Wednesday, June 25, 2014

Attorneys target advisors, not companies or policies Best Practices



Most prosecuting attorneys go after the advisor as the primary target in litigation, and an advisor's exposure to litigation can often be greater than that of a carrier. The vast majority of licensing agreements heavily favor the carrier, and carriers often distance themselves from an advisor in arbitration. While errors and omission insurance can help, it isn't always insulation against financial judgments. Syndicated financial columnist and talk show host Steve Savant interviews Ilya Lerma on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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