Insurance and Personal Trusts

Sponsors

This webinar is sponsored by The Andover Companies, Cross Insurance, Safety Insurance, & Vermont Mutual Insurance Group.

Credit Notes
Approved for 2 Producer CE credits in CT, ME, MA, NH, RI & VT.

Instructors
Kym Martell

Class Dates
Thursday, October 19, 2023
1:00 PM – 3:00 PM

Location
ONLINE via GoToWebinar

Course Description

This webinar reviews the elements of a personal trust and the insurance implications. Many people today are using trusts to protect their personal assets which can create additional loss exposures. Discussion will include defining the different types of trusts, the need for insurance coverage, and possible insurance solutions provided through personal lines policies. We will review available endorsements and risk management solutions.

Regular Price: $75.00
Member Price: $50.00
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Description

Sponsors

This webinar is sponsored by The Andover Companies, Cross Insurance, Safety Insurance, & Vermont Mutual Insurance Group.

Credit Notes
Approved for 2 Producer CE credits in CT, ME, MA, NH, RI & VT.

Instructors
Kym Martell

Class Dates
Thursday, October 19, 2023
1:00 PM – 3:00 PM

Location
ONLINE via GoToWebinar

Course Description

This webinar reviews the elements of a personal trust and the insurance implications. Many people today are using trusts to protect their personal assets which can create additional loss exposures. Discussion will include defining the different types of trusts, the need for insurance coverage, and possible insurance solutions provided through personal lines policies. We will review available endorsements and risk management solutions.