CIC Live Webinar: Life & Health Institute

CE Credit:

Approved for 16 LH CE Hrs NE

Approved for 16 GEN Hrs IA

Click here to view all other states: https://pro.scic.com/course-schedule/?search=&mf=%264%3D2026-11-04


Deadline to register is November 2nd, 2026

What are the basic characteristics, provisions, and riders found in most life, health, and retirement contracts? Learn how to target these financial products to meet your client’s personal and business needs.

In the CIC Life and Health course, you will learn practical information related to Life and Annuity Policies, Business Life Concepts, Health Insurance, and Employee Benefits. Leave the class with information that you can put to use immediately.


Updated and revised 2-Day course.

Life and Annuity Policies (6 Hours)

Learn the general uses and legal elements of life insurance policies and annuities. This class helps you understand the components of term insurance, universal life, whole life, and the classifications, types, and provisions of annuities. You will also examine how the application of these products, used with additional financial planning tools, can help clients and prospects meet their personal financial goals.


Business and Life Concepts (2 Hours)

Learn the issues involving employer-owned life insurance and the proper application of life insurance to key person business exposure. The information provided in this course helps you understand these and other issues facing business owners, including executive bonus programs used as an employer-provided benefit and development of a business succession plan. You will also learn the basics of buy-sell agreements and funding methods and structure of life insurance ownership to provide counsel as part of the business owner’s planning team.


Health Insurance and Employee Benefits Concepts (8 Hours)

What are the benefits afforded by the Affordable Care Act (ACA) and how do ACA-compliant and non-compliant medical health plans differ? Learn about these differences, as well as the value of consumer-driven, tax-advantaged accounts, including FSA, HSA, and HRA. Understand when to use Medicare, Medicare Supplements, and Medicaid to meet clients’ needs.


You will also understand the meaning of long-term care and how it differs from acute and rehabilitation care. The information in this course helps you understand the special challenges brought on by long-term care exposures, as well as innovative products that address those exposures, including state Long-Term Care Insurance Partnership Programs.


Finally, you will examine possible sources of income replacement in the event of disability. Analyze the benefits of individual disability income contracts within various occupations and industries as well as the use and benefits of a Business Overhead Expense Disability Policy.


Please make checks payable to PIA NE/IA.


Nov 4, 2026

8:00 am

-

Nov 5, 2026

5:00 pm

View agenda

Webinar

$445.00

PIA Members: $445.00

Register

Nov 4, 2026

8:00 am

-

Nov 5, 2026

5:00 pm

View agenda

Webinar

Instructors

Jerry Kennedy

CIC

Jerry owned and managed an agency in Grand Coulee, Washington, for over 40 years. He has long been an advocate of professional continuing education having earned his CIC designation in 1983 and is a National Faculty member and Educational Consultant for the Risk & Insurance Education Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

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S. Cole Tucker Jr.

CIC, CRM, LuTCF

Cole Tucker is the President of Tucker-Franklin Insurance Group, Inc. in Mechanicsville, Virginia. He was an agent with Virginia Farm Bureau before opening Tucker-Franklin in 1998. He received his Life Underwriter Training Council Fellowship (LUTCF) designation in 1997, his CIC designation in 2002 and his CRM designation in 2009. He has a degree in English Literature from George Mason University and a degree in Chemistry from the University of Richmond. He has moderated courses for the Life Underwriting Training Council and for the Richmond Association of Life Underwriters. Cole is an instructor for the National Alliance and teaches CISR courses in personal lines, ethics, life and health insurance and risk management. He is also a National CIC Faculty member and was elected to the CIC Board of Governors in 2019. He is involved with the Professional Insurance Agents Association (PIA) of Virginia and DC in many capacities, currently as the chair of the Education Committee. He teaches pre-licensing courses for the PIA of VA/DC in P&C and L&H. He is a past president of the PIA of Virginia and DC and still serves on a number of committees. Cole was recognized in June of 2013 as the PIA Virginia Agent of the Year and in March of 2014 as the National PIA Agent of the Year. He was featured in the June 2014 issue of National Underwriter magazine.

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Darrin Rankin

CIC, CISR, CPIA, AIS, MBA, TRA

Darrin Rankin is the President of the Rankin Insurance Group, located in Huntersville, North Carolina, (a suburb of Charlotte). Darrin started the Rankin Insurance Group as a scratch Agent in 2001, when he relocated from Syracuse, New York to Charlotte North Carolina. The Rankin Insurance Group is an Independent Insurance Agency offering Auto, Home, Business and Life Insurance products. Darrin is licensed in NC, SC, GA, VA, PA, MD, OH and IL. Prior to starting the Rankin Insurance Group, he worked for the Erie Insurance Group for 5 years as a District Sales Manager where he recruited, trained, and managed Agents through central NY. While working for Erie Insurance, he earned his MBA from Syracuse University and completed his CIC designation in 2000. Darrin also serves as an Insurance Pre-Licensing instructor at Central Piedmont Community College. Darrin is a board member for IIANC, a Board Member for the North Carolina Reinsurance Facility, and a Subject Matter Expert for PearsonVue. In 2018 Darrin received the honorable distinction of CIC National Faculty.

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Additional Information

Cancellation Policy:

Cancellations received between Oct 21st at 9:00 AM and Oct 30th at 8:59 AM will incur a $20.00 non-transferable fee.

Cancellations received after Oct 30th at 9:00 AM will incur a $50.00 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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