IIAW Webinar: Fiduciary Liability, ERISA Bonding, and Employee Benefits Liability
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3 CE Approved

12/5/2019
When: Thursday, December 5, 2019
12:00 PM - 3:00 PM
Where: IIAW Webinar
United States
Contact: Diana Banaszynski
608-256-4429


Online registration is closed.
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COURSE TOPICS

Identify significant exposures and coverage differences between Fiduciary Liability, ERISA Bonding, and Employee Benefits Liability.  Examine when Commercial General Liability (CGL) insurance or Commercial Property Coverage applies and when the client needs (first party) employee dishonesty insurance.  Analyze problems that can result from overlapping coverage through different insurers.  Review significant responsibilities that exist under the Affordable Care Act (ACA) for benefit plan decision makers.  Discover what to look for in Fiduciary Liability insurance, and determine whether a client needs the EBL endorsement on their CGL.

 

INSTRUCTOR BIOGRAPHY

Richard Clarke is senior VP for J. Smith Lanier & Company in Atlanta. His experience includes underwriting, agency management, insurance buyer, risk management consultant, and national brokerage. He previously worked for Palmer & Cay, spent thirteen years as a consultant to large and small entities in the United States, and three and a half years with a national brokerage firm. Dick has authored three books on professional insurance, published numerous articles, and is a nationally recognized speaker. His specialty is making insurance easier to understand. 


CONTINUING EDUCATION

This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits.


REGISTRATION INFORMATION

Course fee is $39.00 for IIAW members, $57.00 for non-members. The IIAW will email a Webinar Invitation to you for the scheduled class approximately 24 hours before the webinar begins, along with any other required forms. Adobe Flash Player is required to view the webinar. A link for a free download will be included in the Webinar Invitation.

CANCELLATION POLICY

A written request for a one-time transfer of the full registration fee to another scheduled IIAW webinar or a refund less a $5 cancellation fee may be made up to 24 hours before the beginning of the webinar for which the individual is registered. Substitutions are welcome — please email notification of name, license number, and email address for receiving login information