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Jun 16, 2009 7:31 pm

Having a difficult time finding an E&O insurer.  Talked to a couple
of the big insurers and was pretty shocked at how little they
understood our business (one financial services “specialist” rep I
spoke to didn’t understand the difference between discretionary and
non-discretionary accounts).  Any suggestions?  Thanks.

Jun 16, 2009 10:44 pm

Feel free to call me for some ideas.  I have some good options I’ve uncovered which I think should help you.  My # is 888-579-8640.