Marshall Katz
MS, LUTC, CIC, LIA, AAI, CCLP
Marshall currently teaches for the Massachusetts Association of Insurance Agents (MAIA) on a variety of subjects from personal lines licensing to CICR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department writing both personal and commercial lines products and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes and working many youth programs in the town he lived in for 24 years. He has since sold the agency to be able to concentrate on facilitating classes. Although he is back writing insurance for select accounts through a local agency. Marshall has a Bachelor’s degree from Clark University with a major in accounting and a Master’s degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA, CT and RI and a licensed insurance advisor in MA and an avid golfer, pickleball player and woodworker. Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint for class I have taught, feel free to email me your request: [email protected]
Independent Instructor/Consultant:
Marshall currently teaches for the Massachusetts Association of Insurance Agents (MAIA) on a variety of subjects from personal lines licensing to CICR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department writing both personal and commercial lines products and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes and working many youth programs in the town he lived in for 24 years. He has since sold the agency to be able to concentrate on facilitating classes. Although he is back writing insurance for select accounts through a local agency. Marshall has a Bachelor’s degree from Clark University with a major in accounting and a Master’s degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA, CT and RI and a licensed insurance advisor in MA and an avid golfer, pickleball player and woodworker. Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint for class I have taught, feel free to email me your request: [email protected]