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William T. Hold Seminars

Effective Immediately - The William T. Hold Seminars are Open to the Public!

The William T. Hold Seminars were developed by the Society of CISR. The goal of this program is to give those individuals with their CISR designations an opportunity for further education in property and casualty lines. Effective immediately, these advanced seminars are open to the insurance community.

These seminars also meet the Society's annual requirement for maintaining the CISR designation. The state requires that all registrants attend a class in its entirety to receive continuing education credits (CEUs). Partial credit is not given for partial attendance.
LATE ARRIVALS WILL NOT RECEIVE ANY CEUs.

TUITION:
$170.00/member $170.00/non-member

If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for the William T. Hold Seminars. Learn more...NOW!
REGISTRATION: 7:30 a.m.
CLASS TIME: 8:00 a.m. to 4:00 p.m.

Photo ID: You must present a photo ID to the registrar at all program locations.

Cancellation Policy:
There will be a $55.00 penalty fee if we are not notified in advance of three (3) working days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrant/Walk-in Fee: A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class. Please call 48 hours in advance to ensure availability.

Registration Options

We've implemented a secure system for registration and now only accept credit cards for web registrations.


      
REGISTER BY PHONE:
800-742-6363
800-742-6363
508-634-2900

REGISTER BY FAX:
(508) 634-2930

William T. Hold Seminars: Life Cycle of a Contractor - Starts a Business

WHO SHOULD ATTEND:
This course is geared towards students who have a good level of understanding of commercial lines policies and want to dig deeper into the insurance needs of a commercial lines contractor.

This course can be taken by anyone however it also is it also part of a National Designation program called the Certified Insurance Service Representative (CISR) program and will update that designation if you already have it. If you are interested in seeing the courses involved and earning the designation, that information can be found HERE.

CLASS TOPICS:

  • Carl Carpenter works for a construction company:
    • Part 1: Driving to work MAP/PAP, paid to drive coworkers, paid to bring supplies to jobsite... policy change?

    • Part 2: Buys more tools/equipment, boss pays for right to use - HO-4 coverage?

  • Carl Carpenter decides to start own business and needs CGL.. what is it? what does it do?
    • Part 3: Hired by Turner Construction and needs to prove additional insured status, WC coverage, requires certificates showing primary and non-contributory

    • Part 4: Hires an employee - independent contractor or employee? Crossing state lines...State law and election of coverage... benefits?

    • Part 5: Decides to become LLC - has issues with WC coverage, name change for CGL? .. BAP in personal name - what about LLC?

    • Part 6: Now married and gives wife company car - what is missing? ...commercial umbrella, mobile equipment issues with new CGL

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.

 

William T. Hold Seminars: Life & Times Mike Millennia - PL Account Development

WHO SHOULD ATTEND:
This course is geared towards students who have a good level of understanding of personal lines policies and want to dig deeper by examining a personal lines account development scenario.

This course can be taken by anyone however it also is it also part of a National Designation program called the Certified Insurance Service Representative (CISR) program and will update that designation if you already have it. If you are interested in seeing the courses involved and earning the designation, that information can be found HERE.

CLASS TOPICS:

  • Part 1 - Teenage Years:
    • Licensing laws: state laws and parental responsibility, laws v policy coverage
    • Proper rating / vehicle in parents names
    • Mike gets own policy
    • Mike goes to college
    • cell phone use - potential problems for parents and Mike

  • Part 2 - Energetic Early Twenties:
    • BMW grad present
    • Grad School is next
    • Apartment Rental
    • Girlfriend drives car / Mike buys motorcycle
    • Engagement Ring - who insures?
    • Buy a condo and live together -what is covered and by whom?

  • Part 3 - Thriving Thirties:
    • Marriage - insuring the celebration
    • Purchases a home
    • Business in the home
    • Children arrive ... hires a nanny

  • Part 4 - Fabulous Forties and Philanthropic Fifties:
    • Vacations - rents jetskis, cars
    • Volunteer activities

  • Part 5 - Satisfying and Serene Sixties:
    • Snow bird ... second home
    • Trusts and the Auto & HO policy

Finished for 2017 - Call Association Education at 1-800-742-6363 for future scheduling.



Registration Form
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STATE REQUIREMENT
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PAYMENT OPTIONS:
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  Mail to MAIA or Fax to (508) 634-2929......Thank you for your business!