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Wednesday, February 25, 2015

2:00 p.m. - 2:45 p.m.
Track: Products & Marketing View Track

AN ENGAGEMENT LETTER PROTECTS BOTH YOU AND YOUR CLIENT

James Napoli, Partner, Employee Benefits Practice Group, SEYFARTH SHAW LLP

The number of cases lodged against brokers for professional negligence or malpractice is growing, From your point of view, the engagement letter is the first line of defense against a claim of professional negligence or malpractice. It protects your client in that the client has a better understanding of what issues you will and what issues you will not be addressing during the engagement. This session will answer the question: “How do I protect myself against being sued for not providing information on an issue that I felt was outside the scope of my engagement with the client?”

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