The Department of Labor’s Fiduciary Rule

The Department of Labor’s Fiduciary Rule has been a recent topic of discussion for many insurance and financial professionals. As a leading broker and managing Read More …

Do you call yourself a specialist or expert in your field?

Take care when using terms like “specialist” or “expert” when describing your business or job title to a customer. In some cases, agents who present Read More …

Common Myths about E&O Insurance Coverage

E&O insurance is not necessary because I never make mistakes. Insurance agents with a perfectly error free business history have experienced claims “out of the blue” Read More …