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Financial Practice Made Perfect - Episode 28: E&O Insurance - More than just compliance
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תוכן מסופק על ידי IFB and Independent Financial Brokers of Canada. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי IFB and Independent Financial Brokers of Canada או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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
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