Seminars and Events
Sexual Harassment Training and Education
This seminar provides the required training for employers to comply with AB 1825 passed in September 2004. The new law requires all supervisors to receive at least two hours of training that must include information regarding federal and state sexual harassment laws, harassment prevention and correction, and remedies available to victims. The law applies to all organizations – businesses, government and non-profits – with 50 or more employees. Although AB 1825 only applies to companies with 50 or more employees, it is recommended for all businesses, regardless of size.
Insurance Appraisal: When, How and Why
This seminar offers a comprehensive approach to appraisals, describing when appraisal is appropriate, why it benefits the parties, and how to manage an appraisal from beginning to end. We illustrate this seminar with case-in-point documents and hypothetical scenarios to exemplify critical procedures and key regulations. Recommended for insurance companies, independent adjusters and insureds.
Arson Losses and Fraudulent Claims: Legal Procedures and Prevention
This seminar uses actual scenarios to help insurance adjustors handle and track arson and fraudulent claims, emphasizing proper legal procedures and prevention tactics. Actual case scenarios as well as hypothetical claims are analyzed. Following our “critical steps” process will help ensure a positive claim outcome. Recommended for insurance companies and independent adjustors.
Business Torts: Defamation, Invasion and Trespass
This seminar explores personal injury as it relates to malicious prosecution, false arrest, imprisonment, wrongful entry, and oral or written publication of material that slanders or libels a person or organization, or that violates a persons right of privacy. This seminar includes the use of hypothetical scenarios that illustrate the actions that one may or may not pursue. Recommended for businesses or individuals who are presented with issues relating to business torts.
Basics of Estate Planning
This seminar offers the fundamentals of estate planning. Our lawyers will describe the importance and necessity of proper estate planning, as well as the appropriate vehicles for individual situations. Our use of examples and current techniques will demonstrate the basic tools needed to plan for the future in order to protect participants, their families, and their assets. Recommended for all individuals who do not have estate plans.
Establishing a Small Business
Examinations Under Oath (EUO)- Purpose, Procedures and Importance
This seminar explores the purpose and basics of an examination under oath – from statutory and policy authority to case law governing examinations under oath. The seminar will explain procedural questions of where an EUO can be held, how often it can be requested, who can be required to attend, who can be present, the scope of the EUO, whether a carrier can waive their right to take an EUO and what can happen if an insured fails to appear, among other topics. Real life examples will be used to highlight the presentation.
Exit Strategies & Succession Planning
Fair Claims Settlement Practices Regulations in California
This seminar offers a general exploration of the California Fair Claims Settlement Practices Regulations. We address the duties of the insurer including: the investigation; communications with the insured and the Department of Insurance; and payment (or denial) of the claim. We detail the specifics of the California Insurance Codes that are applicable to the Fair Claims Settlement Practices Regulations. This seminar offers the necessary training and certification required each year in order to comply with the California Code of Regulations. Recommended for insurance companies and independent adjustors who have claims in California.
Foreclosures and Full Credit Bids and Their Implications in Insurance Claims
This seminar describes the foreclosure process and the differences applicable to deeds of trust and mortgages in that process. Procedures for both foreclosures and full credit bids are outlined, with key points illustrated by numerous examples of deeds of trust, notices of default, etc. Recommended for lenders and companies who issue forced placed and lenders’ insurance.
Fraudulent Theft Claims
This is an interactive seminar, and is presented in four sections. We describe and analyze issues that commonly arise in fraudulent theft claims, including various “red flags.” The seminar covers topics ranging from common policy conditions to insurance regulations to applicable law relating to fraudulent insurance claims in the context of homeowners, renters, commercial and other insurance. Recommended for insurance companies and independent adjustors.
Funding Today’s Increasingly Difficult Cash Cycle
Insurance Coverage For Business Torts
This seminar outlines coverage for business torts. We describe the differences between the duty to defend and the duty to indemnify, and includes analysis of types of conduct versus types of injury. Hypothetical examples are used to illustrate situations that “trigger” coverage in business torts. Recommended for insurance companies and business insureds.
Insurer’s Duties: Properly and Safely Documenting Claim Files
This seminar describes in detail the insurer’s obligations with respect to properly documenting claim files. We use hypothetical examples to illustrate both liability and property claims and the types of communication that should take place in order to properly manage and document the claim. Recommended for insurance companies.
Real Property Foreclosure Procedures
This seminar outlines the procedures used in real property foreclosures to provide a general understanding of the process. It includes a discussion on case authority. We examine the differences between deeds of trust and mortgages, including the distinctions between non-judicial foreclosure and judicial foreclosure. Recommended for landlords, lenders, and companies who issue forced placed and lenders’ insurance.
Recent Tax Updates & How You Can Benefit
Suit Limitation Seminar
This seminar analyzes the suit limitation provision of insurance policies as a basis for claim denial. Actual case scenarios and hypothetical situations are analyzed to illustrate the legal and factual application of the provision to a variety of claims. The proper claims procedures required in handling a claim to which the suit limitation provision may apply are detailed for the attendees. Recommended for insurance companies and independent adjustors.
Subrogation: When and How to Recover
This seminar offers insight into the area of subrogation. We present valuable information about recognizing subrogation potential, preserving the insurer’s rights to recover following a claim, and the means by which the insurer can maximize the likelihood and amount of recovery. Recommended for insurance companies.