Business Safety Net: How E&O Insurance Protects You When You Fall Just as circus aerialists have safety nets to catch them when they fall, financial professionals in insurance, investments, and real estate buy E&O insurance to protect themselves against client lawsuits. They, like highly skilled trapeze artists, have worked hard for years to hone their skills. […]
Is E&O Insurance a Good Investment for Business Owners? If you own a small business, you probably are involved in a number of its functions: marketing, sales, operations, finance, technology . . . the list goes on. However, your most important job activity is likely to be management—the function that handles the planning and allocation […]
Life insurance agents and real estate agents have very different jobs. But one thing they share is the ability to shape their clients’ expectations in order to produce good outcomes. When customers hold beliefs that aren’t consistent with reality, they often are disappointed with the results their agents deliver. For some, disappointment may turn to […]
Do you own or operate an insurance or real estate agency? Are you a solo insurance agent or real estate agent or broker? Then you’re likely familiar with the potential risks you face from customers who claim you’ve done them financial harm. However being aware of these risks and actually protecting yourself against them are […]