Insurance Distribution: Regulation, E&O and Ethics Part 1 (4 credits) and Part 2 (4 credits)
Parts 1 and 2: This course will give insurance professionals an overview of the following topics: Regulation (State and Federal), Insurer Regulation, Licensee Regulation, Dual Capacity—Agent & Broker, Producer Duties & Special Relationships (Legal Liability, Negligence, Case Law), Errors and Omissions (sources and types of E&O claims, Solvency Problems, Misrepresentation, Excess/Surplus Lines, Binders of Insurance, Certificates of Insurance), The Errors and Omissions Policy, Risk Management, Ethics, E&O & Regulation (Dilemmas, Ethical Duties of Agent and Fiduciary, Ethical relationships with clients). (BR, C1, LB, C3, LSB, LA, PC, PA)
Date: April 22, 2020
Time: 8:30 am to 5:00 pm. (Lunch included)
Location: Homewood Suites, 3603 Vestal Parkway E, Vestal, NY 13850
Price: $99
Ponzi Schemes & Frauds (4 credits) and Cyber Threats & Regulations (4 credits)
The morning session will cover the background of Ponzi Schemes as well as the mechanics of why these schemes work. The first part of the 21st century has been a confusing mix of eroding public trust in certain institutions (and burgeoning trust in others), growing self-absorption among many people and an increase in material wealth that’s not always evenly distributed. The result is a favorable climate for Ponzi Schemes. (BR, LB, C1, PC, LA, LSB, C3, PA)
The afternoon session will explore the questions about cyber security including: Scope of the Issue (Device Explosion, Cellphone & Smartphone, Desktop, Tablets and Laptops, Wearable Technology, Smarthomes, Connected Vehicles, Social Media, Email Usage), Types of Threats & Crimes, Data Breach Incidents, Data Breach—Federal Regulation, Data Breach—New York State Regulation & Law, and Risk Management (Stats, Agency Contracts, Awareness and training and Update Software). (BR, C1, LB, C3, LSB, LA PC, PA)
Date: May 13, 2020
Time: 8:30 am to 5:00 pm. (Lunch included)
Location: Homewood Suites, 3603 Vestal Parkway E, Vestal, NY 13850
Price: $99
Download Registration Form*Registration forms should be submitted directly to Bryant &Stratton.
Questions? Contact Kortney Bianco at kbianco@bcicny.com