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CISR Life & Health Essentials (HYBRID)

May 16, 2023 8:00 AM - 4:30 PM (CDT)

Description

This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses. Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.

Faculty

Scott Treen


Registration closes on the Monday prior to class 


Continuing Education

Attendance at this seminar qualifies for a total of seven hours of continuing education credit, which includes one hour of ethics and one hour of legislative credit in Oklahoma for P/C and Adjuster licenses.

Cancellation Policy

We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. 

If canceling within one week of class, we will not be able to offer a refund. You may be able to transfer funds from one class to a future class for free if a member to the Association. 

If transferring from onsite to online, we will charge a 25% fee within 10 days of the class.

Exam Procedures

The exam will take place right after class, opening at 4:15PM (CST) the day of class through Thursday of the following week at 11:59PM (CST) UNLESS there is a holiday occurring. Questions regarding this exam process can be directed to The National Alliance.

Time

Schedule 

Registration: 7:30-8:00 am 

Class: 8:00 am-12:00 pm 

Lunch on your own: 12:00-1:00 pm 

Class: 1:00 pm-3:45 pm 

Review Period: 3:45-4:15 pm

Pricing

A $25 LATE FEE will be included if registering within one week prior to the course

IN PERSON Class Pricing
$195
ONLINE Class Pricing
$186

If cancelling within one week of class, we will not be able to offer a refund. You may be able to transfer funds from one class to a future class for free if a member to the Association.

Contact Information

Big I Oklahoma
Name: Katie Jones
Email: katie.finch@bigiok.com
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