School Catalog

Prelicensing sites are in Appleton and Madison and Menomonie with a mission to achieve an excellent educational experience. Classes in Major Lines of Life, Health, Property and Casualty.

The Instructors

Summit Schools has chosen professionals actively involved in the insurance industry. The instructor will connect the "real world" to the textbook concepts. In total, our instructors have conducted over 1000 licensing courses with outstanding results.

Thomas Vinz		Jim Lane		Brad Schlafer		Bob McClelland	Ann Hoeppner
Carl Baumgart		Jerry Price		Chad Nehring		Dennis Finell

The Class

The class will focus on the concepts presented in the Pathfinder textbook, and the Intermediary's Guide to Wisconsin Insurance Law, which are handed out on the 1st day of class. The information given is required by the Office of the Commissioner of Insurance as prelicensing education. This is not a class to learn how to sell insurance.

The path to success

We supply you with all of the resources needed to successfully pass the Insurance Exam. If a Summit Schools student fails the exam, Summit Schools will allow the student to sit in the entire class, or any section, free of charge, for review, within one year of the last day of original class in which the certificate was provided. The certificate is by law only valid for 1 year. (If any publications used within the class have changed, the student will be responsible for that cost.) All questions or concerns should be directed to the office at 1-800-432-6406.

Acceptance

Each student will be notified by phone, e-mail, mail or fax, of their acceptance and class confirmation. There is no entrance requirement and Summit Schools provides no credit for prior training or education. Our prelicensing courses are not approved for Continuing Education credit.

Attendance

The State of WI mandates the number of hours for pre-licensing education. You must be present for all required mandated hours to have your credits recorded with the state. To verify your presence each day, you will need to “sign-in” and be ready to provide photo identification if asked. You will receive a certificate verifying your attendance that you will keep for your records. Summit Schools Inc. will not assume responsibility for material that is missed because of tardiness and will not suspend or dismiss a student for unsatisfactory attendance. If it becomes necessary to leave a class prior to completion for any reason we will allow the student to attend a similar class within 6 months. No audio or visual taping is allowed. Please dress casually, and bring at least 2 highlighters.

Dismissal Policy

Each student will behave in a mature and professional manner. Summit Schools reserves the right to suspend or dismiss a student who engages in conduct that is dishonest, destructive or that involves the theft of property, or possessions. The consumption of alcohol or the use of illegal drugs will be grounds for dismissal. Students engaging in activity deemed by our instructors to be disruptive to others will also be dismissed from class.

Cancellation and Refund Policy

Summit Schools Inc. reserves the right to cancel or reschedule any class for which we have insufficient attendance.

If you cancel your enrollment less than 5 days before the class, or don’t show up, we will refund your money except for a $100 processing fee. If a student terminates enrollment prior to completion of the class, the student will be allowed to attend a similar class within 6 months, or receive a partial refund on class fees only. The pro-rata charge will be 25% of the class fee for each day the student attended the class. Any part of a day will be counted as a full day in respect to refund. No refund is given on books and materials.

COURSE OUTLINES

Life and Accident/Health Property and Casualty
Time line	Topic	Time line	Topic
	1. Insurance Basics		1. Insurance Basics
1 hr	A. Introduction	3 hr	A. Terminology
2 hr	B. Contract Law	2 hr	B. Contract Law
2 hr	C. Underwriting Basics	3 hr	C. Multiple Party Coverage
1hr	D. Ethics	1 hr	D. Ethics

	2. Life Insurance		2. Wisconsin Law
1 hr	A. Fundamentals	1 hr	A. Commissioner
2 hr	B. Products	2 hr	B. Insurance Marketing
2 hr	C. Regulations & Provisions	2 hr	C. Insurance Contracts
1 hr	D. Options & Riders
1 hr	E. Ethics		3. Personal Lines
		3 hr	A. Homeowners Policy
	3. Wisconsin Law	2 hr	B. Auto Policy
1 hr	A. Commissioner	1 hr	C. Ethics
2 hr	B. Insurance Marketing
2 hr	C. Insurance Contracts		4. Commercial Lines
		2 hr	A. Property
	4. Wisconsin Life Law	3 hr	B. Liability
2 hr	A. Life and Annuities	1 hr	C. Crime
		1 hr	D. Boiler & Machinery
	5. Disability	1 hr	E. Ethics
1 hr	A. Fundamentals
1 hr	B. Disability Income		5. WI Property&Casualty Law
3 hr	C. Policies	3 hr	A. Prop & Casualty Ins
2 hr	D. Uniform Provision of Law	1 hr	B. Risk Sharing Plans
1 hr	E. Ethics

	6. WI Disability Law
3 hr	A. Disability Insurance
1 hr	B. Risk Plans
32 hrs		32 hrs
-outline contains content only, not necessarily in order of instruction-

Application Deadline

Summit Schools will not accept walk-in students. Summit Schools will accept students who have not pre-registered 7 days prior to the class. However, late registering students may not have study materials immediately available, or a certificate of completion. Payment in full is due at time of registration.

Progress and Course Completion

There are no grades and a student will not be suspended or dismissed for unsatisfactory progress. At any time if a student feels he or she does not comprehend the classroom material they may withdraw and enroll at a later date or receive an appropriate class fee refund. Summit Schools will provide a certificate of attendance at the end of the class. Summit Schools Inc. does not offer any form of placement service. We do maintain records of attendance and they are available to any employer or regulatory body. At no time will we sell a list of names or give them out to unauthorized person (s).

Starting Times

All classes begin at 8:00 AM and run until 5:00 PM, with one hour for lunch. Breaks are given every hour for 10 minutes. Rooms, meals, and refreshments are not included. These times may vary slightly with each class.

Class Cost (books included but must add appropriate sales tax)
book sales tax =Appleton +$ 1.55 ( 5.0 %)– Madison & Menomonie +$1.71 (5.5% )

* Life and Accident/Health Insurance 275.00 + book tax		* Property/Casualty Insurance 275.00 + book tax
* Life only 250.00 + book tax		*Accident//Health only 250.00 + book tax

Books are included in the class cost but you must add appropriate book sales tax. If you have the current editions of the textbooks you may deduct $33 .00 from the class cost. You are not required to purchase the following from Summit Schools.

Books (included in class cost)
Cost Breakdown

Pathfinder Property & Casualty Manual	30.00 + tax
Pathfinder Life & Health Manual	30.00+ tax
Intermediary's Guide to Wisconsin Insurance Law	2.00 no tax
Ethics Guide	1.00+ tax

To Register for the State Exam School Code: 17033

All the information you need to set up your exam is in the State of WI Insurance Licensing Candidate Handbook (there is a link on our Prelicense Info Page) which you get a copy of in class.

You must REGISTER WITH Pearson VUE FOR THIS EXAM.
Walk in registration is not allowed at the test center. If you have any questions regarding this exam please contact Pearson VUE, 1-800-274-8979 Wisconsin Office of the Commissioner of Insurance, (608)-266-8699, or Wisconsin Insurance Licensing Program,

Prelicensing School Catalog

Summit Schools, Inc. School Code is 17033

Starting Times

Class Cost (books included but must add appropriate sales tax) book sales tax =Appleton +$ 1.55 ( 5.0 %)– Madison & Menomonie +$1.71 (5.5% )

Books (included in class cost) Cost Breakdown

Class Cost (books included but must add appropriate sales tax)
book sales tax =Appleton +$ 1.55 ( 5.0 %)– Madison & Menomonie +$1.71 (5.5% )

Books (included in class cost)
Cost Breakdown