The Colorado Division of Insurance’s recent adoption of regulations to govern life insurers’ use of any external consumer data and information sources is the first step in implementing legislation approved…
This post is part of a series sponsored by AgentSync. Key takeaways: What automation looks like for variable lines compliance How automated broker compliance can help or harm carrier reputations…
The Future Value (FV) Formula is a staple of Finance 101 and Retirement Planning that allows us to estimate the value of current assets at a future date. It is…
Posted in: Best of, Value Drivers, Economics, Capital Investments, Future States, Performance Measurement and Evaluation, Philosophy, Portfolio Management, Risk Management, Standards, Ethics and Regulations (SER) Tick Entrepreneurial Investor'n our tenth…
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