SESSIONS BY LEARNING TRACK
State Mandated Training: Ethics 2018
Speaker(s): Marshall Katz, MS, CIC, LIA, AAI, LUTC
Insurance producers must complete an approved 3 hour ethics program for each renewal cycle. This requirement does not increase the overall number of continuing education credit hours an insurance producer must complete. It only requires that ethics training make up at least 3 hours of the total continuing education creditsearned. All agency and company employees should attend.
Marshall currently teaches full-time for MAIA on a variety of subjects from personal lines licensing to CISR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes for 24 years and has since sold the agency to be able to concentrate on facilitating classes. All though he is now back writing insurance for select accounts through a local agency.
Marshall has a Bachelors degree from Clark University with a major in accounting and a Masters degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA and CT and a licensed insurance advisor in MA and an avid golfer and woodworker.
Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint that I might have, feel free to email me your request: firstname.lastname@example.org
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