Available CE Classes

Date: 06/22/2023
Time: 9:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

3 CE Credits
8:00–9:00 AM - Registration with Hot Breakfast
9:00–12:00 PM - Class Duration

This classroom-based insurance CE course of Ethics instruction is specifically designed to engage all participants in a discussion of how an insurance agents and insurance agencies are frequently challenged by business ethics questions and the relationship in business between the truth and professional duties. The content of the course focused on involving the participants in discussions of formulating and implementing a Code of Conduct for their business practices and exploring real-life methods to maintain those standards, based in truthful dealings, in a highly competitive marketplace. This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals. The ultimate goal of this course is to encourage all insurance practitioners to raise the level of ethical behavior while representing the insurance industry and consumers.

Date: 06/22/2023
Time: 1:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

4 CE Credits
12:30 –1:00 PM - Registration with Hot Breakfast
1:00–5:00 PM - Class Duration

This is a 4-hour designed to provide basic and intermediate insurance instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners.

This course will provide instruction and review to participants on the provisions, exclusions, and conditions of policies used throughout the industry involving the policyholder duties, agent’s duties, and company obligations for some of more common claims including hail, wind, hurricanes, tornados, and other weather-related. This will include discussions about commercial buildings, home, rentals, contents, and
inland marine forms.

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided

Date: 08/22/2023
Time: 9:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

3 CE Credits
8:00–9:00 AM - Registration with Hot Breakfast
9:00–12:00 PM - Class Duration

This is a 3-hour designed to provide basic and intermediate insurance instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners.

This course will provide instruction and review to participants on
various Commercial Property and Personal Lines Property Forms used
throughout the industry including the building/property form, inland
marine form, Homeowners Form, Dwelling Form, Vacant Dwelling forms and how the various policy forms address the peril of fire both direct and consequential. Included will be discussions proper identification of property risks including owned, leased, and real property and how a long list of available endorsements can be used effectively by insurance professional to address the risks incurred by policyholders.

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.

Date: 08/22/2023
Time: 1:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

4 CE Credits
12:30 –1:00 PM - Registration with Hot Breakfast
1:00–5:00 PM - Class Duration

This is a 4-hour designed to provide basic and intermediate insurance
instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners.

This course will focus on the aspects common as well as unusual Personal Lines and Commercial Lines endorsements that help to clarify and extend insurance policies to provide the consumer with more comprehensive coverage. Participants will be asked to join in discussion dealing with limits of liability, coverage extensions, amending common policy exclusions, providing broader insurance coverage, and how many of these have minimal effect on premiums.

Discussion will also focus on how to present these expanded coverages to consumers at policy inception and renewal.

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.

Date: 10/05/2023
Time: 9:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

3 CE Credits
8:00–9:00 AM - Registration with Hot Breakfast
9:00–12:00 PM - Class Duration

This program of Ethics instruction is a 3-hour course of insurance instruction specifically designed to engage all participants in a discussion of the various aspects of Ethical behavior by insurance agents and insurance agencies.

The content of the course will focus on the basics of Ethical concepts and how those concepts can be shaded by variables within the marketplace and agency environment. This will include discussion on how an Ethical Code of Conduct can be applied to emails, internet marketing, social media, and electronic communications.

This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals. The ultimate goal of this course is to encourage all insurance practitioners to raise the level of ethical behavior while representing the insurance industry and consumers.

Date: 10/05/2023
Time: 1:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

4 CE Credits
12:30 –1:00 PM - Registration with Hot Breakfast
1:00–5:00 PM - Class Duration

This is a 4-hour designed to provide insurance instruction for insurance
professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners.

This course will explore and review the role of insurance agents, producers, and intermediaries in the process of using insurance products to transfer risk on behalf of consumers and the professional standards and contractual duties agents owe insurance companies and policyholders when dealing with traditional and non-traditional insurance products. In-depth examples will be used to illustrate the boundaries between acting as the consumer advocate and legal advisor. Topics reviewed in this program will reinforce the need for agents to remain well-trained in the technical aspects of the ever-changing insurance marketplace.

Date: 12/07/2023
Time: 9:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

3 CE Credits
8:00 –9:00 AM - Registration with Hot Breakfast
9:00–12:00 PM - Class Duration

This classroom-based insurance CE course of Ethics instruction is specifically designed to engage all participants in a discussion of how an insurance agents and insurance agencies are frequently challenged by business ethics questions and the relationship in business between the truth and professional duties. The content of the course focused on involving the participants in discussions of formulating and implementing a Code of Conduct for their business practices and exploring real-life methods to maintain those standards, based in truthful dealings, in a highly competitive marketplace. This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals. The ultimate goal of this course is to encourage all insurance practitioners to raise the level of ethical behavior while representing the insurance industry and consumers.

Date: 12/07/2023
Time: 1:00:00 AM CST
Price: $25
Max Attendance: 22
Location: 2625 S. Washburn Street - Oshkosh, WI 54904

4 CE Credits
12:30 –1:00 PM - Registration with Hot Breakfast
1:00–5:00 PM - Class Duration

This is a 4-hour designed to provide basic and intermediate insurance
instruction for insurance professionals ranging from agents, CSR’s,
underwriters, field managers, and agency owners.

This course will focus on the aspects of a standard Homeowners policy
as available today in the marketplace and will help to clarify the various provisions of both the property and liability side of those policies.
Participants will be asked to join in discussion dealing with limits of
liability, coverage extensions, definitions, coverage exclusions and to
better serve consumers with an understanding of the Homeowners policy.

Discussion will also focus on how to present these expanded coverages to consumers at policy inception and renewal.

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.