While it is impossible to predict the timing or consequences of an influenza pandemic, there is little doubt among world health authorities that a significant pandemic will occur. Consequently, businesses that will survive must have a plan in place to mitigate the health, social, operational and economic impacts. This guide is intended to assist businesses in either preparing or reviewing such a plan.
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The ultra-wealthy oftentimes treat life insurance as a stagnant asset, buying it and then giving it only cursory reviews. This is not the wisest course of action, though, as it can lead not only to under-performing policies but also missed opportunities to increase death benefits, reduce premiums and improve the overall performance of life insurance.
As the financial services industry works to rebound from the financial crisis, analysis of the impact on life insurance carriers, reinsurers and products continues. While carrier financial strength and market volatility remain a concern, some are seeing positive signs in the marketplace that will help to restore confidence for both existing policyholders and those exploring a life insurance purchase.
As insurance companies continue to face challenges due to the recent economic turmoil, many clients and advisors have expressed concern. In this environment, it is easy to lose sight of the proven policyholder protections that continue to be provided by the life insurance industry, including regulatory and third-party oversight and mechanisms to support policyholders of troubled companies.
Creating a risk culture for your family is probably one of the most important endeavors for preserving family legacy and ensuring long-term wealth sustainability. This 2009 FOX Fall Forum session focuses on the importance of positive, calculated risk-taking within the family and review strategies that promote the family’s ability to evaluate and capture opportunities. Participants will be asked to share their own risk-taking experiences and the lessons they learned.
Believing the asset management industry is undergoing a major transition that will amplify the complexity of market dynamics for the foreseeable future, Tuttle Asset Management espouses a dynamically adaptive system that increases the probability of success by identifying the market's inflection points within the context of a long-term technical view.
Even with the safeguards afforded by the Health Insurance Portability and Accountability Act, there still are certain circumstances under which medical privacy is not protected. A new paper from Health Champion notes these areas of vulnerability and offers advice for keeping personal medical information as secure as possible.
Have we felt the impact of the economic crisis on the professional liability market? In this 2009 Financial Executives Forum, hear from Jim Kane, President, HUB Personal Insurance, and Tom Handler, Partner of Handler Thayer, LLP on trends, errors and omissions in professional liability coverage for directors, officers and trustees.
In this 2009 Financial Executives Forum presentation, Paul Viollis, CEO of Risk Control Strategies, leads a discussion of new and old threats to our personal safety. From terrorism to cyber security, Dr. Viollis weaves actual experiences into best practices for keeping you and your family secure.
In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and what it means for the advisor-client relationship.