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Utah Insurance Continuing Education is new online continuing education service for insurance agents where a new curriculum is being introduced which focuses on planning estates along with a certified estate consultant program specifically created for insurance agents.
Most other continuing education providers just dish out the same boring rehash of insurance principles most agents have heard over and over again. Agents want materials that are fresh, in demand and will further assist their customers. Planning families estates seems to fit that bill.
Utah Insurance Continuing Education has shifted their focus away from what other C. E. providers have been doing — by changing and now giving agents additional knowledge and other ways to approach prospective customers. At Utah Insurance Continuing Education, the decision was made to think and step outside the box and furnish the insurance industry with training for their agents that will provide agents with a program and tools that will not only meet their continuing education requirements so that they can renew their insurance licenses, but will also furnish them with new and useful information concerning estates. This will be beneficial for them to use in their insurance practices and also give them the opportunity to become a certified estate consultant.
The main reason such a dramatic step has been taken is to assist agents so that they will be able to increase their knowledge and experience in the area of estates and, at the same time, will improve their image and effectiveness by educating and demonstrating to their prospective clients the areas where they may need to better prepare and plan for their family’s estates (their assets).
This new program is going to benefit agents clients because agents will now be trained so that they will have a foundation in the areas of wills, trusts, probate, and so forth, to the extent that they can give clients an introduction to estate planning.
Once they have such a background they will be able to then direct their estate candidates to those attorneys who are experienced with estate law and, who may also be affordable for potential clients to use. At the same time, such trained agents may also be able to help the estate candidates in assembling the necessary information and documentation so that the attorney can pinpoint what is needed and then prepare the necessary estate planning documents expeditiously (which may further reduce the legal cost for the client).
With this program the agent will be the one who would understand the general estate planning overview but will never over-step the legal boundaries and try to practice law without a license. The agent will only assist and expedite the estate planning process. Attorneys should appreciate this service. And it should also be appreciated by most clients because so many people are reluctant to go to attorneys for various reasons such as high fees and being intimidated by the legal profession. The agent will also be able to define what will happen, explain the process, and give information about the attorney’s credentials and the cost of such legal services — thus reducing the reluctance to meet with an attorney. This process should assist people when making such a visit to an attorney so that it will be a natural and enjoyable experience.
Mr. Clyde Dee Sandgren founded this business over two decades ago. He has been an instructor sanctioned by the Utah Insurance Department throughout all of those years.
With the evolution to online teaching, Mr. Sandgren has created a user friendly website, Utah Insurance Continuing Education, in order to make this service easily available to agents over the internet at affordable prices.
Mr. Sandgren indicated that “our company has also learned from competitors what not to do and has improved on what we do for our clients. Insisting on having our company completely professional and dependable.”
Mr. Sandgren has over 50 years insurance experience in the insurance industry as an agent licensed in all lines of insurance and as a claims adjuster. He also has over 35 years experience in trusts (with a graduate degree from the Pacific Coast Banking School at the University of Washington, in Trusts and Estates).
There are over 46 million people in America over the age of 65, and it is estimated that 66% of them don’t even have a simple will and only about 20% of them have a current trust. This company is so enthusiastic in saying over and over, “what a fertile field of prospects!”
Mr. Sandgren, the founder and owner, may be contacted at Utah Insurance Continuing Education or at American Insurance Mentors.
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Release ID: 419628