What the Heck Happened to Life Insurance?!
June 28, 2022 • 8:00 a.m. - 11:00 a.m.
Corey Wilkins, CIC, LUTCF
Remember when life insurance was just a thing for your family when you croak? What originated as a simple, single peril insurance policy has evolved into a modern mashup of living benefits, tax issues, riders, and a slew of other purposes and functions that often overshadow (and over complicate!) the death benefit. This course dives into many functions of modern life insurance that make it more essential for families and businesses today than ever before.
3 CE Credits
Members $25
Nonmembers $45
The deadline to register is Sunday, June 26, 2022
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Certificates of Insurance and the Coverage Issues that Go With Them
June 28, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Certificates of Insurance and the endorsements often requested with them 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, Waiver of Subrogation and some of the requests frequently made of agents.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, June 26, 2022
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Flood Insurance Licensee and Sale through NFIP
June 29, 2022 • 11:00 a.m. - 12:00 p.m.
Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC
This training course does not meet FEMA’s minimum training and education requirements as required by section 207 of the Flood Insurance Reform Act, for all insurance agents and brokers who sell Standard Flood Insurance Policies issued through the National Flood Insurance Program (NFIP). This course will enable agents to gain a basic understanding of the NFIP, so that they can share this information with their customers.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, June 26, 2022
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An Hour with Sam: The Policy's Position on Home-Sharing and How to Handle It
June 29, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, June 26, 2022
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Nailed It: Understanding Insurance Requirements in Construction Contracts
June 30, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Agencies with insureds in the construction industry are too familiar with the seemingly never-ending issues with construction contracts as they relate to insurance. Join Cathy as she discusses many common concerns regarding such contracts, their often indecipherable insurance requirements, and the role played by the insurance agent. Contractual liability, waivers of subrogation, Additional Insured requirements and many other issues will be discussed.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, June 26, 2022
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Why Good People Do Bad Things: A Deep Dive Into Agency Ethics
June 30, 2022 • 12:00 p.m. - 3:00 p.m.
Terry Tadlock, CIC, CPCU, CRIS
Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.
2 Ethics Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, June 26, 2022
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More Money, More (Insurance) Problems? Mastering P&C Coverage for the Affluent Market
July 5, 2022 • 8:00 a.m. - 11:00 a.m.
Kym Martell CRM, CIC, CRIS, AAI, MLIS
This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 3, 2022
More Information
Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions
July 5, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 3, 2022
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Commercial Property - Direct vs. Indirect Damage
July 6, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a direct damage property form and the indirect options available to commercial lines customers. We will explore some of the unique conditions and provisions in the Insurance Services Office (ISO) Building and Personal Property Coverage form and the ISO Business Income & Extra Expense forms.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 3, 2022
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Ethics: Essentials for the Insurance Producer
July 6, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to insurance carriers, prospects and clients, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.
3 Ethics Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 3, 2022
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Personal Lines Clients and Their New Normal
July 7, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole as she discusses effects this “new norm” has on homeowners and auto policies.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 3, 2022
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Personal Lines Coverage Concerns: Annoying But Important
July 12, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
This course is further evidence that, even though we deal with them daily, personal lines insurance policies are packed with coverage concerns recognizable only to the well-trained eye. Join Scott Treen as he reviews a variety of annoying but important auto and homeowner’s coverage concerns found in policies sold daily by agents everywhere.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 10, 2022
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Why Insurance to Value and Liability Limits are Always Wrong (and How to Fix That)
July 12, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
This class takes an in depth look at insuring for the “worse case scenario” for both personal and commercial clients. A recent study indicates that 47% of your clients are at least 27% underinsured. After taking this class, I think you will agree that almost 75% of your clients are more than 50% underinsured!! This class takes a look at the problems with advice we have been giving our clients for 50 years!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 10, 2022
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Autos, Garages and Dealers - Oh My! Knowing the Difference
July 13, 2022 • 8:00 a.m. - 11:00 a.m.
Carissa Bonner, ANIS, CRIS
The differences between garage policies and a general liability policy are often misunderstood by insurance pros as well as insureds. It’s essential to know the differences as well as what coverage is needed for insureds in dealerships and other segments of the auto business. This class will sharpen the insurance pro’s skills in understanding these their different forms and how they can work together to create a cohesive policy for the insured.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, July 10, 2022
More Information
That's Personal: Home & Auto Exposures Your Insured Doesn't Share (and Why That’s Bad)
August 9, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
Your personal insureds are keeping exposures from you that you need to know in order for their coverage to do its job. Assisted living, side jobs, “entity” ownership, unmarried and living together, off-premises activities and other common exposures are discussed in this course. Solutions will help agents discover the truth, close the gap and keep the account.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 7, 2022
More Information
Flood Insurance, FEMA, and the NFIP
August 9, 2022 • 12:00 p.m. - 3:00 p.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 7, 2022
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Personal & Commercial Lines Endorsements: Some Good, Some That Really Stink
August 11, 2022 • 8:00 a.m. - 11:00 a.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
Explore many useful Personal lines and Commercial Lines endorsements that broaden your client’s coverage and provide you with a competitive advantage over others! Also, be able to spot and take action when “nasty” endorsements make their way onto your clients new and renewal policies.
2 CE Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, August 7, 2022
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Certificates and Additional Insureds: What Did I Do to Deserve This?!
August 11, 2022 • 12:00 p.m. - 3:00 p.m.
Carissa Bonner, ANIS, CRIS
Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 7, 2022
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Cyber - Evolution, Exposures, Incidents & Insurance
August 16, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
As cyber risks evolve, so do the insurance products designed to save a business from destruction. Join Cathy as she details the evolution of cyber exposures, discusses the meaning of a cyber “incident” and its importance, and reviews several facets of essential cyber insurance coverage.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 14, 2022
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Employment Practices Liability - A Coverage No Business Can Afford to Be Without
August 16, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course addresses many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 14, 2022
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An Hour with Nicole: Homeowners Loss Settlement Issues
August 17, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS
Loss settlement is often questioned by insureds at time of purchase and misunderstood by agents at time of loss. This brief course goes through loss settlement, including examples, to gain greater understanding of this essential function in the policy.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, August 14, 2022
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Homeowners In Real Life: Tales of Claims & Coverage
August 18, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers (or doesn’t!) specific parts of the homeowners policy.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 14, 2022
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Why Good People Do Bad Things: A Deep Dive Into Agency Ethics
August 18, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS
Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.
2 Ethics Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, August 14, 2022
More Information
Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions
August 23, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, August 21, 2022
More Information
An Hour with Dave: Fast Facts About Flood
August 24, 2022 • 1:00 p.m. - 2:00 p.m.
David A. Thompson, CPCU, AAI, API, CRIS
Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, August 21, 2022
More Information
An Hour with Cathy: Insurance Issues for the Commercial Tenant
August 31, 2022 • 1:00 p.m. - 2:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course will familiarize the participants with some of the coverage issues faced by commercial insureds who rent space. We will discuss the problems and possible solutions.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, August 28, 2022
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An Hour with Sam: A Numbers Game - Mastering the Coverage Symbols in a Business Auto Policy
September 7, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
The Insurance Services Office (ISO) Business Auto Coverage Form (CA 00 01 11 20) is an incredibly important risk finance tool for many insureds. Agents MUST understand this policy’s Coverage Symbols and how they are essential to the process of constructing adequate coverage. Whether your insured uses large trucks, pickups, private passenger autos, a keen understanding of this coverage form begins with the Coverage Symbols.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, September 4, 2022
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Lurking: Surprises In the Contractor’s CGL Policy & Endorsements to Watch Out For
September 8, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 4, 2022
More Information
Ethics: Essentials for the Insurance Producer
September 8, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to insurance carriers, prospects and clients, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.
3 Ethics Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 4, 2022
More Information
Personal Lines Clients and Their New Normal
September 15, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole as she discusses effects this “new norm” has on homeowners and auto policies.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 11, 2022
More Information
More Money, More (Insurance) Problems? Mastering P&C Coverage for the Affluent Market
September 15, 2022 • 12:00 p.m. - 3:00 p.m.
Kym Martell, CRM, CIC, CRIS, AAI, MLIS
This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 11, 2022
More Information
Leadership and Liability: Insuring Executive Risk
September 19, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
Sometimes referred to as Management Liability coverages, this class will explore the importance of protecting your executives as they operate at home and around the world. Some of the policies to be analyzed include Directors & Officers Liability, Employment Practices, Fiduciary Liability, and Kidnap & Ransom protection. Since most of these policies have claims made triggers, we will explore the significant terms and condition that trigger coverage and/or prevent coverage from applying. Don’t let your executives leave home without these coverages!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 18, 2022
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An Hour with Nicole: Personal Umbrella Issues & Answers
September 21, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS
Personal Lines Umbrellas aren’t just for high value accounts. This course goes through the coverages and differences between umbrellas policies and excess liability policies, including examples, to help insureds understand the importance of such coverage.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, September 18, 2022
More Information
Personal Lines Coverage Concerns: Annoying But Important
September 22, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
This course is further evidence that, even though we deal with them daily, personal lines insurance policies are packed with coverage concerns recognizable only to the well-trained eye. Join Scott Treen as he reviews a variety of annoying but important auto and homeowner’s coverage concerns found in policies sold daily by agents everywhere.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 18, 2022
More Information
Growing Good Insurance: Using Property & Liability Endorsements to Fortify Farm Risks
September 27, 2022 • 8:00 a.m. - 11:00 a.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 25, 2022
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Contracts Agents Should Read
September 27, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS
Insureds are constantly signing contracts and accepting responsibility. Unfortunately, those same insureds often are unaware of the extent of such until it’s too late. When it comes to an insured’s contract, what is the role an agent should play? Join Terry Tadlock as he reviews several common types of contracts and provisions that may affect insurance coverage.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 25, 2022
More Information
An Hour with Sam: The Policy's Position on Home-Sharing and How to Handle It
September 28, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, September 25, 2022
More Information
Commercial Property - Direct vs. Indirect Damage
September 29, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a direct damage property form and the indirect options available to commercial lines customers. We will explore some of the unique conditions and provisions in the Insurance Services Office (ISO) Building and Personal Property Coverage form and the ISO Business Income & Extra Expense forms.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 25, 2022
More Information
Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions
September 29, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, September 25, 2022
More Information
That's Personal: Home & Auto Exposures Your Insured Doesn't Share (and Why That’s Bad)
October 4, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
Your personal insureds are keeping exposures from you that you need to know in order for their coverage to do its job. Assisted living, side jobs, “entity” ownership, unmarried and living together, off-premises activities and other common exposures are discussed in this course. Solutions will help agents discover the truth, close the gap and keep the account.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 2, 2022
More Information
Is This Stuff For Real? Understanding & Insuring Emerging Risks
October 4, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
This course starts with a discussion of the evolution of additional insured endorsements and the importance of the edition date. We will then discuss the ISO additional insured endorsements mostly commonly used when writing contracting accounts. Lastly, we will review the features to look for in carrier-specific additional insured endorsements.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 2, 2022
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An Hour with Cathy: Three Commercial Property Insurance Problems and How to Fix Them
October 5, 2022 • 1:00 p.m. - 2:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course will familiarize the participants with some of the biggest coverage problems in commercial property forms: Debris Removal, Ordinance or Law and Vacancy. In each case, we will discuss the problem and possible solutions.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, October 2, 2022
More Information
Cyber - Evolution, Exposures, Incidents & Insurance
October 6, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
As cyber risks evolve, so do the insurance products designed to save a business from destruction. Join Cathy as she details the evolution of cyber exposures, discusses the meaning of a cyber “incident” and its importance, and reviews several facets of essential cyber insurance coverage.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 2, 2022
More Information
Nailed It: Understanding Insurance Requirements in Construction Contracts
October 6, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Agencies with insureds in the construction industry are too familiar with the seemingly never-ending issues with construction contracts as they relate to insurance. Join Cathy as she discusses many common concerns regarding such contracts, their often indecipherable insurance requirements, and the role played by the insurance agent. Contractual liability, waivers of subrogation, Additional Insured requirements and many other issues will be discussed.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 2, 2022
More Information
Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions
October 11, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 9, 2022
More Information
An Hour with Dave: Fast Facts About Flood
October 12, 2022 • 1:00 p.m. - 2:00 p.m.
David Thompson, CPCU
Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, August 21, 2022
More Information
Autos, Garages and Dealers - Oh My! Knowing the Difference
October 13, 2022 • 8:00 a.m. - 11:00 a.m.
Carissa Bonner, ANIS, CRIS
The differences between garage policies and a general liability policy are often misunderstood by insurance pros as well as insureds. It’s essential to know the differences as well as what coverage is needed for insureds in dealerships and other segments of the auto business. This class will sharpen the insurance pro’s skills in understanding these their different forms and how they can work together to create a cohesive policy for the insured.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 9, 2022
More Information
Flood Insurance, FEMA, and the NFIP
October 25, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 23, 2022
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Why Good People Do Bad Things: A Deep Dive Into Agency Ethics
October 25, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS
Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.
2 Ethics Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, October 25, 2022
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An Hour with Nicole: Homeowners Loss Settlement Issues
October 26, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS
Loss settlement is often questioned by insureds at time of purchase and misunderstood by agents at time of loss. This brief course goes through loss settlement, including examples, to gain greater understanding of this essential function in the policy.
1 CE Credit
Members $40
Nonmembers $60
The deadline to register is Sunday, October 23, 2022
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Homeowners In Real Life: Tales of Claims & Coverage
October 27, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers (or doesn’t!) specific parts of the homeowners policy.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 23, 2022
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Personal Lines Coverage Concerns: Annoying But Important
November 1, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
This course is further evidence that, even though we deal with them daily, personal lines insurance policies are packed with coverage concerns recognizable only to the well-trained eye. Join Scott Treen as he reviews a variety of annoying but important auto and homeowner’s coverage concerns found in policies sold daily by agents everywhere.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 30, 2022
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Ethics: Essentials for the Insurance Producer
November 1, 2022 • 12:00 p.m. - 3:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to insurance carriers, prospects and clients, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.
3 Ethics Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 30, 2022
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An Hour with Cathy: Additional Insured Endorsements for Contractors
November 2, 2022 • 1:00 p.m. - 2:00 p.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course starts with a discussion of the evolution of additional insured endorsements and the importance of the edition date. We will then discuss the ISO additional insured endorsements mostly commonly used when writing contracting accounts. Lastly, we will review the features to look for in carrier-specific additional insured endorsements.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, October 30, 2022
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Certificates of Insurance and the Coverage Issues that Go With Them
November 3, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Certificates of Insurance and the endorsements often requested with them 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, Waiver of Subrogation and some of the requests frequently made of agents.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 30, 2022
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Commercial Insurance Coverages, Court Cases & Chaos
November 3, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS
Join Terry Tadlock as he reviews actual claims and court cases from a variety of commercial exposures. Each scenario is discussed from the position of both the actual policy language as well as possible solutions. Types of coverage and claims discussed in this course include Commercial Property Coverage Forms, Business Income, Commercial Auto and Commercial General Liability.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, October 30, 2022
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Why Insurance to Value and Liability Limits are Always Wrong (and How to Fix That)
November 7, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
This class takes an in depth look at insuring for the “worse case scenario” for both personal and commercial clients. A recent study indicates that 47% of your clients are at least 27% underinsured. After taking this class, I think you will agree that almost 75% of your clients are more than 50% underinsured!! This class takes a look at the problems with advice we have been giving our clients for 50 years!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 6, 2022
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Certificates and Additional Insureds: What Did I Do to Deserve This?!
November 10, 2022 • 12:00 p.m. - 3:00 p.m.
Carissa Bonner, ANIS, CRIS
Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 6, 2022
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Chris Amrhein’s “Adventures in Aging”: Medicare and Other Retirement Healthcare Solutions
November 15, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 13, 2022
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An Hour with Sam: A Numbers Game - Mastering the Coverage Symbols in a Business Auto Policy
November 16, 2022 • 1:00 p.m. - 2:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
The Insurance Services Office (ISO) Business Auto Coverage Form (CA 00 01 11 20) is an incredibly important risk finance tool for many insureds. Agents MUST understand this policy’s Coverage Symbols and how they are essential to the process of constructing adequate coverage. Whether your insured uses large trucks, pickups, private passenger autos, a keen understanding of this coverage form begins with the Coverage Symbols.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, November 13, 2022
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Personal Lines Clients and Their New Normal
November 17, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
A side-effect of the pandemic is that many of our personal lines insureds – for better or worse - had to make changes in the way they live, work, and educate. Even in a post-pandemic world, many such lifestyle changes will continue. Join Nicole as she discusses effects this “new norm” has on homeowners and auto policies.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 13, 2022
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Planting the Seed: Agent Strategies to Get and Keep Agribusiness Insureds
November 29, 2022 • 8:00 a.m. - 11:00 a.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 27, 2022
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Commercial Property - Direct vs. Indirect Damage
November 29, 2022 • 12:00 p.m. - 3:00 p.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
We often sell direct and indirect damage coverages together, but did you know that these forms have little in common and do not require that one be purchased with the other? This course will include a discussion on some the differences between a direct damage property form and the indirect options available to commercial lines customers. We will explore some of the unique conditions and provisions in the Insurance Services Office (ISO) Building and Personal Property Coverage form and the ISO Business Income & Extra Expense forms.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 27, 2022
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An Hour with Dave: Fast Facts About Flood
November 30, 2022 • 1:00 p.m. - 2:00 p.m.
David Thompson, CPCU
Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, November 27, 2022
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That's Personal: Home & Auto Exposures Your Insured Doesn't Share (and Why That’s Bad)
December 1, 2022 • 8:00 a.m. - 11:00 a.m.
Scott A. Treen, CIC
Your personal insureds are keeping exposures from you that you need to know in order for their coverage to do its job. Assisted living, side jobs, “entity” ownership, unmarried and living together, off-premises activities and other common exposures are discussed in this course. Solutions will help agents discover the truth, close the gap and keep the account.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, November 27, 2022
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Flood Insurance, FEMA, and the NFIP
December 6, 2022 • 8:00 a.m. - 11:00 a.m.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW
This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 4, 2022
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Chris Amrhein’s “Adventures in Aging”: Social Security & Other Retirement Income Solutions
December 6, 2022 • 12:00 p.m. - 3:00 p.m.
Chris Amrhein, AAI
Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 4, 2022
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An Hour with Nicole: Personal Umbrella Issues & Answers
December 7, 2022 • 1:00 p.m. - 2:00 p.m.
Nicole E. Broch, CIC, CISR, PLCS
Personal Lines Umbrellas aren’t just for high value accounts. This course goes through the coverages and differences between umbrellas policies and excess liability policies, including examples, to help insureds understand the importance of such coverage.
1 CE Credit
Members $25
Nonmembers $45
The deadline to register is Sunday, December 4, 2022
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More Money, More (Insurance) Problems? Mastering P&C Coverage for the Affluent Market
December 8, 2022 • 8:00 a.m. - 11:00 a.m.
Kym Martell, CRM, CIC, CRIS, AAI, MLIS
This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 4, 2022
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Why Good People Do Bad Things: A Deep Dive Into Agency Ethics
December 8, 2022 • 12:00 p.m. - 3:00 p.m.
Terry L. Tadlock, CIC, CPCU, CRIS
Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.
2 Ethics Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, December 4, 2022
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Employment Practices Liability - A Coverage No Business Can Afford to Be Without
December 13, 2022 • 8:00 a.m. - 11:00 a.m.
Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
This course addresses many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 11, 2022
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Personal & Commercial Lines Endorsements: Some Good, Some That Really Stink
December 13, 2022 • 12:00 p.m. - 3:00 p.m.
Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
Explore many useful Personal lines and Commercial Lines endorsements that broaden your client’s coverage and provide you with a competitive advantage over others! Also, be able to spot and take action when “nasty” endorsements make their way onto your clients new and renewal policies.
2 CE Credits
Members $30
Nonmembers $50
The deadline to register is Sunday, December 11, 2022
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Homeowners In Real Life: Tales of Claims & Coverage
December 15, 2022 • 8:00 a.m. - 11:00 a.m.
Nicole E. Broch, CIC, CISR, PLCS
Once a policy is written, all it requires is renewals and varying degrees of service….until a claim occurs! Take a deep dive in to some claims examples that range from dog bites to burglaries, renovations to total losses, and how each claims triggers (or doesn’t!) specific parts of the homeowners policy.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 11, 2022
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Growing Good Insurance: Using Property & Liability Endorsements to Fortify Farm Risks
December 15, 2022 • 12:00 p.m. - 3:00 p.m.
Samuel T. Bennett, CIC, AFIS, CRIS, CPIA
This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.
3 CE Credits
Members $40
Nonmembers $60
The deadline to register is Sunday, December 11, 2022
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