Crime Insurance For Your Bank’s Customers … [Read more...]

Me, When I’m Not Working With Bankers

Yesterday was the Mississippi State Olympic Weightlifting Championship.  This is me with Amber, the meet director and head of Mississippi Barbell.  The medal around my neck is for first place in the 55+ age group in my weight class.   … [Read more...]

Best Way to Reach Me

Client, friend, prospect, advice seeker, relative, media...  The best way to reach me and to save us both a great deal of time and effort is to email me. Send me a note with how I can help. The more detail, the better. If you think a conversation is needed, tell me what you want to talk about and suggest some dates and times. Also be sure to … [Read more...]

Watch My Cyber Insurance For Bankers Webinar

You can view the recording of my May 12th webinar on Bank Cyber Insurance by going HERE. I cover cyber liability, funds transfer fraud, debit card losses, computer equipment coverage, and other related cyber insurance issues. … [Read more...]

Cyber Insurance for Banks – A Webinar

Cyber liability. Cybercrime. Computer fraud... It's a rare day I don’t get several phone calls from bankers about cyber insurance. Do you have questions? Let me answer them for you. Join me for a fast-paced session giving you the basics of the insurance your bank needs for protection against cyber attacks. You will learn about the policies … [Read more...]

Network Secure

Just had an independent security assessment of my network and computer system.  All secure and up to date. My clients expect that I follow rigged security protocols to protect my data and theirs.  Tested and passed! … [Read more...]

FDIC – Lessons From Hurricane Katrina – Catastrophe Planning

Hunting for something else I tripped over this from the FDIC on disaster planning for bankers. Lessons Learned From Hurricane Katrina: Preparing Your Institution for a Catastrophic Event … [Read more...]

Your Website Must Be ADA Compliant

  There are law firms trolling bank and credit union websites. If they find that the site does not meet Americans With Disability Act (ADA) standards for the visually impaired, they send you a letter demanding you fix your site and pay them not to sue you. I got three calls on this last week from clients. All claimed they had not … [Read more...]

Go Ahead, Use the F-Word

The word is Fiduciary. There is a great deal of talk lately about fiduciaries.  Financial advisors are being asked to perform to a higher standard, that of a fiduciary. Meaning they are to act in their client's best interests, not their own. That is a standard I have held since I first started as an insurance consultant in 2000.  When … [Read more...]

Dear Insurance Companies

Dear Mortgage Impairment Policy Insurers and Agents, This is not a quote that is useful. You need to tell your clients what the coverage is, line by line.  How arrogant is it to make someone fumble through policy forms to figure out what you mean by coverage … [Read more...]