CISR Live Webinar: Life & Health Essentials

CE Credit:

Approved for 7 Life/Health Hrs NE/7 GEN Hrs IA


Deadline to register is October 5th, 2025

While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency!


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 well-being 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.


Topics:

  • Introduction to Life Insurance
  • Term and Permanent Life Insurance
  • Common Characteristics of Life Insurance Concepts
  • Healthcare Policies
  • Federal Regulation and Consumer-Driven Health Plans
  • Medicare

*PLEASE NOTE THAT THIS COURSE IS AN ONLINE COURSE*



The optional exam will be available on your Alliance Personal Learning portal immediately after the course concludes through the following Thursday at 11:59 pm Central Time Zone.


Please make checks payable to PIA NE/IA.


Oct 7, 2025

8:00 am - 4:15 pm

View agenda

Webinar

$165.00

PIA Members: $165.00

Register

Oct 7, 2025

8:00 am - 4:15 pm

View agenda

Webinar

Instructors

Scott Treen

CIC, CPIA

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance. Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.

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Additional Information

Cancellation Policy:

Cancellations received after Oct 4th at 8:00 AM will incur a $25.00 non-transferable fee.

Please Note:

Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.

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