Don’t Cut Corners
Claim Scenario: A landlord asked his longtime agent for a landlord’s insurance policy for a number of residential rental properties he owned located near an Read More …
Professional Liability Insurance
How to Handle the Lying Client
Have you ever completed a telephone conversation or meeting with a prospect or client and had the suspicion that he hadn’t been completely truthful? As Read More …
Always Compare Coverage When Changing Carriers
There are as many reasons for switching carriers as there are insurance carriers, and can range from pricing to non-renewal. Whatever the reason, an insurance Read More …
Avoid Simple Mistakes That Can Lead to Liability
Insurance industry studies indicate that approximately 5% of E&O claims involve the sales or administration of life insurance. While they are relatively rare, when those Read More …
Professional Liability Insurance Issues in Mergers and Acquisitions
As insurance brokerage firms mature and prosper or as they encounter challenges brought on by changes in the economy, mergers or acquisitions may be considered. Read More …
Property & Casualty Agent E&O Prevention
Preventing Errors and Omissions (E&O) in a property and casualty office is an issue that must be fully addressed in order to reduce the risk Read More …
Key Feature in an E&O Insurance Policy for Life Insurance Agents
In issuing life insurance to your clients, there is always a risk that a client could potentially file an errors and omissions (E&O) claim against Read More …
Key Features in an E&O Insurance Policy for Registered Investment Advisors
As a registered investment advisor, you take your clients’ livelihoods into your hands each and every day. This is a major responsibility, as your actions Read More …
The Department of Labor’s Fiduciary Rule
The Department of Labor’s Fiduciary Rule has been a recent topic of discussion for many insurance and financial professionals. As a leading broker and managing Read More …
Ensuring Your Hotel or Resort is Properly Insured
How confident are you that your hotel or resort insurance adequately covers your operational risk? As you are fully aware, the hotel and resort industry Read More …