Suicide Prevention

December 2, 2011

Sometimes I think I’m in the suicide prevention business.  Clients get so frustrated when a “simple” question (yes, simple to them) addressed to their insurance broker elicits a complex, jargon-filled, fearful response. The client can only gnash their teeth and reach for the aspirin – they have no idea what else to do.  Fortunately, a [...]

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Got Docs?

November 7, 2011

Saving, protecting, sorting, archiving and eventually destroying documents can be a full-time job!  Today’s email, instant messages, ezines, paper files, contracts, accounting and employee information, insurance policies and general information overload, clog computers and spill off desks and out of file cabinets. A document retention plan can be the answer.  It can specify what gets [...]

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Business Succession Planning

October 14, 2011

John Latta, a very knowledgeable and experienced consulting colleague, has prepared an in-depth discussion of business succession planning for both business ownership and business management – two different areas requiring different plans. I recommend “Business Succession Planning – A Short Course” if you, or others you know, need practical, understandable guidance in this critical area. [...]

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Checklists are a Risk Manager’s best friend

October 10, 2011

Many clients ask me, “What’s a risk management checklist?”  We then list the ways they can be used throughout daily business operations and how they provide loss prevention and mitigation to a wide variety of situations: Office or store opening and closing procedures – don’t forget the little stuff! Emergency medical situations – providing correct [...]

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Personal Insurance Traps

September 6, 2011

I find there’s lots of confusion about the differences between personal and business risks and the insurance claims that can bite you.  “I just sell and train for Amway – I don’t take payments directly so I don’t need extra coverage….” “My broker says my umbrella covers anything that could go wrong….” “I really don’t [...]

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