Good Business: More Tips for Lowering Your E&O Risk
As a financial advisor, you’ve no doubt read a compliance manual or three in your time. These documents are typically rule-driven, which means they can ... Read more
Brian Anderson
Good Business: 20 Quick Tips for Lowering Your E&O Risk in 2014
As a financial advisor, you’ve no doubt read a compliance manual or three in your time. These documents are typically rule-driven, which means they can ... Read more
Good Business: 20 More Tips for Lowering Your E&O Risk
As a financial advisor, you’ve no doubt read a compliance manual or three in your time. These documents are typically rule-driven, which means they can ... Read more
Good Business: 20 Final Tips for Lowering Your E&O Risk
As a financial advisor, you’ve no doubt read a compliance manual or three in your time. These documents are typically rule-driven, which means they can ... Read more
Do Your Marketing Seminars Flunk the Ethics Test ?
According to a recent study, six in 10 workers say they and/or their spouse have less than $25,000 in total savings and investments (excluding their ... Read more
Be safe, not sorry: Your E&O documentation checklist
Full documentation of your insurance or financial services cases is your best E&O prevention strategy. But like getting quarterly dental cleanings or an oil change ... Read more
After Wednesday’s oral arguments, no clear indication of how Supreme Court will rule on latest Obamacare challenge
The nine U.S. Supreme Court justices appeared divided on ideological lines during 85 minutes of arguments on Wednesday as it tackled a second major challenge ... Read more
NCOA launches enhanced, ‘friendlier’ MyMedicareMatters.org website
WASHINGTON, D.C. – The National Council on Aging (NCOA) recently launched a newly enhanced version of itsMyMedicareMatters.org website, offering more personalized tools and enrollment advice ... Read more
NAIFA, Financial Planning Coalition quick to respond to Obama comments on tougher standards for brokers
In a speech to AARP on Monday in Washington, President Obama called for tougher standards on brokers who manage retirement savings accounts as the Labor ... Read more
LTCI industry paid a record $7.8 billion in claim benefits in 2014
LOS ANGELES – The nation’s long-term care insurance companies paid a record $7.85 billion in claim benefits to 250,000 individuals in 2014 according to a ... Read more
