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Education (ED) Day

  • April 22, 2010
  • 7:45 AM - 2:29 PM
  • Tustin Banquet Center

Registration

  • Incl: Continental breakfast, lunch, and 5 to 6 hours of continuing education.
  • Incl: Continental breakfast, lunch, and 5 to 6 hours of continuing education.
  • Incl: Continental Breakfast, lunch, and 5 to 6 hours of continuing education.
  • Limited to the first 15 to register. Incl: 6'ft vendor table + one attendee, continental breakfast, lunch, and 5 to 6 hours of continuting education.

Registration is closed

4th Annual ED Day


7:45 - 8:30 a.m.    Registration / Continental Breakfast

8:30 - 9:30 a.m.
Working with Wholesalers
(1 hr, Course No. 75203) by Ray McLure and Chris Marinescu of Paulmar Group, LLC

This program discusses the world of Excess and Surplus Lines and how that differs from our regular markets.  It points considerations agents need to address when placing business with Excess and Surplus Lines Brokers.  It will also describe issues to consider when choosing as E & S Broker as well as the type of companies they may represent.

Click here for more information about the Paulmar Group, LLC

9:30 - 11:30 a.m.   

 

How to Fairly Compete as an Insurance Professional in a Regrettably Confusing and “Not So Free” Enterprise System
(2 hrs
, Course No. 191248) by Kristi Dean and Robyn McKibbin of Stone | Rosenblatt | Cha

This seminar is designed to inform the insurance professional of the statutory and case law regarding fair and unfair competition.  This aspect of law affects the hiring of employees from competitors, the protection and preservation of trade secrets and proprietary information (such as renewal lists, underwriting guidelines, marketing strategies), and what constitutes false advertising.  It will educate the attendees on what constitutes proprietary information and trade secrets, how to protect such information from disclosure, and what to do if that information gets into the hands of a competitor.  We will address topics such as employment contracts, and the types of non-competition and non-solicitation provisions between an insurance brokerage and its employees.

11:30 - 12:30 p.m.     Lunch and Visit with the Vendors!

12:30 - 2:30 p.m.
Playing the Litigation Game: Documentation and the Successful Defense of E&O Claims
(2 hrs
, Course No. 230450) by Kristi Dean and Robyn McKibbin of Stone | Rosenblatt | Cha

This seminar is designed to inform the insurance professional about the need for proper documentation of underwriting files, and the impact it may have on the ability to defend against errors and omissions claims.  It will educate the attendees on ways to avoid unnecessary E&O claims through proper documentation and effective communication, and will address many real-life case studies where improper documentation resulted in liability assessed against insurance professionals.

Click here for further information about Kristi Dean Kristi Dean, Esq.

Robyn McKibbin, Esq. Click here further information about Robyn McKibbin


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