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Home » E&O Claims

E&O Claims Scenario: Dangers of Interpreting Retirement Plan Benefits

Posted October 28, 2020 by James Leave a Comment

Sharpen Your Skills With Our E&O Claim Scenarios We believe that insurance professionals can improve the service that their clients receive by sharpening their professional skills by looking over case studies and scenarios that have led to E&O claims. Facts A client had served ten (10) years in the U.S. military before an honorable discharge.  Subsequently, he went to work as a federal employee for over twenty (20+) years.  The client came to agent seeking advice on retirement … [Read more...]

Filed Under: E&O Claim Scenarios Tagged With: E&O Claims

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