Webinar ~ Home Business vs Home Insurance
Sep
25
8:00 AM08:00

Webinar ~ Home Business vs 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 on the link: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Flood Insurance
Sep
25
12:00 PM12:00

Webinar ~ Flood Insurance

Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. Agents will gain a basic understanding of the National Flood Insurance Program (NFIP) and the ability to share this important information with customers.  

To register click on the link: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Your Agency Online: Communication Cure or E&O Plague
Sep
27
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 on the link: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Health and Disability Insurance: Just the Facts
Oct
10
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 click here: 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
Oct
11
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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Cyber Liability: the 21st Century Peril
Oct
15
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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Webinar ~ Scary CGL Exclusions
Oct
17
8:00 AM08:00

Webinar ~ Scary CGL Exclusions

The Insurance Services Office (ISO) Commercial General Liability (CGL) insurance policy has long been the industry standard for commercial insureds. The policy is far from perfect, containing several exclusions which are often a surprise to not only the insured but also the agent who sold the policy. This course will help insurance professionals understand and explain several such exclusions and better position the insured to deal with them before the loss happens.

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

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Webinar ~ Commercial Property Claims That Cause Problems
Oct
17
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 ~ Home Business Versus Home Insurance
Oct
23
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

View Event →
Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads
Oct
25
1:00 PM13:00

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

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Webinar ~ Current Trends & Changes: The Homeowner & Auto Marketplace
Oct
30
1:00 PM13:00

Webinar ~ Current Trends & Changes: The Homeowner & Auto Marketplace

For both the personal and commercial lines agent, this course reviews current trends and coverage issues in the Homeowners and Auto marketplace. The course will review what happens when clients decide to become a driver for a ride sharing company (Transportation Network Company) TNC, or a host facility for a home sharing company, such as Airbnb and the introduction of self- driving vehicles. We will review some of the coverage in both the personal automobile and homeowner coverage forms as it relates to the new trend of “sharing” and gaps and typical exclusions.  We will review and explore some of the specialty coverage provided by the sponsoring companies.

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

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Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities
Nov
1
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 ~ Hope I Die Before I Get Old (Cause This Government Stuff Gonna Knock Me Cold!) - Mastering Medicare & Social Security
Nov
7
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 click here: https://piatypeform.typeform.com/to/EH0VNM

View Event →
Webinar ~ So You Made Some Money…Now What? Financial Planning: From Salary to Social Security
Nov
13
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 ~ Certificates of Insurance and Additional Insureds: Making Sense of it All
Nov
14
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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ Additional Insureds: The Quandary
Nov
15
8:00 AM08:00

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 ~ Contractors, Contractors, Contractors
Nov
15
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 click here: https://piatypeform.typeform.com/to/EH0VNM

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Webinar ~ On Ethics: Data, Dilemmas and Knuckleheads
Nov
29
1:00 PM13:00

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

View Event →
Webinar ~ Health and Disability Insurance: Just the Facts
Dec
4
8:00 AM08:00

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

View Event →
Webinar ~ Home Business Versus Home Insurance
Dec
5
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

View Event →
Webinar ~ The Things Kids Get Us Into
Dec
11
8:00 AM08:00

Webinar ~ The Things Kids Get Us Into

This course focuses on the insurance issues relating to children and their exposures to loss. We will review and identify some of exposures to loss, and insurance implications children create for their parents. We will review some of the protections afforded through the various personal lines policies, endorsements and discuss ways to provide risk management solutions.

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

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Webinar ~ Innovations in Long-Term Care Funding with Life Insurance
Dec
12
8:00 AM08:00

Webinar ~ Innovations in Long-Term Care Funding with Life Insurance

This program will review the family dilemma faced by so many – the long-term care, and associated financial and emotional issues needed by a person when they encounter a serious medical issue. When attention is needed, the options are limited as to where the care can be rendered – their personal residence (or a residence of another), an Assisted Care Living facility, or a Skilled Nursing Facility. The cost, advantages and potential problems concerning each site for care will be reviewed. The cost of such care can only be borne in one of three options: personal funds, some governmental entity, or specific insurance. This program will review the qualification rules, and care provided by Medicare and Medicaid. It will review the coverage and provisions of Long-Term Insurance policies that have been available the last 40+ years. The program will conclude with the recent innovations that have emerged in the last few years regarding Living Benefits Riders (or policy provisions) that allow certain insurance contracts to provided advances against the death benefit to fund for the Long-Term Care dilemma.      

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

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Webinar ~ Catastrophe: The Coverage Expertise You'll Need When it Matters Most
Dec
12
12:00 PM12:00

Webinar ~ Catastrophe: The Coverage Expertise You'll Need When it Matters Most

Nothing makes us more aware of the gaps that can exist in personal and commercial coverage than a catastrophe.  We will discuss some of the direct damage and loss of use issues faced by individuals and businesses before, during and after natural disasters such as storms and earthquakes.  We will look at coverage forms commonly written and how they may respond to claims presented after such disasters. Lastly, we will briefly explore some liability insurance issues that can come into play in a catastrophe, whether the catastrophe is a natural one or one that is man-made. 

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

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Webinar ~ Street Level Ethics
Dec
13
1:00 PM13:00

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 ~ Tricks to Fix: Closing Coverage Gaps in Home, Work and Auto
Dec
18
1:00 PM13:00

Webinar ~ Tricks to Fix: Closing Coverage Gaps in Home, Work and Auto

Side jobs, change of ownership, borrowed/rented cars, loss assessments and several other classic coverage concerns are dissected in Tricks to Fix. This course reviews common personal and commercial coverage gaps that- if unresolved- are certain to expose agents to the ferocity that is an angry insured. The situations discussed in this course are far from unusual; these coverage concerns are intentionally pulled from common policies sold daily by agents. This course will challenge you to break the monotony of selling these common policies and see them for what they really are: a contract full of potential pitfalls only avoidable by the most advanced agents.

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

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Webinar ~ The Things Kids Get Us Into
Sep
18
12:00 PM12:00

Webinar ~ The Things Kids Get Us Into

This course focuses on the insurance issues relating to children and their exposures to loss. We will review and identify some of exposures to loss, and insurance implications children create for their parents. We will review some of the protections afforded through the various personal lines policies, endorsements and discuss ways to provide risk management solutions.

To register click on the link: https://piatypeform.typeform.com/to/EH0VNM

View Event →
Webinar ~ Money in Retirement Accounts: Options, Problems and Opportunities
Sep
18
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 on the link: https://piatypeform.typeform.com/to/EH0VNM

View Event →