Financial Practice Made Perfect - Episode 28: E&O Insurance - More than just compliance

Financial Practice Made Perfect
28/06/2017 9 min
Financial Practice Made Perfect - Episode 28: E&O Insurance - More than just compliance

Listen "Financial Practice Made Perfect - Episode 28: E&O Insurance - More than just compliance"

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Episode Synopsis

With E&O renewal underway, we called on Roberta Tasson, partner at the Magnes Group and Broker for IFB's individual and corporate E&O programs. In this episode of Financial Practice Made Perfect, we discuss why it is crucial for advisors to have E&O insurance, what to consider before purchasing an E&O policy, and what regulators expect of you.

Music by www.bensound.com

More episodes of the podcast Financial Practice Made Perfect

Financial Practice Made Perfect - Episode 33: The 3 Key Items for E&O Insurance 28/11/2017
Financial Practice Made Perfect - Episode 32: The CEA Designation 13/11/2017
Financial Practice Made Perfect - Episode 31: Simplified Issue Life Insurance 03/11/2017
Financial Practice Made Perfect - Episode 30: The Future Ready Financial Advisor 17/10/2017
Financial Practice Made Perfect - Episode 29: Group Benefits Plan 03/10/2017
Financial Practice Made Perfect - Episode 4: Staying Motivated 01/08/2017
Financial Practice Made Perfect - Episode 3: Know Your Strengths 01/08/2017
Financial Practice Made Perfect - Episode 2: Legal Expense Insurance 01/08/2017
Financial Practice Made Perfect - Episode 27: Changes Coming to IFB 12/04/2017
Financial Practice Made Perfect - Episode 26: Preparing for Retirement 28/03/2017
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