Education Schedule Maryland & Delaware

PROFESSIONAL TRAINING SCHEDULE________________________MARYLAND/DELAWARE

REGIONAL EDITIONJuly-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.

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

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 & LocationsLife and Health August 20-23 Philadelphia, PACommercial Property September 12-15 Harrisburg, PACommercial Property October 8-11 Erie, PACommercial Casualty October 15-18 Pittsburgh, PALife and Health October 17-20 Ellicott City, MDPersonal Lines December 3-6 Philadelphia, PA

CE APPROVALSPA MD DE

AM 20 17 PC/LH3 ETH

21 GEN4 ETH

CC 20 20 PC 21 GEN4 ETH

CP 20 20 PC 21 GEN4 ETH

LH 18 GEN2 LTC

18 PC/LH2 LTC/LH

19 GEN2 LTC/3 ETH

PL 20 20 PC 21 GEN4 ETH

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

Agenda

DAY ONEREGISTRATION: 12:00 – 1:00 p.m.SEMINAR: 1:00 – 5:15 p.m.

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

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

Registration Fee $425Course 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 2

CERTIFIED INSURANCE COUNSELOR(CIC) DESIGNATION PROGRAM

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

CIC Designation Update OptionCondensed to two days for 2012 to afford agents substantial 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 & LocationsJuly 18-19 Allentown, PA NEW in 2012 August 8-9 Hershey, PA August 13-14 Ellicott City, MDOctober 1-2 Ocean City, MDNovember 14-15 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.

JAMES K. RUBLE GRADUATE SEMINARS

CE APPROVALSState continuing education credit varies by program agenda. Visit iabgroup.com for details.

Credit approval is subject to re-evaluation by stateinsurance departments.

Agenda

Registration: 7:00 a.m.Seminar: 8:00 a.m. – 5:15 p.m.

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

®

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 convenient locations through the end of the year:

CISR-Agency OperationsSeptember 12 Mechanicsburg, PA*October 10 Hagerstown, MDNovember 29 Baltimore, MDDecember 4 Mechanicsburg, PA

CISR-Commercial CasualtyJuly 24 Salisbury, MDJuly 25 Baltimore, MDAugust 2 Frederick, MDAugust 15 Newark, DEAugust 29 Mechanicsburg, PASeptember 14 Mechanicsburg, PA*

AVAI

LABLE ONLINE

iabgroup.com/CISR | (800) 998-9644 | (717) 795-9100 4

CERTIFIED INSURANCESERVICE REPRESENTATIVE(CISR) DESIGNATION PROGRAM

CISR-Commercial PropertySeptember 13 Mechanicsburg, PA*

CISR-Personal AutoSeptember 11 Mechanicsburg, PA*

CISR-Personal ResidentialSeptember 10 Mechanicsburg, PA*September 27 Salisbury, MDOctober 30 Hagerstown, MDNovember 20 Baltimore, MDNovember 28 Mechanicsburg, PA

* Marathon Week—all five courses (take as many as you like) in one week at one location.


AO 8 7 PC/LH1 ETH

7 GEN1 ETH

CC 8 8 PC 8 GEN

CP 8 8 PC 8 GEN

PA 8 8 PC 8 GEN

PR 8 8 PC 7 GEN1 ETH


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: $189Marathon Week: $920

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

AVAI

LABLE ONLINE

5 (800) 998-9644 | (717) 795-9100

CISR DESIGNATION UPDATE OPTIONSCE APPROVALS

William T. Hold Seminars

PA MD DE

8 8 PC 8 GEN

Dynamics of Services

PA MD DE

8 8 PC 6 GEN1 ETH


Agenda

REGISTRATION: 7:30 a.m.SEMINAR: 8:00 a.m. – 5:00 p.m.

Registration Fee $189Course materials, instruction, coffee breaks, lunchand DE, MD & PA continuing education fees areincluded. Dates, fees and locations are subjectto change.

William T. Hold SeminarsThese 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 & LocationsJuly 18 Frederick, MDJuly 19 Newark, DEOctober 16 Mechanicsburg, PANovember 14 Dover, DEiabgroup.com/WTHold

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

2012 Dates & LocationsAugust 1 Mechanicsburg, PASeptember 26 Baltimore, MD

iabgroup.com/Dynamics

AVAI

LABLE ONLINE

iabgroup.com/CPIA | (800) 998-9644 | (717) 795-9100 6

CERTIFIED PROFESSIONAL INSURANCE AGENT (CPIA) DESIGNATION PROGRAM

Insurance Success SeminarsDesigned 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 & LocationsAugust 7 Module 1 Philadelphia, PAAugust 8 Module 2 Philadelphia, PAAugust 9 Module 3 Philadelphia, PA

October 30 Module 1 Mechanicsburg, PAOctober 31 Module 2 Mechanicsburg, PANovember 1 Module 3 Mechanicsburg, PA


Day 1 7 7 5 GEN2 ETH




Agenda


Registration FeeMember: $199 Non-Member: $239

All SeminarsSame attendee for all seminars

Member: $580 Non-Member: $700

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

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

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 ControlOctober 24 Mechanicsburg, PA

Mistakes That Lead to E&O ClaimsNovember 16 Newark, DENovember 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.

ERRORS & OMISSIONS SEMINARS

CE APPROVALS

Best PracticesPA MD DE6 6 PC 6 GEN

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

Mistakes That LeadPA MD DE

6 6 PC 3 GEN4 ETH

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

Filed for continuing education credit by IA&B only inthe states of Pennsylvania, Maryland and Delaware.Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliatedwith any designation program.

Agenda

DAYS ONE, TWO & THREE:REGISTRATION: 7:30 – 8:00 a.m.SEMINAR: 8:00 a.m. – 3:00 p.m.


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

AVAI

LABLE ONLINE

(800) 998-9644 | (717) 795-9100 8

LICENSING EXAM PREPARATION& NEW EMPLOYEE TRAINING

Self-study packages for both property & casualty and life & health licensing exam preparation are available.

Packages include:• study guide• licensing text• chapter quizzes• state licensing bulletin• exam simulator online access• state-specific law information

Learn more at iabgroup.com/self-study.

Online Training New Employee TrainingFledgling agents and other new staffers can learn the basics of E&Oprevention and provisions of common personal and commerciallines policies through four online courses:

• New Employee Orientation • Personal Lines Basics• Delivering Quality Service • Commercial Lines Basics

iabgroup.com/ExamPrep

CE APPROVALSNew Employee Orientation& Delivering Quality Service

PA MD DE12 0 15 GEN


Personal Lines Basics &Commercial Lines Basics

PA MD DE12 0 15 GEN


Filed for continuing education credit by IA&B only inthe states of Pennsylvania, Maryland and Delaware.Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliatedwith any designation program.

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

Maryland: Licensing self-studycourse does not meet the Maryland 96-hour of pre-licensing requirement for P&C or the 60-hour pre-licensing requirement for L&H.

Delaware: No pre-licensingrequirement.

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

On-Demand Education Learn at your own pace in your own place. IA&B’s expanding selectionof on-demand programs offers the convenience of taking courses whenand where it suits you. Start or stop the course anytime, anywhere there’sa Web connection for up to 30 days following registration.

Understanding the National Flood Insurance Program (NFIP)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 ethicalconsiderations and E&O implications.

Compliance Pitfalls and Ethical Responsibilities*Jason Ernest, Esq. and Claire Pantaloni, CIC, CISR highlight the ten most violated insurancelaws and regulations in Md., and show you how to remain compliant. (Pa. – specific edition also available) *Approved for Utica loss-control credit.

ONLINE PROGRAMS


Flood 3 3 PC/FL

3 GEN/FLD

Ethics 3 3 ETH 3 ETH

Compliance 3 3 ETH 3 ETHCredit approval is subject to re-evaluation by state insurance departments.

Registration FeeFlood

Member: $75 Non-Member: $105Ethics

Member: $75 Non-Member: $105ComplianceMember Only: $75

AVAI

LABLE ONLINE

AVAI

LABLE ONLINE

iabgroup.com/Milton | (800) 998-9644 | (717) 795-9100 10

JERRY MILTON SEMINAR SERIES

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

The Consequences of a Property LossThe “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.

July 10 Baltimore, MDJuly 11 Newark, DE August 2 Mechanicsburg, PA

Employment Relationships – Are Both Sides Covered?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.

September 11 Newark, DEOctober 3 Baltimore, MDOctober 10 Mechanicsburg, PA

CE APPROVALSThe Consequence ofa Property Loss

PA MD DE

8 8 PC Submittedfor 8

Employee Relationships –Are Both Sides Covered?

PA MD DE

8 8 PC Submittedfor 8


Agenda



REGISTRATION FORMForm may be duplicated. One form per registrant. ■■ Check for address change.

________________________________________ Program

________________________________________ Date(s)

________________________________________ Location

__________________________ ___________ First Name M.I.

________________________________________Last Name

________________________________________Designation(s) Earned

________________________________________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)

REQUIRED INFORMATIONFOR CE FILING:Requesting CE credits? ■ Yes ■ No

__________________________________State of Licensure

__________________________________State License Number

_____/_____/_____ ________________Birth Date National Producer Number

Registration InformationFull 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 filingfees. 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 PolicyRegistration 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&BMember Service Center regarding penalties for licensing changes.

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

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

Americans with Disabilities ActIn 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

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

■ Life & Health ■ Property & Casualty■ PA ■ MD ■ DE

Member Non-MemberSelf-Study Packages - PA Resident $179.14 $200.34Self-Study Packages - for all other states $169 $189

METHOD OF PAYMENTTotal 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)

Signature of CardholderCredit cards are processed upon arrival. Receipts mailed upon request.

IA&B Office UseDate: _____________ Amount:___________Check #:___________ P or A Entered:___________Code: _____________

Education Schedule Maryland & Delaware

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