Alliance NOW! Risk & Insurance Podcast Series

Did you know CICs can also attend the conference to receive National Alliance update credit? Registration is open!  For more information visit https://mcief.org/annual-conference/   Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their c...

To learn more and to order visit: https://nationalalliancebooks.com/collections/new-products/products/fundamentals-of-life-health-insurance Tom Faulconer, JD, CFP(r), CASL, ChFC, CPCU is a 1985 graduate of Butler University and a 1988 graduate of the Indiana University School of Law at Indianapolis. He began his career at Indiana Farm Bureau Insurance as Advanced Sales Counsel, was promoted to Man...

Jess McWilliams – Jess is the Education Sr. Director with Insurance Agents & Brokers (IA&B) and has been with the Association for 24 years, joining directly out of college.  Jess loves working with the association members and education participants to navigate their continuing education needs and career goals  She loves the Pittsburgh Steelers and spending time traveling with her husband, Nate and...

Dave Newell graduated from the University of North Florida in 1984 and began his insurance career in 1987, as a claim representative with a large property and casualty insurance carrier. In 1990, Dave moved to Tallahassee to continue his career as a field claim representative. In 1997, Dave obtained his property & casualty license and became a producer with a large local independent insurance agen...

Get a FREE digital copy of the newest edition of the Wisconsin Professional Agents magazine here. PIA of Wisconsin   Ryan Butzke CIC, CISR  Ryan is a P&C producer at Northbrook Insurance Associates Inc. with 22 years of experience in the insurance industry.  Ryan is the current President of PIA in Wisconsin and a past President of IMAGE of WI.  He believes attaining the CIC & CISR designations fro...

Can you ensure commercial clients are protected? Develop environmental awareness and understand how to help businesses manage and transfer their environmental exposures with the NEW Certified Environmental Strategist Self-Paced Course! Learn More! Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advanta...

The Outstanding CSR of the Year competition started in 1991 to honor customer service representatives and account managers who have made significant contributions to the insurance and risk management industry. The competition is sponsored by the Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC)—proud member organizations of The Na...

Learn about the many different update options, topics to help you get your annual update or finish earning your designation. James K Ruble Online MEGA Seminar – Mix and match topics and change your selections on your own. On-Demand MEGA – A self-paced online video program of some of our most popular James K. Ruble sessions to take at your own pace. Instructor-led Online CIC , CRM , CPRM , CISR , a...

Learn more about the CISR High School Program and schedule a demo for your school!  Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

For information on joining IMCA, visit  www.imcanet.com For information about Channel Harvest Research, visit www.channelharvest.net   Peter van Aartrijk, CIC (“R-trike,” as in “bike”) is founder of Fairfax, VA-based insurance marketing-communications firm Aartrijk . He started his career as a newspaper reporter, where he learned how to question the status quo. He has worked with insurance carrier...

Part 1: Understanding an Insured's Contract Part 2: Additional Insureds and Certificates of Insurance Part 3: Contractors and the Commercial General Liability Policy The PROFocus Contractors course will be held December 16-17, 2021.   Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance...

Part 1: Understanding an Insured's Contract Part 2: Additional Insureds and Certificates of Insurance The PROFocus Contractors course will be held December 16-17, 2021.   Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different in...

Part 1: Understanding an Insured's Contract The PROFocus Contractors course will be held December 16-17, 2021.   Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been invol...

The PROFocus Contractors course will be held December 16-17, 2021.   Allen Messer, CIC, CPCU brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management.  He began his insurance career in March of 1971.  He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a pr...

Kryzten Valerio is The National Alliance's very own Client Services Lead and Trainer, who brings six years of experience in client-facing roles to her position. She leads her team in developing new and strengthening existing relationships with our participants and vendors. She is passionate about Hispanic representation and brings that passion to all aspects of her life. Outside of her role at The...

Maria Elena Abate, Shareholder and Chief Diversity Officer,  Colodny Fass With more than 25 years of experience, Maria Elena Abate has built a reputation as an expert in complex commercial and insurance litigation.  She is regularly called upon to lecture, serve on industry panels, and advise insurance companies, adjusters, agents, and their employees on ways to eradicate fraud, prevent bad faith,...

About Our Guests Cameron Alford is the Risk & Insurance Specialist for Evonik Corporation. He has served as founder and alumni char for Gamma Iota Sigma’s Diversity and Inclusion Council. GammaSAID (Solutions for Authenticity, Inclusion, and Diversity). He is currently an advisory board member for Butler University’s Lacy School of Business Young Alumni Advisory Council. Cameron is an active membe...

Learn more about the revised CISR Elements of Risk Management Course! Tom Franzen has spent the entirety of his four-generation spanning career in the insurance and risk management industry. His career has taken him from company-based work to the agency side where he served as Vice-President and a principal of Scheller Insurance Agency, Inc. for nearly 40 years. He continues to enjoy his role as P...

Tune in the parts 1 , 2 , 3 & 4 to learn more about what agents need to know. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Nominate or Enter the Competition Here!  Tracy Cotton, CIC, CISR Tracy Cotton has been an underwriter, CSR, consultant, producer, marketer, and instructor in her more than 25-year career in insurance. Now she is putting it all to work in a new role as Executive Client Manager for Starr-Mathews Agency in Chattanooga, Tennessee. While she didn’t create this job, she feels as if it were created just...

About our Guest: Dave Murphy After 37 years of working in Financial Services, Dave decided it was time to share the training, development, and experiences that have helped him succeed in his career and to encourage others who are just starting out or wanting to grow. Dave primarily works in Eastern Europe and speaks to business groups and university students.    Focusing exclusively on risk manage...

The ACORD Forms training gives agents a short but intense training on ACORD© forms, an often overlooked but critical component of an agent’s daily tasks. Hear about the five Quick Skill Modules and how they can help you successfully complete the General Commercial , Commercial Auto , Commercial Property , General Liability , and Workers Compensation ACORD© forms.  Listen to learn more.  Ready to l...

In Managing Cyber Exposure: 2020 and Beyond – Part 4, Host and Director of Faculty Development, Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR ; interviews Paul Burkett, J.D., CIC, CRM, CPCU, ARM, ALCM, discuss common exclusions and coverage provisions, available markets, and solutions currently available to agents. Many businesses conducting e-commerce are concerned about business income expo...

In Part 3 of Managing Cyber Exposure: 2020 and Beyond , Host and Director of Faculty Development, Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR , continues his conversation with Paul Burkett, J.D., CIC, CRM, CPCU, ARM, ALCM, about risk management as it relates to cyber exposure, particularly with risk transfer. E-commerce transactions can create the potential for negligence that could lead to...

A Message from President & CEO, William Hold, MBA, CRM, CISR: “Thank you for sticking with us in 2020. Thank you for doing your updates. Thank you for continuing to rely on us for your education and training. Do you have ideas you want to share with us? Want to tell us where we've done a good job or let us know where we can do better? Have you thought about teaching for us? We want to hear from yo...