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May 02

vol. 2020, ed. 11

Overhead view of blonde lady on her laptop with handdrawn colorful illustration with learning icons and "e-learning"


Annuity suitability course now offered by IIABSC

Approved annuities course for SC agents, 4 hrs L&H credit

Our course satisfies the four-hour requirement for agents that are life insurance licensed and want to offer annuities. It covers the demographic environment confronting retirees; the appropriate role of annuities in providing retirement income; types and characteristics of annuities; annuity tax considerations; and suitability and regulatory concerns.   (+ More...)

 

SCDOI extends producer licensing deadline for those with June birthdays
SCDOI added producers renewing their licenses in June to the list of licensees that have been given an additional 90 days to complete CE requirements and renew their licenses. In April they had granted the same extension to March, April and May birthdays AND surplus lines licenses (due Aug. 31).  (+ More...)

 

Dos & Don'ts for when an E&O claim arrives
Once a suit is threatened or filed, don't worsen the situation with bad decisions

COVID-19 has changed the agency E&O landscape for the next several months. Proper actions and reactions when threatened or served with an E&O suit arising out of this pandemic are of utmost importance. Remember these “dos” and “don’ts” if you find yourself in an E&O situation.    (+ More...)

 

Welcome New Agency Members
ADD, LLC
Daniel Island

Ernie Yarborough Insurance Agency
Columbia

Farrell Insurance Agency
Lexington

The Ferguson Agency
North Charleston

Hawkins Insurance Agency
Greenville

Manning Insurance Services, LLC
Summerville

Movement Insurance
Fort Mill

 

SC Trusted Choice GIVE Movement launches NEXT WEEK
Annual project benefitting Make-A-Wish® SC, contribute to unlock matching funds from TOP GIVERS

IIABSC's new annual project, the GIVE MOVEMENT, encourages our membership to come together for one week (June 1-8, 2020) to give back to an incredibly inspirational and worthy cause.  We have the week to reach 500 donations (min. $5 per person) in order to unlock $5,500 in additional contributions from our Top Agency Givers. We hope to raise enough to grant 2-5 children's wishes through Make-A-Wish SC. Minimum gift is $5.  DONATE, LIKE, SHARE and learn more on our event page.    (+ More...)

 

CISR LIVE webinars extended through June
Online exam for designation credit from home/office the following week

Our in-person classroom courses have started back, but with all the CISR rescheduling we decided to extend our CISR LIVE webinar series through June. These courses function just like a virtual classroom, unlike the self-paced online courses offered by the National Alliance. You will see the instructor and presentations in real time, be in class all day with regular breaks and an hour for lunch, and participate in Q&A sessions all from the comfort and convenience of your home or office. Take online exam for designation credit from home/office the week after class. Learn more on our CISR LIVE webpage. Register using our online education calendar.  (+ More...)

 

WRIGHT Flood launches Private Flood Insurance program
Responding to the statewide need for coverage and in conjunction with WRIGHT Flood, Wright National Flood Insurance Services, LLC (WNFIS) recently launched a Residential Private Flood Insurance Program throughout South Carolina. It is backed by an "A+" AM Best rated carrier and sold exclusively by WRIGHT partner agents. (+ More...)

 

Trusted Choice expands preferred partners for MRP web services
Now five partners with variety of options to meet your specific needs

Trusted Choice has expanded member options for those looking to take advantage of the $500 reimbursement for creating a new website in the second tier of the Marketing Reimbursement Program. Instead of the single provider offering three templates, members can select from five of our preferred partners with a variety of options to meet their specific needs. Demos are available upon request. More details can be found at trustedchoice.com/agents and contact Joseph Cox with questions.   (+ More...)

 

New signup process to activate FREE MEMBER PLUS profile
Allows your agency to get referrals from our state/national consumer websites

Every IIABSC member can upgrade their agency profiles and start receiving recommendations on both TrustedChoice.com and on scindependentagents.com. We have made it easy for member agencies with a new step-by-step process. View How to Activate Your Member Plus Profile video, explaining each step, and get started now.    (+ More...)

 

SUMMER 2020: Will you be welcoming a new employee?
While new hire season 2020 may look very different than in 2019, new employees are still joining agencies every day. We have connected with many hiring managers and new hires to learn what’s different about the onboarding process. A lot is different especially when agencies’ employees are working from home or a smaller staff rotates in-office times.  (+ More...)

 

How much are paper checks costing your agency?
Co-founder of Big I partner epaypolicy discusses the security risks, inefficiencies, customer experience and environmental impact of paper checks. His company offers our members the ability to accept credit card and ACH payments online, while passing on transaction fees to the insured.   (+ More...)

 




In this issue:

Annuity suitability course now offered online webcast

SCDOI granting producers with June birthdays a 90-day extension

Dos & Don'ts for when an E&O claim arrives

Welcome New Agency Members

SC Trusted Choice GIVE Movement launches NEXT WEEK

CISR LIVE webinars extended through June

WRIGHT Flood launches Private Flood Insurance program

Trusted Choice expands preferred partners for MRP web services

New signup process to activate FREE MEMBER PLUS profile upgrade

SUMMER 2020: Will you be welcoming a new employee?

How much are paper checks costing your agency?