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This Online MEGA is allowed only for CIC, CRM and CPRM Dues Paid designees.
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The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
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OVERVIEW AND TOPICS
Driving The Business Auto Coverage Form
After an overview of the structure of the Business Auto Policy, participants will take an in-depth look at the coverages provided by the Business Auto Coverage Form (CA 00 01). They will review the important contract provisions including covered autos (symbols), liability, physical damage, and conditions. They will identify important BAP exclusions and their impact on the insured. They will examine specific BAP endorsements and discuss how they can amend policy provisions, add coverage, or restrict coverage.
Underlying Versus Excess: A Closer Look At Policy Provisions
Agents will compare and contrast the ISO Commercial General Liability (CGL) Policy with Excess or Umbrella policies that might sit over the top. Understanding the similarities and differences between the language within each form will enable agents to recognize where gaps may be created and have a more in-depth understanding of why those gaps exist.
The SECURE Act
The SECURE Act became effective on December 19, 2019, and ushered in some of the most sweeping changes to retirement plans in decades. On December 29, 2022, The SECURE Act 2.0 was signed into law to accomplish three goals – get people to save more for retirement, improve retirement rules, and lower the cost of setting up a retirement plan. After an overview of significant retirement laws, insurance professionals will discuss the purpose of the SECURE Acts. They will better understand some of the key changes outlined in the SECURE Act 2.0. They will examine how the SECURE Acts impact employer-sponsored retirement plans, defined contribution plans, defined benefit plans, individual retirement accounts, and 529 plans. They will identify and consider retirement planning solutions, including life insurance, for issues created because of these acts.
Planning for Retirement
Participants will learn the importance of planning for retirement and keeping the retirement plan current and applicable to the insured’s needs. They will evaluate various types of retirement funding mechanisms, including Annuities and Long-Term Care Insurance.
