Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself

Excess liability insurance as well as errors and omissions insurance can provide further peace of mind for financial planners and HNW clients

Journal of Financial Planning: February 2023

 

HanNa Lim, Ph.D., CFP®, is an assistant professor in the department of personal financial planning at Kansas State University. She teaches insurance planning and theory courses. Before she joined K-State, she worked as a senior researcher at Samsung Life Insurance.

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