Schwab E&O Update

Show Notes

Topic I: Schwab E&O Update

Topic II: Crypto ETF

Guest Speaker Info:

Chad Ramberg, President Box Professional Insurance, LLC

Phone: 817-865-1519 Email: [email protected] 

Website: www.boxproinsurance.com 

Chad's LinkedIn: https://www.linkedin.com/in/chad-ramberg-71278533/ 

Advisors can email that address below and put in the subject line – “Do I meet the Schwab requirements?”

 [email protected]

Please attach a copy of the insurance coverage in place including the following.

•  E&O
• Cyber
• Crime / Crime Bond