Available CE Classes

Each Course Requires Separate Registration.
Two Courses per Day - AM Course is 3 CE's and PM Course is 4 CE's. Resgister for AM, PM or Both


Registration is not confirmed until PayPal/Debit/CC payment is processed - Registrations are first-come, first serve until max allotment is full.

SPOTS REMAINING: 2

Date: 08/10/2020
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


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 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 auto liability, auto physical damage, building and home forms, contents and commercial policies. Included will be a look at claim settlement provisions, exclusions, and limitations dealing with claims from mold, sewer back-up, water claims of all types, unattended death and crime scene, hail, power surges, and claims for loss of use.

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided using a case study approach to actual claims.


REGISTER FOR THIS CLASS
SPOTS REMAINING: 1

Date: 08/10/2020
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This program of Ethics instruction is a 4-hour course of insurance instruction specifically designed to engage all participants in the discussion of how insurance agents and insurance agencies are challenged ethically by the changing business environment of today’s insurance world and how the implementation of Ethics may be evolving.

The content of the course will focus on the basics of Ethics and the formation of ethical practices within the Insurance industry and how long-held beliefs in a trust-based industry continue to affect the ways in which agents and companies deal with each other and with policyholders. Ethical practices will be discussed in depth and practical examples will be used to engage participants in open and candid discussions of Ethics.

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.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 19

Date: 10/15/2020
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 28
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


A 3-hr Ethics program will expose participants to relevant topics and discussions of the challenges of Ethics in a brave new world of technology, information, and changing societal norms.

The content of the course will focus on the day-to-day challenges of operating Ethically in the insurance marketplace and how those challenges are addressed by companies, insurance agents, and consumers. Real-life scenarios of Ethical practices will be reviewed and how insurance professional must apply those principles in a rapidly changing world. Participants will engage in discussions about how Ethics intersects with the ubiquitous volume of information resources. Underwriting of policies using refined data sources will be discussed and the agent’s role in working between carriers and consumers.

This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 24

Date: 10/15/2020
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 28
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This course is designed to expose participants to concepts in Life Insurance including the basics of various types of Personal and Business Life Insurance as well as changes in product offering, policy types, policy riders, and life insurance trends that are rapidly changing. Participants will engage in discussions of the concepts used by insurance companies to price and underwriter common types of Life Insurance including contractual elements and how these policies should be used by agents and integrated into consumer’s insurance needs for better overall consumer protections. This course targets all levels of insurance professionals including beginners and seasoned veterans.

The goal of this interactive course is to raise the level of knowledge and consumer advocacy while representing the insurance industry and consumers.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 25

Date: 12/15/2020
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 28
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 3-hour intermediate course of insurance instruction designed for a wide range of insurance personnel including agency staff and company employees. The course uses an interactive and participatory format.

Topics covered include in-depth discussions of the various risk exposures faced by owners of properties in the commercial lines and personal lines marketplace and how those exposures to risk and loss vary from the exposures and risks faced by parties that find themselves the tenants pf properties. Discussions will include contractual risk transfer, leases, triple-net leases and the assumption of legal liability through these various methods. Discussion will also include the unique nature of properties owned and occupied by the parties to trust arrangements.

The program is designed to provide up-to-date market information to insurance professionals to make them better advocates for policyholders and better representatives of the insurance companies they represent.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 21

Date: 12/15/2020
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 28
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This interactive program of insurance study is designed to specifically engage the participants in a lively discussion of the intricacies of blending personal lines insurance and commercial lines of behalf of a wide range of policyholders who have both P/L and C/L exposures. Participants will be exposed to the basics of risk management and risk transfer techniques as implemented in today’s highly complex world of insurance policies. Using an approach that breaks down specific coverages with common policies, the class will engage in discussions of consumer needs and insurance solutions. Class attendees will be asked to contribute to the discussion of risk transfer methods and policies solutions that can be used to help clients with complicated account parameters.

Designed for both notice and experienced insurance professional this program will have a wide-ranging appeal to insurance intermediaries at various stages of their careers.

The goal of this interactive course is to provide participants an understanding and recognition of the cause and effect of insurance proper risk transfer within the insurance industry.
REGISTER FOR THIS CLASS

REGISTER

Navigating Insurance Claims - 3 CE Credits
Old School Ethics - 4 CE Credits
Ethics in the Information Era - 3 CE Credits
Life, The Next Generation - 4 CE Credits
Owners, Landlords and Tenants - 3 CE Credits
The Insurance Blender - 4 CE Credits

* Required Fileds