Key Person Insurance: Lessons from Aaron Rodgers

If you’re a football fan, you likely remember the collective gasp when Aaron Rodgers of the Jets went down with a season-ending injury mere moments into the first game of the year. Beyond the disappointment for the team and its fans, this incident sheds light on a crucial aspect of business risk management: Key Person […]

The Value of a Compliance Self-Assessment for Insurance Advisors

A white man in a button shirt stands in a room looking at a tablet with his hand on his chin throughtful. A woman is in the background looking at a wall of post-its in an office setting. This image is to represent self assessment in particular, Compliance and insurance.

You might be asking yourself, “why should I spend time on compliance for my practice”? Well, we know that compliance tends to get a bad rap because it is often associated with laws, regulations, enforcement actions, and penalties for those who do not follow the rules. It also takes valuable time, effort,  and resources from […]