MEGA AGENDA. Topic By Type

Transcription

1 MEGA AGENDA Select any combination of topics that total a minimum of 16 hours to meet your annual designation update requirement. Each 4-hour topic has two 2-hour webinars conducted on the date listed, and you must attend both webinars to receive credit for the topic. No partial credit will be granted. A selector form will be sent to you for your selection. (See page 4 for Detailed Topic Descriptions) Topic By Type Webinars held 10:00 AM to 12:00 PM and 2:00 PM to 4:00 PM Central Time. Insurance Property & Casualty Commercial Insuring the Building Project: Builders Risk and Installation Floater Commercial Liability Endorsements To Watch Out For Confessions of an Insurance Expert Witness: Where Insurance Policy Provisions Meet the Law PAP vs BAC Insuring Autos & Drivers Correctly No Business Is An Island: A Closer Look at Dependent Properties Coverage (2 hours) Lloyd s The Insurance Marketplace (2 hours) Cyber Liability What Every Agent Should Know When Disaster Strikes Lessons Learned From the Front Line Insurance for EPL, Cyber, and Professional Liability Exposures Hot Topics and Trends Cathy Trischan Week 1 Cathy Trischan Week 2 Bob Ray Week 4 Daniel Fink Week 5 Bill Reedy Week 7 Rod Smith Week 7 John Immordino Week 7 Danny Cook Week 8 John Immordino Week 12 April 8 April 15 May 1 May 8 May 20 May 20 May 22 May 29 June 26 Page 1_Revised_04_09_19

2 MEGA AGENDA Select any combination of topics that total a minimum of 16 hours to meet your annual designation update requirement. Each 4-hour topic has two 2-hour webinars conducted on the date listed, and you must attend both webinars to receive credit for the topic. No partial credit will be granted. A selector form will be sent to you for your selection. (See page 4 for Detailed Topic Descriptions) Topic By Type Webinars held 10:00 AM to 12:00 PM and 2:00 PM to 4:00 PM Central Time. Insurance Property & Casualty Personal 4 Practical Yacht Insurance Mike Smith Week 3 6 PAP vs BAC Insuring Autos & Drivers Correctly Daniel Fink Week 5 7 Current Issues Personal Lines Jerry Kennedy Week 6 11 When Disaster Strikes Lessons Learned From the Front Line Danny Cook Week 8 April 24 May 8 May 13 May 29 Insurance Life & Health 3 13 Tips, Trends, and Techniques in the Use of Life Insurance and Annuities The Insurance Solutions for Protecting Your Wealth from Healthcare Costs in Retirement Greg Patterson Week 2 John Bennett Week 11 April 17 Tuesday June 18 Page 2_Revised_04_09_19

3 MEGA AGENDA Select any combination of topics that total a minimum of 16 hours to meet your annual designation update requirement. Each 4-hour topic has two 2-hour webinars conducted on the date listed, and you must attend both webinars to receive credit for the topic. No partial credit will be granted. A selector form will be sent to you for your selection. (See page 4 for Detailed Topic Descriptions) Topic By Type Webinars held 10:00 AM to 12:00 PM and 2:00 PM to 4:00 PM Central Time. Risk Management 5 Confessions of an Insurance Expert Witness: Where Insurance Policy Provisions Meet the Law Bob Ray Week 4 May 1 Page 3_Revised_04_09_19

4 Topic Descriptions by Section Section: 1. Property & Casualty Commercial Insuring the Building Project: Builders Risk and Installation Floater Catherine Trischan Examine the pitfalls that may arise in some construction and renovation projects if you rely only on the standard Commercial Property Policy. In this 4-hour topic, learn how to insure those challenging building projects using Inland Marine Builders Risk Coverage forms and other important coverages. Evaluate and discuss the key features of a Builders Risk Policy and learn how to use the Installation Floater to protect your trade contractor clients, their building projects, and their livelihoods. Section: 2. Property & Casualty Commercial Commercial Liability Endorsements To Watch Out For Catherine Trischan Watching out for the endorsements that can severely restrict coverage under the Commercial General Liability (CGL) Policy is vital for you and your clients. In this important 4-hour topic, you ll review several ISO endorsements and see concrete examples of non-standard endorsements often used by insurers. In each case study, you ll participate in a discussion of the effects the endorsement has on the coverage that would otherwise be provided by the CGL. Section: 3. Life & Health Tips, Trends, and Techniques in the Use of Life Insurance and Annuities Michael G. Patterson Life insurance is fundamental to your clients future security. In this 4-hour topic, get a better understanding of insurance policy forms including Term, Whole, Universal, Variable, and Index Universal Life Insurance. Examine policy riders like Waiver of Premium, Critical Illness, Chronic Illness, and Long-Term Care. Learn how life insurance can be used to fund a Life Insurance Retirement Plan (LIRP) and a Supplemental Executive Retirement Plan (SERP). You will also review the type and classification of annuity products and evaluate how to use them to serve your clients needs over a lifetime. Section: 4. Property & Casualty Personal Practical Yacht Insurance Michael J. Smith In this 4-hour topic, you ll get a practical and thorough understanding of the unique coverages that yacht and boat insurance policies provide, along with the applicable exclusions and warranties. And you ll learn the special terminology associated with boats and understand the basic underwriting criteria, philosophy, and market structure of this arena. Examine the differences between marine insurance and standard P&C coverages, the losses associated with boats, and risk management techniques with an emphasis on Error & Omission risk management. Page 4_Revised_04_09_19

5 Topic Descriptions by Section (continued) Section: 5. Property & Casualty Commercial; Risk Management Confessions of an Insurance Expert Witness: Where Insurance Policy Provisions Meet The Law Robert J. Ray, Sr. Insurance plays a vital role in real-world situations. In this 4-hour topic, explore and understand the powerful impact that international, federal, state, and local laws and regulations have on the interpretation and legality of insurance policy language. You ll learn to effectively read and identify the parts of an insurance contract and discuss how policies limit, restrict, and exclude coverage. Take a look at how suits begin, the parties in a suit, the rules of civil procedure, and the remedies to successful law suits. Discover how Bad Faith, outside contractual obligations, and excess policy limits come into play. You ll round out your knowledge with an examination of insurance provisions from Employment Practices Liability, Health Insurance, Automobile Insurance, and Workers Compensation policies. Section: 6. Property & Casualty Commercial; Property & Casualty Personal PAP vs BAC Insuring Autos & Drivers Correctly Daniel Fink To understand how to provide appropriate protection for the insured, discover the differences between the Personal Auto Policy (PAP) and the Business Auto Coverage Form (BAC/BAP) including who is an insured, eligibility, newly acquired autos, exclusions, and endorsements. In this 4-hour topic, you ll explore the coverage advantages and limitations of these two bedrock policies and review endorsements that expand the insured definition under the PAP (Joint Ownership coverage PP and PP 13 03) and the BAC. Section: 7. Property & Casualty Personal Current Issues Personal Lines Jerry L. Kennedy You won t want to miss this comprehensive exploration of current issues encountered when writing homeowners and personal auto coverages! Examine coverages and exclusions provided in the latest editions of the Homeowners Policy and the PAP in this 4-hour topic. Discuss dwelling coverage issues, including replacement cost, increased construction costs, debris removal, and code compliance and explore personal property coverage gaps and possible solutions. Take an important look at the latest update on coverage for condominiums and tricky issues like host liquor. Find out how in-home businesses affect property and liability coverage for homeowners and how coverage is impacted by the marital status of the named insured. Examine personal auto liability coverage for college students, children who own their own autos, and unlisted drivers and discuss problems with newly acquired autos, livery and delivery vehicles, and furnished autos. Identify limitations and exclusions for electronic and custom equipment and self-propelled vehicles. Page 5_Revised_04_09_19

6 Topic Descriptions by Section (continued) Section: 8. Property & Casualty Commercial No Business Is An Island: A Closer Look at Dependent Properties Coverage William V. Reedy Lecture Time: 2 hours With the use of a case study, this 2-hour session will examine the features of Dependent Properties Time Element Coverage. Discover how this coverage is designed to pay for the loss of income resulting from damage from a covered cause of loss to the premises of an organization upon which the insured depends, such as an important customer or main supplier. Investigate how to identify the need for this coverage and when changes to it are required. Section: 9. Property & Casualty Commercial Lloyd s The Insurance Marketplace Rodney L. Smith Lecture Time: 2 hours Hear a 2-hour overview of Lloyd s structure and participation as a market for both primary and reinsurance. Learn how Lloyd s plays a major role in the insurance marketplace globally with specialist syndicates that price and underwrite risk. You ll also explore the US Excess and Surplus Lines market, as it relates to classes of business and industry needs. Examine how this unique avenue allows consumers with hard-to-place business to buy insurance through the non-admitted market. Section: 10. Property & Casualty Commercial Cyber Liability What Every Agent Should Know John C. Immordino Cyber risks aren t static; they continue to evolve and insurance products and approaches change to meet the growing threat. Cyber liability insurance is a vital tool you can use to protect yourself and your clients. Understand the available coverages by analyzing cyber liability composition and policy with an expert. Take this important 4-hour topic to understand the current exposures that you and your clients face. Section: 11. Property & Casualty Commercial; Property & Casualty Personal When Disaster Strikes Lessons Learned From the Front Line Daniel E. Cook What do you do when disaster strikes? As an insurance professional, you owe it to your agency and your clients to know how to respond no matter what the scenario. Taken from actual case studies and recent experiences with hurricanes in this 4-hour topic you ll hear first-hand about the damage caused by the devastating effects of wind and water. Learn about the insurance coverage updates and enhancements that can make a difference to your clients when their power goes off, or they find themselves up to their knees in water. And get the inside scoop on how to interact with both NFIP and FEMA. Page 6_Revised_04_09_19

7 Topic Descriptions by Section (continued) Section: 12. Withdrawn Lecture Time: Section: 13. Life & Health The Insurance Solutions for Protecting Your Wealth from Healthcare Costs in Retirement John Bennett Identify knotty health insurance dilemmas faced by today s seniors and explore solutions to these problems that affect your clients and their futures. Consider the potential impact of rising health care costs and learn how to provide your clients with a dynamic plan to cover these expenses while maintaining their financial wellbeing. Evaluate and explore government-based health care coverage plans including Social Security, Medicare, and Medicaid as they relate to Long Term Care and Long Term Care Insurance. You ll learn what LTC Insurance is, what it costs, what services it covers, and who should purchase it. To provide a holistic overview of LTC to your clients, in this 4-hour topic, you ll review the types of LTC Policies, common LTCI provisions and options, issues in designing the LTC Policy for clients, medical underwriting issues, and LTC Policy alternatives. Section: 14. Property & Casualty Commercial Insurance for EPL, Cyber, and Professional Liability Exposures Hot Topics and Trends John C. Immordino Take a look at significant issues encountered when writing employment practices liability, cyber liability, professional liability, and technology errors and omissions. Identify cyber liability exposures including business compromise, fraudulent instructions, telecommunications fraud loss, consequential reputational harm, extortion and bitcoin, and more. Review and renew your knowledge of definitions of professional service and the best way to coordinate professional liability coverage with the CGL Policy. You will leave this 4-hour topic with a heightened awareness of the importance of technology errors and omissions insurance. Page 7_Revised_04_09_19