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Overcoming Exclusions in ERISA & Long-Term Disability Claims

October 27, 2026
1h 1m
View Available Credits

What You'll Learn AI-Generated

  • 1 Identify policy limitations and exclusions by reviewing governing plan and policy documents
  • 2 Analyze preexisting condition look-back periods and causal language to challenge insurer exclusions
  • 3 Obtain treating provider narratives and targeted testing to separate excluded conditions from disabling impairments
  • 4 Use an intake checklist to capture coverage dates, treatment history, job duties, and high-risk transition dates

Based on transcript analysis

Overview

Intermediate

This course includes:

  • 1 hour on-demand video
  • Certificate of completion
  • CLE credits and reporting (if applicable)
  • Closed captions
  • Desktop & mobile access

CLE Credits

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