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How to Protect Ourselves and Our Agencies from Potential Lawsuits

May 19, 2011 @ 10:30 am - 1:30 pm

SDAHU Professional Development Presents:

Fact Finding: The Foundation of Consultative Benefits Planning

One-hour CE Pending


10:00 AM Registration ▪ 10:30 to 11:30 AM

(Prior to luncheon meeting)


This is the first in a multi-part series to help brokers learn a consultative approach to healthcare delivery.  Breaking from the traditional product-driven “spreadsheet” presentation can give you a truly distinct competitive advantage and help expand your market base!

Special Introductory Pricing for Members!

1 to 4 years in business                       $25.00

5 to 9 years in business                       $30.00

10+ years in business                          $40.00

First Time Guest                                  $40.00

Non-Member                                        $70.00

All prices above include the luncheon program.

SDAHU Luncheon Program:

How to Protect Ourselves and our Agencies from Potential Lawsuits

11:30 AM Registration

12N to 1:30 PM Program & Lunch


Robert M. “Robin” Traylor, Attorney at Law will talk to us about potential areas of our agencies vulnerable to lawsuits and how to protect ourselves.


Mr. Traylor has been a shareholder of Seltzer Caplan McMahon Vitek firm since 2007; he joined the firm as an associate in 2000. 


Mr. Traylor has substantial experience representing and counseling clients in business litigation.  He has successfully represented individual and corporate clients in litigation ranging from securities matters to insurance “bad faith” cases to business disputes.  He also has resolved multiple cases through mediation or informal discussions.


Representative insurance cases:

  • Represented national insurer in obtaining defense verdict involving fraudulent claim;
  • Represented national insurer in obtaining jury verdict against multi-million dollar homeowner’s breach-of-contract claim;
  • Represented national insurer in multiple cases involving “bad faith” allegations;
  • Represented policy owner in claim alleging “STOLI” transaction.

Register online

Print Registration Form


May 19, 2011
10:30 am - 1:30 pm


Hilton San Diego – Mission Valley