IIAC2 0 1 7CONVENTION

Aqua TurfPlantsville, CT

November 9, 2017

On behalf of the Independent Insurance Agents of Connecti cut, I welcome you to the 2017 IIAC Mid-Year Conventi on. This year’s event is designed to inspire you and help your agency succeed, and we appreciate your att endance today.

The morning program is approved for 3 LRE CEcredits. Our speakers will update you on the criti cal issues and trends impacti ng our industry.

Before and aft er the morning program, we encourage you to visit all of our great exhibitors to learn about the many programs and services they off er. Member agents will also become eligible to win our $500 grand door prize aft er visiti ng all exhibit booths and turning in their completed punch card.

Members of the insurance industry are known for giving back to the community. We’re excited to once again help grant a wish for a child in need. The Make-A-Wish presentati on is one of the highlightsof the day.

Thank you for att ending today’s conventi on. Enjoy your day!

Kim McGillicuddy, CPCUChairwomanIIAC

Kim McGillicuddy, CPCUChairwomanKey Insurance and Benefi ts Services40 Richards Ave.Norwalk, CT 06854Telephone: (203) 854-3429

Jared Carillo, CICChairman-ElectSmith Brothers Insurance, LLC68 Nati onal Dr.Glastonbury, CT 06033Telephone: (860) 623-9895

Mike Rivers, AAITreasurerTracy-Driscoll & Co., Inc.126 Main St. - PO Box 2060Bristol, CT 06010Telephone: (860) 589-3434

Jay Byrnes, CICState DirectorByrnes Agency, Inc.PO Box 739Dayville, CT 06241Telephone: (860) 774-8549

Jim Suzio, CICImmediate Past-ChairmanSuzio Insurance Center, Inc.PO Box 827Meriden, CT 06450Telephone: (203) 237-7403

WELCOMEI I A C

2017-2018 EXECUTIVE COMMITTEE OFFICERS

NAME BADGESYour name badge serves as your admission pass to the exhibit hall, the morning business program and lunch. Please be sure to wear it at all times.

DOOR PRIZESMember agents who have checked in and are present in the exhibit hall will be eligible to win a $100 cash door prize to be drawn every 15 minutes between 8:00 a.m. and 9:00 a.m.

All member agents were given a $500 Main Door Prize ticket upon checking in at the registration desk. When visiting the exhibit booths, please be sure to have your ticket punched.

Once you have visited all of the booths and have every booth number on your ticket punched, you can enter the $500 drawing. The ticket box is located on the registration desk. The door prize winner’s name will be drawn at the end of lunch. Winner must be present.

INFORMATION2 0 1 7

CE CREDITSAll participants wishing to receive continuing education credit must sign in. Sign-in sheets will be located on the tables at the start of the 9:15 a.m. Business Program. Sign-in sheets will be collected once the program has begun. If you do not sign the sign-in sheet on the day of the convention, you will NOT receive the CE credit.

Participants are required to remain in the room for the entire program in order to receive credit. Continuing Education certificates will be e-mailed to all complying participants within 2 weeks after the convention.

CHECKING YOUR CE CREDITSTranscripts can be obtained by accessing www.sircon.com.

• Once on the website, select “Look Up Courses or Transcripts” located under “Quick Start for Individuals, Firms & Agencies.” This will bring you to an “Inquiries” page.

• Select “Continuing Education Transcript Inquiry.”• Select “Connecticut” from the drop-down menu.• Enter your license number and last name and

click “submit.” • You will now be able to view and print your

transcript. Please note that transcripts are only accessible using producer license numbers.

8:00 AM – 9:15 AMExhibit Hall OpenCoffee & Danish

$100 Door Prize – Drawn every 15 minutes

9:15 AM – 11:50 AMMorning Business SessionKay’s Pier South Scheduled Speakers Welcome and Chairwoman’s ReportKim McGillicuddy, CPCUIIAC ChairwomanKey Insurance and Benefits ServicesNorwalk, CT

Make-A-Wish Presentation Insurance Department ReportTimothy CurryDeputy CommissionerConnecticut Insurance Department

Autonomous Vehicles- What are the challenges?Sean L. ConnerPublic Affairs ManagerUber Technologies

9:15 AM – 11:50 AM continued

Technology TrendsRon BergExecutive DirectorAgents Council for Technology (ACT)/IIABA

Reinsurance Trends and Future Impact on the Property Casualty BusinessChris IliffSenior Vice PresidentProperty & Casualty Business ManagementSwiss Re America Holding Corp. IIABA Industry OverviewBob RusbuldtPresident and Chief Executive OfficerIndependent Insurance Agents & Brokers of America

12:00 PM – 1:00 PMExhibit Hall Open

1:00 PM – 2:00 PMLunch

MAIN DOOR PRIZE$500 CASHSponsored by InsurBanc

PROGRAM2 0 1 7

Please refer to the floor plan provided in your registration packet for the exhibit booth numbers and locations.

AmTrust North AmericaAmWINS AccessApogee Insurance GroupApplied UnderwritersBH Burke & Co., Inc.Boston Insurance SpecialistsCapital Premium FinancingConnecticut Insurance DepartmentCrystal Restoration Services of ConnecticutCrystal Restoration Services of New EnglandE.A. KelleyEZLynxFrancis L. Dean & Associates, LLCFriendly AgentGreat American Insurance GroupHawkSoftHeartland Payroll SolutionsIndependent Insurance Agents of CT Products & ServicesInfinite Technology Consulting LLCInsurBancIrwin Siegel Agency Inc.Johnson & JohnsonJoseph Krar & Associates, Inc.JP Maguire Associates

Lancer Insurance GroupMackinaw Underwriters Inc.Maritime Program Group McGowan CompaniesMEMICNationwide InsuranceNew England Flood InsuranceNew Level Partners, LLCOrchid InsurancePennsylvania Lumbermens Mutual Insurance CompaniesPhiladelphia InsurancePlymouth Glass & MirrorPrime Insurance CompanyRT Specialty, LLCRenaissance AllianceSafelite Auto GlassSCU MiddletownSelective InsuranceServiceMasterS&H UnderwritersStandard Publishing CorporationThe InstitutesThe Thompson Agency Inc.UPC InsuranceUtica National Insurance GroupVelocifyWAHVEWorkers’ Compensation TrustWorldwide Facilities, LLCXS Brokers

EXHIBITORS2 0 1 7

PLATINUM PLUS SPONSORSChubb

Crystal Restoration Services of CT, Inc.

MAPFRE Insurance

MEMIC

Narragansett Bay Insurance

Plymouth Rock Assurance Corp.

Safeco Insurance

Swiss Re Corporate Solutions

Travelers

The Hartford

UPC Insurance

PLATINUM SPONSORS

Andover Companies

EMC Insurance

InsurBanc

MetLife Auto & Home

Ohio Mutual Insurance Group

SCU Middletown

SPONSORS2 0 1 7

The Independent Insurance Agents of Connecticut would like to thank our sponsors of this year’s

Mid-YearConvention.

It is their sponsorship that makes it possible for us to bring the best to our membership at an affordable price.

SILVER SPONSORSHanover Insurance Group

JP Maguire Associates

NLC Insurance Companies

Selective Insurance

State Auto Insurance Company

Utica National Insurance Group

XS Brokers

GOLD SPONSORSAcadia Insurance

Central Mutual Insurance Company

Computer Rescue, Inc.

Johnson & Johnson, MGA

Liberty Mutual Insurance

Main Street America Group / NGM Ins. Co.

Nationwide

Progressive

Quincy Mutual Group

Smith Brothers Insurance, LLC

The Institutes

Union Mutual

SPONSORS2 0 1 7

Proud to SupportIndependent Insurance Agents of Connecticut

chubb.com

©2017 Chubb. Coverages underwritten by one or more subsidiary companies. Not all coverages available in all jurisdictions. Chubb®, its logo, and Chubb. Insured.SM are protected trademarks of Chubb.

Proud to 3.5x7.5 IIAC.indd 1 9/29/17 3:36 PM

MAPFRE Insurance® is a brand and service mark of MAPFRE U.S.A. Corp. and its affiliates, MAPFRE Life insurance CompanySM (Cal. COA 2293-9, Dover, DE); American Commerce Insurance CompanySM (Cal. COA 4928-8, Columbus, OH); Citation Insurance CompanySM (Webster, MA); The Commerce Insurance CompanySM (Webster, MA); Commerce West Insurance CompanySM (Cal. COA 1372-2, San Ramon, CA); MAPFRE Insurance CompanySM (Cal. COA 3039-5, Florham Park, NJ); MAPFRE Insurance Company of FloridaSM (Miami, FL); and MAPFRE Insurance Company of New YorkSM (Garden City, NY). Not all products available in all states.

At MAPFRE Insurance, we are committed to providing our independent agency  partners with a competitive advantage in the marketplace. To learn how  our local presence and expertise can help your agency grow, visit www.mapfreinsurance.com today.

www.mapfreinsurance.com

FOCUSED ON PARTNERSHIP

Auto | Home

Our expertise, our depth of safety and claims service and our “A” (Excellent) rating are just a few of the reasons why MEMIC is the best long-term value for your clients.

Discover more about our service offerings in:

• Manufacturing/Technology• Healthcare • Hospitality• Retail• Financial/Professional Services• Private Schools and Colleges

Visit memic.com/thechoice.

YOUR CONNECTICUT UNDERWRITING CONTACT

Bob LangtonSenior Underwriter

rlangton@memic.com860-494-4723

MORE AGENTS

CHOOSING MEMICAND EMPLOYERS ARE

With your help, Plymouth Rock Assurance was able to provide insurance-shoppers in Connecticut with a completely unique experience, o�ering both the expertise and counsel from our local independent agents, along with the power and convenience of the internet.

Thank you. We’re proud to work alongside you.

plymouthrock.com

Thanks for being independent!

Thank hank Thank T yyou. ou. WeWeW ’re prooud tto o work alongside you.

SHE’S A PEOPLE PERSON AND A COMMUNITY LEADER.SHE’S HER OWN KIND OF AGENT.

IN A WORLDOVERWHELMED BY INSURANCE MASCOTS,

IT’S HER TURN TO SHINE...

Insurance is offered by Safeco Insurance Company of America and/or its affi liates,with a principal place of business at 175 Berkeley Street, Boston, MA 02116.

Coverage not available in all states. ©2016 Liberty Mutual Insurance.

A SAFECO INDEPENDENT FILM SAFECO INSURANCE PRESENTS AN INDEPENDENT AGENT

PRODUCTION STARRING YOU, THE AGENT, AS YOURSELF FOR SERVICES LIKE BRICKS & CLICKS™ AND 24/7 GOLD SERVICE™

VISIT US AT SAFECONOW.COM BE SURE TO LIKE US AT

FACEBOOK.COM/SAFECOINDEPENDENTAGENTSHELPING INDEPENDENT AGENTS STAY INDEPENDENT

Size: 3.5”w X 7.5”h + no bleed - PDF Hi res - File: ARM-17-04368-P1-CS_Generic_Cobrand_IIABTTC_Color-10-6

You know your business inside out. You know your markets, your customers, your competitors. Above all, you know the risks facing your business. At Swiss Re Corporate Solutions, we have the capabilities and the fi nancial strength to meet the risk transfer needs of businesses worldwide. But that’s only half the story. Whether your risk is basic or complex, whether the solution is off -the-shelf or highly customised, we believe that there’s only one way to arrive at the right solution. And that’s to work together and combine your experience with our expertise and your strengths with our skills. Long-term relationships bring long-term benefi ts. We’re smarter together.

corporatesolutions.swissre.com

We are proud to support the Independent Insurance Agents of Connecticut Mid-Year Convention.

Your insights

Top-classprotection around

the world

Ourstrengths and

expertise

We grow the same way you do: One relationship at a time.

travelers.com

© 2016 The Travelers Indemnity Company. All rights reserved. Travelers and the Travelers Umbrella logo are registered trademarks of The Travelers Indemnity Company in the U.S. and other countries. M-17518 Rev. 10-16

In this era of big business, we believe our success depends on the quality of individual relationships. At Travelers, we are proud to partner with IIAC and its members. Working together, we can achieve our goals in business and continue to help create a great place in which to live and work.

It’s better under the umbrella®

ProudlySupporting

theIndependent

InsuranceAgents of

Connecticut

Please contact Hank Dominioni, CPCUHenry.Dominioni@thehartford.com

860-547-6495

www.thehartford.com

100+ YEARS OF EXPERIENCE

LOCAL SERVICE.

Branch office in Providence

800-556-7010 | providence@emcins.com

NATIONAL PRESENCE. LICENSED IN ALL 50 STATES

©Copyright Employers Mutual Casualty Company 2017. All rights reserved.

STRONG FOUNDATION.

www.emcins.com

A Leading MGA in the Nation.

Visit scui.com for more information.CRC GROUP | CRC | CRC SWETT | TAPCO | SCU | PROGRAMS

© 2017 SCU is a division of and operates under the license of CRC Services, Inc. CA License No. 0778135

MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company, Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company, and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. L1114399042[exp1017][All States] ©2014 Peanuts Worldwide LLC © 2014 MetLife Auto & Home 1411-2804

Happy Thanksgiving from MetLife Auto & Home.We are thankful for the opportunity to have served your personal insurance needs this year.

DAVE BRULEJIM KROEBERDAVE - 860-874-8227JIM - 860-919-5322CT REGIONAL SALES MANAGERS

CLOSER COVERAGE STARTS WITH YOU. We are a proud supporter of the independent insurance agents in the Northeast. At Acadia Insurance, we understand that you’ve built your business by developing an in-depth knowledge of your customers’ risks and needs. That’s how we work too. For more information, visit acadiainsurance.com or call 800.773.4300. Closer Coverage.Products and services are provided by one or more insurance company subsidiaries of W. R. Berkley Corporation. Not all products and services are available in every jurisdiction, and the precise coverage afforded by any insurer is subject to applicable underwriting guidelines and the actual terms and conditions of the policies as issued.

ACAD-0335 IIAC ProgramAgent 3.5x1.5.indd 2 9/29/17 10:46 AM

The Central Insurance Companies are comprised of Central Mutual Insurance Company and All America Insurance Company.

Bruce Richardson Connecticut Marketing Managerbrichardson@central-insurance.com 877-835-1798

Central offers all the blocks you need to increase growth, retention, and profitability. Contact me today to learn more!

Does your agency have the building blocks of success?

www.central-insurance.com

supporting insurance technology systems.

860-701-8893rescueworld.com

CELEBRATING 20 YEARS

ComputerRescue

Phone: 800-487-7565 Website: www.jjins.com

Nationwide is proud tosponsor IIAC Mid-Year Convention 2017

We put members first in Conneticut.

Not all Nationwide affiliated companies are mutual companies and not all Nationwide members are insured by a mutual company. Nationwide, Nationwide is On Your Side, the Nationwide N and Eagle, Join the Nation, What’s precious to you is precious to us and We put members first are service marks of Nationwide Mutual Insurance Company. NPR-0718AO.2 (2015)

For more information, contact Melanie Readdean (518) 330-5058Laura Cote (413) 563-3744Ruby Stephens (860) 518-6958

Glastonbury CT Chester CT Niantic CT Somers CT Windsor Locks CT Easthampton MA Haddonfield NJ SmithBrothersUSA.com Smith Brothers Insurance, LLC

Insurance | Surety | Risk Management | Benef its | Financial

Meet your organization’s onboarding needs for customer service representatives and producers through our courses Successful Starts for CSRs and Successful Starts for Producers!

Thank you

to all of our

2017Mid-Year

Conventi on Sponsors!

THE BIG “I” PROFESSIONAL LIABILITY PROGRAM – ERRORS AND OMISSIONS FOR YOUR AGENCYSwiss Re / Westport Insurance Corporation – an exclusive policy form and premium credits filed on a Risk Purchasing Group basis to give Big “I” members coverage tailored to their needs.

Fireman’s Fund - is an industry leader in providing liability coverage for agents and brokers against errors and omissions. Fireman’s Fund has 25+ years experience and is the second largest writer of Agents E&O coverage in the country.

For details on both of these E&O markets, please contact

Laura Szatkowski at IAS, Inc. Phone: (860) 563-6510 E-mail: lszatkowski@iiac.org

RLI’s STAND-ALONE PERSONAL UMBRELLA With our expanded underwriting guidelines, the RLI um-brella can respond to more of your customers. Plus now it’s easier to use! Agents can check on policy status, print renewals, run reports or convert on-line quotes to an ap-plication to email to customers for an electronic signature and payment with a credit card. Another improvement is RLI’s new easy to use website, www.rlipersonalumbrella.com. These changes have proven to be a huge convenience and time saver for both agents and customers.

LAWYERS PROFESSIONAL LIABILITYIIAC members have access to Lawyers’ Professional Liability Coverage to sell to their clients. This program, underwrit-ten by Westport Insurance Corporation, has been a leading insurer of Connecticut law firms for over 15 years.

For more information on the above programs, please contact

Rose Mullaly at IAS, Inc. Phone: (860) 563-6510 E-mail: rmullaly@iiac.org

PRODUCTSI I A C

PARTNERS IN PROGRESS PROGRAMIIAC’s Partners in Progress Program is a corporate sponsor-ship program designed to maximize business opportunities and increase your exposure among IIAC member agencies. Partners in Progress sponsorships include your company’s recognition at all IIAC events and on the IIAC website, along with registrations to the Annual Meeting, the Mid-Year Con-vention and Young Agents seminars.

For complete details of our Partners in Progress Sponsorship program, please visit our website at www.iiact.org and click on “RESOURCES” – “JOIN IIAC.”

THE BENEFITS OF ASSOCIATE MEMBERSHIPBusinesses other than independent property and casualty agencies are offered Associate Membership with IIAC. As-sociate Membership is available to those persons and firms who are directly engaged in the insurance industry or who have some other professional or business relationship with one of our members doing business under the American Agency System. Associate Members receive many benefits, but are not allowed voting privileges or use of the Big "I" trademark logo.

As an Associate Member of the Independent Insurance Agents of Connecticut you and your firm will be further rec-ognized as an active member of the Connecticut insurance community and an active participant in working on solutions to our common problems.

For complete details of our Associate Member program, please visit our website at www.iiact.org and click on “RESOURCES” – “JOIN IIAC” or contact

Rose Mullaly 860-563-1950rmullaly@iiac.org

PROGRAMSI I A C

Discover all the benefits IIAC membership has to offer...

Coverage for Your AgencyErrors & Omissions InsuranceEmployment Practices & Discrimination LiabilityRetirement ServicesGroup LTD & Term Life Insurance

Coverage for Your Clients – Income for YouUPC Insurance – Coastal HomeownersBig I MarketsPersonal Umbrella (stand-alone)In-Home Business Policy (BOP)Selective Flood Insurance ProgramLawyers’ Professional Liability

Research / Technical IssuesVirtual UniversityFrequently Asked QuestionsInterpreting Technical IssuesCarrier Contract ReviewWeb Based Marketing

PublicationsWeekly News ReleaseTechnical, Legislative, Education BulletinsAgent AlertsIndependent Agent Magazine

MEMBERSHIPI I A C

Management ToolsTrustedChoice.comPersonality Assessment ToolsOvation PayrollWAHVEwww.InsuranceCareerFinder.com

Networking OpportunitiesLocal Events & MeetingsState & National ConferencesYoung Agents Committee Events

Advocacy & LegislativeState & Federal LobbyistsCarrier Advocacy and Grass Roots CoalitionNational Legislative Conference

Education OpportunitiesContinuing Education & State Licensing CoursesE&O Loss Prevention SeminarsACSR & AAI Designation ProgramTailored Training (in-house)On-line CE ProgramsBest Practices Resources

Tuesday, June 5, 2018IIAC Annual Membership MeetingWethersfield Country Club

Thursday, August 9, 2018IIAC Annual Golf TournamentSponsored by the Young Agents CommitteeBlackledge Golf Course, Hebron

Thursday, November 08, 2018IIAC Mid-Year ConventionAqua Turf, PlantsvilleWill provide 3 LRE CE credits

Event information and registration forms for all of the above can be obtained on the “Education and Events” page of our website at www.iiact.org

IIABA MEMBERS: CLAIM YOUR PROFILE Connect with consumers today

With detailed agency profiles, expanded consumer resources, and comparative quoting, TrustedChoice.com is unlike any other insurance website – and more new prospects are discover-ing that difference every month.

The Advantage subscription program provides your agency with a variety of key benefits includ-ing:

• Detailed Agency Profile• Preferred placement in agency search results• Unlimited pre-qualified prospects

For complete details visit www.trustedchoice.com/for-agents

TRUSTED CHOICE.COM IIAC EVENTS2 0 1 8N A T I O N A L

MORE WEBINARSTRAINING PROGRAMSPAY BY CREDIT CARD

Earning your continuing education credit has never been easier! The Education Department is rolling out new initiatives to help you.

• We’re partnering with more online providers. This means you earn CE on your schedule.

• Expand your knowledge or help a new employee get off to a great start with training tracks that are position-specific.

• No more requesting a check for payment. You now have the option of paying by credit card.

IIAC’s Education Department is the place to earn CE. Please see our upcoming classes on the following pages.

The complete calendar can be found online at www.iiact.org

Date Course CreditsNov. 28 ACSR #9– 6 P/C Commercial Lines Related Coverages Michelle Phelan, CPCU, ARM and Barbara Spear, CIC

Nov. 29 Ethics for Insurance Professionals 3 LRE Barbara Spear, CIC 3

Nov. 30 Travel Insurance– 3 PC Definition, History & Public Awareness Judith A. Sutton and Barbara Spear, CIC

Dec. 5 Front Line Underwriting 4 P/C Cathy Antrim, CIC, ACSR, API

Dec. 6 Business Life Insurance and 6 L/H Retirement Planning 2 LRE Ron Lesieur, CLU, CIC

Dec. 7 ACSR #4– 6 P/C Agency Errors & Omissions Barbara Spear, CIC 6

Dec. 12 Insurance Regulations - Connecticut 3 LRE Barbara Spear, CIC

Jan. 4 Personal Lines Pre-Licensing Course State Rqmt Barbara Spear, CIC Class Meets: Jan. 4, 11, 18 and 25

Jan. 10 Property & Casualty State Rqmt Pre-Licensing Course Barbara Spear, CIC Class Meets: Jan. 4, 11, 18, 25, Feb. 1, 8, 15, and 22

Jan. 17 Annuity Basics 3 L/H Ron Lesieur, CLU, CIC

Jan. 23 Ethics & Insurance Fraud 3 LRE Barbara Spear, CIC

Jan. 30 ACSR #1 – Homeowners Insurance 4 P/C Barbara Spear, CIC

Feb. 6 AAI 81C - Commercial Property 8 P/C Michelle Phelan, CPCU, ARM

Feb. 13 Insurance Regulations - Connecticut 3 LRE Barbara Spear, CIC

Feb. 14 Medicare & Social Security 3 L/H Ron Lesieur, CLU, CIC

Feb. 20 E&O: Roadmap to Policy 6 P/C Analysis Risk Management Barbara Spear, CIC

Feb. 27 Flood Insurance 3 P/C-Flood Doug Platt

EDUCATION2 0 1 7 - 2 0 1 8

Date Course CreditsNov. 9 IIAC MID-YEAR CONVENTION 3 LRE

Nov. 15 AAI 82B – Commercial Lines 7 P/C Frank Pearson, CPCU, CIC, AIS 1 LRE and Barbara Spear, CIC

Nov. 16 Life and Health Ethics 3 LRE Ron Lesieur, CLU, CIC

Nov. 16 Flood Insurance 3 P/C-Flood Doug Platt

Nov. 27 ACSR 12- 4 L/H Disability & Health Insurance Ron Lesieur, CLU, CIC

Date Course CreditsFeb. 28 ACSR #2 – Personal Auto Insurance 7 P/C Cathy Antrim, CIC, ACSR, API

Mar. 8 Financial Planning 3 L/H Ron Lesieur, CLU, CIC

Mar. 13 Laws, Regulations & Ethics 4 LRE in Insurance Barbara Spear, CIC

Mar. 13 Laws, Regulations & Ethics 4 LRE in Insurance with ACSR #5– 2 P/C Professional Development & Account Management Barbara Spear, CIC

Mar. 14 Life & Health Pre-Licensing Course State Rqmt Ron Lesieur, CLU, CIC Class Meets: March 14, 21, 28, April 4, 11, 18

Mar. 15 Front Line Underwriting 4 P/C Cathy Antrim, CIC, ACSR, API

Mar. 20 AAI 81A – Principles of Insurance 6 P/C Barbara Spear, CIC 2 LRE

Mar. 27 Basic Commercial Lines 5 P/C Related Coverages 3 LRE Barbara Spear, CIC and guest instructors

April 3 Personal Lines Pre-Licensing Course State Rqmt Barbara Spear, CIC Class Meets: April 3,6, 10, and 13

April 3 Property & Casualty State Rqmt Pre-Licensing Course Barbara Spear, CIC Class Meets: April 3, 6, 10, 13, 17, 20, 24, and 27

April 11 AAI 82A – Commercial Liability 7 P/C GL & Auto 1 LRE Michelle Phelan, CPCU, ARM

April 19 E&O Loss Control Techniques 6 P/C Christopher Weldon, Esq. & James Keidel, Esq.

April 25 ACSR #10 Understanding Life Ins. 4 L/H & Determining Client’s Needs Ron Lesieur, CLU, CIC

April 26 Law and Ethics Seminar 3 LRE Barbara Spear, CIC

May 1 Business Life Insurance 6 L/H and Retirement Planning 2 LRE Ron Lesieur, CLU, CIC

Date Course CreditsMay 2 ACSR #3 Personal Lines 5 P/C Related Coverages Barbara Spear, CIC 5 P/C

May 3 Specialty Markets – Connecticut 4 P/C Thomas Crawford

May 8 Commercial Liability Coverage 3 P/C Gaps & How to Fill Them Barbara Spear, CIC

May 9 Managing Networks & Security 3 P/C Andrew McCabe

May 10 Ethics in Insurance 3 LRE Barbara Spear, CIC

May 15 AAI 83A –Agency Management 8 P/C Frank Pearson, CPCU, CIC, AIS & Barbara Spear, CIC

May 16 Personal Lines Hot Topics 8 P/C Cathy Antrim, CIC, ACSR, API

May 31 Businessowners Seminar 6 P/C Frank Pearson, CPCU, CIC, AIS 2 LRE & Barbara Spear, CIC

June 7 ACSR #4 – 6 P/C Agency Errors & Omissions Barbara Spear, CIC

June 12 Insurance Regulations - Connecticut 3 LRE Barbara Spear, CIC

June 14 AAI 81B – Personal Lines 5 P/C Ron Lesieur, CLU, CIC 2 L/H & Barbara Spear, CIC 1 LRE

June 19 Homeowners Insurance 8 P/C Cathy Antrim, CIC, ACSR, API

June 21 Long Term Care 3 L/H Ron Lesieur, CLU, CIC

June 26 Contract Surety with 3 P/C Financial Analysis Ken Coco

June 27 Flood Insurance 3 P/C-Flood Doug Platt

IIAC’s Complete Education Calendar Can Be Found Online at www.iiact.org

WARREN C. RUPPARPresidentwruppar@iiac.org

BARBARA SPEAREducati on Directorbspear@iiac.org

LAURA SZATKOWSKIE & O Program Managerlszatkowski@iiac.org

ROSEMARY MULLALYEducati on AdministratorProgram Manager for RLI and Lawyers’ Liability rmullaly@iiac.org

ALLISON JUSTEvent Coordinatorajust@iiac.org

STAFFI I A C

CONNECTI I A C

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PHONE860.563.1950800.842.2208

FAX860.257.9981

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