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Legal Pitfalls Arising from Broker-Agent Transactions

PDF American Agents Alliance Convention & Expo
Palm Desert, CA
September 25, 2015

Jeffery Farrow, Mark Robinson and Todd Stitt spoke on "Legal Pitfalls Arising from Broker-Agent Transactions," at the American Agents Alliance's 2015 Annual Convention and Expo. The presentation gave a narrative examination of legal issues that arise in a typical transaction where a broker-agent sells a policy to a business. Through the use of entertaining hypothetical transactions (that are all too common), they will highlight typical employment, trade secrets, E&O and regulatory claims that may arise. They offered practical suggestions on how to approach the sale of insurance by a broker-agent and avoid common missteps.