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6 CEU Cat 1 / 6 CEU Cat 2 / 6 CEU Cat 3 / 6 CEU Cat 4 Preneed Course - New Berlin

  • October 15, 2024
  • 7:30 AM
  • October 16, 2024
  • 7:30 PM
  • Heritage Funeral Home Funeral Home - 16880 W National Ave #552, New Berlin, WI 53151
  • 14

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PRENEED COURSE

Instructor: Gabrielle O'Brien

Dates: October 15 - October 16, 2024

Location: Heritage Funeral Home

16880 W. National Ave, New Berlin, WI 53151


Schedule:

Tuesday, October 15 - 7:30 AM - 7:30 PM

Wednesday, October 16 - 7:30 AM - 7:30 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. 
    • On site registration is NOT allowed, please register online. 

      Fees:

      WFDA Member: $315

      Non-member: $425

      Lunch will be provided as the course includes a working lunch both days

      Course requires a minimum of 15 people 1 week before or course will be canceled and amount refunded


      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

        © 2024 Wisconsin Funeral Directors Association.

        All Rights Reserved.

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