Webinar ~ Your Agency Online: Communication Cure or E&O Plague
Jul
23
12:00 PM12:00

Webinar ~ Your Agency Online: Communication Cure or E&O Plague

The rapid evolution of technology coupled with the seemingly instantaneous dispersal of information can leave the agency subject to new and unknown issues affecting errors and omissions (E&O). This course addresses the current state of those issues, draws parallels between current “offline” E&O practices and those needed for online actions, and makes recommendations as to next steps.

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities
Jul
24
8:00 AM08:00

Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities

This course discusses the “Retirement Dilemma” by providing an overview of the normal retirement funding instruments and the risks associated with each. This course includes a review of the tax implications of the various retirement plans – both Qualified and Non-Qualified, and a discussion concerning the “diversification” and “personal liability” issues surrounding various Qualified and Non-Qualified retirement accounts. The course will assist in understanding what to do with money in Qualified Accounts (e.g. Cash It; Leave It; Move It; or Roll It) and will review IRS Distribution Rules regarding money in IRAs. Finally, the course includes discussion on the Required Minimum Distribution rules and the proper use of Beneficiaries as well as the role of Annuities and Life Insurance in such planning.

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Street Level Ethics
Jul
25
12:00 PM12:00

Webinar ~ Street Level Ethics

Let’s face it: making the right choice is not always a simple as it seems. This course is designed to help insurance professionals polish their ethical instincts and become better decision makers. Through interactive case studies, this course will help participants better understand the ethical decision making process that absolutely must be ingrained in every agency’s culture.

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Home Business Versus Home Insurance
Jul
26
12:00 PM12:00

Webinar ~ Home Business Versus Home Insurance

Just because a business is conducted out of an insured’s home does not necessarily afford it coverage under the Homeowners Policy forms.  Home Business vs Homeowners Insurance looks to the unendorsed ISO Homeowners forms for coverage, exclusions, and available endorsements.  Agents and servicers who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Insuring the Building Project: Builders Risk and Installation Coverage
Jul
31
8:00 AM08:00

Webinar ~ Insuring the Building Project: Builders Risk and Installation Coverage

Learn how to insure building projects using Builders Risk coverage forms.  We will discuss some of the pitfalls to using Commercial Property Policies to cover construction and renovation projects.  We will then discuss some of the features to look for in a Builders Risk Policy and some of the important coverages that should be considered.  Lastly, we will discuss how to use the Installation Floater to meet the needs of trade contractors involved in building projects.   

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Commercial Property Claims that Cause Problems
Jul
31
12:00 PM12:00

Webinar ~ Commercial Property Claims that Cause Problems

Through a variety of claim scenarios, this course dives into the meticulous nature of commercial property insurance. Complicated definitions, vacancy provisions, debris removal coverage, real and personal property lease terms and compliance, leasehold interest, business income and other issues make an appearance in this course.

to register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Contractors, Contractors, Contractors
Aug
8
12:00 PM12:00

Webinar ~ Contractors, Contractors, Contractors

This course examines a variety of inland marine exposures faced by contractors and the policies available to cover those exposures.  We will discuss builders’ risk coverage, installation floaters and contractors’ equipment policies.  For each topic, we will discuss the coverage afforded by commonly used forms and some of the exclusions to watch out for.   We will then discuss certain features of the Commercial General Liability policy and endorsements that are sometimes added.  We will focus on the effect these features and endorsements have on a contractor’s insurance program. 

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Certificates of Insurance and Additional Insureds: Making Sense of it All
Aug
9
8:00 AM08:00

Webinar ~ Certificates of Insurance and Additional Insureds: Making Sense of it All

Certificates of Insurance and Additional Insured endorsements cause many problems for insurance agents trying to help commercial clients.  We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors.  We will discuss Additional Insureds, reviewing some of the most commonly used Additional Insured Endorsements. Lastly, we will look at requests frequently made of agents and discuss why some of these can create problems.    

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Health and Disability Insurance: Just the Facts
Aug
9
12:00 PM12:00

Webinar ~ Health and Disability Insurance: Just the Facts

Consumers are constantly pounded with information- sometimes true, sometimes not- regarding health and disability insurance products and how they function. This course is designed to help us insurance professionals separate fact from fiction and act as a trusted adviser to insureds who often have little or no understanding of these insurance products. 

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!) - Mastering Medicare & Social Security
Aug
16
12:00 PM12:00

Webinar ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!) - Mastering Medicare & Social Security

Far too many retirees, upon reaching the time of life when they are looking forward to (or at least relieved to have available) these governmental “security blankets”, find themselves assaulted by complicated eligibility rules, complex coverages, and a myriad of often confusing options. Add in seemingly conflicting advice from “experts”, retiree associations and flat-out scam artists, and instead of comfort and security older folks often find fear and confusion.

This course, created and led by one who has personally run the Social Security/Medicare sign-up gauntlet, will reveal lessons learned and bring clarity to the chaos. Whether you are seeking help to properly plan for a client, spouse, parent, relative or your own journey through this retirement “rite of passage”, harvest the value of experience and join us.

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Cyber Insurance: When Convenience Turns Catastrophic
Aug
21
1:00 PM13:00

Webinar ~ Cyber Insurance: When Convenience Turns Catastrophic

The conveniences afforded by technology today were unfathomable just a few years ago. Unfortunately, cyber criminals seem to be at the top of the evolutionary chain as evidenced by their ability to constantly reinvent schemes to exploit the latest technologies for personal gain (if only these scumbags would use their talents for good!) In their efforts to keep up with these criminals and protect individuals and businesses from financial devastation, insurance companies are constantly evolving their Cyber insurance policies. This course reviews several of the latest updates to the standard Cyber insurance policy form created by the Insurance Services Office (ISO).

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ The New ISO PAP: A Look Backwards and a Look Forwards
Aug
22
12:00 PM12:00

Webinar ~ The New ISO PAP: A Look Backwards and a Look Forwards

After several years of evolving risks and legal interpretations, the policy-language gods at the Insurance Services Office (ISO) have decided to launch a new Personal Auto Policy. This course discusses the many changes and updates to this latest ISO Personal Auto Policy.

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ On Ethics: Data, Dilemmas, and Knuckleheads
Aug
30
12:00 PM12:00

Webinar ~ On Ethics: Data, Dilemmas, and Knuckleheads

Insurance professionals should expect three things from this Ethics course: 1) interesting data, 2) interesting dilemmas, and 3) interesting examples of things not-to-do as evidenced by real-life knuckleheads who do those things. This course features interactive case studies which will engage students to defend and/or challenge instinctive positions on a variety of issues. Lines will be drawn. Bonds will be broken. Friends will leave as enemies. You have been warned.   

To Register: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Additional Insureds: The Quandary
Jul
19
12:00 PM12:00

Webinar ~ Additional Insureds: The Quandary

This course addresses the seemingly endless challenges posed to agents in   the world of Additional Insureds.  We will discuss basic policy coverage for the exposure and how applicable endorsements amend the coverage. Policies reviewed in                                        this course include the Commercial General Liability policy (CGL), Business Auto  policy (BAP), Worker’s Compensation (WC) and Umbrella. 

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ So You Made Some Money…Now What? Financial Planning from Salary to Social Security
Jul
19
8:00 AM08:00

Webinar ~ So You Made Some Money…Now What? Financial Planning from Salary to Social Security

So you made some money…now what? This course will help to identify functions of personal financial planning and how risk management tools can be used in meeting a family’s financial planning objectives. It will assist in exploring retirement planning and time value of money concepts as well as the role of Life Insurance, Annuities and Mutual Funds in meeting personal financial planning objectives. It will also discuss how Disability Income and Long Term Care Insurance products can help preserve a financial plan with income replacement and protect against the high cost of long term care. Finally, this course will dive into the common but often misunderstood provisions of Medicare and Social Security.

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Cyber Liability: the 21st Century Peril
Jul
17
12:00 PM12:00

Webinar ~ Cyber Liability: the 21st Century Peril

The technology upon which today’s business depends creates new exposures for our insureds.  We will examine the most common first and third party exposures and how traditional insurance products respond to these threats. We will discuss the laws concerning privacy and security of personal information and the effect they can have on our insureds.  We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product. 

To register click here: https://piatypeform.typeform.com/to/EH0VNM

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