Your Investment Guy Doesn’t Really Care About You……Do It Yourself!

Posted by D. Gregory Steliotes on April 30, 2021

Many of you may be looking for a way to supplement your savings, whether that be for retirement, unanticipated expenses or as a legacy for your family.

You have a number of options available, including IRAs, Roth IRAs, 401(k)s and other tax-advantaged plans. If you’ve maxed-out these strategies and have been looking for alternative savings plans for retirement, you might have come across the term Section 7702 plan in the media or from a friend.
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Certificates of Insurance: A Primer

Posted by Katy Reagan on January 19, 2021

A certificate of insurance is a document that verifies you have insurance coverage, and condenses all the key information about your program (policy numbers, effective dates, names of the insured, types and limits of your coverage, etc.) into an industry standard form.
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Talent is the Difference

Posted by Ed Purcell on January 18, 2021

Our client Brian Smith, CEO at Banyan Technology, shares insights into considerations to be made and counsel to be sought when scaling an enterprise for robust growth.

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Understanding the Need for Errors & Omissions (E&O) Coverage  

Posted by Mary Benko on November 01, 2020

Professional liability coverage — often referred to as Errors & Omissions insurance — is a specialty coverage for various professions that provide expert services and therefore are held to a higher standard of care in their industry. If your business performs a service or provides advice for a fee you may have a professional liability exposure. 
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How Obamacare Changed Everything

Posted by Timothy J. Hite on October 08, 2020

March 23, 2010 marked the adoption of the Patient Protection and Affordable Care Act (PPACA), now better known as the Affordable Care Act (ACA) or Obamacare. For the medical insurance community and American citizens, it was a date that would entirely upend the understanding and implementation of medical insurance for both corporate America and individuals buying medical insurance.
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Do I Need to Purchase Rental Car Insurance?

Posted by Cathy Kravec on September 16, 2020

All rental car companies offer you the option to purchase their insurance coverage – or what they call a Loss Damage Waiver (LDW) – when renting a car. Most people decline coverage as it can be quite expensive and they generally assume their personal auto insurance will cover them. Unfortunately, this is not always the case.
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State of the Property & Casualty Marketplace

Posted by Pam Fleischer on July 27, 2020

The year 2020 has brought many unexpected changes to the world, including the insurance markets. We were already experiencing hardening market conditions in the insurance industry even before the COVID-19 pandemic applied further rate pressure.
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The Value of Trade Credit Insurance for Private Equity Firms

Posted by Edward McNamara on July 01, 2020

When looking for strategies that can help a private equity firm protect the investments in its portfolio and give them a competitive edge, many executives are now turning to Trade Credit insurance as a solution. 
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Mental Health Awareness Month

Posted by Eileen Dooley on June 08, 2020

The month of May was Mental Health Awareness Month. June is here and mental health awareness should be just as important and available.
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What’s Trending: Some Employee Benefits Wrinkles We See in the New Year

Posted by on February 06, 2020

Benefits professionals have no doubt always believed their contributions were crucial to the overall success of their employers. But that’s perhaps never been truer than it is today.
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