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New Pod Cast:

Insurance Agency Cyber Liability Exposure



Why do I need E&O Insurance

Why Do I Need E&O Insurance

July 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…

 



InterWeb Cyber Insurance

Cyber Insurance – The Hot Topic

September 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 Had A Claim Am I Uninsurable

I’ve Had A Claim Am I Uninsurable

January 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 Required

Elders Special Handling Required

June 2016: By InterWeb

“Elders Special Handling Required”  If you specialize in serving the senior market, or plan to, today's message is for you.





have a bulls eye on your back

Got A Bull's-Eye On Your Back

June 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.


 

 


Policy exclusions do they drive you crazy

E&O Exclusions Do They Drive You Crazy

July 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.

 


Policy exclusions do they drive you crazy

Under President Trump's Direction DOL Moves To Delay Fiduciary Rule

March 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,


Policy exclusions do they drive you crazy

More reps plan shift to fees post-DOL: Cerulli report

Feburary 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.

 


Policy exclusions do they drive you crazy

Thinking Millennial: How to Woo the Largest Generation

Feburary 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.

 


Policy exclusions do they drive you crazy

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.


Policy exclusions do they drive you crazy

Merrill Opens ‘Pandora’s Box’ With Shift on Commissions: Analysts

March 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.


Policy exclusions do they drive you crazy

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


    Your referal will earn you dollars with InterWeb Insurance     Your referal will earn you dollars with InterWeb Insurance