Investment Executive – Why retired advisors can be sued

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Ellen Bessner, partner at Babin Bessner Spry LLP speaks with Dan Richards, CEO of Client Insights, on why advisors can be sued in retirement, and explains the steps you need to take to ensure you are not at risk.  You can watch the interview HERE to learn more about having good files and ERP insurance.

To find out more about IFB’s E&O program and ERP insurance, click here!

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