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Insurance Licensing and Continuing Education |
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Jack Rotzien, CLU, has been directly involved in designing and delivering insurance training, pre-licensing courses, and continuing professional education courses in Florida for the past 23 years. He is a founding member of OnLine Training, Inc. His commitment to students and his strong desire to aid them in being successful has been a hallmark of all his instructional endeavors. He is the past founder and president of Insurance Systems of Florida which certified over 18,000 pre-licensing students before the school was sold in 1991. Jack entered the insurance business with The John Hancock in 1975. He later became a unit manager and recruiter. During this period Jack started a Life and Health licensing school under the sponsorship of the Palm Beach Chapter of CLU, ChFC. Jack still actively teaches pre-licensing courses for Palm Beach Community College. He has been active in the Palm Beach Association of Life Underwrites. He is a former officer and board member of the Palm Coast Association of Health Underwriters. He is the past President of the Palm Beach County Chapter of the Society of Financial Service Professionals. Jack has been working with OLT since 1998. |
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John Rugolo, entered the property and casualty insurance business in 1950, while holding a General Brokers License in New York State. He later brought this knowledge to the Mortgage Banking industry through their in-house insurance agency. Later he broadened his area of expertise in the Mortgage Banking Industry as a Mortgage; Lender, Broker as well as a Banker in both the residential and commercial lines of mortgages. He transferred his base of operation to Arizona in 1972 representing during his more than 38 years in Mortgage lending; Commercial Banks, Savings and Loan institutions as well as privately owned companies of Mortgage Lending Brokers and Lenders. John presently is a Director of Finance and Senior Computer Training of OnLine Training Inc. and OnLine Training Institute as an author and member of the faculty. John has been with OLT since 1998. |
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Pamela Hubbart, CPCU, obtained a property/casualty agent’s license in 1974, has been licensed as a Surplus Lines Agent and instructed insurance courses at Broward Community College for over ten years. In addition to the CPCU designation, she holds Associate Risk Management and a Certified Insurance Counselor designation. She has been a member and held many offices of the Florida Gold Coast chapter of CPCU. Pam is president of Hubbart Consulting Inc. Pam has been writing courses for OLT since winter 2001, so far she has written the Florida 200 hour General Lines course and the Florida 40 hour Registered Customer Service Rep Pre-Licensing courses and had them approved through the state of Florida for online delivery. She currently has 2 more courses under construction. |
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Jan Bradburn has been teaching and designing curriculum in Florida for the past 20 years. After obtaining a General Lines Agent License, she began designing and delivering insurance, pre-licensing and continuing education training. She is currently a Technical Training Specialist and supervisor of the Quality Assurance Department at Liberty Mutual Group's Direct Response Center in Orlando. Recently she led a training team in developing 200 hours of New Hire Training for personal lines auto, homeowner and umbrella policies. In addition to her duties at Liberty Mutual, Jan teaches the Accredited Claim Adjusters pre-licensing course at Seminole Community College. She has taught at every grade level including pre-school, elementary, middle and high school, and adult learners, which has helped her gain a better understand of the developmental learning process. Jan holds a B. S. in Developmental Psychology. |
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Joseph Donovan, ChFC, CLU has been in the insurance industry for the last twenty years and has been an insurance instructor for the last eighteen. He holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA. Besides being an insurance CE course provider and instructor he is currently an adjunct professor for Palm Beach Community College in Florida. |
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Jeffrey King has been a licensed life, health, and general lines agent since 1989. His professional insurance career began with Prudential Insurance and included several years as an agent for an independent multi-lines agency before opening his own insurance agency. He is currently President of King Insurance & Financial Services, Inc. in Cape Canaveral, Florida.
Mr. King’s instructional career began in 1996 as an Adjunct Instructor for Brevard Community College. He has taught several college level business classes, including “Intro to Business “and “Business Management”. Currently, he teaches insurance pre-licensing classes, as well as continuing education classes at Brevard Community College, Polk Community College, and Valencia Community College.
Mr. King received a BS in Business Administration from the University of Florida in 1981 and an MBA from University of Central Florida in 1987. He is currently a member of the National Association of Insurance and Financial Advisors and a member of the National Association of Health Underwriters. He lives with his wife and son in Cocoa Beach, Florida and in his leisure time enjoys traveling and playing on the beach. |
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James E. Drake, CPCU, CLU, ARM, has served as Executive Vice President at McKinley Financial Services Inc., for the past fourteen years. He manages all property and casualty functions. His experience in the insurance industry has included risk management positions with Metropolitan Life, PepsiCo Inc. and Price Communications Corporation. He was also an executive with E. G. Bowman Co. Inc., a national insurance brokerage.
Jim received a degree in economics from City College, City University of New York and earned a Master in Business Administration degree from Baruch College. He holds the designations of Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU) and Associate in Risk Management (ARM) and has been engaged over the years as a certified insurance instructor in various Continuing Education Programs. Jim has been, in addition, a contributor to industry-related publications, including Rough Notes. A resident of Sunrise in Broward County, he is active in business organizations.
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Jody Broyles is a native Floridian, yet has also traversed the country, spending several years in the Great Northwest. He has over 25 years experience in writing and teaching curriculum for adult studies as most of his professional life has been devoted to preaching the gospel of Jesus Christ. He thoroughly enjoys research and curriculum design, having authored numerous classroom studies. Besides the ministry, he has also worked as both an independent and captive agent in the insurance industry. He has been very happily married for 27 years and has been active in supporting athletics as all of his sons played both high school and college basketball. Jody holds a B.A. in Biblical Studies. |
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Lindy Markham is the South Florida Sales Manager for the Reverse Mortgage Division of Bank of America. She has been in the reverse mortgage business since 2003, and has won several awards for her expertise in her field. Prior to this, she was a Reverse Mortgage Consultant with Countrywide Bank. She has also worked in aviation for Pan Am, designed custom audio-visual systems for Bose, restored historic homes, and has run political campaigns. In addition to her career as a loan consultant, Ms. Markham is a member of the Gold Coast Chapter of the Financial Planning Association, and has spoken on panels on the value of reverse mortgages in the overall retirement planning of CFP’s for their clients. She also is a Certified Senior Advisor®, the chair of the Palm Beach County chapter for the American Senior Planning Alliance, a non-profit educational resource for seniors in Florida, and presents educational seminars on reverse mortgages around the county. |
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Michael R. Teller, CLTC, CSA is the founder and president of All Vest Associates. Specializing in long-term care planning for nearly two decades, Michael helps financial professionals and their clients better understand this risk and secure the proper protection.
Mr. Teller graduated from the State University of New York at Binghamton with a Bachelors Degree in Economics and Finance. He is “Certified in Long Term Care” by the Corporation for Long Term Care Certification and is a Certified Senior Advisor.
Michael is an approved continuing education instructor in the State of Florida for insurance agents and Certified Public Accountants, on the subject Long Term Care Insurance, and the state LTC Partnership Program. |
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Irv Wiese, CLU, ChFC, LUTCF is the head of OLT South Carolina and the South Carolina Instructor of Record. Mr. Wiese has a BS in Engineering from Virginia Tech and a Masters in Business Administration from the University of South Carolina. He is Past-President of the NAIFA-SC, NAIFA-Columbia, and Central South Carolina Chapter of CLU & ChFC.
Mr. Wiese currently holds the following licenses: Life, Accident and Health, Property and Casualty, Series 6, Series 63 and Series 22. He has taught numerous LUTC courses on insurance planning, retirement planning, long term care insurance, disability insurance and estate planning. In 1996 he formed MW Group Education Services to instruct insurance continuing education and prelicensing training.
Mr. Wiese has been with OLT since 2006. |
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