Beware IRS Letter 226J

Clients face stiff fines if they don’t respond within 30 days.

Let’s Stop the Silliness

It’s long past time for agent appointments to go.

Undoing Obama

Change made through regulation doesn’t seem to stick.

Fair Presentation at Risk

Follow the rules or pay the price.

Fiduciary Rule Roulette

With the June deadline past and the January one approaching, has anything changed? Well, yes. And no.

A Tech Moment

The NAIC explores technology and insurtech to educate states and serve as a thought leader.

Are You Ready?

New York’s cyber-security rule is far-reaching and tech heavy.

The Good, the Bad and…the Potentially Ugly?

And we’re still trying to figure out exactly what it is.

My Game Changers

These people have made a difference in my life.

Crossing the Pond

Non-U.S. brokers need a U.S. license to solicit business in the U.S.

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