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VIEW SESSIONS BY LEARNING TRACK >>>REGISTER! |
Friday 3:30 pm – 4:30 pm
Insuring Trusts and the Personal Lines Homeowners Customer CEUs: 1 Speaker(s): Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW, President of Insurance Education & Training Associates What is a trust? Are they really “no big deal” as our homeowner customers have been told – often by their attorney? Does it make a difference as to whether the insured is covered by the 1991, 2000, 2001 or 2011 HO policy? What ISO HO trusts endorsements are available and when do we need to use them? Come spend an hour and have the Trust issue demystified.
Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW, President of Insurance Education & Training Associates
Robin Federici is the founder and president of Insurance Education & Training Associates, LLC, headquartered in North Kingstown, Rhode Island. IETA is a provider of CE approved P & C insurance educational programs. She formed IETA in 2003, after serving the Independent Insurance Agents of Rhode Island for sixteen years, first as Director of Education and subsequently as Assistant Executive Vice President. This followed a lengthy career in both underwriting and sales with insurance agencies and companies. In addition to presenting seminars and workshops on a broad range of topics, Robin is a certified instructor for the Swiss Re Errors & Omissions program. She facilitates the Associate in Insurance Services (AIS) designation program and the Accredited Adviser in Insurance (AAI) designation program, where she has achieved a 100% pass rate since 2008. Robin is a technical insurance and agency management expert with the IIABA Virtual University. This role, coupled with her extensive background in both the agency and company ranks and her love of teaching, adds a unique dimension and immediate and practical value to the programs she presents to insurance professionals.
SPEAKER(s)ALSO PRESENTING:
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Massachusetts Association of Insurance Agents | 91 Cedar Street | Milford, MA 01757 | massagent.com® |