6:00 AM - 9:00 AM
People in the United States are living longer today than ever before. They want to enjoy life, travel, hobbies, and their families not only during their working careers, and also once they’ve retired. Their money needs to be sufficient to allow them to ...
10:00 AM - 1:00 PM
Learn how proper procedures and documentation can be used to prevent or reduce unethical behavior or errors and omissions (E&O) claims. Discuss agent duties to the insurance company under the law of agency, duties to the client under “dual agency,” ...