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Insurance Agents

Epstein Becker & Green

Texas Judge Sides with Challengers on CMS Rule Limiting Medicare Agent/Broker Payments

While the Supreme Court decision in Loper Bright Enterprises v. Raimondo was making headlines, other courts were considering recent regulations of another agency—the Centers for Medicare and Medicaid Services (CMS)—that are...more

Goldberg Segalla

[Webinar] Medicare Tune Up: Boosting Efficiency and Minimizing Costs - August 8th, 12:00 pm - 1:00 pm EDT

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As Medicare secondary payer penalties take effect this fall, find out what’s new, what’s on the horizon, and what to watch out for to avoid pitfalls. Join Goldberg Segalla partners Philip Unwin and Jennifer Santoro for a free...more

Manatt, Phelps & Phillips, LLP

Allstate Faces Liability For Agents’ Calls

An insurance company is on the hook for calls made by its agents after a decision from a federal court in Illinois. Two Allstate agents in Texas, Jason Fleming and Daniel Gilmond, hired Transfer Kings to place calls on...more

Faegre Drinker Biddle & Reath LLP

The New Fiduciary Rule (36): Confusion about Annual Retrospective Reviews

The Department of Labor has issued its final regulation defining fiduciary status for investment advice to retirement investors and the related exemptions for prohibited conflicts—PTE 2020-02 and 84-24. The exemptions provide...more

Goldberg Segalla

[Webinar] Reinsurance 101: An Overview of Important Concepts - June 18th, 12:00 pm - 1:00 pm EDT

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While reinsurance deals with some of the most complex risks in the insurance system, understanding reinsurance doesn’t have to be complex. Join Goldberg Segalla partners Bruce Engel and Larry Mason as they present an overview...more

Goldberg Segalla

[Webinar] Labor Law Update: Spring 2024 - April 16th, 12:00 pm - 1:00 pm EDT

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Goldberg Segalla partners Theodore W. Ucinski and Kelly A. McGee will discuss the basics of NY Labor Law §§ 240(1), 241(6), and 200, as well as recent cases of interest from the Court of Appeals and Appellate Division. This...more

Marshall Dennehey

Court Reiterated Prevailing Standard in Pennsylvania for Establishing Existence of ‘Special Relationship’ Between Insurance...

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Mohanan, et al. v. Liberty Mutual Personal Insurance Company, 2023 WL 8026106 (E.D. Pa. Nov. 20, 2023) - The court granted the defendant’s motion to dismiss to strike references to a “special relationship” owed to the...more

Lewitt Hackman

Franchisee 101: Insurance Franchisor Cannot Mitigate Franchise Claims

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A Wisconsin federal district court allowed an insurance company’s field representative’s allegations that his representation agreement was an unregistered franchise to proceed beyond the pleading stage....more

Goldberg Segalla

[Webinar] Labor Law Update: Fall 2023 - December 12th, 12:00 pm - 1:00 pm EST

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Goldberg Segalla partners Theodore W. Ucinski and Kelly A. McGee will discuss the basics of NY Labor Law §§ 240(1), 241(6), and 200, as well as recent cases of interest from the Court of Appeals and Appellate Division. This...more

Carlton Fields

DOL Tries Once Again To Define What Constitutes Investment Advice Under ERISA

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On Friday, November 3, the Federal Register published the U.S. Department of Labor’s (DOL) latest attempt to redefine who is an “investment advice fiduciary” under ERISA. In conjunction with the regulatory proposal, the...more

DRI

[Event] Insurance Coverage and Practice Symposium - November 29th - December 1st, New York, NY

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DRI's Insurance Coverage and Practice Symposium is the flagship educational and networking program for insurance executives, claims professionals, and outside counsel who specialize in insurance coverage. This year's...more

DRI

[Event] Retail and Hospitality Seminar - November 15th - 17th, Austin, TX

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Join us for the 2023 Retail and Hospitality Litigation Seminar in Austin, Texas—a vibrant and eclectic city with a thriving music scene, a diverse population, and a beautiful downtown with a wide variety of dining and...more

Stikeman Elliott LLP

New GST/HST Notice on Services Provided by Insurance Intermediaries

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In July 2023, the Canada Revenue Agency (“CRA”) released GST/HST Notice 325 (the “Notice”) with respect to services provided by certain insurance intermediaries. The Notice essentially makes official the 180-degree turn the...more

Goldberg Segalla

[Webinar] Handling Trucking Claims: A Primer on Common Liability and Coverage Issues - June 27th, 12:00 pm - 1:00 pm ET

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Attorneys from Goldberg Segalla’s Global Insurance Services and Transportation practice groups will provide a free, interactive webinar on some of the common liability and coverage issues arising from claims involving...more

Polsinelli

New York Department of Financial Services Announces a $1.9 Million Settlement With Insurance Agency For Violations of New York’s...

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The New York Department of Financial Services (“NYDFS”) recently announced it has entered into a Consent Order with an insurance agency for alleged violations of New York’s Cybersecurity Regulation (the “NY Cybersecurity...more

ArentFox Schiff

NYS DFS scores Big Win in New York Court of Appeals

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On October 20, 2022, the New York Court of Appeals ― the highest court in New York ― issued its opinion in In the Matter of Independent Insurance Agents and Brokers of New York Inc., et al. v. New York State Department of...more

Adams and Reese LLP

You Can’t Get What You Don’t Ask For

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You Can’t Get What You Don’t Ask For: U.S. Fifth Circuit Declines to Impose “Heightened Duty” on Insurance Agents and Brokers to Procure Coverage Not Specifically Requested by their Customers...more

Farella Braun + Martel LLP

Fire Preparedness for Vineyards and Wineries

Winter, spring, summer, fire season, and fall – as Californians, we have all become accustomed to a fifth season – fire season. Even worse, fire season was once confined to just a few months, but now is a threat for most of...more

Stikeman Elliott LLP

British Columbia Conducts Consultation on Restricted Licence Regime for Incidental Sellers of Insurance

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British Columbia’s Ministry of Finance is conducting a consultation on the adoption of its proposed restricted insurance agent licensing regime for incidental sellers of insurance. The proposal is similar to what is already...more

Miller Nash LLP

[Webinar] Leveraging Claims Handling Requirements to Get Results - February 23rd, 9:00 am - 10:30 am PST

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Insurance companies are notorious for putting policyholders through the wringer when a claim is made. Learn how to push back and better advocate for yourself and your clients in this fast-paced webinar led by some of the...more

Faegre Drinker Biddle & Reath LLP

Insurance Agents as Independent Contractors: Best Practices To Preserve This Status

There are multiple benefits to insurance companies from utilizing an independent contractor model with its insurance agents. These include, for example, typically not having to supply office space, equipment or benefits, as...more

Foley & Lardner LLP

The Consolidated Appropriations Act’s Compensation Disclosure Provisions from a Carrier and Plan Service Provider Perspective

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...The Consolidated Appropriations Act, 2021, Public Law 116-260 (CAA) sets forth new compensation disclosure requirements that apply to brokers and consultants with respect to both fully-insured and self-insured group health...more

Clark Hill PLC

Insurtech Briefly Podcast - Anti-Rebating Statutes (Part 2)

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In this episode, Robert Tomilson and Scott Galla continue their discussion of anti-rebating statutes. DISCLAIMER – No information contained in this Podcast or on this Website shall constitute financial, investment, legal...more

Clark Hill PLC

Insurtech Briefly Podcast - Anti-Rebating Statutes (Part 1)

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In this episode, Robert Tomilson and Scott Galla explore the purpose of anti-rebating statutes, regulations that bar insurance producers and agents from giving gifts or sharing commission. DISCLAIMER – No information...more

Mitchell, Williams, Selig, Gates & Woodyard,...

LEGAL ALERT: Big Licensing Changes for Texas Insurance Professionals

On September 1, 2021, Texas HB 4030 went into effect, bringing with it several significant changes for Texas licensed (resident and non-resident) insurance professionals. As summarized below, HB 4030 implements several...more

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