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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.

News and Articles

Hacker Hits Three Times
Tales From The Trenches

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

Cyber Crime and the Financial Sector: 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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Risk Management Lessons from InterWeb
Commercial Insurance

Risk Management Lessons from InterWeb

Many investment options, such as structured products, are worthy of extra effort and care is built into the sales practices. These defined-outcomes are based upon assumptions regarding underlying investments, strategies, and their expected rate of return.  If those assumptions are wrong, in the end, the client does not get what they expected resulting in claims of the alleged misrepresentation, breach of fiduciary duty, and such. 

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