Evaluating and Protecting The Lifestyle

image
$525.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Evaluating and Protecting The Lifestyle
Programs Certified Personal Risk Manager (CPRM)
Start Date Jun 16, 2020
End Date Jun 18, 2020
Learning Options Traditional Classroom

Download Agenda

Register
Topics Covered:

  • Marine/Aircraft/Crew; Activities and Hobbies
  • Home/Family Businesses; Farming; Ranching; Equine
  • Kidnap & Ransom
  • Directors & Officers
  • Employment Exposures – Domestic Employees; EPLI; Workers Compensation; Other
Lake Buena Vista, FL
June 16-18, 2020
7:00 AM Registration
Disney's Boardwalk Inn
2101 North Epcot Resorts Boulevard
Lake Buena Vista, FL 32830
407-939-6200

Adequately protecting the “lifestyle” of the Personal Lines client is the focus. You will learn to evaluate often specialized coverage needs and gather the necessary information used by companies to adequately insure these exposures.

Topics Covered: Covered:

  • Marine/Aircraft/Crew; Activities and Hobbies
  • Home/Family Businesses; Farming; Ranching; Equine
  • Kidnap & Ransom
  • Directors & Officers
  • Employment Exposures – Domestic Employees; EPLI; Workers Compensation; Other
Faculty

Faculty Name

Kathryn Norris

Bio Detail

Kate Norris is VP, Family Office Practice Leader for North America, Personal Risk Services with CHUBB. With experience in the industry since 1998, years of industry experience, Kate focuses on ultra-high net worth personal insurance- specifically, family office clients. She has an established track record working with family offices and is responsible for collaborating with agents and brokers to develop strategic opportunities that meet the unique needs of their family office clients. Based in the CHUBB Private Risk Services office in Chicago, Kate brings in-depth knowledge of the financial services industry and family office environment. Using her experience working with families, Kate advises agents and brokers, family offices and centers of influence about the special risks faced by ultra-high net worth families and how CHUBB Private Risk Services can better serve their needs. Kate specializes in Family Office, Personal Risk Management, Personal Liability Risk, Private Jets, Yachts, Collector Autos, International Homes, Wine, Jewelry, Collections, and Professional Liability. Kate most recently worked as a private client advisor at Hub International Insurance Brokers. Prior to that, she held leadership roles at the Insurance Design Center, LLC, Family Office Exchange, LLC (FOX), and Bernstein Investment Research and Management. Kate is a licensed Property and Casualty broker in Illinois and holds a Bachelor's degree in Liberal Arts and Science from the University of Kansas. She also serves on the leadership board of the CIPC, earned the CPRM designation in July of 2016, and earned the CAPI designation in December of 2017.

Faculty Name

Mark Fredricksen

Bio Detail

In his 40 years in the Insurance Industry, Mark D. Fredricksen has made a name for himself in the animal mortality and agricultural markets. In 1986 Mark established Mark D. Fredricksen Insurance Services, Inc., and in 1993 acquired equine retailer Peterson, McAnally and Tabor. In 2007 Mark was acquired by Hub International Insurance Services, a global leader in the Insurance industry completing a merger which created one of HUB' s first wholesale operations. Mark finds his work most fulfilling when he has the opportunity to work with other brokers who may be unfamiliar with the Agri/Equine marketplace, or have limited access to markets. In these situations, Mark can work as a consultant with Brokers to assist them with form and carrier recommendations. Some of the highlights of his nearly 40 years in the insurance industry include: earning his Certified Insurance Counselor designation, 1986; being President of the Thoroughbred Racing and Breeding Safety Association; giving expert witness testimony in equine related cases and facilitating carrier seminars. Mark is also aware of the value of community, be it the community he lives in or the community he works within, therefore he keeps honesty and integrity in the forefront of all his personal and work related dealings.

Faculty Name

Rose Marie Norman

Bio Detail

Rose Marie Norman graduated in 2006 with a Bachelor of Science in Aerospace Studies and minors in Aviation Business Administration, Space Studies, and Mathematics. Since 2011 she has served as a Broker for Aon Risk Solution's Aviation Practice Group. Rose Marie brokers and acts as an account manager for several key Aon clients, including risks written for Aviation Products, Completed Operations, & Grounding Liability, Workers Compensation, Airport Liability, Aircraft Hull & Liability, Charter Liability, Airline Leasing Liability, Unmanned Aircraft Systems (UAS) Liability, and Non-Owned Aircraft Liability for single line and quota share placements. She has also worked on the day-to- day contractual advisement and certificate issuance of several of Aon's airport, aviation manufacturing, airline leasing, and commercial airline clients. Rose Marie is a licensed Property & Casualty General Lines Agent in the state of Texas and holds over 30 non-resident licenses. Rose Marie earned her Certified Insurance Counselor (CIC) designation and Certified Aviation Insurance Professional (CAIP) designation in 2014. Prior to Aon, Rose Marie began her career in aviation insurance at Leading Edge Insurance Agency in Colorado Springs, Colorado and worked as a Human Resources Recruiter for Xanterra Parks & Resorts in Yellowstone National Park. Aviation has always been a part of Rose Marie's life and she even took her first flying lesson when she was 15 years old as a member of the Civil Air Patrol. She is currently a member of Women in Aviation International and the North Texas Council of Governments UAS Safety & Integration Task Force. She has also served on the Board of Directors and Advisory Council for Dreams Soar, Inc., a non-profit organization which works to inspire and provide mentorship for the next generation of aviation and STEM (science, technology, engineering, and mathematics) professions. In her roles within Dreams Soar, she has provided broking and insurance risk advisement and coordinated international outreach with partners, such as the International Civil Aviation Organization (ICAO, a specialized agency of the United Nations), various international civil aviation authorities, and aviation and STEM related businesses and professional organizations.

Faculty Name

Robert Ray

Bio Detail

Bob Ray, a second generation insurance professional, has been employed in the insurance industry since 1973. A graduate of Jacksonville University, he has also completed insurance-related courses at Crawford & Company, Lumberman's Underwriting Alliance, and the National Institute of Occupational Safety & Health. Bob's career has spanned all aspects of the insurance industry. He began his career as a claims adjuster and property appraiser for Crawford & Company. In 1974, Universal Underwriters hired Bob to develop the Accident Prevention & OSHA Inspection Program for the Florida Automobile Dealers Association Self-Insurance Fund. While there, he served as Divisional Underwriting Manager for the Western Division and Divisional Executive Assistant for the Western & Southern Divisions. During this time, he co-authored "Unicover IV & V," a package policy developed exclusively for franchised automobile dealers. In 1987, Bob assisted in the creation of a new professional liability insurance carrier, RUMGER Insurance Company, later purchased by Great American Insurance Company. He authored their easy-to-read professional liability insurance policies - Pro-Law & Pro-Med for lawyers and physicians respectively. In June 1993, Bob joined National Risk Management & Associates. In addition to providing insurance products and services, Bob frequently testifies as an insurance expert in many states as well as federal courts. His clients have included the Orlando International Airport, Walt Disney's Epcot Center, Commercial Carrier Corp, Nichols Campbell & Morrow (NCM), and several insurance carriers and law firms. He has developed and drafted policy language and state filings for specialized markets including New & Used Car Dealers Package, eBusinessowners & eProfessional Liability, and Insurance Agents, Lawyers and Physicians Professional Liability policies.