NAIFA-AZ Association Representing Licensed Insurance Agents

Year End Strategies
2018-10-09 16:00 - 17:00 (America/Phoenix) | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
October 9, 2018 – Tucson/Viscount Suite Hotel – 1 Hour CE – Year End Strategies – 4:00 p.m.-5:00 p.m. – contact admin@naifa-Tucson.com

Back to School 529 Plans and 529 Plan Alternatives
2018-09-25 08:00 - 17:00 | Online
September 25, 2018 – Webinar – Back to School 529 Plans and 529 Plan Alternatives
To register online go to: https://attendee.gotowebinar.com/register/5007066389906064897

The Top 5 Life Insurance Plans Every Insurance Professional MUST Know
2018-09-19 13:15 - 14:15 | Startfire Golf Club, 11500 N Hayden Rd, Scottsdale, 85260, United States
September 19, 2018 – Scottsdale/StarFire Golf Resort – ‘The Top 5 Life Insurance Plans Every Insurance Professional MUST Know’ – 1 Hour CE – contact mjfarr@naifascottsdale.org

The Role of Voluntary Insurance in the New Health Care Landscape
2018-09-18 16:00 - 17:00 | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
September 18, 2018 – Tucson/Viscount Suite Hotel – ‘The Role of Voluntary Insurance in the New Health Care Landscape’ – 1 hour CE – contact admin@naifa-Tucson.com

NAIFA-Tucson September CE Opportunity and Mixer
2018-09-18 16:00 - 17:00 | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
NAIFA Tucson CE & Mixer
Topic: Role of Voluntary Insurance in the New Health Care Landscape
Moderator:
Phil Solinsky
CE Credit (1 Hour) – You MUST be present, signed in before the CE class begins and stay for the duration of class in order to receive CE credit. There will be NO EXCEPTIONS!
Time: 4:00 ~ 5:00 PM CE Meeting
Mixer will be held in Wilbur’s after the CE. Mixer includes light appetizers and one drink ticket. Nice opportunity to network.
Cost:
NAIFA Members ~ $16**
NAIFA Members – CASH ONLY ~ $15.00
Non-Members ~ $20
**If you pay by credit card, either on line or at the event, a credit card service fee is now included.

CIC Agency Management Institute
2018-08-08 08:00 - 2018-08-10 17:00 | Embassy Suites/ASU Tempe, 4400 South Rural Road, Tempe, AZ, 85282, United States
CIC Agency Management Institute
August 8-10, 2018
Embassy Suites/ASU Tempe – Tempe, Arizona

Hotel and
Registration Information

Embassy Suites by Hilton – ASU Tempe

4400 South Rural Road,
Tempe, AZ 85282

Reservations:
(480) 897-7444

$109 Single King Bed

if reserved by 7/8/18.

To book your stay at the hotel, click here.

Class Registration Cost: $405

To register online
click here.

PDF Registration
click here.

Bring your family for a great vacation or plan a separate mini getaway!

Fun things to do
while you are here:

Championship Golf Courses

Great Shopping
Arizona Sea Life Aquarium
Phoenix Zoo
Philadelphia Phillies at Arizona Diamondbacks game – August 7th
Odysea Aquarium, Scottsdale

Desert Botanical Gardens

Casinos
Live Music
Theater, Opera, Plays, and more

Join Our Mailing List!

Independent Insurance Agents and Brokers of Arizona, Inc.
333 East Flower Street
Phoenix, Arizona 85012
602-956-1851

Certified Insurance Counselor’s
Agency Management Institute

Approved for 20 Hours of CE Credit
including 4 hours of Arizona Ethics CE credit!

Agenda

Wednesday, August 8th
7:00 a.m. – 8:15 a.m.
Registration & Opening Comments

8:15 a.m. – 10:15 a.m.
Agency Organizations

10:15 a.m. – 12:15 p.m.
Understanding and Managing Financial Strength

12:15 p.m. -1:15 p.m. Lunch
(on own)

1:15 p.m. – 5:15 p.m.

Agency Planning

5:15 p.m. – 5:30 p.m.

Agency Management Exam Briefing (Optional)
Thursday, August 9th

8:00 a.m. – 12:00 p.m.

Human Resources

12:00 p.m. – 1:00 p.m. Lunch
(on own)

1:00 p.m. – 5:00 p.m.
Agency Productivity and Effectiveness

Friday, August 10th

8:00 a.m. – 12:00 p.m.
Legal and Ethical
Responsibilities

Class ends at 12:00 p.m.

2:00 p.m. – 4:00 p.m.
Agency Management Exam (Optional)

Faculty:
Jim Lawrence, CIC

Alliance Insurance Services
Arlington, Texas

Bill Toll, CIC
Bill Toll & Associates, Inc.
Austin, Texas

Kathy Fraley,CIC, CPIW
Medical Lake, Washington

Education Consultant:
Rod Rezac, CIC, CPCU, ARM
Austin, Texas

Education Coordinator:
Ray Garcia, CIC, CISR
IIABAZ
Phoenix, Arizona

Additional Upcoming CIC Programs:

October 10-12, 2018 Commercial Multiline Institute, Tempe – NEW!
December 5-7, 2018 Personal Lines Institute, Phoenix
February 6-8, 2019 Commercial Property Institute, Tempe
March 14-15, 2019 James K. Ruble Graduate Seminar, Tempe

Click Here for Registrations

Questions or Comments? Send an email to ray@iiabaz.com

333 East Flower Street – Phoenix, Arizona 85012
Toll: 800-627-3356 Phone: 602-956-1851
602-468-1392 (fax)
