Bruce and Adam discuss the importance of thoroughly reading and understanding business insurance agreements, emphasizing that many people often skip this step, leading to potential legal issues. They highlight the need for trusted advisors to guide clients through the details of engagement letters and management agreements, ensuring clarity on terms and exit clauses before signing and stressing the value of asking questions and being well-informed to avoid future complications.
Jeff Kleid, Founder
VCL Risk
800-979-0176
jdkleid@eliterisk.com
