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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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…
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.
Some workers are embracing health savings accounts, but their value as a potential retirement-savings vehicle is still largely untapped and misunderstood. Health Savings Accounts (HSAs) were established in 2003 by…
A Q&A with Chris Roche – President & CEO of Policy Smart Christopher M. Roche is the founding President and CEO of Policy Smart – a (non-brokerage) consulting firm that…
Some Baby Boomers are lost in their understanding of what is covered by Medicare and all its parts. Medicare is complicated, but there is help. You can download the Centers for…
The insurance market for the commercial space transportation industry is a global one, with satellite owners, satellite manufacturers, launch services providers, insurance brokers, underwriters, financial institutions, reinsurers, and government agents…
In 2018, Congress passed the Agricultural Improvement Act of 2018 (2018 Farm Bill), amending the Farm Bill which was originally passed in 1933. The 2018 Farm Bill includes the Hemp…
