My goal is to work collaboratively with our partners to ensure the success of our strategy and market development, implementation and analysis from end-to-end. Collectively we strive to create client experiences that help enhance our relationships and our clients ability to protect their business, care for their people and grow a profit. Our focus on leveraging client centered analytics to discover insights and provide better experiences is what continues to set us apart. Personally, marketing has always been my dream job and today’s endless creative avenues and trends that continue to shape the marketing landscape renews that energy daily. My all-time favorite pastime is spending a lazy weekend on the couch with the perfect film and food pairing.
As a financial professional, you’ve probably heard about professional liability insurance. You may even own a policy. However, you might be uncertain about what it provides and what determines its cost. You might also be unaware of how the value of having this insurance exceeds its premium.
Keeping client books is stressful enough without having to worry about getting sued if you make a mistake. That’s why having professional liability insurance is an essential coverage for today’s bookkeepers.
Welcome to the perilous world of attorney trust fund crime. It’s where clients can be criminals and your IOLTA money can vanish instantly. Even though these schemes have existed for years, and bar associations and insurers have issued many alerts about them, lawyers still fall for them.
With large judgments possible, pet parents are seeking legal remedies more frequently. In response, veterinarians are buying professional liability insurance to shield their assets against angry patients.
Most dentists view patient lawsuits as something that will never happen to them. But we have news for you: It can happen to you. And if you lose your case, you may be looking at a punishing financial settlement. How can you avoid patient litigation?
RESPA— the Real Estate Settlement Procedures Act— assures transparency during real estate settlements. As a federal law, it prevents predatory settlements, mandating that mortgage lenders, brokers and other loan servicers offer full transparency to borrowers, avoid kickbacks and excessive referral fees and set escrow account guidelines.