Insurance Agents & Brokers -

Standard of Care

This course is also available as part of the 2023 Paralegal Cruise Course Bundle.

Course Info

Ivan Cohen presents Insurance Agents & Brokers: Standard of Care, for all legal professionals.

During this presentation, Mr. Cohen discussed:
• The basis of E & O claims
• The difference between an agent and broker
• How to identify the relationship(s) between the agent and/or broker and the insured
• The features and potential duties that an agent or broker may owe to an insured based on the type of relationship and specific circumstances that formulate the standard of care

Meet your Speaker


Ivan Cohen has 38 years of experience as an insurance agent and broker. He is the president of The Cohen-Putnam Agency, Ltd. Mr. Cohen was a senior adjunct professor of insurance for thirteen years at Westchester Community College. He is currently a subject matter expert for the New York State Department of Financial Services and is on the Insurance Exam Review Committee.

Format & Course Access

This is an on-demand recording of a live event and includes the course video. Access is immediate and never expires.



Important Information

Please do not sign-up for this course if you have previously purchased the 2023 Paralegal Cruise package as this will be a duplicate.

You can learn about the 2023 Paralegal Cruise Package here.

Please visit this link for answers to Frequently Asked Questions about our CLE: https://www.perfectlyparalegal.com/p/clefaq



Sponsor

This course has been provided by The TASA Group. Founded in 1956, The TASA Group is the leading provider of a variety of quality, independent, testifying and consulting experts nationwide, giving clients access to seasoned professionals in 11,000+ technical and medical specialties. The TASA Group is dedicated to providing the best experts and consultants available to meet clients' diverse needs. You can check out their website at: https://www.tasanet.com/.

Continuing Legal Education Credit (CLE)

NALA CP or ACP: This course is approved by NALA as part of the 2023 Paralegals Navigating Perilous Waters Cruise Event, sponsored by Perfectly Paralegal Consulting, Inc. This individual course is approved for 1 CLE, including 0 ethics and 0 non-substantive.

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.

State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.

NALS: This course is approved by NALS as part of the 2023 Paralegals Navigating Perilous Waters Cruise Event, sponsored by Perfectly Paralegal Consulting, Inc. This individual course is approved for 1 CLE, plus 0 ethics and 0 non-substantive (for a total of 1 hour)

North Carolina: The North Carolina State Bar Board of Paralegal Certification has approved this individual class for 1 general hours and 0 ethics hours (for a total of 1 hours). North Carolina provides an annual approval which expires April 27, 2024 unless renewed. Renewal Pending.

South Carolina: Pending