Meeting Archive:
Executor Insurance - Mitigating Risk on Estate Files


Meeting Description:

In this user-friendly online training session, you will learn how ERASSURE® Executor Errors and Omissions Insurance protects YOU and your executor clients. You will learn why it is essential for all estates to have the protection of an ERASSURE® policy. It will help you understand the implications of an E&O Professional Insurance claim as well as how Executors Insurance can mitigate your own risk while handling estates.

 

Continuing Professional Development (CPD) Details

Our program is accredited for CPD credits in the following provinces: Ontario (please note that this program is not accredited for Professionalism hours or for the New Member Requirement in Ontario); Alberta; British Columbia; Saskatchewan and New Brunswick.

The following provinces do not have mandatory CPD requirements but we encourage you to include our session in your annual education plan: Manitoba; Newfoundland; Nova Scotia; PEI; Yukon; Northwest Territories and Nunavut.

Details
Date: Wed, Feb 15, 2012
Time: 11:00 AM EST
Duration: 1 hour
Host(s): Jane Tracogna and Seleena Reid
 Presenter Information
Jane Tracogna
 

Jane is our Director of Business Development.

 

Her extensive experience as an adult learning facilitator in both the insurance and travel industries makes her the ideal host for our training sessions. 

 

In addition, Jane is a Registered Insurance Broker who is available to help you understand how ERASSURE® Executor Errors and Omissions Insurance can help mitigate YOUR own E&O risk.


Seleena Reid, CAIB
 

Seleena is an insurance service consultant in our Kitchener, Ontario location.

 
In addition, Seleena has extensive experience as a customer service specialist and can help you mitigate your risks when handling estate files.