Insurance Information Archives - Lockton Affinity Advisor

Wire Fraud Risks for Retirement Plan Advisors

Year after year, cyber crime continues to grow and evolve, including wire fraud risks for retirement plan advisors. Certain industries, including the financial industry, have seen an increase in the number and cost of attacks. Because financial professionals like retirement plan recordkeepers, CPAs and lawyers host large amounts of their clients’ personally identifiable information, they [...]

Why Today’s Financial Professionals Need Errors and Omissions Liability Insurance

While all investments involve risk for the investors, a considerable risk also exists for the financial professionals who provide services to those investors. Even if you are extremely diligent in the exercise of your duties and enjoy great relationships with your clients today, you could still face a stressful claim or costly litigation from an [...]

By | September 19th, 2019|Insurance Information, Life Agents|0 Comments