
Small Businesses and Business Insurance Business insurance protects you from the unexpected costs of running a business. Accidents, natural disasters, and lawsuits could run you out of business if you’re…

Small Businesses and Business Insurance Business insurance protects you from the unexpected costs of running a business. Accidents, natural disasters, and lawsuits could run you out of business if you’re…

To invest or not to invest? That is the question. It can be tempting to jump on the bandwagon and follow whatever the crowd seems to be doing when it…

Cybersecurity-related problems are a constant concern for all organizations, including high net-worth individuals. How can you protect yourself from spoofing and phishing? Can insurance help? What is spoofing? Spoofing occurs…

Business email compromise scams are a constant cyber-security concern for organizations of all shapes and sizes, including high net-worth individuals. How can you protect yourself from business email compromise scams?…

Business Insurance: What It Covers During a Pandemic The insurance sector has been impacted by the COVID-19 pandemic of 2020, commonly known as Coronavirus pandemic. The insurance industry remains strong…

Robo-Advisors – Are You Using Them? In the last few years, we have seen a growth in availability and popularity of automated digital investment advisory programs (often called “robo-advisors”). What…

Pooled employer plans allow small businesses to offer a workplace retirement savings option with reduced burdens and costs. The “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act) was…

What Medicare Covers Coronavirus testing will be covered under Medicare Part B as a clinical laboratory test. A beneficiary’s doctor can bill Medicare for this test beginning April 1, 2020…

Sexual harassment is not a new occurrence. With the introduction of the “Me-Too” movement, a new spotlight is shining on sexual harassment, bringing to light its prevalence in various industries….

Policy Smart is seeking professionals with experience developing clients in the Property/Liability (P/L), Employee Benefit (EB) insurance and Retirement sectors.