Lawsuit for Failure to Provide Evidence of LTCI Advice

This story should help those of you who are partnering with other professionals. Most are very busy and even though clients may be asking about LTCI, sometimes they are just too busy to learn about it. However, here's a story involving a professional who tried to do the right thing but just didn't keep a record of his advice. His E&O didn't protect him from the client's son, something most of us wouldn't think about. You can go to the link at http://registeredrep.com/mag/finance_scary_story/index.html or CLICK HERE for the article.