top of page


Errors & Omissions Insurance 201: What Fee-Only Financial Planners Should Know Before a Claim Happens
Errors & omissions insurance is more than a box to check at renewal. For fee-only financial planners, understanding how E&O coverage works can make a meaningful difference when a client alleges that advice—or a failure to act—caused financial harm. From retirement projections and investment losses to missed communications and tax-planning disputes, claims can arise in unexpected ways. This E&O Insurance 201 guide explores common scenarios, important coverage considerations, a
Aug 107 min read


May 2026 Newsletter
May is Disability Income Awareness Month! Most Common Disability Insurance Claims Most individual disability income (IDI) claims fall into a few key categories: -Musculoskeletal issues (back, joints, arthritis) – the #1 cause -Mental health (anxiety, depression, burnout) – rapidly increasing -Cancer – often leads to extended time off work -Injuries (accidents, fractures) -Cardiovascular conditions (heart attack, stroke) -Neurological disorders (MS, Parkinson’s, severe migrain
May 72 min read
bottom of page
