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.

Benefits of Fiduciary Liability

What is a fiduciary's job and how can it protect policy holders.
New

News and Articles

Commercial Insurance Misconceptions
Commercial Insurance

Commercial Insurance Misconceptions

Whether you’re running a startup or a small to medium enterprise, insurance is a cornerstone for efficient business operation. The essence of insurance is to provide a financial cushion if things take a turn for the worst.

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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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