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3 min read

What 🍕Pizza🍕 Boxes Have In Common With Compliance Programs

What 🍕Pizza🍕 Boxes Have In Common With Compliance Programs by Kay Godfredsen Happy National Pizza Week to those in the U.S., and for those all around the world, International Pizza Day is February 9, 2024. If you know me, you know that I like a...

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4 min read

There Is Just Too Much Insurance Knowledge Out There

There Is Just Too Much Insurance Knowledge Out There by Joseph D'Souza “The information you have is not the information you want. The information you...

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2 min read

GET Ready for 2024! Week 3️⃣ : Plan for Life Stages

GET Ready for 2024! Week 3️⃣ : Plan for Life Stages by Tony Steuer Happy Friday. ✅ Week #3 Action Item: Plan for Life Stages 👉 Our financial needs...

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4 min read

The Critical Importance of Rating Agencies: Joseph Petrelli, CEO of Demotech (AoB S1E3)

The Critical Importance of Rating Agencies: Joseph Petrelli, CEO of Demotech (AoB S1E3) by Nicholas Lamparelli Insurance company Rating Agencies...

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6 min read

Compliance Corner: Reporting Suspected Insurance Fraud

Compliance Corner: Reporting Suspected Insurance Fraud by Kay Godfredsen This edition of Compliance Corner is intended to provide some direction to...

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3 min read

From Silos to Cooperation: Tapping into Institutional Knowledge To Fuel Collaboration

From Silos to Cooperation: Tapping into Institutional Knowledge To Fuel Collaboration by Joseph D'Souza “ᴄᴀɴ ʏᴏᴜ ᴇᴍᴀɪʟ ᴛʜᴀᴛ ꜰɪʟᴇ ᴛᴏ ᴍᴇ? ɪ ʜᴀᴛᴇ ᴜꜱɪɴɢ...

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2 min read

GET Ready for 2024! Week 2️⃣ : Define Your Goals & Priorities

GET Ready for 2024! Week 2️⃣ : Define Your Goals & Priorities by Tony Steuer 🔙 GO BACK TO WEEK 1️⃣ OR ➡ JUMP TO WEEK 3️⃣ ✅ Week #2 Action Item:...

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3 min read

Enforcing Financial Integrity – The Importance of Separation of Duties

Enforcing Financial Integrity – The Importance of Separation of Duties by Crystal Temple Financial management is difficult enough in the business...

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3 min read

Authenticity, Your Superpower 💪

Authenticity, Your Superpower 💪 by Whitney Carpenter Doig Introduction Do you feel pressure to put on a mask and conform to societal expectations in...

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3 min read

GET Ready for 2024! Week 1️⃣ Of Getting Your Financial House in Order

GET Ready for 2024! Week 1️⃣ Of Getting Your Financial House in Order by Tony Steuer ✅ Week 1 Action Item: Review the Get Ready Habits 🌎 The big...

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