3 Days of Continuing Education Classes

Professional Training Institution

1-800-293-0784
info@ptischool.com

 

It is imperative that agents understand the policies that they sell.  This class will explore the Homeowners form.  We will look at its coverages and limitations. We will also explore some of the recent changes in the ISO forms.

 

The PAP has more claims from it than any other product that is sold in the industry.  As a result, there are also more professional liability claims that occur from this policy than any other.  We will look at the policy, it's coverages and exclusions.

Sometimes right and wrong are not so black and white.  The agent is in a precarious position.  We stand between the companies and the customers.  Each expects us to look out for their best interest.  Conflicts will arise and agents need to take the time to think through their actions before issues come up. 

The purpose of this course is to better prepare the agent for his/her role in assisting their client in retirement planning. In order for the agent to make a professional recommendation he must have an understanding of the different retirement issues for his client. The primary emphasis of this class is on taking advantage of individual retirement plans and employer sponsored retirement plans. We will concentrate on the individual and the small employer. We will also look closely at the IRS rules and procedures that need to be understood to set up a plan.