The Insurance and Law Tool Kit

A huge part of managing risk for your brokerage is making sure you've secured the right kind of insurance and legal advice. This tool kit can help you do just that.

Getting Coverage

Types of Insurance
Insurance Companies
Evaluating Policies
Selecting an E&O Carrier
E&O Policy Exceptions
Claims Against You

Risk Management

Keep Out of Court
Find an Attorney
Non-Agency Disclosure
Defensive Record Keeping
Transaction File Musts
1031 Exchanges
Your Intellectual Property
Copyright Caveats


Common Requirements
Common Problems

Antritrust Law

Risk Prevention Tips
Avoid These Traps