Compliance I.Q.: Understanding the FinCEN Customer Due Diligence Rule

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FinCEN’s final rule, “Customer Due Diligence Requirements for Financial Institutions,” became effective May 11, 2018. Have you made all the changes necessary to incorporate this rule into your procedures? This checklist will help you think a...

In this Digital Age, Commercial Insurance Needs a Personal Touch

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Times are changing rapidly in Commercial Insurance. And, today’s always-on consumers expect the businesses they interact with to keep up… digitally speaking. For personal lines insurance, consumers can receive a quote within minutes using a mobil...
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