Description

The Claims Department and Your Agency

In this session, participants will understand the role and function of an insurance adjuster and importance of their relationship with the insurance agency, avoiding bad faith claims, and misconceptions about coverages and exclusions under certain personal and commercial policies.

Garage Coverage Form v. Auto Dealers Coverage Form

After an overview of this important insurance product, participants will be able to describe the concepts of why it is needed. They will identify differences in the Garage Coverage Form, the Auto Dealer Coverage Form, and the Garage Keepers Endorsement, including general provisions and exclusions and the relationship to their eligible insureds.

Ethical Issues

In this session, participants will understand ethical challenges that insurance professionals face, difference between legal and ethical responsibilities and their fiduciary duties and obligations to the customer, insurer, and peers.

Annuities

Annuities are first and foremost an insurance product. This course provides an overview of annuities, examines the type and classification of annuity products, and discusses special annuity contract provisions. Discussion includes various ways to access annuity funds and examines the income tax implications.