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Life & Health Institute

Program Information

May 17-20, 2010
(Monday - Thursday)

CIC Education Consultant
Clem Wandrisco, Jr., CPCU, ARM, AAI, AIC

Erie Insurance Group
100 Erie Insurance Place
Erie, PA  16530

Hotel Options

Park & Ride Schedule - Erie Insurance Group does not have sufficient space for non-employee parking. Please plan to use the Park & Ride or street parking.

Facility Directions

Continuing Education Approvals

Agenda

Date

Time

Topic/Speaker

May 17, 2010

12:00 -
1:00 p.m.

Registration

1:00 -
5:00 p.m.

Life Insurance Concepts

Rick Goolsby
CIC
Grange Life Insurance Company
Loveland, OH

5:15-
5:30 p.m.

Exam Briefing

May 18, 2010

7:30-
8:00 a.m.

Continental Breakfast

8:00 a.m.-
12:00 p.m.

Health Insurance Concepts

Jo Ann Dickinson
CIC, CPA, LUTCF
Dickinson Planning Services
San Antonio, TX

12:00-
1:00 p.m.

Lunch

1:00 -
3:00 p.m.

Disability Income and Long Term Care Insurance

Jo Ann Dickinson
CPA, CIC, LUTCF

3:00 -
5:00 p.m.

Annuities

Jo Ann Dickinson
CPA, CIC, LUTCF

May 19, 2010

7:30-
8:00 a.m.

Continental Breakfast

8:00 a.m.-
12:00 p.m.

Application of Life & Disability Income Insurance to Business Needs

Thomas R Sanders
CIC, CPIA
Sanders Insurance Services, Inc.
Greenwich, OH

12:00 -
1:00 p.m.

Lunch

1:00 -
3:00 p.m.

Retirement Planning

Thomas R Sanders
CIC, CPIA

3:00 -
5:00 p.m.

Planning for Personal Needs

Thomas R Sanders
CIC, CPIA

May 20, 2010

8:00 -
8:30 a.m.

Continental Breakfast

8:30 -
10:30 a.m.

Life & Health Institute Exam