If your company offers benefit plans you probably need it, regardless of whether you administer the plan or not. In the video below I go over what Fiduciary Liability coverage is and some real world claim examples.
Trying to predict where the economy and stock market are going in the short term is a fool’s game and is something I would not bet on. With that disclaimer out of the way I want to point you to two pieces of content I recently consumed that might give us some clues as to … Continue reading Ray Dalio and the Private Debt Market
I read an intriguing blog post today on The Reformed Broker titled – “Two Thirds of Advisors Care Most About a Fund’s Cost.” The article is about financial advisors, not insurance advisors, I think if it was talking about insurance advisors the number would be even higher. The article seems to allude that cost is … Continue reading Cost is the Most Important Consideration When it Comes to Investments – It Always has been in the Insurance World