Avoiding E&O Claims PLUS Personal Umbrella Policy

  • August 11, 2016
  • 8:30 AM - 12:00 PM
  • Tustin Centre | Santa Ana
August 11, 2016

Option 1 - Live Event
Enjoy a stimulating classroom setting? Join us in person for our August quarterly continuing education program, featuring Lessons Learned: Avoiding E & O Claims PLUS The Personal Umbrella Policy. To register, click the button below.

Tustin Centre | 1551 N. Tustin Avenue, Ste. 150 | Santa Ana 92705 
Registration: 8:30 AM | E & O Claims Presentation: 9 to 11 AM | Personal Umbrella Policy Presentation: 11 AM to 12 PM

Parking: $12 - Payable with Credit/Debit Card Only or Parking available in shopping center lot across street at $0
Option 2 - Webinar 
Unable to join us in person? Attend this 3-hour CE presentation via webinar in the comfort of your office. To register, click the button below. (One week prior to webinar, registrants will receive an email with instruction on how to log-in to course).

Cost to Attend: Member - $15 | Non-Member: $35

Lessons Learned: Avoiding E & O Claims
Course Number: Pending | 2-Hour CE | 9 to 11 AM

The course will educate the attendees on the obligations of brokers in the placement of  coverage, hot button issues that result in litigated disputes and things that could have been done to avoid those claims.  The seminar will use real-life case studies where coverage was not placed, coverage was inadequate, or coverage was misrepresented, resulting in liability assessed against insurance professionals. Lastly, the seminar will provide an overview on avoiding disputes involving broker fees and trust fund management.

Click pic for bio


Kristi W. Dean, Esq
Stone | Dean LLP
The Personal Umbrella Policy
Course Number: 332451 | 1-Hour CE |  11 AM to 12PM

The Personal Umbrella policy represents one of the best values in insurance. The presentation  will be on reviewing the Personal Umbrella policy and breaking down the different coverage's included.
Click pic for bio


Benjamin P. Marks, CIC, CRIS  
Vice President, Marketing
Anderson & Murison, Inc. 

2023 Program Sponsors








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