Events

Legal system abuse is driving up defense costs, triggering nuclear verdicts, and creating major underwriting and compliance challenges. This webinar highlights the coordinated tactics behind inflated claims, third-party litigation funding, and predatory advertising. It also covers insurer strategies like Special Investigative Units (SIUs), litigation triage, and predictive underwriting tools used to manage these risks. You […]

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 […]

Explore how unconventional dwellings are reshaping property risk and exposing gaps in standard insurance approaches. Barndominiums, manufactured homes, modular construction, and shipping container homes each present distinct structural, regulatory, and behavioral challenges. Examine how these dwelling types affect underwriting decisions, policy form selection, replacement cost accuracy, and claim outcomes. Attention is also given to lifestyle […]

Insurance claims no longer stay confined to the claim file. A single denial letter, inspection photo, or emotional customer post can rapidly evolve into a reputational crisis amplified by social media, news outlets, and advocacy groups. Examine how claims disputes become public narratives and what you can do to respond ethically and strategically. Using real-world […]

Umbrella and excess liability policies are often marketed as straightforward limit increases. In reality, small form differences can quietly undermine coverage, defense obligations, and client expectations. Break down excess versus umbrella structures, explain why scheduling and underlying limits matter, and examine common pitfalls such as follow-form traps, exclusions, attachment language, and drop-down issues. Through real-world […]

Working from home changes where work happens, but it does not change the reality of disability risk. Illness, injury, and chronic conditions can still disrupt income regardless of location. Review disability insurance fundamentals through the lens of remote and hybrid employment. Examine short term and long term disability coverage, workers’ compensation coordination, and plan design […]

A claim that once seemed routine can now result in a multi-million-dollar verdict. Explore the forces driving social inflation, including shifting jury attitudes, attorney advertising, coordinated litigation strategies, and third-party litigation funding. Learn how these trends affect claim severity, underwriting decisions, liability limits, and coverage recommendations. Through real-world examples and practical scenarios gain actionable strategies […]

Builders Risk is frequently treated as “cover the materials until the job is finished.” In reality, it is a first party property policy designed for the constantly changing exposures of construction projects. Walk through how Builders Risk policies are structured, who should be insured, and where coverage gaps often appear. Using real claim scenarios, participants […]

Beneficiary designations often look like routine paperwork, but they carry powerful legal consequences. When they are outdated, vague, or disconnected from an overall estate plan, they can redirect assets, create family conflict, and expose professionals to liability. Examine real world situations where beneficiary mistakes caused financial loss, litigation, and unexpected outcomes. Learn a practical review […]