Education Schedule Central Eastern PA

PROFESSIONAL TRAINING SCHEDULE ________________________ CENTRAL/EASTERN PENNSYLVANIA REGIONAL EDITION July-December 2012

Nearby training that will help you go far.

Insurance Agents & Brokers offers high quality classroom programs in locations near you so you spend more time learning and less time traveling. Convenient on-demand options allow you to learn at your own pace in your own place. And in-house programs can be arranged to bring nationally recognized faculty right to your office. Quality education the way you want it, that’s how we deliver distinction.

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iabgroup.com | (800) 998-9644 | (717) 795-9100

CERTIFIED INSURANCE COUNSELOR (CIC) DESIGNATION PROGRAM The industry’s premier source for practical, real-world education for more than 40 years, the CIC program includes five institutes, each containing 20 hours of instruction, followed by an optional examination (taking and passing exams is reauired to earn the CIC designation).

2012 Dates & Locations Life and Health Commercial Property Commercial Property Commercial Casualty Life and Health Personal Lines

August 20-23 September 12-15 October 8-11 October 15-18 October 17-20 December 3-6

Philadelphia, PA Harrisburg, PA Erie, PA Pittsburgh, PA Ellicott City, MD Philadelphia, PA

CE APPROVALS PA MD DE AM

20

17 PC/LH 3 ETH

21 GEN 4 ETH

CC

20

20 PC

21 GEN 4 ETH

CP

20

20 PC

21 GEN 4 ETH

GEN 18 PC/LH 19 GEN LH 182 LTC 2 LTC/LH 2 LTC/3 ETH

PL

20

20 PC

21 GEN 4 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Agenda DAY ONE REGISTRATION: 12:00 – 1:00 p.m.

SEMINAR: 1:00 – 5:15 p.m.

DAY TWO & THREE SEMINAR: 8:00 a.m. – 5:00 p.m.

DAY FOUR (EXAM DAY) EXAM: 8:30 a.m. – 10:30 a.m.

Registration Fee $425 Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included.

Dates, fees and locations are subject to change.

iabgroup.com/CIC | (800) 998-9644 | (717) 795-9100

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JAMES K. RUBLE GRADUATE SEMINARS CE APPROVALS State continuing education credit varies by program agenda. Visit iabgroup.com for details.

Credit approval is subject to re-evaluation by state insurance departments.

Agenda Registration: 7:00 a.m.

Seminar: 8:00 a.m. – 5:15 p.m.

Registration Fee $420 Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

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CIC Designation Update Option Condensed to two days for 2012 to afford agents substanial savings in time and lodging expenses, Ruble Seminars continue to offer advanced learning and networking opportunities in attractive destinations.

Dues-paid CICs and CRMs can attend Rubles to fulfill their annual designation update requirement.

2012 Dates & Locations July 18-19 August 8-9 August 13-14 October 1-2 November 14-15

Allentown, PA NEW in 2012 Hershey, PA Ellicott City, MD Ocean City, MD Lancaster, PA

* You must be a dues paid member of the Society of CIC to be eligible for designation update.

You must hold the CIC or CRM designation to attend.

iabgroup.com/RUBLE | (800) 998-9644 | (717) 795-9100

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7 PC/LH 1 ETH

7 GEN 1 ETH

CC

8

8 PC

8 GEN

CP

8

8 PC

8 GEN

CISR-Commercial Property September 13 Mechanicsburg, PA*

PA

8

8 PC

8 GEN

CISR-Personal Auto September 11

PR

8

8 PC

7 GEN 1 ETH

AVA

8

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Mechanicsburg, PA*

CISR-Personal Residential September 10 Mechanicsburg, PA* September 25 Philadelphia, PA October 11 Reading, PA October 31 Lancaster, PA November 1 Allentown, PA November 21 Wilkes-Barre, PA November 28 Mechanicsburg, PA * Marathon Week—all five courses (take as many as you like) in one week at one location.

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CISR-Commercial Casualty July 10 Lancaster, PA August 14 Allentown, PA August 21 Reading, PA August 28 Philadelphia, PA August 29 Mechanicsburg, PA September 12 Scranton, PA September 14 Mechanicsburg, PA*

CE APPROVALS PA MD DE AO

These single-day courses, led by engaging faculty at convenient locations, build knowledge and confidence within CSRs and other agency staff who interact with clients and prospects. Exams are offered at the end of each of the five classroom courses and must be passed to earn CISR designation. Following are the courses offered in central/eastern Pa. through the end of the year:

CISR-Agency Operations July 24 Wilkes-Barre, PA July 25 Wyomissing, PA September 12 Mechanicsburg, PA* September 25 Lancaster, PA December 4 Mechanicsburg, PA December 5 Philadelphia, PA

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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) DESIGNATION PROGRAM

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Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m.

SEMINAR: 8:00 a.m. – 3:45 p.m.

Q&A & REVIEW: 3:45 – 4:15 p.m.

EXAM: 4:15 – 5:15 p.m.* * Mandatory if earning the designation.

Single Seminar: $189 Marathon Week: $920 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included.

Dates, fees and locations are subject to change.

iabgroup.com/CISR | (800) 998-9644 | (717) 795-9100

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CE APPROVALS

CISR DESIGNATION UPDATE OPTIONS

William T. Hold Seminars

PA

MD

DE

8

8 PC

8 GEN

Dynamics of Services

PA 8

MD

DE

8 PC

6 GEN 1 ETH

William T. Hold Seminars These one-day courses are offered to provide CISRs with advanced learning and as an option for updating and maintaining their designation. This year’s seminar topic is The Changing Landscape of Personal and Commercial Insurance.

2012 Dates & Locations October 16 November 13

Mechanicsburg, PA Allentown, PA

iabgroup.com/WTHold

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m.

SEMINAR: 8:00 a.m. – 5:00 p.m.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

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(800) 998-9644 | (717) 795-9100

Dynamics of Service Learn behavioral styles and effective communication to improve customer service skills, productivity and value to your agency (and your career).

2012 Dates & Locations August 1 November 27 iabgroup.com/Dynamics

Mechanicsburg, PA Philadelphia, PA

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Insurance Success Seminars Designed to enhance the ability to efficiently create and distribute effective insurance programs, the three seminars are entitled: • • •

Position for Success (Module 1) Implement for Success (Module 2) Sustain Success (Module 3)

2012 Dates & Locations August 7 August 8 August 9 October 30 October 31 November 1

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CERTIFIED PROFESSIONAL INSURANCE AGENT (CPIA) DESIGNATION PROGRAM

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CE APPROVALS PA MD DE Day 1

7

7

5 GEN 2 ETH

Day 2

7

7

5 GEN 2 ETH

Day 3

7

7

6 GEN 2 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Module 1 Module 2 Module 3

Philadelphia, PA Philadelphia, PA Philadelphia, PA

Module 1 Module 2 Module 3

Mechanicsburg, PA Mechanicsburg, PA Mechanicsburg, PA

Agenda REGISTRATION: 8:00 a.m.

SEMINAR: 8:30 a.m. – 4:30 p.m.

Registration Fee Member: $199 Non-Member: $239

All Seminars Same attendee for all seminars

Member: $580 Non-Member: $700 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/CPIA | (800) 998-9644 | (717) 795-9100

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CE APPROVALS Best Practices PA MD DE 6

6 PC

Approved for Utica (PA, MD & DE) & Westport (PA & DE) loss control credit.

Mistakes That Lead PA MD DE 6

6 PC

ERRORS & OMISSIONS SEMINARS

6 GEN

3 GEN 4 ETH

Approved for Utica (PA, MD & DE) & Westport (PA & DE) loss control credit.

Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware.

Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

Agenda DAYS ONE, TWO & THREE: REGISTRATION: 7:30 – 8:00 a.m.

SEMINAR: 8:00 a.m. – 3:00 p.m.

Registration Fee

Protect your job and your agency by understanding how and why agents are sued, and find out what can be done to minimize exposures.

IA&B offers two seminars that explore E&O from different angles to help prevent errors & omissions claims.

Sign up for one or both.

Best Practices of E&O Loss Control October 23 Allentown, PA October 24 Mechanicsburg, PA Mistakes That Lead to E&O Claims November 16 Newark, DE November 28 Baltimore, MD November 29 Philadelphia, PA Approved for Utica (PA, MD & DE) & Westport (PA & DE) loss control credit.

NOTE: See the On-Demand section or visit iabgroup.com/on-demand for online loss-control seminars.

Member: $189 Non-Member: $229 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

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iabgroup.com/E&Oseminars | (800) 998-9644 | (717) 795-9100

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LICENSING EXAM PREPARATION Classroom instruction breaks down study preparation in smaller, manageable components: pre-study assignments, class interaction and post-study mock exam testing.

Property & Casualty August 7-9 August 21-23 August 28-30 October 2-4 November 13-15 December 4-6 December 11-13 Life & Health November 6-8

Agenda DAYS ONE, TWO & THREE: REGISTRATION: 7:30 a.m.

SEMINAR: 8:00 a.m. – 5:00 p.m.

Mechanicsburg, PA Philadelphia, PA Allentown, PA Mechanicsburg, PA Philadelphia, PA Allentown, PA Mechanicsburg, PA

Registration Fee Member: $395 Non-Member: $515 Course materials, instruction, coffee breaks, lunch and PA Pre-Licensing education fee are included.

Dates, fees and locations are subject to change.

State Pre-licensing Requirements Mechanicsburg, PA

Guaranteed to pass! If registered at least four weeks prior to the course, IA&B guarantees you will pass the exam. If you don’t, you may attend another study course within one year at no charge. Updated course material fees may apply. Learn more at iabgroup.com/ExamPrep.

Pennsylvania: Both the property & casualty and life & health licensing study courses and self-study packages are approved for 24 hours of pre-licensing education (PLE) credit in Pennsylvania.

NOTE: Self-study packages for licensing exam preparation are also available.

Learn more at iabgroup.com/self-study.

iabgroup.com/ExamPrep | (800) 998-9644 | (717) 795-9100

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ONLINE PROGRAMS CE APPROVALS PA MD DE Flood

3 FLD

3 PC/ FL

3 GEN/ FLD

Ethics

3

3 ETH

3 ETH

Compliance

3

3 ETH

3 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Registration Fee Flood Ethics Member: $75 Non-Member: $105

Compliance Member Only: $75

New Employee Orientation & Delivering Quality Service

On-Demand Education Learn at your own pace in your own place.

IA&B’s expanding selection of on-demand programs offers the convenience of taking courses when and where it suits you.

Start or stop the course anytime, anywhere there’s a Web connection for up to 30 days following registration.

Understanding the National Flood Insurance Program (NFIP)

Member: $75 Non-Member: $105

Flood insurance expert Rita Hollada, CIC, CPCU, CPIA leads this three-hour program which awards the CE credit agents need to sell NFIP policies.

Ethical Behavior and E&O* Jerry Milton, CIC, lends his unique folksy style to a serious discussion of ethical considerations and E&O implications.

Compliance Pitfalls and Ethical Responsibilities* In this members-only program, Jason Ernest, Esq. and Claire Pantaloni, CIC, CISR highlight the ten most violated insurance laws and regulations in Pa., and show you how to remain compliant. * Approved for Utica loss-control credit.

Online New Employee Training Fledgling agents and other new staffers can learn the basics of E&O prevention and provisions of common personal and commercial lines policies through four online courses: • New Employee Orientation 9

• Delivering Quality Service

• Personal Lines Basics

CE APPROVALS

• Commercial Lines Basics

iagroup.com/self-study | iabgroup.com/On-Demand | (800) 998-9644 | (717) 795-9100

PA

MD

DE

12

0

15 GEN

Registration Fee Member: $245 Non-Member: $285

Personal Lines Basics & Commercial Lines Basics

PA

MD

DE

12

0

15 GEN

Registration Fee Member: $265 Non-Member: $305 Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware.

Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

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JERRY MILTON SEMINAR SERIES CE APPROVALS

IA&B has matched the most talked about topics with our most requested coverages expert, Jerry Milton, CIC.

The Consequence of a Property Loss

The Consequences of a Property Loss

PA

The “consequential” losses in a covered property claim come in a variety of forms and may or may not be covered by policy endorsements. In this seminar, Jerry sorts it all out through his vast knowledge of coverages and his unique ability to offer anecdotes that make it more meaningful for the class.

August 1 August 15

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Allentown, PA Philadelphia, PA

Numerous exposures are created when businesses hire. When a worker is injured or sickened on the job will there be a workers' comp claim or a lawsuit? What about when wrongful termination, discrimination, harassment or other wrongdoing is alleged? Jerry will discuss the various policies needed to address these questions and more.

Allentown, PA Mechanicsburg, PA Philadelphia, PA

DE

8 PC

Submitted for 8

Employee Relationships – Are Both Sides Covered?

Employment Relationships – Are Both Sides Covered?

October 9 October 10 November 13

MD

PA

MD

DE

8

8 PC

Submitted for 8

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m.

SEMINAR: 8:00 a.m. – 5:00 p.m.

Registration Fee Member: $189 Non-Member: $229

iabgroup.com/Milton | (800) 998-9644 | (717) 795-9100

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REGISTRATION FORM Form may be duplicated. One form per registrant.

■ Check for address change.

REQUIRED INFORMATION FOR CE FILING: Requesting CE credits? ■ Yes ■ No

________________________________________ Program

__________________________________ State of Licensure

________________________________________ Date(s)

Location

__________________________ First Name

___________ M.I.

METHOD OF PAYMENT

_____/_____/_____ ________________ Birth Date

National Producer Number

Registration Information

________________________________________ Last Name

________________________________________ Designation(s) Earned

Full registration fee must accompany registration form. All fees include instruction, materials, coffee breaks, lunch (except CIC and JKR seminars) and Pennsylvania, Maryland and Delaware continuing education filing fees. The difference in member and non-member fees may be applied toward new membership if eligible. Registration fees are deductible as ordinary business expenses but, may not be deducted as charitable contributions. Fees, dates and locations are subject to change.

________________________________________

Registration Change Policy

________________________________________

Registration changes received more than 10 days before the course are fully refundable or transferrable. After that, registration changes are subject to a 25% penalty. Substitutions are honored any time.

No shows result in registration fee forfeiture. Please contact the IA&B Member Service Center regarding penalties for licensing changes.

________________________________________

Continuing Education

Nickname for Badge

Agency/Company Name: ■ Agency ■ Insurance Co. ■ Other

Agency/Company Address: ■ Main Office ■ Branch Office ■ Home/Other

________________________________________ City

State

Zip +4

(_____) _____________ (_____) _____________ Telephone Number Fax Number EMAIL ADDRESS REQUIRED TO RECEIVE PROGRAM CONFIRMATION:

_________________________________________ E-mail Address (Required)

■ Life & Health ■ Property & Casualty ■ PA ■ MD ■ DE Member Non-Member Self-Study Packages - PA Resident $179.14 $200.34 Self-Study Packages - for all other states $169 $189

__________________________________ State License Number

________________________________________

Licensing Self-Study Packages: Choose the line of authority and state in which you need to get licensed:

Full attendance is required for continuing education credit; partial credit will not be granted. Credit approval is subject to re-evaluation by the state insurance department.

Total Registration Fee $_______________ Indicate registration fee from applicable course description page.

Fee must accompany registration form.

All fees include DE, MD & PA CE filing fees.

■ Check enclosed payable to IA&B. Returned checks may be assessed a $20 fee.

■ Charge my: ■ Personal OR ■ Corporate credit card (complete information below) ■ Visa ■ MasterCard ■ American Express Credit Card # Expiration Date Name of Cardholder (PRINT)

Program Confirmation Confirmation is e-mailed upon registration and includes course agenda along with hotel information.

Americans with Disabilities Act In accordance with Title III of the Americans with Disabilities Act (ADA), program registrants with disabilities may request special accommodations. Please submit requests to IA&B in advance.

Source code: EPA6-12

Signature of Cardholder Credit cards are processed upon arrival. Receipts mailed upon request.

IA&B Office Use Date: _____________ Check #:___________ P or A Code: _____________

Amount:___________ Entered:___________