12 min
Financial Practice Made Perfect - Episode 33: The 3 Key Items for E&O Insurance Financial Practice Made Perfect
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- Business
In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage.
Music by: www.bensound.com
In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage.
Music by: www.bensound.com
12 min
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