Bruce Jugan

Education

University of California, Berkeley, BA

New York University, M.U.P.

Recently Completed Continuing Education Courses (see below)

Certified Employee Benefit Specialist Courses (see below)

Professional Licenses

California Insurance 0B10919, Life/Health Agent, Resident

New York State Insurance LA-781606, Agent, Non-Resident

Georgia Insurance AGN531691 Agent, Non-Resident

Registered Series 7 Securities Representative, Broker Dealer: Park Avenue Securities

Professional Affiliations

• Los Angeles Association of Health Underwriters

• California Association of Health Underwriters

• National Association of Health Underwriters

Community Affiliations & Activities

• California Chamber of Commerce

• Santa Monica Chamber of Commerce

• Montebello Chamber of Commerce

• Montebello Rotary Club

• Montebello Housing Development Corporation

• J. Paul Getty Museum, Architectural Tour Guide Docent

• United States Fencing Association National Epee Team, 1993-1994; currently internationally rated fencing official

Recent Continuing Education Courses

Course Name Date of Completion Course Hours
COBRA Alert Seminar  06/10/1999  7
New Retirement Expert for the 21st Century 04/27/1999 3
The Role of the Agent as a Consumer Advocate 03/18/1999 1
Healthcare Partnerships in the 90s  01/21/1999 1
Evolution of Long Term Care V: The Definitive Professional Agent’s Guide to Long-Term Care 10/14/1998 8
Government Expansion of Health Care Programs to Children and Early Retirees 05/19/1998 2
 Internet Communication Technology and the Health Insurance Agent 05/19/1998 2
Internet Solutions for Agents 04/09/1998 1
Anticipated State and National Health Care Reforms  02/20/1998 1
SB 719 Cal-Cobra 01/15/1998 1

Certified Employee Benefit Specialist (CEBS) Courses

CEBS is the premier professional development program in the employee benefits industry. It is a ten-course curriculum covering the entire spectrum of employee benefits. It is designed to help individuals develop a comprehensive understanding of employee benefit principals and concepts.

The CEBS designation is the most widely recognized and highly respected designation in the employee benefits field. The Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans cosponsor the CEBS program.

Course Name

Date of Completion

Course Hours
Employee Benefits: Concepts & Health Care Benefits 01/06/97 25
Employee Benefits: Design, Administration & Other Welfare Benefits 03/26/97 25
Accounting & Finance 09/30/97 25
Retirement Plans: Basic Features & Defined Contribution Approaches 12/99 25