Required E&O Insurance for Life Agents
It’s a truism today that E&O insurance is required for life agents. But let’s explore this notion a bit further. Where does this requirement come from and how important is it for agents to have...
View ArticleTop Three Ways Life/Health Agents Get into E&O Trouble
The vast majority of life and health insurance agents are ethical, compliant with industry regulations, and have meticulous business practices. But even the best agents make mistakes, and when this...
View ArticleWhat to Look for When Purchasing E&O Insurance
There are six things to look for when purchasing E&O insurance. The first two things—the insuring clause (i.e., whom the policy protects and when will it provide benefits) and the exclusions...
View ArticleTrusted Life Agents Have E&O
There are two reasons life agents should carry E&O insurance. The first has to do with them. The second has to do with their clients. Let’s take a closer look at each perspective. Life Agents Buy...
View ArticleWhat Start Up Businesses Need to Know about EO Insurance
Many Americans dream of being in business for themselves. In financial services, tens of thousands of life insurance agents, financial advisors and planners, and securities brokers decide to hang their...
View ArticleTop Five Reasons Why Online Life Agents Need E&O Insurance
Doing Business Online Demands the Latest E&O Protection If you’re a life insurance agent who uses Internet quoting apps to attract buyers, you’re at risk of suffering a data breach. But even if you...
View ArticleGive Your Clients Peace of Mind with E&O Insurance
Six Trust Building Strategies for Life Insurance Agents Trust doesn’t just happen. You can’t create it with a snappy call to action or a clever objection response. It’s something you have to earn daily...
View ArticleThe E&O Dangers of Selling Health Insurance
Health Insurance Agents: The Claims You Should Protect Against Although the advent of the Affordable Care Act (ACA) gave millions more Americans access to health insurance, it resulted in dramatic...
View ArticleTop Life Insurance Claims of 2017 . . . Keep Your Business Protected
What’s the best way to keep your life & health insurance business protected against client lawsuits? The most important, obviously, is to have E&O insurance. But close behind is making sure...
View ArticleThe Top 3 Risks of Not having Errors and Omissions Insurance
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...
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