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Personal Lines Umbrella

This course is geared to all agency personnel who need to be walked through the parts of an  an umbrella liability policy and know the information needed to write one and the issues in writing and renewing them. It may also be a good reminder to the experienced insurance professional as to why we should sell one to everyone. This is a VIDEO presentation.

  • Explain Key Definitions
  • Describe reasons for purchasing Personal Umbrella coverage
  • Identify the steps in qualifying an insured for a Personal Umbrella policy
  • How does a policy coordinate with underlying – case studies
  • Describe reasons to sell a Personal Umbrella policy
  • Describe key language found in ISO’s October 2006 Umbrella policy
  • Excess and surplus lines

Cancellation/Refund Policy: There will be a $35.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrants: Please call 48 hours in advance of a class to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Book Options:  A pdf manual is available for this class at no extra charge. Should you choose this option at checkout, you will receive an email with a link to download the pdf three days prior to the class date. If you choose to purchase a Hard Copy Book for an additional $10, it will be available for you at the class site.

Date:  September 19, 2017

Time:  9:00 AM – 12:00 PM

Please call 48 hours in advance for availability. A $10.00 charge will be added to all registrations received within 24 hours of class.
Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $55.00 members / $110.00 non-members

CEUs: 3 – please note that CEUs need to be added to your order when you check out.

GL Number: 251919        Prometric Number: C01749


CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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