Financial Practice Made Perfect

Financial Practice Made Perfect - Episode 28: E&O Insurance - More than just compliance


Listen Later

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
...more
View all episodesView all episodes
Download on the App Store

Financial Practice Made PerfectBy Independent Financial Brokers of Canada