Events

Strong documentation is more than a best practice. It is evidence of ethical conduct. In this engaging three-hour ethics webinar, examine real-world agency and claims scenarios that reveal how documentation choices affect compliance, consumer protection, dispute resolution, and professional credibility. Through practical examples, file archetypes, and before-and-after note comparisons, learn how to document recommendations, investigations, […]

Directors and Officers liability claims are not limited to large public corporations. Closely held businesses, nonprofits, and private companies regularly face governance disputes, regulatory inquiries, and employment related allegations that can trigger costly litigation. Examine how D&O coverage works for smaller organizations and why it matters. Review core policy components, Side A, B, and C […]

Coverage questions often begin with assumptions and end with surprises. Review a practical framework for reading insurance policies with greater consistency and confidence. Learn how declarations, insuring agreements, definitions, exclusions, conditions, and endorsements work together to shape coverage. Explore differences between ISO, AAIS, and proprietary forms, while highlighting when policy review crosses into legal interpretation. […]

Too often, financial recommendations begin with the product instead of the client’s actual goals and constraints. Explore how product first thinking can lead to unsuitable recommendations, client dissatisfaction, and reputational risk. Learn a structured decision architecture framework designed to improve financial decision making by clarifying objectives, evaluating tradeoffs, and aligning solutions with client-specific needs. Through […]

When a total vehicle settlement feels too low or rebuilding costs exceed expectations, understanding how insurance valuations actually work becomes critical. This three-hour webinar examines the factors driving modern auto and property claim settlements, including total loss thresholds, valuation software, diminution of value, ADAS repair complexity, non-depreciable labor rules, valued policy laws, and reconstruction cost […]

Family structures have changed, but beneficiary forms and estate planning assumptions do not always keep pace. Through relatable scenarios, examine how blended families, cohabiting partners, ex-spouses, estranged heirs, stepchildren, and multi-household kids can create unexpected life insurance outcomes. Identify when fair and equal can mean very different things, spot warning signs in existing beneficiary arrangements, […]

Global travel, geopolitical instability, and evolving criminal tactics have expanded the need for kidnap and ransom (K&R) insurance well beyond traditional high-net-worth clients. Learn how K&R coverage responds to kidnappings, extortion, wrongful detention, hijacking, and related crisis events. Explore core insuring agreements, major exclusions, confidentiality obligations, and the role of crisis response services. Examine emerging […]

From rapid hiring and remote work transitions to restructurings and layoffs, today’s employers face a new employment risk landscape. Explore the fundamentals of Employment Practices Liability Insurance (EPLI), including policy structure, claims-made considerations, coverage extensions, and common exclusions. Special attention is given to wage and hour exposures, which are frequently excluded or only partially addressed […]

What counts as an “occurrence” under a CGL policy? The answer can determine which coverage applies, how many limits are available, and how much an insured pays before coverage begins. […]