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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.
Investment Advisor July 2006 Marlene Y. Satter	Insurance Update: Reviewing the Situation When advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however, there can be a big gap if advisors don't thoroughly review all the types and levels of coverage their clients have.
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.
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.
Financial Planning December 1, 2011 Nancy R. Mandell	Peace of Mind Chartis is one of a handful of insurance companies focused on the special needs of the very wealthy - the top 1% to 2% of the nation's population. Establishing ties to financial planners has become increasingly important for these insurers.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
CFO December 1, 2002 David M. Katz	Cover Me Anyone searching for D&O coverage will find it more expensive and less inclusive than ever before.
Registered Rep. March 13, 2013 Alan Lavine	Old Money For advisors, it pays to insure a client's valuable collectibles, like antiques, rare toys, ceramics or wine; but it's crucial to find reputable appraisers and carriers.
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.
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.
CFO Kris Frieswick	Less for More Coping with the bear market in directors' and officers' liability insurance...
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 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.
The Motley Fool July 20, 2005 Selena Maranjian	Guess What You're Not Insured Against Don't assume that your home is protected against some not-so-uncommon disasters.
CFO April 1, 2008 Russ Banham	Retired but Not Forgotten How much D&O coverage do former officers and directors need?
New Architect May 2002 Kevin Savetz	Data Insurance Cover your most valuable assets -- the intangible ones...
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.
Entrepreneur August 2003 Jacquelyn Lynn	On the Job Is that independent-contractor hire insured? If not, then you'd better be.
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.
Inc. August 2007 Elaine Appleton Grant	Don't Let a Smile Be Your Umbrella Buying insurance after cashing out.
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.
Entrepreneur June 2003 Mark Henricks	Risky Business On the lookout for small business insurance? You might have to re-evaluate your risk tolerance first.
Registered Rep. April 1, 2006 Janet Arrowood	Scary Story In a world where financial lawsuits regularly make headlines, advisors that ignore their E&O coverage do so at great risk to their careers and their pocket books. Legal fees alone can crater a wallet.
Commercial Investment Real Estate Sep/Oct 2012 Kevin Kerridge	Use a Lifeline Smaller companies need to manage risk in an uncertain market.
The Motley Fool June 7, 2007 Selena Maranjian	Who Needs Umbrella Insurance? It might surprise you how handy -- and inexpensive -- this insurance can be.
eCFO June 2001 Tim Reason	Riders of the Digital Age Security experts say assets that cannot be protected need insuring. Seems simple enough -- but surprisingly, many companies still don't carry insurance geared specifically for ebusiness...
Commercial Investment Real Estate May/Jun 2008 Patrick Nugent	Premium Advice Insurance techniques help multifamily property owners maximize value.
Bank Director 1st Quarter 2009 Charles Keenan	Sleep Insurance: How the Market is Affecting Your D&O Coverage Banks face a double whammy of sorts, since rockier times will make it almost necessary to raise coverage limits for directors in order to retain or lure them.
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.
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.
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.
Bank Director 4th Quarter 2009 Jamie Reeves	Evaluating Your D&O Protection The first step the board must take in steeling itself against liability is undergoing a thorough review of its insurance carrier. This interview offers tips on questions the board should be asking before the going gets tough.
Investment Advisor October 2006 Marlene Y. Satter	The Times Are A-Changing Climate change is a tsunami sweeping through the insurance industry.
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.
Investment Advisor June 2009 Marlene Y. Satter	Shelter from the Storm Advisors whose high-net-worth clients have trouble getting coverage for their homes in coastal and other hard-to-insure areas might want to take a look at Privilege Underwriters Reciprocal Exchange (PURE).
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.
National Real Estate Investor April 1, 2003 Chapman & Valley	Terrorism Insurance: Why Owners Are Balking Not all property owners are buying coverage. Many landlords who believe their properties pose a low risk for a terrorist attack are declining to accept coverage because they think it's too pricey or unnecessary. The repurcussions of this are felt throughout the industry.