Protecting Yourself and Your Clients: E&O Insurance Essentials for Financial Professionals
Discover the essentials of E&O insurance from Roberta Tasson, partner at The Magnes Group, as she shares insights on policy features, exclusions, and market trends. Gain the knowledge necessary to make informed decisions and provide tailored insurance and risk management solutions to your clients.
- FP Canada: 1 Practice Management (#13166)
- RIBO: 1 Technical
- MB: 1 (#41715)
- AAC: 1 Life, 1 General (#64957)
- MFDA: 1 Business Conduct – Other, (#1000003565)
- BC: 1 Life and/or A&S , (#41715)
- ON: 1 Life
- SK: 1 Life
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