This course is also available in the 2023 Paralegal Cruise Bundle.

Ivan Cohen presents Insurance Agents & Brokers: Standard of Care, for all legal professionals.

During this presentation, Mr. Cohen discussed:
• The basis of E & O claims
• The difference between an agent and broker
• How to identify the relationship(s) between the agent and/or broker and the insured
• The features and potential duties that an agent or broker may owe to an insured based on the type of relationship and specific circumstances that formulate the standard of care

Course Format

This is an on demand seminar – you’ll receive immediate access to the on demand recording and a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.

Video length: 60 Minutes

Continuing Legal Education Credit (CLE)

NALA CP or ACP: This program meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential. This program is pre-approved by NALA for 1.0 hours of substantive CLE.

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NALS – This program is approved by NALS for 1.0 CLE Hour.

NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.

State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.

Meet your Speaker

Ivan Cohen has 38 years of experience as an insurance agent and broker. He is the president of The Cohen-Putnam Agency, Ltd. Mr. Cohen was a senior adjunct professor of insurance for thirteen years at Westchester Community College. He is currently a subject matter expert for the New York State Department of Financial Services and is on the Insurance Exam Review Committee.