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    Mar 20

    Small Businesses and Business Insurance

    By Christopher Roche News

    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…

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    Mar 06

    The Risks of Short-Term Trading Based on Social Media Hype

    By Christopher Roche News

    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…

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    Jan 21

    Phishing and Spoofing – How Cyber Insurance Can Help

    By Christopher Roche News

    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…

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    Jan 12

    Business Email Compromise Scams: How Cyber Insurance Can Help

    By Christopher Roche News

    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?…

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    Dec 29

    Business Insurance: What It Covers During a Pandemic

    By Christopher Roche News

    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…

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    Dec 08

    Robo-Advisors – Are You Using Them?

    By Christopher Roche News

    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…

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    Nov 17

    Pooled Employer Plans – What You Need to Know

    By Christopher Roche News

    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…

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    Apr 01
    MedicalTesting

    COVID-19 Health Insurance Coverage Options under Medicare

    By Christopher Roche Industry Tips

    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…

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    Oct 23

    Workers’ Compensation: Work-Related Harassment and Workers’ Comp – What You Should Know

    By Christopher Roche News

    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….

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    Oct 02

    Job Alert: Seeking Business Development Director

    By Christopher Roche News

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

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