Phishing Emails – Stop the Cycle

Phishing Emails – Stop the Cycle

We rely on emails for daily operations to communicate with clients, staff, vendors, friends, family, and regulators. Email is also one of the most prevalent means that cyber-criminals target for a variety of purposes, from obtaining sensitive information from the...
Use More than a Password

Use More than a Password

Hint to help deter cyber criminalsThe Cybersecurity and Infrastructure Security Agency (CISA) recommends Multi-Factor Authentication (MFA). There are cyber attacks in the news all the time, but there’s one trick that helps to make your accounts difficult to...
The Ethical Do’s and Don’ts of Retainer Fees

The Ethical Do’s and Don’ts of Retainer Fees

Do you ever collect fees in advance for work to be performed in the future?Do you tell your clients these funds are nonrefundable?What do you call this payment – a retainer, an advance, a paid-in-full fee?Where do you deposit these funds?For guidance on these...
Variations of Claims-Made Insurance Prior Acts Endorsements

Variations of Claims-Made Insurance Prior Acts Endorsements

A claims-made insurance error policy may have a Firm Prior Acts Date, an Individual Prior Acts Date, a Career Coverage Prior Acts Date and/or Predecessor Firm Prior Acts Date or a combination for the former. Different prior acts endorsements address specific coverage...