While I feel extremely qualified to write about how to work towards your CPCU during Life With Young Children (alternately titled “Not Your Life Anymore”), this is not intended to be a step-by-step guide. My road to CPCU included a full-time job with my fifth baby making his appearance right in the middle, along with … Read more

I had the pleasure of talking with insurance policy legend Bill Wilson about the principles that he has shared over his 30 plus year career of assisting people with resolving insurance coverage and claims disputes. Bill’s book, When Words Collide, should be on the shelf of any professional who works in the insurance industry. Mr. … Read more

I have been truly blessed to have been given the opportunity to lead so many great insurance professionals over my 40-year career insurance. My formula for becoming a leader is the sum of my own stories and experiences.  Not the experiences in the leadership roles I held, but more from being led by people that … Read more

I had the great pleasure of appearing as a guest on Broker Brett’s podcast recently, and we got to chatting about why my company, Pathpoint, chose to focus on the E&S market. We talked about the fact that E&S simply hasn’t been a focal point for the insurance industry up until now, and I thought … Read more

It kind of sounds like a come-on for a dating site, doesn’t it?   It isn’t. It’s for readers in sales and advisory professions—and may have a unique application to insurance and investment advising. It applies to both veterans and novices, those who have books of business, streams of referrals, legions of people coming to … Read more