All posts tagged Life Health & Benefits

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Speaking Insurance: Outstanding CSR of the Year Finalist

Linda Wright, CIC,CRIS, is The Commercial Account Manager at Rooney Insurance Agency, Inc in Tulsa Oklahoma. She has 25+ year of experience in an independent insurance agency. She was named 2016 Oklahoma Outstanding CSR of the Year for the State …

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Tax-Free Retirement Made Simple

A Look at the Options for Tax-Free Retirement Income

By Charlie Matejowsky, CIC, LUTCF

Living in a time when our national debt is over 18 trillion dollars is frightening. There are


A New Life Insurance Option: Senior Life Settlement

By Jerry Rhinehart, CIC, CLU, ChFC, RHU

In the mid-to-late 1980s, the use of a financial arrangement called a “viatical settlement” began to emerge. A good example of this arrangement follows: A terminally ill person


Webinar: The Affordable Care Act: The Impact Upon Fiduciary Liability and Other Liability Coverages

The Affordable Care Act (ACA) imposes some significant federal forms reporting requirements on employers, along with requirements to communicate at specific time points

Life Ins

Disreputable, Not a Breach of Duty

When the proceeds from a life insurance policy were deposited into an investment account as was customary procedure, the beneficiary claimed the practice was a breach


Making the Most of Your Social Security Benefits

By Charlie Matejowsky, CIC, LUTCF

EDITOR’S NOTE: Please be aware that all parts of Social Security are under scrutiny by the current administration and need to be monitored. This


What Is A Vehicle?

Joshua Green died in a boating accident prompting his wife and mother to seek recovery under two Accidental Death and Dismemberment policies.  The insurance company denied


Disability Dispute

A Minnesota chiropractor purchased a disability insurance policy that paid based on an own occupation definition and another policy that paid for total disability based on


Tracking More Than Calories Burned

Most associate cyber-liability exposure with handling credit card information, but there are many other activities that create a cyber-liability exposure.  Fitness trackers marketed by FItBit, Nike,


Sniffing For Results

Sometimes advances in medicine are made by taking a step back from technology.  In Tanzania rats have been trained to quickly and accurately detect tuberculosis.  Would

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