Join Josh and Garrett as they start off discussing what coaching means and what future regulations may look like, then continue to talking about liability in multiple areas.
Top takeaways:
- It’s far easier than most of us would expect to accidentally step into law advice.
- Remember how complicated the tax code is, and be VERY cautious when giving tax advice.
- It’s important to be aware of where the liability could be, and be ready to partner with other professionals to work with your clients.
- Some states prohibit any amount of insurance advice without a license.
- You have to pay attention to both the laws of your state AND the laws of your client’s state.
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