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Registered Rep. October 27, 2010 Charles Paikert |
Social Networking May Be Insurance Risk Social networking sites have become a new risk worry for high-net-worth clients, according to a new report from Chubb Group of Insurance Companies. |
Entrepreneur July 2005 Jacquelyn Lynn |
You're Sued! If you have employees, you need Employment Practices Liability insurance. |
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood |
Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not. |
Financial Advisor June 2008 Bruce W. Fraser |
Who's On Your Client's Payroll? Advisors are discovering that it can be difficult to educate the affluent community about the importance of protecting their identity in the process of hiring domestic staff. |
Financial Planning April 1, 2012 Nancy R. Mandell |
Covering Up Without appropriate liability coverage - which most experts place at 100% of net worth - a single incident could destroy an entire portfolio. |
Entrepreneur January 2007 Jacquelyn Lynn |
Extra Cushion If you get sued, will your current liability coverage be sufficient? For most growing businesses, the answer is probably no, but increasing your liability limits can be costly. |
The Motley Fool February 5, 2007 Dan Caplinger |
Insuring Your Small Business Once you've created a successful small business, you'll want to ensure that your business is protected from various kinds of risk. One way is to buy a business insurance policy. |
Financial Advisor July 2008 Eric Rasmussen |
Taking Cover You can make life easier for clients later if you push them to get excess liability insurance now. |
Financial Advisor October 2006 Eric L. Reiner |
P&C Insurance For The Rich And Famous These clients' unique needs warrant attention from advisors. Homeowners... Flood Insurance Gets Personal... Personal Director's Liability Insurance... etc. |
The Motley Fool August 18, 2006 Selena Maranjian |
Umbrella Insurance for Rainy Days Wherever your personal liability coverage ends, umbrella insurance coverage is designed to pick up the slack. |
Inc. September 2008 |
Insuring Your Business A closer look at the insurance coverage businesses should have includes consideration of growing companies and special circumstances. |
The Motley Fool October 23, 2006 Tim Beyers |
Foolish Advice on Business Liability Insurance Think your business won't get sued? Think again. Whatever the root cause, lawsuits seem to be rising. Here are three questions business owners need to ask themselves before buying liability insurance. |
Entrepreneur September 2003 Jacquelyn Lynn |
Bad Judgment? Even top execs can make mistakes. With the right coverage, it's no problem. |
Financial Planning August 1, 2007 Jeanne Lee |
High Net Worth: Shelter From the Storm Although affluent clients may not realize it, their complex insurance needs go far beyond a rider to cover great-grand-mother's silver. Here's how to help your clients the full-service homeowners policies they don't know they need. |
Entrepreneur January 2006 Jacquelyn Lynn |
The DNA Dilemma Should genetic discrimination be part of your employment practices liability insurance coverage? |
The Motley Fool January 27, 2007 Elizabeth Brokamp |
Why You Need Umbrella Insurance Think you have adequate coverage? Not unless you're carrying an umbrella. |
Registered Rep. September 29, 2010 Jerry Gleeson |
Managing HNW Risk Is Not For The Squeamish Family offices that approach risk management systematically can work with clients to explore potential exposures. |
Financial Planning August 1, 2008 Charles Williamson |
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. |
Entrepreneur February 2005 Jacquelyn Lynn |
Stake a Claim When an incident occurs and a claim is reported immediately, the process is fairly straightforward. But what if a period of time passes after an incident? With liability insurance, timing is everything. |
New Architect May 2002 Kevin Savetz |
Data Insurance Cover your most valuable assets -- the intangible ones... |
Inc. August 2007 Elaine Appleton Grant |
Don't Let a Smile Be Your Umbrella Buying insurance after cashing out. |
Financial Advisor June 2004 Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |
Inc. September 2004 Dimitra Kessenides |
Risky Business In the last five years, one in four private companies has been sued by a current or former employee, according to a recent survey. The right insurance policy can be the best defense against costly lawsuits. |
Inc. April 2007 Dan Briody |
Online Indemnity No two insurance policies are the same, but cyber insurance policies generally include coverage for the incidents listed in this article. |
The Motley Fool July 5, 2006 Dan Caplinger |
Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need. |
Financial Planning December 1, 2009 Donald Jay Korn |
Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year. |
The Motley Fool February 9, 2004 Selena Maranjian |
Do You Need Personal Liability Insurance? Are you likely to get sued -- and how would you pay for it? One type of insurance to consider -- given our litigious society -- is personal liability insurance. |
Entrepreneur February 2007 Jacquelyn Lynn |
Apology Accepted E&O insurance can help make up for mistakes. |
Financial Advisor October 2006 Grove & Prince |
Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients. |
Entrepreneur August 2004 Jacquelyn Lynn |
Going Separate Ways Pay attention to "separation of insureds" in your company's insurance policies. If the company is sued over bad behavior by one employee, innocent parties may get separate treatment. |
Commercial Investment Real Estate May/Jun 2015 Mary Stark-Hood |
Liability Solutions Commercial real estate practitioners need to be concerned about liability issues that can result from handling complex transactions. A comprehensive real estate errors and omissions policy is a necessity. |
The Motley Fool June 18, 2007 Rich Duprey |
The Finishing Coat of Homeowners Insurance Just as auto, life, and disability insurance provide protection in the event of a catastrophe, homeowner's insurance should be considered an integral part of your overall financial plan. |
Commercial Investment Real Estate May/Jun 2008 Patrick Nugent |
Premium Advice Insurance techniques help multifamily property owners maximize value. |
This Old House Caitlin O'Neil |
Homeowners Insurance 101 Take this crash course to find out if you have the coverage you need before you need it. |
The Motley Fool November 20, 2006 Tim Beyers |
Foolish Advice on Auto Insurance When it comes to insurance, it doesn't get more straightforward than an auto policy. Or at least, that's how it should be. Know what you're buying before you get behind the wheel. |
Financial Advisor November 2005 Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. |
Registered Rep. December 14, 2012 Mark Miller |
How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients. |
Commercial Investment Real Estate Jan/Feb 2003 Cohen & Gordon |
Insurance Companies Tighten Coverage for Mold-Related Damages The likelihood of having no coverage for mold claims or the need to obtain additional coverage should concern professionals involved in real estate development. |
Investment Advisor August 2009 Marlene Y. Satter |
Side Effects Advisors might want to take a look at clients' term life insurance coverage. |
National Real Estate Investor January 1, 2006 Elizabeth Feigin Befus |
New Sexual Harassment Prevention Measures Many real estate firms report that they are increasingly concerned about their liability in the area of employment discrimination, especially sexual harassment. |
CFO April 1, 2008 Russ Banham |
Retired but Not Forgotten How much D&O coverage do former officers and directors need? |
Registered Rep. September 1, 2004 Jason Van Steenwyk |
E & O and U Since 2001, advisors nationwide have been rocked with increases in professional liability insurance premiums. |
The Motley Fool February 5, 2007 Dan Caplinger |
Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk. |
Registered Rep. February 1, 2006 Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Inc. August 2006 Jennifer Gill |
Smart Questions For Your Insurance Agent Are you protected if a catastrophe hits? Quite possibly not. More than half of small businesses don't have business-interruption insurance, a recent survey found. Get on the case by asking these questions. |
CFO August 1, 2004 Roy Harris |
Picking Up the Pieces A company's reputation may be intangible, but when it's damaged, the losses are real. Can insurance bridge the gap? |
Financial Advisor September 2007 David J. Drucker |
Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well. |
Entrepreneur August 2006 Paul & Sarah Edwards |
Get It Covered Insure your business from the start. |
Entrepreneur June 2003 Mark Henricks |
Risky Business On the lookout for small business insurance? You might have to re-evaluate your risk tolerance first. |
The Motley Fool October 30, 2006 Tim Beyers |
Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum. |