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The Rough Notes Company Inc.

Tag "risk management"

LESSONS FROM THE FAMILY OFFICE

    LESSONS FROM THE FAMILY OFFICE

LESSONS FROM THE FAMILY OFFICE Looking for benchmarks that can help your agency or brokerage serve clients better? Look to the affluent for advice By Lori Widmer In many ways,

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EMBEDDING THE NEED TO SAY “NO.” OR NOT

    EMBEDDING THE NEED TO SAY “NO.” OR NOT

Coverage Concerns EMBEDDING THE NEED TO SAY “NO.” OR NOT  Embedded insurance is not really new, but it’s re-emerged with new capabilities  [I]t’s telling that embedded insurance has had its

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AT THE MARGIN

AT THE MARGIN Blanket insurance and the impact of margin clause endorsements When insured on a blanket basis, if a

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FROM COO TO CFO … MID-PANDEMIC

    FROM COO TO CFO … MID-PANDEMIC

BROKEN GLASS   FROM COO TO CFO … MID-PANDEMIC With grit and determination, this exec assumed her new role without

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DRIVERS PUT A COMPANY AT RISK

DRIVERS PUT A COMPANY AT RISK Eight recommendations to protect a fleet, regardless of size According to the U.S. Department

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