A health insurance agent tried to help their client find more affordable health insurance by maneuvering the employees between two firms to qualify as small groups with a very bad result.
The registered representative, who is also an insurance agent, had a decades-long relationship with the clients, an elderly husband and wife. The clients had three annuities with the agent. When it came time to annuitize, there was an error in…
What about your unconventional risks? If you have a large or fast boat, ATV, RV or Trailer, short-term rental property or investment property under construction you may have inadequate insurance. Today, the most common types of insurance for your car,…
