Time for a Frank Discussion with Our Insureds
Total Credits: 2 including 2 CE Credit
- Average Rating:
- Not yet rated
- Category:
- Commercial Lines | Commercial Lines - Specialty Policies
- Faculty:
- Keith Jones
- Duration:
- 2 Hours
- License:
- Access for 30 day(s) after program date.
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Audience: Agent and Customer Service Training
Description
Time for “the talk.” No, not that talk…But a conversation with insureds about insurance topics that are sensitive (Active Shooter Coverage, Personal Carry Protection), overlooked (Mechanical Breakdown coverage for personal lines customers, Cyber Risk), or unaddressed
(Business Auto Coverage form and ride-share issues; coverage for insureds with rental properties that are not lease on an annual basis—think Airbnb).
Join Keith for a real-world review of insurance subjects that will equip you to have a meaningful sit-down with your insureds.
Course Materials
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (0.59 MB) | Available after Purchase | ||
| Time for a Frank Discussion With Our Insureds - Slides (13.1 MB) | Available after Purchase |
Faculty
Keith Jones Related seminars and products: 1
CPCP, CLU, ChFC, CASL, AAI
Wm Keith Jones
3068 Hawks Landing Drive
Tallahassee, Florida 32309
Work Phone: 850-878-2121 Mobile: 850-599-6123
E-mail: kjones@earlbacon.com
Education
B.S., May 1981, Florida State University, Tallahassee, Florida
Major: Risk Management and Insurance
Graduated - Magna Cum Laude
Professional Designations
CPCU – Chartered Property and Casualty Underwriter – The Institutes
CLU – Chartered Life Underwriter – The American College
ChFC – Chartered Financial Consultant – The American College
CASL – Chartered Advisor for Senior Living – The American College
AAI – Accredited Advisor in Insurance – The Institutes
Licenses
Florida – Property and Casualty
Florida – Life and Health
Securities – Series Six
Experience
Earl Bacon Agency, Tallahassee, November 2000 – Present
Commercial Account Executive
- Commercial Property/Casualty Insurance Agent
- Life and Financial Services Producer
Florida State University, Tallahassee, June 1999 – Present
Adjunct Faculty – Lecturer – College of Business
- Classroom Instruction - Department of Insurance/Risk Management
New England Financial, Tallahassee, June 1999 – December 2000
Financial Advisor
- Life and Financial Services Producer
- Financial Advisor
Florida Association of Insurance and Financial Advisors, Tallahassee, 1995 – 1999
Director of Development
- Membership Education and Professional Development
- Continuing Education Instructor
Honors
- Two-time NCAA Academic All-American (football)
- 2002 Emmy Award - Broadcasting
Dates
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Thu, Feb 20, 2020 - 11:00a to 01:00p EST
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Thu, Mar 19, 2020 - 11:00a to 01:00p EDT
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Thu, Apr 16, 2020 - 11:00a to 01:00p EDT
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Thu, May 21, 2020 - 11:00a to 01:00p EDT
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Thu, Jun 18, 2020 - 11:00a to 01:00p EDT
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Thu, Jul 16, 2020 - 11:00a to 01:00p EDT
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Thu, Aug 20, 2020 - 11:00a to 01:00p EDT
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Thu, Sep 17, 2020 - 11:00a to 01:00p EDT
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Thu, Oct 15, 2020 - 11:00a to 01:00p EDT
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Thu, Nov 19, 2020 - 11:00a to 01:00p EST
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Thu, Dec 17, 2020 - 11:00a to 01:00p EST
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State Specific Details
State Approval Information DetailsFL -This course has Been approved by the Department of Financial Services for insurance continuing education credit - 2 hours Course ID#111094, General Lines (Property & Casualty)
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