The BIG Event 2017: MAIA's Annual Convention and Trade Show
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ALL Sessions

Exhibit Hall
Licensing Program
Sales & Marketing Track
Personal Lines
Commercial Lines
Personal & Commercial Lines
Personal & Career
Receptions/Food Functions

Thursday, Oct 26
Friday, Oct 27
Saturday, Oct 28
Sunday, Oct 29


 Friday, Oct 27th
3:45 pm - 4:45 pm

Why in the World Does an Insured Need an Umbrella Policy For and Why Should We Sell One
CEUs: 1

Speaker(s): Marshall Katz, MS, CIC, LIA, AAI, LUTC

Attend to discuss the problems with an insured just having an auto and property form from a coverage perspective for the insured and errors and omissions perspective for the agency. All agency and company employees should attend.

Marshall currently teaches fulltime for MAIA on a variety of subjects from personal lines licensing to CISR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes for 24 years and has since sold the agency to be able to concentrate on facilitating classes. All though he is now back writing insurance for select accounts through a local agency.

Marshall has a Bachelors degree from Clark University with a major in accounting and a Masters degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA and CT and a licensed insurance advisor in MA and an avid golfer and woodworker.

Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint that I might have, feel free to email me your request:

State Mandated Training: Fraud
State Mandated Training: Ethics 2017
What Does the MA Homeowner Get After a Loss to Their Dwelling? … Maybe Not What They Think
Are There Any Issues With Using The Dwelling For Business? What About the Detached Garage?
Why I like the Countrywide PAP Over the MAP and Shouldn't We be Using The PAP Anyway
Flood - The History, Details, Marketing and Selling of Flood Insurance
FLOOD - Policy Details We and the Consumer Need to Know
FLOOD - The CBRA Property that Will Give You an E & O Claim
Snowbirds Have Issues and They Probably Don't Know It, But We May Have a Fix
It's My Personal Property...My Homeowners Covers It
Game Day 2017!

Sponsored by...
Central Insurance Companies


The Big Event is hosted by ...
Massachusetts Association of Insurance Agents
91 Cedar Street Milford, MA 01757
800-742-6363 | 508-634-2900®