About the Author

Finding the right insurance for your investment advisory is an important step in protecting your business and achieving long-term success. As an investment advisor, you play an active role in managing your client’s financial assets. You are skilled in research and can successfully communicate important information about investing to your clients. You may even make...

Finding the right insurance for your investment advisory is an important step in protecting your business and achieving long-term success. As an investment advisory representative, you work with your clients to build investment portfolios and recommend financial securities like stocks, bonds, and certificates. Your expertise in securities and professional experience make you a trusted source...

Finding the right insurance for your investment management firm is important in protecting your business and achieving long-term success. As an investment management consultant, you are responsible for helping your clients plan their financial futures. Whether you are helping them allocate money to send their children to college or preparing them to buy their first...

Finding the right insurance for your investment advisory is an important step in protecting your business and achieving long-term success. As a registered investment advisor, you have a fiduciary duty to put your client’s interests first. In the course of your work, you serve as an all-around money expert who advises clients on how to...

Finding the right insurance for your brokerage firm is an important step in protecting your business and achieving long-term success. As a stockbroker or owner of a brokerage firm, it’s your job to execute trades successfully and provide securities advice to your clients. Whether you are pushing them to buy stock in a new company...

Finding the right insurance for your tax preparer business is an important step in protecting your business and achieving long-term success. Filing a tax return can be a long and complicated process, filled with obscure questions and piles of paperwork. Many people lack the know-how, patience, knowledge, and time to do the work themselves. That’s...

Like most insurance types, Commercial Auto Liability Insurance is subject to a number of notable exclusions. When the use of a car, truck, or van is integral to your business, Commercial Auto Liability Insurance is a must-have. In the event of a car accident, Commercial Auto Liability Insurance can protect you from the fallout of...

Construction, Occupancy, Protection, and Exposure (COPE) is a set of criteria used to underwrite commercial property insurance policies. When it comes to ensuring the longevity and financial security of your business, commercial property insurance is an important risk management tool. Natural disasters, industrial accidents, fires, and vandalism all threaten to destroy everything you’ve worked so...

Self-Insured Retention is a fixed amount of money in a liability insurance policy that you cover before your insurer begins to pay out your claims. Most people are familiar with the term “deductible” from personal insurance, which refers to the amount of money you must pay in an insurance claim before receiving coverage from your...

A Hold Harmless Agreement is an agreement one party makes not to hold the other party legally responsible for any danger, injury, or damage. As a business owner, the last thing you want on your hands is an expensive lawsuit. Legal fees can be astronomical, draining you of time and money that you would probably...