course coming to Meriden, Dec. 2, 2008: Earn 3 Life & Health CE credits.
Don't miss Your Estate Plan and the Living Trust—Understanding and explaining the new federal estate tax laws to your clients, with noted instructor Doug Fleming, LUTCF. This essential session begins with a review of the new federal estate tax laws. Various means of disposing of property by gift, contract, will, etc. will be discussed. We also will review the process of probate, the costs and time involved, and what property goes through and what property avoids probate. Class participants will review the various purposes of estate planning and the benefits of having a will. We discuss "gifting" without worrying about tax consequences. We review the characteristics of specific types of trusts and discuss their advantages and disadvantages. We also identify estate planning problems that can be solved by the purchase of life insurance to pay estate taxes and other expenses associated with settling an estate. Register below.


PIACT introduces the Certified Professional Insurance Agent Designation—Nov. 13, 2008, Cromwell.
Earn CE credits via this innovative designation. If you are dedicated to ensuring your professional independent agency succeeds in today's highly competitive market, consider the Certified Professional Insurance Agent designation. The CPIA designation aims to fortify your relationship-building techniques. The CPIA designation is conferred by the American Insurance Marketing and Sales Society . To earn the CPIA designation, candidates are required to successfully complete all three Insurance Success Seminars. (Exams are not required to earn the designation.) For details and to register, see schedule, below.

 

Upcoming PIA Education Schedule

Date
Program Title / Location
CE Credits / Instructor
Registration Info
Nov. 6, 2008 Flood Insurance: How Does That Really Work? *Meets FEMA/NFIP training and education requirements Flood 3
$65  Member
$110  Nonmember
  Four Points by Sheraton- Meriden, Meriden Mishell Magnusson, CIC, CISR, FIPC Register Now! | (More Info)
Nov. 6, 2008 Ethical Issues in E&O ^FF ^UM LRE 3
$70  Member
$120  Nonmember
  Four Points by Sheraton- Meriden, Meriden *Sponsored by Central Mutual Insurance Co Mishell Magnusson, CIC, CISR, FIPC Register Now! | (More Info)
Nov. 10, 2008 Beyond the Basics-Commercial Auto Policy *PREREQ: CL Coverage Basics N/A -Online course for unlicensed/new employees
$185  Member
$220  Nonmember
  Online Computer Course N/A Register Now! | (More Info)
Nov. 10, 2008 New Employee Orientation for Agency Personnel N/A-online course for unlicensed/new employees
$235  Member
$270  Nonmember
  Online Computer Course Online Computer Course Register Now! | (More Info)
Nov. 10, 2008 Personal Lines Coverage Basics N/A-online course for unlicensed/new employees
$255  Member
$295  Nonmember
  N/A Online Computer Course Register Now! | (More Info)
Nov. 12, 2008 CISR Dynamics of Service ^UM PC 8
$150  Member
$150  Nonmember
  Four Points by Sheraton- Meriden, Meriden Mishell Magnusson, CIC, CISR, FIPC Register Now! | (More Info)
Nov. 13, 2008 CPIA 1: Position for Success LRE 2, PC 5
$185  Member
$225  Nonmember
  Crowne Plaza, Cromwell Jack Monahan, CPIA, CLU, ChFC, CIC, AAM Register Now! | (More Info)
Nov. 19, 2008 CIC Commercial Property Institute (2 1/2 days of instruction) PC 20
$375  Member
$375  Nonmember
  Marriott Hotel - Hartford/ Windsor, Windsor Patrick A. Deem, Sr., CIC; Mark A. Palinkas, CIC; R. Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM Register Now! | (More Info)
Dec. 2, 2008 Your Estate Plan and the Living Trust-Understanding and explaining the new federal estate tax laws to your clients LH 3
$70  Member
$120  Nonmember
  Four Points by Sheraton- Meriden, Meriden Doug Fleming, LUTCF Register Now! | (More Info)
Dec. 4, 2008 Lunch ‘n' Learn Teleconference-Health Savings Accounts N/A
$49  Member
$69  Nonmember
  Your conference room/office, Your Office Jeannie Angelo Register Now! | (More Info)
Dec. 4, 2008 Lunch ‘n' Learn Teleconference w/CD-ROM-Health Savings Accounts N/A
$65  Member
$95  Nonmember
  Your conference room/office, Your Office Jeannie Angelo Register Now! | (More Info)
Dec. 8, 2008 Delivering Quality Service to the Customer and Employer N/A-online course for unlicensed/new employees
$235  Member
$270  Nonmember
  Online Computer Course N/A Register Now! | (More Info)
Dec. 8, 2008 Commercial Lines Coverage Basics N/A-online course for unlicensed/new employees
$255  Member
$295  Nonmember
  Online Computer Course N/A Register Now! | (More Info)
Dec. 8, 2008 Beyond the Basics-Garage Liability and Commercial Umbrellas*PREREQ: CL Coverage Basics N/A *PREREQUISITE: Commercial Lines Coverage Basics
$185  Member
$220  Nonmember
  Online Computer Course N/A Register Now! | (More Info)
Dec. 8, 2008 New Employee Orientation for Agency Personnel N/A-online course for unlicensed/new employees
$235  Member
$270  Nonmember
  Online Computer Course Online Computer Course Register Now! | (More Info)
Jan. 8, 2009 Lunch ‘n' Learn Teleconference w/CD-ROM: How to Read and Understand Condominium and Co-op Association By-Laws (It's all about insurable interest!) N/A
$65  Member
$95  Nonmember
  Your conference room/office Sheldon Hansen, CIC, CRM Register Now! | (More Info)
Jan. 8, 2009 Lunch ‘n' Learn Teleconference: How to Read and Understand Condominium and Co-op Association By-Laws (It's all about insurable interest!) N/A
$49  Member
$69  Nonmember
  Your conference room/office Sheldon Hansen, CIC, CRM Register Now! | (More Info)
Jan. 14, 2009 Lunch ‘n' Learn Teleconference: Evolving Liabilities: Cyber and Privacy Exposures N/A
$49  Member
$69  Nonmember
  N/A, Your Office Todd McDonald Register Now! | (More Info)
Jan. 14, 2009 Lunch ‘n' Learn Teleconference w/CD-ROM: Evolving Liabilities: Cyber and Privacy Exposures N/A
$65  Member
$95  Nonmember
  N/A, Your Office Todd McDonald Register Now! | (More Info)
Jan. 21, 2009 CIC Life and Health Institute (2 1/2 days of instruction) LH 20
$395  Member
$395  Nonmember
  Crowne Plaza, Cromwell N/A Register Now! | (More Info)
Feb. 3, 2009 Lunch ‘n' Learn Teleconference: Flood Insurance for Condominium, Co-operative & HO Associations (It's not dwelling flood!) N/A
$49  Member
$69  Nonmember
  N/A, Your Office Sheldon Hansen, CIC, CRM Register Now! | (More Info)
Feb. 3, 2009 Lunch ‘n' Learn Teleconference w/CD-ROM: Flood Insurance for Condominium, Co-operative & HO Associations (It's not dwelling flood!) N/A
$65  Member
$95  Nonmember
  N/A, Your Office Sheldon Hansen, CIC, CRM Register Now! | (More Info)
Feb. 20, 2009 Lunch ‘n' Learn Teleconference: Condo Issues, Gaps and Coverages N/A
$49  Member
$69  Nonmember
  N/A, Your Office Robin Federici, CPCU, AAI, ARM, CPIW Register Now! | (More Info)
Feb. 20, 2009 Lunch ‘n' Learn Teleconference w/CD-ROM: Condo Issues, Gaps and Coverages N/A
$65  Member
$95  Nonmember
  N/A, Your Office Robin Federici, CPCU, AAI, ARM, CPIW Register Now! | (More Info)
Feb. 26, 2009 Lunch ‘n' Learn Teleconference: An owner's guide to acquiring or selling an agency N/A
$49  Member
$69  Nonmember
  N/A, Your Office Rick Dennen, CEO Oak Street Funding) Register Now! | (More Info)
Feb. 26, 2009 Lunch ‘n' Learn Teleconference w/CD-ROM: An owner's guide to acquiring or selling an agency N/A
$65  Member
$95  Nonmember
  N/A, Your Office Rick Dennen, CEO Oak Street Funding) Register Now! | (More Info)
Mar. 16, 2009 Connecticut Annual Convention - Featuring education sessions, trade show, networking, & more! Misc. See More Info
  Foxwoods Resort, Mashantucket Various Register Now! | (More Info)
April 1, 2009 CIC Agency Management Institute ^FF, ^UM 17 PC, 3 LRE or 17 LH, 3 LRE
$395  Member
$395  Nonmember
  Crowne Plaza, Cromwell N/A Register Now! | (More Info)

More... http://www.pia.org/cgi-bin/cgiwrap/piaonline/edudesc3.cgi?state=CT

^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund.
^UM - Denotes this course has been approved for E&O loss prevention credit by Utica Mutual.
Call the PIA E&O Department for details: (800) 424-4244.


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PIA Education & Conference Department
Professional Insurance Agents
25 Chamberlain Street
P.O. Box 997
Glenmont, NY 12077
Phone: (800) 424-4244
Fax: (888) 225-6935
http://www.pia.org

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PIANJ provider approval No. 00107

PIACT provider approval No. S11834
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National Alliance provider approval No. NYPO-100222

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