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Unclaimed Property in the Insurance Industry webinar

Tuesday, June 5; 1 - 2 p.m. ET
Cost: $99/member, $79/additional member, $149/nonmember
One CPE credit available


Insurance has caused headaches for unclaimed property holders for many years. Please join us for this informative overview of unclaimed property issues associated with various types of insurance, including a detailed focus on health insurance. This webinar will provide the tools necessary to maintain compliance in this challenging, sometimes cloudy area of unclaimed property.


Learning objectives

  • Learn the different types of insurance where unclaimed property can originate
  • Understand the areas where your company may be liable depending on benefits structure
  • Recognize how to work with third-party administrators to get into and maintain compliance

Education level



Jamshid Ebadi of Crowe Horwath LLP

Dan Mayer of Unclaimed Property Consulting & Reporting LLC


Webinar schedule

Unclaimed Property in the Insurance Industry
Tuesday, June 5;
1 - 2 p.m. ET

Policies and Procedures
Save the date! Wednesday, August 8

Data Mining the G/L
Save the date!
Thursday, September 20



Policies and Procedures webinar

Wednesday, August 8
Cost: $99/member, $79/additional member, $149/nonmember
One CPE credit available


Developing, maintaining and using comprehensive policies and procedures is one of the most important steps in a holder's bid to be in compliance. Please join us for this detailed webinar covering the purpose of policies and procedures, getting upper management to buy in to the concept, and writing a document that not only fits the needs of your company but also segregates duties by department. Attendees will gain a better understanding of this underrated aspect of unclaimed property compliance.


Learning objectives

  • Gain an overview of policies and procedures components.
  • Understand specific roles and responsibilities.
  • Learn how to develop specific methodologies that are detailed, yet easy for future employees to use.

Education level


To be determined



CPE credits

For webinars eligible for CPE credit, you must have your own connection to be eligible to receive the CPE credit. You are welcome to train multiple employees in one location with only one webinar connection. One CPE credit is available per connection, upon completion of the webinar.

Prerequisite: Must meet eligibility requirements to attend UPPO events.

Advance preparation: None
Delivery method: Webinar - internet based

Field of study: Management Advisory Services
Program level: All  

Unclaimed Property Professionals Organization is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or



Live UPPO webinars are available exclusively at the published time and are not archived for replay.


Cancellation policy

No refunds will be made after the registration is processed. Webinar cancellations, registration charges, refunds,  requests, and information regarding administrative polices and/or complaints, are to be directed to 763-253-4340 or


Legal disclaimer

This presentation will not constitute legal, financial, accounting or any other type of advice. It will be provided solely for educational and informational purposes for the attendees of this webinar which is sponsored by UPPO. Attendees are urged to consult with their own attorneys and other advisers about their particular facts and circumstances.

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