Credentials
5/11/1985
Bachelor of Business Administration - Finance
8/28/1989
Life Insurance License
11/6-17/1989
Allstate National Agency Training School
3/1/1991
Property and Casualty Insurance License
7/1/1992
Use of Life Insurance in Personal Applications
7/1/1993
Life Underwriter Training Council Diploma
7/1/1993
Use of Life Insurance in Business Applications
7/1/1996
Application of Life Insurance in Advanced Business Planning
9/10/1996
Life Underwriter Training Council Fellow Designation
11/9/1996
CIC - Personal Lines Insurance Institute
7/19/1997
CIC - Commercial Casualty Insurance Institute
8/15/1998
CIC - Life and Health Insurance Institute
11/18/2000
CIC - Insurance Agency Management Institute
3/31/2001
CIC - Commercial Property Insurance Institute
9/12/2001
Certified Insurance Counselor Professional Designation
11/9/2002
CIC- Life and Health Insurance Institute
12/6/2003
CIC - Insurance Agency Management Institute
12/11/2004
CIC - Insurance Agency Management Institute
1/21/2006
CIC - Personal Lines Insurance Institute
1/20/2007
CIC - Personal Lines Insurance Institute
8/13-17/2007
Trainer - Allstate National Agency Training School
10/24/2007
Implementing Life and Benefit Strategies for Today's Property and Casualty Agencies
James K Ruble Graduate Seminar
10/24/2007
Contractual Risk Transfer
10/25/2007
Current Issues in Personal Lines Insurance
10/25/2007
Understanding Flood Insurance
10/26/2007
Identity Theft and Breach of Privacy
10/20-31/2008
Nationwide Principal Agency Workshop
11/11/2008
Nationwide Life Insurance Product Training
11/13/2008
Nationwide Compliance Training
11/15/2008
Nationwide/Allied Commercial Product Training
James K Ruble Graduate Seminar
12/3/2008
Errors and Omissions Prevention and Agency Management Practices
12/3/2008
Advanced Time Element Coverage
12/4/2008
Retirement Planning
12/4/2008
Employment Related Practices
12/5/2008
Products Liability - The Forgotten Coverage
1/22/2009
Texas Worker's Compensation Insurance Issues
4/16/2009
Homeowner Replacement Reconstruction Cost Estimation
4/21/2009
Financial Products Training
10/21/2009
FINRA Annual Compliance Meeting
James K Ruble Graduate Seminar
12/2/2009
Assessing Individual Issues
12/2/2009
Understanding Behaviors and Competencies
12/3/2009
Performance Issues and Problems
12/3/2009
Managing the Performance Process
12/4/2009
Effectively Managing People Seminar
12/4/2009
Building Effective Teams
4/22/2010
FINRA Annual Compliance Meeting
6/15/2010
Excess Flood Insurance
7/13/2010
Flood Insurance - Current Issues
9/16/2010
Life Insurance Product Training
11/17/2010
Real Estate Investments Seminar - Using Qualified Monies
12/2/2010
Tax Effective Retirement Planning Seminar
James K Ruble Graduate Seminar
12/8/2010
Insurance - A Foreign Language
12/8/2010
Identity Theft and Breach of Privacy
12/9/2010
The Additional Insured Dilemma
12/9/2010
Gotchas in the Homeowners Policy
12/10/2010
Successful Retirement Planning - Qualified Pension and Profit Sharing Plans
12/14/2010
Commercial Product Training
12/15/2010
Commercial Product Training
4/20/2011
Universal Advanced Product Training
6/1/2011
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
James K Ruble Graduate Seminar
12/14/2011
Hideous Insurance Policy Endorsements
12/14/2011
Emerging E-Business Exposures
12/15/2011
Employment Related Practices Exposures
12/15/2011
Handling Complex Property Accounts
12/16/2011
Additional Insureds & Certificates of Insurance
1/13/2012
MetLife Auto Product Training
2/14/2012
Safeco Auto/Home Product Training
2/21/2012
Dividend Based Investment Seminar
3/7/2012
MetLife Home Product Training Seminar
5/11/2012
Kemper Preferred Product / Underwriting Procedures Training
5/21/2012
Encompass Homeowner Product Training
5/24/2012
Hartford Home Replacement Reconstruction Estimator Training
6/1/2012
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
6/5/2012
Hartford Home/Auto Product Training
6/6/2012
Hartford Underwriting Procedures Training
10/4/2012
Successfully Passed Texas Real Estate Agent Exam
10/9/2012
Texas Real Estate Agent License Activated
James K Ruble Graduate Seminar
10/24/2012
Current Issues Affecting Personal Auto Insurance
10/24/2012
Current Issues Affecting Personal Home Insurance
10/25/2012
Risk Management for the Personal Lines Client & Application to the Special Event Exposure
10/25/2012
Agency Management Based Errors and Omissions Prevention
6/1/2013
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
CIC Personal Lines Institute
1/22/2014
Personal Residential Coverages
1/23/2014
Personal Auto Coverages
1/23/2014
Personal Umbrella/Excess Coverages
1/24/2014
Personal Watercraft Coverages
1/24/2014
Coverage Issues Case Study
6/1/2014
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
James K Ruble Graduate Seminar
12/8/2014
Cyber-Exposures: Resistance is Futile
12/8/2014
Commercial Property Exposure Check List
12/9/2014
Understanding Qualified Retirement Plans
12/9/2014
Trips, Tricks, and Traps of the Commercial General Liability Policy
6/1/2015
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
Dynamics of Selling Seminar
12/9/2015
Understanding the Client Decision Process
12/9/2015
Building a Client Driven Culture I
12/10/2015
Advanced Client Communications
12/10/2015
Building a Client Driven Culture II
12/11/2015
Implementing Client Driven Culture
6/1/2016
Five Star Home/Auto Insurance Professional Award - Texas Monthly Magazine
1/18/2017
CIC Commercial Multiline Institute
1/18/2017
Business Owner Policy (BOP) Coverages
1/18/2017
Commercial Inland Marine Concepts and Coverages
1/19/2017
Crime Coverages and Endorsements
1/19/2017
Cyber Coverages and Exposures
1/20/2017
Employment Practices Liability Insurance
1/20/2017
Excess Liability/Commercial Umbrella Coverages
