Insurance Law

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Insurance Law for Non-Insurance Lawyers

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Trevor Threet
Ricardo Aponte-Parsi
Michael Needleman
Meagan Cyrus
With Trevor R. Threet from Threet Injury Attorney + 4 others

Fri, Aug 14, 00:00 AM – 00:00 PM

Product ID 102226

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$429

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Overview

Stop Leaving Insurance Money on the Table

Coverage is rarely top-of-mind - until it isn't there. This practical boot camp is designed for non-insurance lawyers who want to quickly spot coverage issues, preserve insurance dollars, and drive better outcomes. You'll learn how to read policies, understand trigger and duty-to-defend dynamics, and evaluate policy limits and reserves. The program also covers negotiating claims with insurance companies, recognizing bad faith exposure, and avoiding common contractual insurance pitfalls. Protect coverage before it disappears - register today!

  • Learn how to read and analyze insurance policies quickly, without getting lost in the jargon.
  • Spot insurance issues early - before the carrier uses them to deny or limit payment.
  • Increase settlement leverage by understanding reserves, limits, and how insurers evaluate claims.
  • Anticipate when insurance carrier conduct rises to the level of bad faith.
  • Examine indemnity and contract insurance provisions that hold up when a claim hits.

This program was designed in conjunction with NBI's esteemed 2023-2026 Content Advisory Committee Member Robert J. Kasieta.

Abbreviated Agenda

  1. How to Read an Insurance Policy
  2. Key Coverage Types and Coverage Killers: Exclusions, Notice, Consent, and Allocation
  3. Trigger and Duty-to-Defend Issues
  4. Claims Valuation, Reserves, and Policy Limits Strategy
  5. Demand Letters and Negotiating With Insurance Adjusters: Dos and Don'ts
  6. Bad Faith and Extra-Contractual Exposure: What It Is and What it Isn't
  7. Insurance Issues in Transactions and Contracts

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102226

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. How to Read an Insurance Policy

    1. Declarations
    2. Insuring Agreement
    3. Who Qualifies as an "Insured"
    4. Definitions
    5. Exclusions
    6. Conditions
    7. Endorsements and Riders
    8. Policy Interpretation Principles

  2. Key Coverage Types and Coverage Killers: Exclusions, Notice, Consent, and Allocation

    1. Commercial General Liability (CGL)
    2. Personal Liability Policies
    3. Professional Liability
    4. Other High-Frequency Policies
    5. Post-Claim Coverage Killers (Notice, Consent, Cooperation, Allocation)

  3. Trigger and Duty-to-Defend Issues

    1. Occurrence vs. Claims-Made Policies
    2. The Duty to Defend vs. the Duty to Indemnify
    3. Reservation of Rights
    4. Conflict/Independent Counsel
    5. Choice of Counsel Provisions vs. Panel Counsel

  4. Claims Valuation, Reserves, and Policy Limits Strategy

    1. How Insurers Value Claims
    2. The 411 on Reserves
    3. Policy Limits Explained
    4. Stacking
    5. Burning Limits vs. Non-Burning Limits
    6. When to Demand Limits and When Not to

  5. Demand Letters and Negotiating With Insurance Adjusters: Dos and Don'ts

    1. Demand Letters: What Works, What Doesn't
    2. Understanding Adjuster Incentives and Decision-Making
    3. Getting Information Carriers Won't Volunteer
    4. Applying Strategic Pressure
    5. Responding to Lowball Offers and Delay Tactics
    6. How Subrogation Affects Settlement Dynamics

  6. Bad Faith and Extra-Contractual Exposure: What It Is and What it Isn't

    1. Failure to Investigate
    2. Failure to Timely Respond
    3. Failure to Pay Claims in Undisputed Part
    4. Arbitrary Claim Denials

  7. Insurance Issues in Transactions and Contracts

    1. How Contractual Indemnity and Insurance Interplay
    2. Additional Insured Issues
    3. Waivers of Subrogation
    4. Priority of Coverage
    5. Certificates of Insurance (COIs)

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Trevor R Threet
Trevor R.
Threet
Threet Injury Attorney
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Michael J Needleman
Michael J.
Needleman
Reger Rizzo & Darnall LLP
MC
Michael J.
Class
Shumaker, Loop & Kendrick, LLP
Meagan R Cyrus
Meagan R.
Cyrus
Shumaker, Loop & Kendrick, LLP
Speaker bio
Trevor R Threet

Trevor R. Threet

Threet Injury Attorney
Trevor Threet

is a trial attorney at his firm Threet Injury Attorney. He earned his bachelor's degree from Nankai University and his J.D. degree from Charleston School of Law. Mr. Threet is admitted to practice law in South Carolina.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
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; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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Speaker bio
Michael J Needleman

Michael J. Needleman

Reger Rizzo & Darnall LLP
Michael Needleman

is a partner in the Philadelphia Office of Reger Rizzo & Darnall LLP. He is a member of the litigation, insurance, employment practices, and corporate and business services groups. Mr. Needleman has extensive experience handling insurance defense, insurance coverage, employment litigation, and complex commercial litigation matters, including litigating franchise dispute matters. He practices in the Commonwealth of Pennsylvania, New Jersey and District of Columbia, and has extensive trial experience. Mr. Needleman is a member of the Philadelphia Volunteer Lawyers for the Arts and is occasionally appointed by the District Court for the Eastern District of Pennsylvania to assist in civil rights cases. He earned his B.A. degree from American University and his J.D. degree from Widener University School of Law.

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Speaker bio
MC

Michael J. Class

Shumaker, Loop & Kendrick, LLP
Michael Class

is a member of the Litigation & Disputes Service Line at Shumaker, Loop & Kendrick, LLP. He focuses his practice on insurance recovery. Mr. Class regularly assists policyholders in complex recovery efforts under property, commercial liability, and business interruption policies among others, from the inception of the claim through the final settlement. He earned his B.S. degree from The Ohio State University and his J.D. degree from The Ohio State University Moritz College of Law. Mr. Class is admitted to practice law in Ohio.

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Speaker bio
Meagan R Cyrus

Meagan R. Cyrus

Shumaker, Loop & Kendrick, LLP
Meagan Cyrus

is a partner at Shumaker, Loop & Kendrick, LLP. A member of Shumaker's Litigation & Disputes Service Line, Ms. Cyrus' practice focuses on complex insurance coverage disputes and bad faith litigation. She represents clients in federal and state courts from New York to Hawaii, as well as internationally. Ms. Cyrus received her B.A. from The Ohio State University and her J.D. from The Ohio State University Moritz College of Law. During law school, she was Managing Editor of the Ohio State Law Journal.

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