Can you explain the underwriting in simple terms

The 2021 legal training calendar for insurance brokers

Dear clients,
Dear insurance brokers,

we wish you a healthy, successful and happy new year!

First of all, ATTENTION: We have learned from many insurance brokers that the relevant Chamber of Commerce and Industry (IHK) has in point form the further training obligation of 15 hours checked per calendar year! Failure to comply with this statutory training obligation can lead to significant sanctions, up to and including Withdrawal of professional license as an insurance broker according to § 34d trade regulations.

We have prepared a large number of highly interesting online seminars for you so that you can easily fulfill your statutory training obligation. You have a large selection of LAW FIRM MICHAELIS LIVE lectures. There will be an interesting online lecture for you at least once a month - NATURALLY FREE OF CHARGE. In addition, we also give you a lot of important legal information in our monthly newsletters or in our Profino lectures.

In addition, you should not miss the other interesting day events for insurance brokers, such as

* the special seminar on BAV,
* the two legal "update days"
* or the training trip, which hopefully can take place in Transylvania in the coming year.

Also our annual big one Conference on February 25th, 2021 (Click here for the program) will only take place online, of course you can receive the advanced training certificates free of charge and generous gifts in our live streaming.

From a technical point of view, however, it is of great importance that you regularly use the so-called "activity monitor" in order to have proof that you are actively participating in the online seminar. As soon as you stop using the activity monitor, you can of course no Confirmation of your active participation will be confirmed!

We hope that you have been participating in our legal training events for many years. With more than 20 years of intensive experience in the education and training of insurance sales, we are among experienced speakers who also address the practical needs of insurance sales.

Our events all take place in live streaming. Nevertheless, you have the possibility to send us your technical questions to the speaker directly via email during the event. As a rule, lawyer Stephan Michaelis personally co-moderates and presents your questions to the respective speaker.

We would be delighted if you now write down your advanced training dates directly in your calendar so that you do not miss any of these interesting advanced training lectures. You can also forward our calendar of events to nice colleagues, everyone is very welcome to attend the free advanced training lectures!

THE FURTHER EDUCATION CALENDAR 2021

04.01.2021 Michaelis Newsletter

Update data protection and IT security in 2021

Law firm Michaelis LIVE
12.01.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

Can you lose your professional license and your existence if you do not take the necessary technical and organizational measures that result from the relevant legal regulations? What to do in the event of minor data breaches? Is my IT secure and legally compliant and what does it cost? What is the best thing to do with data protection in practice when I am supposed to delete broker data? And: does it all affect me at all, do I really have to take it all so seriously?

These and many other questions arise for us entrepreneurs. We can only urgently advise you to deal with the legal provisions of the GDPR. Basically, it can be assumed that insurance brokers are subject to high data protection and IT security requirements due to the processing of special personal data - regardless of whether they are individual brokers or large companies!

Dipl. Ing.Harald Müller-Delius, M.B.A., Data protection officer

Business closure, do all entrepreneurs have a right to compensation from the state?

Law firm Michaelis LIVE
26.01.2021 (Tuesday) from 17: 00-19: 00 (2 hours of further training)

The question of whether an entrepreneur can make legitimate claims for damages against the state is probably always a question of the individual case. What is possible in theory does not have to work in practice for a long time. Did you make a special sacrifice? What is that? Mr Schönfelder will explain all of these relevant questions on the legal terms that need to be interpreted in the course of his presentation. You will see that it will be rather difficult to successfully enforce claims for damages against the state. But it's not impossible. It always depends on your individual circumstances. This is how our Professor Dr. Schwintowski usually based on justified claims! All possible options, legal bases and the legal interpretation of the individual factual prerequisites will be comprehensibly explained to you in the context of this lecture. Please send your questions to: [email protected]

Mr. Daniel Schönfelder LL.M., Lawyer

02/01/2021 Michaelis Newsletter

Insurance brokers' criminal liability and fines

Law firm Michaelis LIVE
11.02.2021 (Thursday) from 5: 00-7: 00 pm (2 hours of further training)

Preventive advice on criminal law has recently moved more and more into the focus of holistic legal advice. The requirements for optimal risk provisioning are growing steadily, this applies in particular to the particularly sensitive area of ​​insurance brokerage. Insurance brokerage is particularly sensitive, as a wide variety of interests and areas of expertise come together in this area. It is particularly important to reconcile the agent's commercial ambitions with the interests of the customer and the many different laws and regulations. Click into this interesting lecture by our external criminal law expert, who previously trained with us!

Prof. Dr. jur. Christian Becker, Chair of Criminal Law at the University of Frankfurt / Oder

€ 10 million for free! How do I use app-RIORI.de as a user and broker?

Law firm Michaelis LIVE
23.02.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

In this training you will learn the legal background and the applicability of the "Insurance brokerage contract generator " on the website www.app-RIORI.de
We will show you how you can create your individual insurance brokerage contract with three clicks and which clauses you really need to pay attention to. In addition, you will also find out which diverse applications bring further great benefits to the insurance broker!
The 2 hours are definitely over in a flash ...

Active users receive excess coverage of a further EUR 10,000,000.00 free of charge on their existing insurance cover!

Mr. Stephan Michaelis LL.M., Specialist lawyer for insurance law, and for commercial and corporate law and
Dipl.-Jur. Fabian Kosch, legal assistant

CONFERENCE OF THE K A N Z L E I M I C H A E L I S

More income and more security for insurance brokers
Here is the daily routine

- T A G D E R G E S C H E N K E -

25.02.2021 (Thursday) from 13:00-18:00 O'clock (4 hours of training time)
Many speakers at the Michaelis law firm, Ms. Pagel, Attorney Krohn LL.M., Attorney Michaelis LL.M., Attorney Dr. Friday, the sales director of LSH Mr. Riecke and Oliver Drewes from MAXPOOL will give a lecture on this day.

March 1st, 2021 Michaelis Newsletter

News on the procedures for business closure insurance

LAW FIRM MICHAELIS ON THE PROFINO
01.03.2021 (Monday) 10:00 am - 11:00 am

Nothing concerns us more than the current corona pandemic. Due to these numerous inquiries over the past few months, we have decided to comment in brief on the most important questions posed to us, which are currently being asked by many brokers as well as many affected parties, in order to give you a feeling for the legal situation and the ones that may need to be considered To convey arguments.
Furthermore, reference is of course made to current judgments and their consequences for practice.

Lars Krohn LL.M., Specialist lawyer for insurance law

The ineffectiveness of the comparisons within the framework of the business closure insurance (FSIO)

Law firm Michaelis LIVE
02.03.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

There have already been a number of rulings on business closure insurance. In some cases policyholders win, in other cases they lose. Many have also become losers because they settled with the insurers. One of the things to think about here is the "Bavarian solution", in which the policyholders only received a compensation payment of 15% from the first business closure. After the comparisons, there was no longer any entitlement to further business closings, such as the 2nd wave.
Our professor Dr. Hans-Peter Schwintowski considers many closed comparisons to be legally ineffective and wrote a report on this.
We show you which legal steps you have to take in order to get your full Insurance benefit to come. Here, too, we say respect! Not all affected customers have the option of requesting additional insurance benefits. It is very important to differentiate precisely. This is what Professor Dr. Schwintowski assessed for you and prepared this interesting lecture. Learn more!

Attorney Professor Dr. Hans-Peter Schwintowski

Important judgments on disability insurance: Broker knowledge!

Law firm Michaelis LIVE
16.03.2021 (Tuesday) from 17: 00-19: 00 (2 hours of further training)

The insurance broker who supports his policyholder in disability insurance should know the relevant case law. In the area of ​​occupational disability insurance, the insurance broker encounters a large number of individual cases that have to be considered individually from a legal perspective. Particular difficulties become apparent again and again in the self-employed, already when preparing the application for disability benefits but also in the further processing of the benefit case. In order to avoid liability problems for the insurance broker, lawyer Pagel is also available for legal advice in addition to the exciting lecture. Please send questions to [email protected]

Lawyer Kathrin Pagel, Specialist lawyer for insurance law

April 1st, 2021 Michaelis Newsletter

Who is allowed to, when, how, which customers can poach and how you can protect yourself

LAW FIRM MICHAELIS ON THE PROFINO

D.he webinar deals with the typical competitive constellations of insurance brokers. The legal basics on the subject of competition law are to be consolidated. The focus will be on "unreasonable harassment", "cold calling" and protection from being enticed away. The mediators should recognize problem situations and avoid expensive warnings.

06.04.2021 (Tuesday) 10:00 am - 11:00 am
Graduate lawyer Fabian Kosch, legal assistant

The entrepreneur as an employer in the time of the Corona crisis

Law firm Michaelis LIVE
13.04.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

As an entrepreneur, it is not easy for you in the time of the Corona crisis. The federal government's lockdown decisions are having a massive impact on your company. What rights do you have as an employer vis-à-vis your employees? How should you behave? Which legal aspects do you have to pay attention to? Dr. Jan Freitag, specialist lawyer for labor law, explains the entire labor law to you, especially taking into account the part-time regulations or the effects of a partial closure. Of course, you can also ask your individual questions by email at any time during the online LIVE presentation. Simply to: [email protected]

Dr. jur. Jan Friday, Specialist lawyer for labor law

Current developments in insurance distribution law for brokers

Law firm Michaelis LIVE
20.04.2021 (Tuesday) from 17: 00-19: 00 (2 hours of further training)

The seminar focuses on the legal challenges related to sales law issues such as IDD implementation and remuneration incentives, commission caps in life insurance and the digitization of sales. Let our sales law expert accompany you through an exciting lecture.

Oliver Timmermann, Lawyer

May 3rd, 2021 Michaelis Newsletter

How does the broker design a perfect employment contract?

LAW FIRM MICHAELIS ON THE PROFINO
03.05.2021 (Monday) 10:00 am - 11:00 am

In your insurance brokerage company, you often have an interest in finding certain provisions in the employment contract, for example in order to B. to be able to react to current developments in your company or in the market. Our specialist Dr. Jan Freitag shows you how you can unilaterally change the regulations, how you can design employment contracts in the best possible way right from the start, how you can use leeway in drawing up employment contracts.
Labor law is also partly optional!

Dr. jur. Jan Friday, Specialist lawyer for labor law

Insurance broker liability and current case law

Law firm Michaelis LIVE
11.05.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

Over 10 possible claims for damages that you will soon no longer be afraid of. The undefined duties are those that stir up fear most. Now get to know them all! From the obligation to inquire to the obligation to monitor the market, monitoring of deadlines and monitoring of stocks or redeployment. Based on the basis of claims and judgments, specialist lawyer Stephan Michaelis LL.M. How you as a broker can protect yourself from liability.

Mr. Stephan Michaelis LL.M., Specialist lawyer for insurance law, and for commercial and corporate law and
Dipl.-Jur. Fabian Kosch, legal assistant

BAV day - special advanced training for company pension schemes

Michaelis law firm LIVE PER TEAMS
Contribution to costs approx. € 299.00 net, long-term consulting clients only € 99.00 net
18.05.2021 (Tuesday) from 10:00 am to 5:00 pm (6 hours of further training)
The company pension scheme (bAV) has been part of every employment contract for a number of years due to the legal entitlement to deferred compensation in accordance with Section 1 (1) a of the Company Pension Act (BetrAVG). However, it does not only consist of taking out insurance or joining a benevolent fund. Rather, it is a complex combination of labor law, tax law, social security law, civil law, business administration, actuarial mathematics and the world of products. This illustrates the high demands placed on the insurance broker's advisory services.

More and more employers are realizing that they have to create detailed regulations for both employee benefits and the handling of special cases. On the one hand to have an attractive pension system for the employees, on the other hand to minimize risks and to keep the administrative effort for company pension systems within limits.
With regard to the corona pandemic, it should also be made clear to what extent this has an impact on company pension schemes.

Look forward to an exciting training day for experts!

Markus Kirner, Pension advisor, specialist in the company pension scheme
(via teams and, if necessary, in the Michaelis office on site)

Biometric underwriting versus traditional disability insurance

Law firm Michaelis LIVE
25.05.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

do you know her BU as "property insurance" of biometric underwriting? It is a product that the insurance broker should take a closer look at!

But today you should decide which product for the Michaelis law firm the best is? We would like to offer our employees an additional disability pension of EUR 500, financed by the employer. But we like to ask the experts first what they would recommend to us?

The managing director Marco Sadek has offered us a framework contract and the conditions of Biometric Underwriting are excellent at around € 10 per month per employee.

The insurance broker Alexander Hellmich is an advocate of the classic disability insurance. He carried out a BU tender with the insurers and presented his recommendation for a framework contract for the employees of the Michaelis law firm.

The respective offer includes advantages and disadvantages. Find out the differences in price and performance in a dialogue with the speakers. Then please coordinate with us and send us an email with your recommendation. If you are in favor of the Biometric product, please send us an email to [email protected] you are in favor of classic occupational disability insurance, please send us an email to [email protected] You will experience the live Evaluation! You can send your questions and recommendations to [email protected] during the conference. We thank the speakers for an interesting evening and a great presentation of their recommendation:

Alexander Hellmich, Insurance Broker, BU specialization from 5:00 p.m. to 5:30 p.m.
Marco Sadek Managing Director Biometric Underwriting from 5:30 p.m. to 6:00 p.m.
Discussion with RA Stephan Michaelis and participant questions from 6:00 p.m. to 7:00 p.m.

Transylvania workshop: "Law meets business"
02.06.2021 – 06.06.2021:
The training trip for experts, approx. 12 training hours,
only for permanent advisory clients
Click here for the timetable.

Liability traps in advising on investment products with an explanation of current case law

Law firm Michaelis LIVE
15.06.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

This lecture will focus on giving you an overview of the liability risks involved in the brokerage of insurance investment products. In addition, there is a detailed report on the problem of the necessary plausibility check for investment products and liability traps that are not easy to identify.

You will also get to know the liability risks involved in restructuring and investing new investments. In addition, current case law is used to present individual current liability problems in the consultation and documentation of investment products and insurance investment products.

You should not miss that!

Boris Glameyer, Specialist lawyer for banking and capital market law and
Specialist lawyer for commercial and corporate law

July 1st, 2021 Michaelis Newsletter

Today I'm doing a nice tipster contract

LAW FIRM MICHAELIS ON THE PROFINO
05.07.2021
(Monday) 10:00 am - 11:00 am

When working with tipsters, insurance brokers must observe strict legal requirements that the Federal Financial Supervisory Authority (Bafin) set up at the end of 2014 (10/2014). The law firm has drawn up a sample contract that Mr. Timmermann will present himself. During the presentation, particular legal issues should be dealt with, which are of great importance. So switch in! Fortunately, there is no jurisprudence yet.

Oliver Timmermann, Lawyer

08/02/2021 Michaelis Newsletter


The living will and power of attorney

LAW FIRM MICHAELIS ON THE PROFINO
02.08.2021 (Monday) 10:00 am - 11:00 am
In terms of holistic pension advice, it is important for insurance brokers to be able to say substantial but “general” things about the subjects of living wills and power of attorney, because otherwise legal advice is forbidden.
From a legal point of view, however, as a mediator you can quickly find yourself on thin ice, because “filling out the sample”, having it signed “is not enough. Vincent Jacobsen LL.B. from the law firm Michaelis deals in his webinar with the legal and practical challenges that arise when drawing up advance directives and power of attorney. In particular, he dedicates himself to the question of the extent to which sample forms, if properly designed, can replace individual advice.Find out what design goals a living will and a power of attorney can be based on and what role you can play as an insurance broker.Get to know the legal basis for living wills and power of attorney and avoid getting tangled up in legal pitfalls. Become an all-round pension advisor for your customers!
But this seminar is also important for your own pension!

Lawyer Vincent Jacobsen LL.B., legal assistant

Corporate law and manager liability for insurance brokers

Law firm Michaelis LIVE
17.08.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)
The GmbH or the GmbH & Co. KG as classic forms of company for medium-sized companies are an integral part of the German entrepreneurial landscape, as they offer entrepreneurs attractive advantages, such as the limitation of liability. But it also shows time and again that the GmbH obviously invites you to surprisingly break the law. So that the partner-managing director does not expose himself to personal liability, he basically only has to observe the following:

The GmbH is an independent person with independent assets.

If the shareholder takes this to heart, he basically has nothing to fear. It becomes critical, however, if this strict separation is no longer maintained (amalgamation of assets) or if the shareholder misuses the GmbH as a "self-service shop" (destruction of existence).

In these cases, the private assets of the shareholders are no longer safe from unauthorized access.

In summary, however, it should be emphasized once again that the shareholder can in principle rely on not being personally liable, so access to the shareholder's assets is only an absolute and rare exception. But what about the managing director and his D&O insurance?

Tune in - it will be interesting!

Dr. jur. Robert Boels, Specialist lawyer for banking and capital market law

The infinite world of the limited liability clause in the insurance brokerage contract

Law firm Michaelis LIVE
31.08.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

The limitation of liability clause in an insurance brokerage contract is perhaps the crucial clause that can possibly save your existence as an insurance broker. How can you deal with just one clause for 2 hours? We'll show you how to do it. We explain the advantages and disadvantages, the risks or the danger of ineffectiveness. Then you have to decide for yourself at the end of the day what this existentially important clause in your insurance brokerage contract should look like. You are also welcome to ask us your questions during the lecture via the e-mail address [email protected]

Oliver Timmermann, Lawyer and
Stephan Michaelis LL.M., Specialist lawyer for insurance law, and for commercial and corporate law

09/01/2021 Michaelis Newsletter


Important and current case law on insurance broker liability

LAW FIRM MICHAELIS ON THE PROFINO
06.09.2021 (Monday) 10: 00-11: 00 a.m.
Over 10 typical claims for damages that you will soon no longer be afraid of. The undefined duties are those that are most frightening. Get to know them all now! From the obligation to inquire to the obligation to observe the market, monitoring of deadlines, level crossing and inventory monitoring. Based on the basis of claims and judgments, specialist lawyer Stephan Michaelis LL.M. How you as a broker can protect yourself from liability. Ignorance does not protect against liability! Knowledge already!

Stephan Michaelis LL.M., Specialist lawyer for insurance law,
Specialist lawyer for commercial and corporate law

15 hours Legal update, face-to-face event in Hamburg and live stream
ATTENTION: 2 days (chargeable, meal allowance)
Law firm Michaelis LIVE
Intensive workshop on the most important legal innovations from 2021/2020 on 2 days: 13.09.2021 (Monday) and 14.09.2021 (Tuesday) from 10:00 am - 6:00 pm
With many lawyers from the firm, each one hour of specialist lecture (15 hours of further training time)
(if necessary on site in the office and only via streaming, then free of charge)

The advantages of www.app-RIORI.de for the insurance broker

Law firm Michaelis LIVE
21.09.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

All the advantages of the legal “toolbox” for realtors. I will show you the easy application and all the remaining “ulterior motives”!

Stephan Michaelis LL.M., Specialist lawyer for insurance law,
Specialist lawyer for commercial and corporate law

October 1st, 2021 Michaelis Newsletter

News in matters of company pension scheme (bAV)

LAW FIRM MICHAELIS ON THE PROFINO
04.10.2021 (Monday) 10:00 am - 11:00 am

The company pension scheme (bAV) has been part of every employment contract for a number of years due to the legal entitlement to deferred compensation in accordance with Section 1 (1) a of the Company Pension Act (BetrAVG). However, it does not only consist of taking out insurance or joining a benevolent fund. Rather, it is a complex combination of labor law, tax law, social security law, civil law, business administration, actuarial mathematics and the world of products. This illustrates the high demands placed on the advisory services of insurance brokers.

More and more employers are realizing that they have to create detailed regulations for both employee benefits and the handling of special cases. On the one hand to have an attractive pension system for the employees, on the other hand to minimize risks and to keep the administrative effort for company pension systems within limits.
With regard to the corona pandemic, it should also be made clear to what extent this has an impact on company pension schemes. Also legally important will change in 2022!

Look forward to an exciting webinar.

Markus Kirner, Pension advisor and specialist at the company pension scheme

Hot autumn before a stormy start of the year - obligation to subsidize deferred compensation also for the old portfolio from January 1, 2022

Law firm Michaelis LIVE
05.10.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

In the Company Pension Strengthening Act of August 17, 2017, a mandatory employer subsidy for deferred compensation was stipulated, with suspensive effect for old portfolios. The transition period according to Section 26a BetrAVG ends on December 31, and the obligation to provide subsidies also applies to deferred compensation that was agreed before 2019. Many employers have long since lost sight of this issue due to the very long transition period. There are a number of things that need to be observed and clarified in order to ensure legally compliant implementation. What options for action are there, how can they be implemented in a legally secure manner, what tasks must / can / may the insurance broker take on? Pension advisor Markus Kirner and lawyer Stephan Michaelis deal with this and other topical issues relating to occupational pensions in their “Stammtisch” on MICHAELIS-LIVE.
You are welcome to ask us your questions in advance or during the lecture via the e-mail address [email protected]

Markus Kirner, Pension advisor and company pension specialist in conversation with entrepreneur and lawyer Stephan Michaelis LL.M.

That is how important and simple the rights of workers are

Law firm Michaelis LIVE
19.10.2021
(Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

An employment contract gives rise to various rights and obligations for employees and employers. During this event you will find out which regulations are anchored in law and who is legally considered an employee at all!

Dr. jur. Jan Friday, Specialist lawyer for labor law

How does the accident insurer try to have to pay as little as possible?

Law firm Michaelis LIVE
26.10.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

In this event you will learn more about the rights of the policyholder in private accident insurance. Accident insurance is a very profitable business for insurers. Nevertheless, insurers like to try to keep the benefit claims of customers as low as possible. There are many controversial points, from the breach of the pre-contractual obligation to notify, through the contractual obligations to the member tax. Ms. Pagel will show you from a legal point of view which judgments are worth knowing and how to behave as a customer and agent.

Lawyer Kathrin Pagel, Specialist lawyer for insurance law

11/01/2021 Michaelis' office newsletter

What data breaches are common and what do they cost?

LAW FIRM MICHAELIS ON THE PROFINO
02.11.2021 (Tuesday) 10:00 am - 11:00 am

Can you lose your professional license and thus your existence if you do not take the necessary technical and organizational measures that result from the corresponding legal regulations? What to do in the event of a data breach? Is my IT secure and what does it cost? What do I do best with data protection in practice? And: does it all affect me at all, do I really have to take it all so seriously?

These and many other questions arise for us entrepreneurs. We can only urgently advise you to deal with the legal provisions of the GDPR. Basically, it can be assumed that insurance brokers are subject to high data protection and IT security requirements due to the processing of special personal data - regardless of whether they are individual brokers or large companies.

Dipl.-Ing. Harald-Müller Delius, M.B.A .. data protection officer and expert and
Stephan Michaelis LL.M., Specialist lawyer for insurance law, and for commercial and corporate law

How does the insurance broker have to position itself strategically? What simple goals do I use to increase my entrepreneurial profit?

Law firm Michaelis LIVE
02.11.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

Do you want to optimize or build a strategically successful company? Then you shouldn't miss this conversation among friends. Our guest is an experienced insurance broker and has successfully sold his company for several million euros. This great success could only be achieved, however, because he made the right strategic decisions at an early stage and implemented them consistently. You will learn interesting information from an experienced industry expert and colleague, which you can also apply to your corporate strategy. Attorney Michaelis discusses all legal aspects and the permissible options with his guest speaker.

Stephan Michaelis LL.M.,Specialist lawyer for insurance law, and for commercial and corporate law with one Insurance broker as a guest

Why can't a stock value be seriously determined using a run-of-the-mill method?

Law firm Michaelis LIVE
09.11.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

There are no binding techniques for determining the inventory value. It's not that easy either, if it should be done in a comprehensible manner and the result should be reliable. This lecture explains which criteria determine the stock and how these criteria can be analyzed for the value, the stock value. Financial mathematics as well as qualitative aspects play a role here.

Prof. Dr. Hans-Wilhelm Zeidler, Business consultant

The current developments in business closure insurance (FSIO)

Law firm Michaelis LIVE
23.11.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

Nothing concerns us more than the current corona pandemic. Due to these numerous inquiries in the last few months, we have decided to comment in brief on the most important questions posed to us, which are currently obviously being asked by many brokers as well as many concerned, in order to give you a feeling for the situation and the things that may need to be considered to convey.
Furthermore, reference is of course made to current judgments and their consequences for practice. What is the state of the jurisprudence?

Lars Krohn LL.M., Specialist lawyer for insurance law as well
Boris Glameyer, Specialist lawyer for banking and capital market law and
Specialist lawyer for commercial and corporate law

December 1st, 2021 Michaelis Newsletter

What do you have to pay attention to in the case of an asset deal?

LAW FIRM MICHAELIS ON THE PROFINO
06.12.2021 (Monday) 10:00 am - 11:00 am

At first glance, you think that making a sales contract is easy. In addition to the simple words: I buy for the price of ... there are a lot of other legal issues to consider. How do I regulate the problems arising from labor law, if any? How do I rule that Data protection (GDPR)? How do I regulate the legal relationship with the insurer? Do I need the customer's consent? These and many other questions must be secured with legal clauses. In addition to the issue of who is liable for what, it must also be clarified when which payments are made. But competition law must also be considered, as well as other special topics that exist exclusively in insurance brokerage law. Because the triangular constellation between UN insurer and broker is a special one that requires special expertise.

Dr. jur. Robert Boels, Specialist lawyer for banking and capital market law

As an insurance broker, how do you quote correctly for your customers?
How to haggle at the “Turkish Bazaar” or present the right legal arguments?

Law firm Michaelis LIVE
07.12.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

The speakers will show you a whole series of court decisions with the respective results. At the same time, you will also be shown how to use our Database to quickly find comparable decisions for your case.
There is also talk of a “fundamental judgment”, although the Federal Court of Justice (BGH) has not yet commented on this issue. In the course of the seminar with the two experienced practitioners, however, you will learn more about the intricacies of the argumentation and the system, in order to negotiate an optimal rate for your policyholder! So do not miss these interesting training events. It is part of the basic knowledge of every good insurance broker! You can send questions to [email protected] at any time.

Mr. Stephan Michaelis LL.M., Specialist lawyer for insurance law, and for commercial and corporate law and
Lea Siegmund,Lawyer

The big annual review with the most important legal information

Law firm Michaelis LIVE
14.12.2021 (Tuesday) from 5: 00-7: 00 pm (2 hours of further training)

Unfortunately, we are not yet able to reveal the contents of our “review” to you. But there will be important things!

Stephan Michaelis LL.M., Specialist lawyer for insurance law,
Specialist lawyer for commercial and corporate law

Our office Michaelis live events Find all in online streaming via our website.

As soon as the Corona situation allows it again, all brokers are of course welcome back to our office as guests. We also miss the exchange of information and “the delicious sandwiches” at the end of every training evening. We very much hope to see you again in person soon. Unfortunately, it is currently not foreseeable when face-to-face meetings in a larger group may take place again.

Those who would shy away from traveling anyway have the opportunity, thanks to our diverse range of information, to complete their training obligation with interesting specialist topics "from anywhere".

We refer those who need the important certificates of further education to the website www.app-riori.de. Many recorded events from the current year can be accessed there at any time. With active use of the so-called activity monitor, you will automatically be sent proof of further training as a certificate by email to the specified email address. In this way, you can still receive the necessary further training periods of 15 further training hours for the year 2021 as proof towards the end of the year. When and from where you want.

We would like to point out that registration for the respective profino webinars is only possible 4 weeks before the date.

You can also be sure that we will definitely be offering one or the other extraordinary advanced training lecture in the coming year. We will be happy to inform you about currently planned topics, the time of the event with the respective responsible speaker.

We look forward to you free of charge To be able to support you with your further training obligations and thank our regular guests very much for the continuous participation in our further training seminars.

We wish you a good start to the year and support you in your training obligations with important legal expertise for insurance brokerage.

Happy New Year!

Your,


Stephan Michaelis LL.M.
Specialist lawyer for insurance law
Specialist lawyer for commercial and corporate law