E&O Insurance for Media Personality (TN)?
Posted: Mon Sep 09, 2019 2:01 pm
Have an interesting situation and curious if anyone has any guidance on some options I may have. I'm a former financial planner who used to have his own registered investment advisory firm (I sold the firm earlier this year).
In addition to that, I also run a personal finance blog named https://www.goodfinancialcents.com/. While as a practicing advisor, I owned E&O insurance on my business and always assumed it would carry over for anything that I did online.
Now that I'm not a "practicing" financial planner, although I have retained my CFP certification, I wasn't sure if the E&O insurance, which was initially purchased for the firm, would still cover me as a media personality.
I don't give specific investment advice but I do offer recommendations where individuals may open a brokerage accounts, refinance their mortgage, or purchase life insurance (I also owned https://LifeInsurancebyJeff.com which now redirects to my blog) Most of these I am compensated on a lead-per-acquisition basis.
The question is....what sort of policy should I be considering to cover me in the event that someone were to pursue litigation against me?
In addition to that, I also run a personal finance blog named https://www.goodfinancialcents.com/. While as a practicing advisor, I owned E&O insurance on my business and always assumed it would carry over for anything that I did online.
Now that I'm not a "practicing" financial planner, although I have retained my CFP certification, I wasn't sure if the E&O insurance, which was initially purchased for the firm, would still cover me as a media personality.
I don't give specific investment advice but I do offer recommendations where individuals may open a brokerage accounts, refinance their mortgage, or purchase life insurance (I also owned https://LifeInsurancebyJeff.com which now redirects to my blog) Most of these I am compensated on a lead-per-acquisition basis.
The question is....what sort of policy should I be considering to cover me in the event that someone were to pursue litigation against me?