Gain insight into certain features in an insurance policy that are often overlooked and how to lower premiums while ensuring adequate coverage.
This material will provide you with strategies that will result in lower premiums, yet ensure adequate coverage is still in place. It will help you differentiate claims made policies vs. occurrence policies and this knowledge will always ensure that coverage is in place in the result of a claim. This topic will provide information on how to select features in an insurance policy that are overlooked such as sublimits and endorsements that can broaden coverage.
Learning Objectives
- You will be able to identify coverage limits necessary what to look for in a policy and carrier and best practices in insurance coverage.
- You will be able to recognize different policy types.
- You will be able to identify coverages under the different policy types.
- You will be able to recognize different policy terms and how to apply them.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Financial Planning Covered?
- Cost of Correction
- Fiduciary
- Contractual Exclusions
- Discretionary
- Sale of Products
- Life Insurance
Trustee Services Covered
- Limited to Personal Trusts
- May Exclude Excess Fees
- Excess Coverage
Outside Director of Officer Services
- Profit vs. Nonprofit
- Excluded Services
- Excluded Ownerships
Security Breaches Covered
- Professional Services vs. Legal Liability
- First-Party Costs
- Nonclaim Costs
- Wi-Fi
Who Is a Named Insured?
- Spouse
- Independent Contractor
- Outside Firms Working on Behalf of the Firm
- Non-Accountants Working on Behalf of the Firm
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 31, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.2 including Business Management and Organization 2.2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 2.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
John Raspante, CPA, MST
McGowanPRO
- McGowanPRO’s director of risk management
- Oversees the industry-specific expertise and risk management for McGowanPRO’s accounting and financial clients
- Former director of compliance and risk management as well as the director of education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors
- Prior to joining Graf Repetti, he worked for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance, providing loss prevention services to the organization’s largest insureds
- Frequent speaker within the accounting profession on issues relating to risk management and professional ethics; presents regularly at different conferences for accounting firm associations and CPA State Societies
- Published author and contributor for accounting firm periodicals such as the Journal of Accountancy and Accounting Today
- CPA license, New York State; Property and Casualty licenses, New Jersey and New York State
- NJCPA editorial board and past NCCPAP Central New Jersey president
- CDFA designation from the Institute for Divorce Financial Analysts
- MST degree, Washington Institute for Graduation Studies
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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