ERISA’s enduring legacy and the evolving impact on fiduciaries
ERISA outlines the responsibilities of fiduciaries, mandates employee dishonesty insurance and holds fiduciaries personally liable for breaches of their duties.
From the Field: Expert Insights
Help your business clients create an emergency response plan
Emergency management is a preplanned process for preparing for, mitigating, responding to and recovering from an emergency.
Copay accumulators are harming patients
Although insurer copay accumulator policies may vary slightly from state to state, they all inevitably increase patient harm.
Data migration and modernization myths debunked
Digital transformation is dependent on and driven by modernizing your data.
7 deliverables to expect from an insurer
Whether you’re an independent broker or a captive agent, you may have more leverage than you think with the insurers with which you’re aligned.
Planning for retirement beyond Social Security
Social Security was never intended to be the only source of income after retirement.
Life insurers depend on technology to stay compliant
Investing in the right product technology is crucial for insurers to maintain compliance while also adapting quickly to regulatory changes.
Amazonification has changed insurance marketing
Amazon has influenced nearly all our transactions – including shopping for insurance.
Building authentic connections across generations
By Irene Stolte Clients from different generations and upbringings walk through my office doors every day. Some days, I meet…
Why insurers must maintain a personal touch in a technology-driven era
Insurers must adapt and evolve to meet policyholder’s changing needs and expectations.
