E&O Weekly Prevention
Strategies for the Professional Agent
September 5, 2013

Agents of America

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Letter From  the Publisher
E&O Tips of the Week 
Each week AOA thru the Learning Center will be providing E&O tips. These E&O tips will be developed from AOA's extensive library of high level educational material and will be included as part of the webinar / seminar package currently in development, that both agents and carriers will find beneficial in reducing E&O Claims. 
Check out this week's E&O TIPS on "Be Honest With Your Carriers".

A review of the top stories on World Risk & Insurance News at WRIN.tv. Here is your opportunity to see the online video news stories you may have missed. Watch them now "Week in Review".


Also watch Part 2 of Insurance Marketing Expert George Nordhaus interview regarding the McKinsey Report on his " Monday Morning Call" on "Best Practices"....Who, What, Where, When & Why?

AgentsofAmerica.ORG has partnered with WebCE, a leading nationwide provider of Continuing Education for insurance professionals, to provide you with state-approved self-study CE courses to satisfy your CE requirements online! Check out your CE State Requirements.  Also check out, this month's Social Media eBook entitled, "Targeting Your SEO Landing Pages" for download.


"Bringing the Best Together"

Angelo J Gioia


AOA News, Views, Tips & More

Guarding Your "Tax" Identity From Being Stolen

By Carole B. Sheffield, Esq. of Anderson Kill P.C.


Summer is upon us and the 2013 tax season is a distant memory - for most of us, including our estate planning and tax clients here at Anderson Kill. Yet, in 2012 I learned firsthand why the 2012 tax season might continue indefinitely, thanks to the successful efforts of a tax identity thief who fraudulently claimed our son's 2011 tax refund.


Pew Research Center Says 72% of Adults Online (Your Employees) Use Social Networking Sites

By Joseph Lazzarotti, Esq. of Jackson Lewis LLP


According to the results of a study announced today by the Pew Research Center, there has been a significant increase since 2005 in the percentage of adults who are online that participate in social networking. 


By Thomas Paschos, Esq. of Thomas Paschos & Associates, P.C.


Under Pennsylvania law, retaliation is any negative employment action taken by an employer against an employee who has objected to discriminatory practices in the workplace, has filed a complaint with the Pennsylvania Human Resources Commission (PHRC) or the Equal Employment Opportunity Commission ("EEOC"), or assisted in some way with a PHRC or EEOC investigation. Retaliation claims often allege that the employer only took action against the employee because he/she filed an action with the PHRC or EEOC.


Disclosing Material Errors to Opposing Counsel

By Marc Zimet Esq. of Jampol Zimet LLP


Does an Attorney Have a Duty to Disclose to Opposing Counsel a Material Error in a Contract?


Does an attorney have a duty to disclose to opposing counsel a material error in contract language or a material change made by the attorney in the contract language? This was the issue decided by the State Bar of California Standing Committee on Professional Responsibility and Conduct in Formal Opinion no. 2013-189.

By James A. Bosakowski, Esq. of Marshall Dennehey Warner Coleman & Goggin, P.C.


Key Points:

  • In Morrow v. Balaski, 2013 U.S. App. LEXIS 11246 (3d Cir. Jun. 5, 2013), under the circumstances alleged, children who are violently bullied in school were not protected by the Constitution because there was no "special" relationship between the school and the children. 

The Social Connection Social Media Tricks & Tips

By Cynthia Cavoto


Social Sharing ... Are You Putting Yourself In Jeopardy?


For the last several weeks, my colleagues and I have been wrestling with the issue of intellectual property and where the line in the sand is drawn in terms of sharing content and images. The issue arose when a client asked us not to share anything on her social media platforms without replacing the preview image that accompanied the text, using her own purchased image instead.


The Power of Short Questions in the Sales Process  

By Mark Hunter "The Sales Hunter"


The best way to engage your prospect or customer is by asking short questions.  When you do, you will tap into opportunities that long questions will never reveal.

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This newsletter is produced in conjunction with Agents of America, www.agentsofamerica.org. The contents of which may not be reproduced without the express written permission of Agents of America. Copyright 2013