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Overview
Insurance Law Essentials: From Policy Basics to Claims
Unlock the essentials of insurance law in this comprehensive, practical course! Clarify key policy components, common terms, and industry-standard forms. Navigate critical issues like defense, indemnity, and good faith - supported by real case law. And learn how to identify and respond to bad faith claims practices.
Whether you're analyzing policies, trying to trigger coverage, navigating claims disputes, or addressing insurer misconduct, this engaging CLE will make insurance law approachable and actionable. Register today!
- Understand the key building blocks of insurance policies to better interpret coverage.
- Recognize how ISO and AAIS forms affect policy interpretation and claims handling.
- Grasp insurers' and insureds' legal duties with real-world case examples.
- Equip yourself with strategies to handle delays, denials, and refusals to settle.
- Navigate the ethical complexities unique to insurance defense and coverage work.
Abbreviated Agenda
- Anatomy of a Policy: Declarations, Insuring Agreements, Exclusions, Conditions, and Endorsements
- What to Know About Insurance Services Office (ISO) and American Association of Insurance Services (AAIS) Forms
- "Occurrence" and Beyond: Common and Contested Terms - Defined
- Duties in the Insurance Relationship: Defense, Indemnity, Good Faith, and Policyholder Obligations (With Case Law)
- "Delay, Deny, Defend": The "Playbook" and Pushback
- Conflicts, Confidentiality, and Candor: Legal Ethics Challenges in Insurance Law
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 11-24-2027 |
| Alaska CLE |
|
6 Total | 11-24-2027 |
| Alabama CLE |
|
6 Total | 12-31-2026 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 11-24-2027 |
| California CLE |
|
6 Total | 11-24-2027 |
| Colorado CLE |
|
7 Total | 12-31-2027 |
| Connecticut CLE |
|
6 Total | 11-24-2027 |
| Delaware CLE |
|
6 Total | 11-24-2027 |
| Florida CLE |
|
7 Total | 05-31-2027 |
| Georgia CLE |
|
6 Total | 12-31-2027 |
| Hawaii CLE |
|
6 Total | 11-24-2027 |
| Iowa CLE |
|
6 Total | 11-24-2026 |
| Idaho CLE |
|
6 Total | 11-24-2030 |
| Illinois CLE |
|
6 Total | 11-23-2027 |
| Indiana CLE |
|
6 Total | 11-24-2026 |
| Kansas CLE |
|
7 Total | 11-23-2026 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Louisiana CLE |
|
6 Total | 11-24-2026 |
| Maine CLE |
|
6 Total | 11-23-2027 |
| Minnesota CLE |
|
6 Total | 11-24-2027 |
| Missouri CLE |
|
6 Total | 11-24-2027 |
| Northern Mariana Islands CLE |
|
6 Total | 11-24-2027 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 11-24-2028 |
| North Carolina CLE |
|
6 Total | 02-28-2027 |
| North Dakota CLE |
|
6 Total | 11-24-2028 |
| Nebraska CLE |
|
6 Total | 11-24-2027 |
| New Hampshire CLE |
|
6 Total | 11-24-2028 |
| New Jersey CLE |
|
7.2 Total | 08-11-2026 |
| New Mexico CLE |
|
6 Total | 11-24-2027 |
| Nevada CLE |
|
6 Total | 11-24-2028 |
| New York CLE |
|
7 Total | 11-24-2028 |
| Ohio CLE |
|
6 Total | 12-31-2026 |
| Oklahoma CLE |
|
7 Total | 11-24-2027 |
| Oregon CLE |
|
6 Total | 11-24-2028 |
| Pennsylvania CLE |
|
6 Total | 11-24-2027 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2026 |
| Tennessee CLE |
|
6 Total | 11-23-2027 |
| Texas CLE |
|
6 Total | 10-31-2026 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 11-24-2027 |
| Washington CLE |
|
6 Total | 11-23-2030 |
| Wisconsin CLE |
|
7 Total | 12-31-2026 |
| West Virginia CLE |
|
7.2 Total | 11-24-2027 |
| Wyoming CLE |
|
6 Total | 08-12-2026 |
| Delaware Certified Paralegal Program |
|
6 Total | 11-24-2026 |
| Florida Registered Paralegal |
|
6 Total | 11-24-2026 |
| Indiana Paralegal CLE |
|
6 Total | 11-24-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 11-24-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 11-24-2027 |
| Ohio Certified Paralegals |
|
6 Total | 11-24-2026 |
| NFPA |
|
0 Total | 11-24-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 11-24-2027 |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Anatomy of a Policy: Declarations, Insuring Agreements, Exclusions, Conditions, and Endorsements
-
What to Know About Insurance Services Office (ISO) and American Association of Insurance Services (AAIS) Forms
-
"Occurrence" and Beyond: Common and Contested Terms - Defined
-
Duties in the Insurance Relationship: Defense, Indemnity, Good Faith, and Policyholder Obligations (With Case Law)
-
"Delay, Deny, Defend": The "Playbook" and Pushback
-
Conflicts, Confidentiality, and Candor: Legal Ethics Challenges in Insurance Law
- Conflicts of Interest in Insurance Defense and Coverage
- Confidentiality and Client Communication
- Candor and Truthfulness
- Professionalism in Insurer-Policyholder Disputes
Who Should Attend
This program is designed for attorneys. Claims professionals and paralegals may also benefit.
Speakers
Speaker bio
Kate Feroleto
practices with Feroleto Law in Buffalo, New York, a respected firm that has been representing victims of accidents and injuries for over 30 years. Drawing on her prior experience working at defense firms, Ms. Feroleto brings unique insight into how insurance companies evaluate and attempt to minimize claims. She is a dedicated advocate for individuals facing difficult circumstances and takes pride in guiding her clients through what can often be a stressful and unfamiliar legal process. Ms. Feroleto is admitted to practice in New York and is a member of the Academy of Truck Accident Attorneys. She has been recognized by the New York State Bar Association and has presented at both national and state legal conferences. She earned her J.D. from SUNY Buffalo Law School and holds degrees from Canisius College and the Buffalo Academy of the Sacred Heart.
Speaker bio
Jeremy A. Stephenson
is a partner with the law firm of Lewis Brisbois Bisgaard & Smith LLP in Charlotte, North Carolina, where he provides counseling and litigation services to management clients in employment and related corporate matters. He has successfully defended employers before administrative agencies around the country, and the state and federal courts in North Carolina, against claims of employment discrimination, wrongful termination, breach of contract, wage and hour violations, non-compete agreements, trade secrets, and related business litigation. Mr. Stephenson regularly publishes articles and is invited to speak on topics of employment law, litigation and trial tactics, insurance law, and corporate risk management topics. He is a recent past president of the Charlotte Area Society of Human Resource Managers and is currently the Government Affairs Director for NCSHRM. Mr. Stephenson has extensive experience providing insurance coverage counseling and litigation services on employment practices liability insurance (EPLI), directors and officers (D&O), general liability (GL), errors and omissions (E&O), and other lines of coverage. He litigates in the state and federal courts of North Carolina in cases pertaining to professional liability, products liability, and other areas of civil and corporate liability. Mr. Stephenson earned his B.A. degree from the University of Virginia and his J.D. degree from Loyola University Chicago School of Law.
Speaker bio
Daniel M. Schiavetta
is of counsel at Russo & Gould LLP. He specializes in nursing home and adult residential facility defense and has wide experience in appellate and insurance coverage litigation. Mr. Schiavetta has prosecuted rescission, declaratory judgment and interpleader actions in state and federal court on behalf of various insurers; and has tried cases involving medical malpractice and premises liability. He gives presentations to nursing homes as to charting and litigation issues, and is responsible for two changes in case law. Mr. Schiavetta earned his B.A. degree from State University of New York and his J.D. degree from the University of California, Davis School of Law. He is admitted to New York and New Jersey federal courts, and Second Circuit Court of Appeals and Third Circuit Court of Appeals. Mr. Schiavetta is a member of the Westchester County Bar Association, New Rochelle Bar Association and Defense Research Institute. His recent book, The Supreme Court for Short Attention Spans, is available on Amazon.
Speaker bio
Ricardo Aponte-Parsi
is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.
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