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Preneed Course - New Berlin

  • March 14, 2024
  • 8:30 AM
  • March 15, 2024
  • 6:30 PM
  • Heritage Funeral Home Funeral Home - 16880 W National Ave #552, New Berlin, WI 53151
  • 27

Registration


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PRENEED COURSE

Instructor: Gabrielle O'Brien

Dates: March 14 - March 15, 2024

Location: Heritage Funeral Home Funeral Home

16880 W National Ave #552, New Berlin, WI 53151


Schedule:

Thursday, March 14 - 8:30 AM - 6:30 PM

Friday, March 15 - 8:30 AM - 6:30 PM

 

    • Taught by an experienced insurance professional 
    • For already licensed agents: fulfill 24 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.
    • 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

        1502 W Broadway, Suite 102

        Madison, WI 53713

        (608) 256-1757 | FAX: (608) 646-7631

        office@wfda.info

        © 2023 Wisconsin Funeral Directors Association.

        All Rights Reserved.

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