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Preneed Course

  • November 28, 2023
  • 8:30 AM
  • November 29, 2023
  • 6:30 PM
  • Heritage Funeral Home - 16880 W National Ave #5520, New Berlin, WI 53151
  • 9

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PRENEED COURSE

Instructor: Gabrielle O'Brien

Dates: November 28 - November 29, 2023

Location: Heritage Funeral Home

16880 W National Ave #5520, New Berlin, WI 53151

Schedule:

Tuesday, November 28th - 8:30 AM - 6:30 PM

Wednesday, November 29th - 8:30 AM - 6:30 PM

 

    • Taught by an experienced insurance professional 
    • For already licensed agents: fulfill 20 continuing education credits for your license renewal including ethics
    • For funeral directors: attain the full complement of funeral director credits for this biennium.
    • Does not include OSHA. Get your OSHA credit here.
    • This class is not for those wishing to sit for the Wisconsin insurance licensing exam. Please register for the Pre-licensing course if you wish to sit for the state exam. 

      Fees:

      WFDA Member: $289

      Non-member: $400


      Topics Covered:

      • Federal Trade Commission Laws
      • Wisconsin Preneed Insurance law
      • Wisconsin Statutes
      • Ethics
      • Funeral Service and Final Disposition Options
      • Funding Mechanisms for Burial Agreements
      • Financial Benefits Available at Death
      • Ethical Communications

        Meet Our Instructor:

        Gabrielle O’Brien, MBA, has been active in the insurance industry for more than 25 years, developing continuing education classes in related fields such as Ethics and Errors and Omissions. She has guided thousands of students to successfully passing the insurance intermediary’s exam. O’Brien has participated in many other aspects of the industry as an underwriter, manager, and field representative. O’Brien’s received her Master of Business Administration from Loyola University and her Bachelor of Arts from Saint Mary's College.

        WISCONSIN FUNERAL DIRECTORS ASSOCIATION

        11801 W. Silver Spring Drive, Suite 200

        Milwaukee, WI 53225

        (608) 256-1757 | FAX: (414) 464-0850 

        office@wfda.info

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        All Rights Reserved.

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