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...ership transfers, and most estate planners don’t address Personal Lines insura...iligence can help reduce the frequency and severity of E&O claims as well ...

... opportunities, so are there a wide variety of mutual funds. While a particular organization may offer dozens of mutual funds, there are basically four different types: money-market funds, stock funds, bond funds, and specialty funds. These categories offer investment opportunities designed to meet the goals of virtually every investor, from the most aggressive to the most conservative. When looking at these types of mutual funds, it is important to recognize that many are difficult to classify. There is no sharp delineation between some types of funds. Within ... they are going to use the fund as a checking account, they will want to know how many checks they are allowed to write per month and the charge for each check. A money-market fund is a good place to keep a family's emergency fund. Most financial planners recommend that investors put aside a nest egg of three to six months' salary to meet emergency expenses. And, since with a money-market fund the net asset value is always $1 , the interest earned simply buys more shares in the fund. Stock Bonds ... requirements for taking the exams and receiving a license. While no specific training is required to take the exams, agents should certainly be reading and taking courses on investments and financial planning in order to best serve their clients. Agents would also be well-advised to check their Errors & Omissions coverage before embarking on any such venture. THE PRODUCT Just as there are a multitude of investment opportunities, so are there a wide variety of mutual funds. While a particular organization may offer dozens of mutual funds, there are basically four different types ...

...'s emergency fund. Most financial planners recommend that investors put aside ...t also be a charge for accounting fees and marketing costs, whic