National Preparedness Month (NPM), recognized each September, provides an opportunity to remind us that we all must prepare ourselves and our families now and throughout the year. This NPM will focus on planning, with an overarching theme: Disasters Happen. Prepare Now. Learn How. Take time to learn lifesaving skills − such as CPR and first … Read more
September is Life Insurance Awareness Month and to help spread Awareness on Life Insurance and improve Financial Literacy, Questions and Answers on Life Insurance and The Questions Answers on Life Insurance Workbook will be available through the end of September for $0.99 on Amazon Kindle format. And, I’m giving away 100 copies of Questions and … Read more
In a positive sign, the SEC is moving forward with consideration of a significant rule-making package that would support members of the financial services industry to act more directly in consumers best interests and to provide clear and complete communication. In a recent public statement, Securities and Exchange Commission Chairman Jay Clayton said that: Retail … Read more
Technology and insurance are transitioning to their most logical form. The future of insurance will be an evolution rather than an evolution. Technology companies are finding they can provide the most value to insurance companies by working with them. According to a recent report “Breaking Boundaries: How InsurTech is Moving Beyond Insurance” by Startupbootcamp”, insurers … Read more
Thanks to Nick Lamparelli & Tony Canas of Insnerds.com for the opportunity to be a guest on their Podcast “Profiles in Risk” to discuss the Insurance Bill of Rights. It was a great opportunity to discuss the overall opportunity for the insurance industry to adopt a policy owner first approach. You can listen to the podcast here. … Read more
Hope you are doing well. Thank you for reading my blog. It’s been awhile since the last post and it will probably be another month before posts start being published regularly. Over the last few years, I’ve shared what’s been going on in the insurance industry along with observations. The last year was centered around … Read more
While there have been quite a few attempts recently to remove some consumer protections such as delaying the implementation of the final phase of the DOL Fiduciary Rule while Trump consumer protection chief requests $0 in funding for the Consumer Financial Protection Bureau in 2018 (last year, $217.1 million was requested). The CFPB doesn’t currently … Read more
Pleased to announce that digital versions of all of my books are on sale for .99 cents on Amazon & all online book retailers or on my website (here) . Thank you for your support and please share. Leaving a review is a great way to say thank you if you like the books.