
Independent #RiskManagement consultants compare your #retirement & #insurance products to provide expanded options, improve coverage, and reduce cost.
New York, USA
Joined September 2011
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PolicySmart® retweeted
Microcaptive insurance arrangements subject to new rules thetaxadviser.com/issues/202… #insurance #microcaptiveinsurance
Jimmy Buffett’s estate battle illustrates risks of family trusts cnbc.com/2025/06/13/jimmy-bu… #familytrusts #wealthtransfers #JimmyBuffett #estateplanning
Using transfer pricing to blunt the effects of tariffs thetaxadviser.com/newsletter… #transferpricing #tariffs #tax
Cyber, data risks creating anxiety in the C-suite fm-magazine.com/news/2025/ju… #risk #insurance #Csuite #cyberrisk #datarisk
Commercial Fleet Report Shows Collision Rates, Close Calls Rise carriermanagement.com/news/2… #insurance #collisionrates #commercialfleet #transportation
How do per- and polyfluoroalkyl substances (PFAS) impact the environmental liability market in construction, or do they? carriermanagement.com/featur… #insurance #construction #EnvironmentalLiability #PFAS
Retirement rule: The first year will set the course kiplinger.com/retirement/ret… #retirement
White House proposed plan to ban US states from AI regulation will ‘hold us back’, says Microsoft science chief theguardian.com/technology/2… #AI #AIregulation
Are Managed 401(k) Accounts Worth the Extra Cost? kiplinger.com/retirement/401… #insurance #pensions #401k
Wildfire Season Preview: Rest of 2025 Is High-Risk, May Follow LA Wildfires Paradigm carriermanagement.com/news/2… #insurance #wildfireseason #wildfires
Historic Data Exposure: 16 Billion Passwords Leaked — How to Protect Yourself Now linkedin.com/pulse/historic-… #cybersecurity #databreach #PasswordLeak #infostealermalware
Social Security won’t be able to pay full benefits in 2034 if Congress doesn’t act cnn.com/2025/06/18/politics/… #SocialSecurity #retirement
Insurer Aflac Investigating Possible Data Breach After Attack on US Network carriermanagement.com/news/2… #insurance #Aflac #DataBreach
‘Abolishing FEMA’ Memo Outlines Ways for White House to Scrap Agency carriermanagement.com/news/2… #FEMA #naturaldisasters
Insurance Industry Rejects Proposed Moratorium on State AI Regulation carriermanagement.com/news/2… #insurance #FinTech #AI #AIregulation
Nuclear-Powered Cargo Ships Promise Cleaner Transport but Could Be Hard to Insure carriermanagement.com/news/2… #insurance #cargoinsurance #cargoships #shipping
AI Risks, Climate And Legislation Lead Verisk’s Emerging Issues Bracket carriermanagement.com/news/2… #insurance #risk #climaterisk #AIrisk




















