Knowledge Center

Welcome to our insurance knowledge center.  We've gathered some valuable resources to educate our clients on the products we offer to ensure a fast, easy for you process.

Tales From The Trenches

Read more about our clients successes in this InterWeb series of stories and the challenges that we faced for each scenario.

Tales From The Trenches

Read more about our clients successes in this InterWeb series of stories and the challenges that we faced for each scenario.

Cyber Breach - State Laws

This cyber breach guide provides a high-level overview of state data breach laws.
New

News and Articles

Aging Client and Financial Advisors
Programs

We aren’t getting any younger, and neither are our clients!

Industry estimates are that 25% of assets under management are those of baby-boomer investors now reaching the age of 75. Not only are assets likely to be moved, but investors are more likely to begin showing signs of dementia or other decreased mental acuity. It is a fact they are prone to poor decision-making and are vulnerable to exploitation. Schwab, Fidelity, and Vanguard have implemented algorithms to spot these trends.

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Hacker Hits Three Times
Tales From The Trenches

Health Agent Stretches the Rules

A health insurance agent tried to help their client find more affordable health insurance by maneuvering the employees between two firms to qualify as small groups with a very bad result.

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Hacker Hits Three Times
Tales From The Trenches

Big Mistake on the Annuitization of a Policy

The registered representative, who is also an insurance agent, had a decades-long relationship with the clients, an elderly husband and wife. The clients had three annuities with the agent. When it came time to annuitize, there was an error in the paperwork resulting in the potential loss of benefits of approximately $2,000 per month for life for both the husband and wife.

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Insuring Less Conventional Assets
Personal Lines

Insuring Less Conventional Assets

What about your unconventional risks? If you have a large or fast boat, ATV, RV or Trailer, short-term rental property or investment property under construction you may have inadequate insurance. Today, the most common types of insurance for your car, home, health, life, or disability, usually do not provide the most comprehensive coverage for unique needs.

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Cyber Crime and the Financial Sector: How Remote Work is Putting Brokers and Clients at Risk
Cyber Insurance

How Remote Work is Putting Brokers and Clients at Risk

The world has changed in a myriad of ways as a result of the COVID-19 pandemic, from children kept out of school for months on end to previously busy restaurants and shops boarding up their doors and hoping for better times ahead. While this time has been difficult for millions, some people have profited – namely the Cyber Criminals who stalk the internet in search of easy victims.

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10 Types of Insurance Your Small Business May Need
Business Insurance

10 Types of Insurance Your Small Business May Need

Even the smallest business carries with it some risks. Whether you have a one-person small business or are well on the way to building a financial empire, you will need insurance. However, how can you be sure that you have covered all the insurance essentials? To help you check that your insurance cover is adequate, reach out to us after you’ve read through this list of ten of the most common types of insurance policies available for small businesses.

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