Insurance Agency Cyber Liability Exposure
Why Do I Need E&O InsuranceJuly 2015: By Michelle Conover
Errors and omissions insurance protects you and your firm from claims made against you for an alleged error or an omission in the sale or servicing of a financial product. You don't have to…
Cyber Insurance – The Hot TopicSeptember 2015: By John Naper
Did you know 2014 was titled, The Year Of The Data Breach, by Forbes, and 60 Minutes. Cyber hacking is on the rise, and no one is safe. Not individuals, not small businesses and not large corporations and especially our own government…
I’ve Had A Claim Am I UninsurableJanuary 2016: By Michelle Conover
“I’ve Had A Claim – Am I Uninsurable?” Today’s message will help you best disclose prior claim activity when applying for E&O coverage. You might as well leverage this learning experience.
Elders Special Handling RequiredJune 2016: By InterWeb
“Elders Special Handling Required” If you specialize in serving the senior market, or plan to, today's message is for you.
Got A Bull's-Eye On Your BackJune 2016: By InterWeb
Today you're going to learn a new way to deal with high risk circumstances. And I'm sure the truth here will resonate with you.
E&O Exclusions Do They Drive You CrazyJuly 2016: By InterWeb
About once a month a prospect actually tells me they hate E&O insurance. It doesn't offend me, but rather reaffirms my commitment to educating my customers. Let's unravel the mystery behind exclusions.
Under President Trump's Direction DOL Moves To Delay Fiduciary RuleMarch 1, 2017: By Forbes
he Department of Labor (DOL) announced today that it is moving forward, under the direction of President Trump, with its efforts to delay the applicability date of the new fiduciary rule, which was designed to require all financial advisors providing investment advice regarding retirement savings to act in the best interest of their clients. The DOL,
More reps plan shift to fees post-DOL: Cerulli reportFeburary 27, 2017: By Investment News
Nearly two-thirds (64%) of broker-dealer advisers plan to shift more of their business to a fee-based model if the Department of Labor's fiduciary rule is put into effect, according to a report from Cerulli Associates.
Thinking Millennial: How to Woo the Largest GenerationFeburary 27, 2017: By Think Advisor
Feel the ground trembling underfoot? It's the largest generation in American history thundering into the economy: more than 92 million millennials, now about 19 to 35 years old.
What Do Marketers Really Know About Millennials?Thursday, February 23, 2017: By Christie American Agents Alliance
It seems like marketing is all about Millennials, but who are these Millennials, anyway? You know that Millennials are people born between 1982 and the two decades after that. You know that Millennials matter to your business. After all, they're young adults with families, or they're emerging into adulthood.
Merrill Opens ‘Pandora’s Box’ With Shift on Commissions: AnalystsMarch 10, 2017: By Think Advisor
Merrill Lynch told its Thundering Herd Thursday that it plans to explore “options” for at least some clients who might benefit from commissions in retirement accounts, a shift from its earlier fee-only approach to the new Department of Labor’s fiduciary standard.
JPMorgan Abandoning Commissions … Or Not?March 15, 2017: By Think Advisor
JPMorgan seems to be in a state of flux, along with other broker-dealers, in terms of what to do with plans to drop commissions in retirement accounts as part of its compliance with the Department of Labor’s new fiduciary standard