OVERVIEW AND TOPICS


Agents will take an in-depth look at the often-confused insurance coverages of Fiduciary Liability, ERISA, and Employee Benefits Liability. After receiving a detailed analysis of the provisions of each, they will be able to distinguish between the coverages, as well as understand the exposures.
Participants will learn some of the common nuances of Directors and Officers Insurance coverage. They will review and better understand the various E&O exposures which confront the “average retail agent” in trying to handle the complexities of D&O Insurance.
Preparing for new and emerging risks can be a full-time job for the insurance professional. Technology, nature, terrorism, artificial intelligence, human and economic developments are rapidly changing the risk landscape and the insurance environment. In this session, you will identify those emerging risks that could have a significant impact on your client’s business, their agency or organization, or even their career. Using an interactive and breakout approach, you will learn how to prepare for what “will” happen rather than “what” happened.
Every year countless mergers, acquisitions, divestitures, and joint ventures occur. Many are wildly successful, and others fail miserably. In this session, participants will discuss how risk management and insurance factor into the success and minimize the failures. Following this discussion, participants will focus on understanding how governance, risk management, and compliance help a company achieve objectives, address uncertainty, and act with integrity. They will examine how insurance plays an integral role in all three of these areas and provide the basis for D&O, EPL, Crime, Fiduciary, E&O, and Cyber coverage.

COURSE DETAILS


DURATION
16 Hours

PRICE
$460

FORMAT
Classroom

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Master

FINAL EXAM
No Exam

EVENT LOCATION


To Be Determined - San Diego Area

UNKNOWN ADDRESS
San Diego, CA
92108



FACULTY BIO


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