The Upshot on how we work
and think.

January 12, 2016

Whitepaper: Privacy Solutions for the High Net Worth Individual

High net worth individuals lead uniquely complex lives.  Because of that, they can be a more attractive target for privacy theft, particularly on-line theft of identity […]
December 14, 2015
Florida Business Insurance - OSHA

OSHA Fines to Rise for First Time Since 1990

OSHA Fines Could Increase Over 80% Next Year Congress recently passed the budget agreement which contained a provision permitting OSHA to raise fines significantly starting in August 2016.  The […]
December 2, 2015

Millennials – Jumpstarting Tomorrow’s Leaders Today

Think back to the day when you first started your career.  The excitement of graduating college coupled with the uncertainty of this new opportunity.  Your thoughts […]
November 17, 2015

It’s All In the Name: Claims-Made vs Occurrence Policies

Today most professional liability, E&O and General Liability policies covering long tail exposures are written on a “claims made” basis. The concept of “claims made” was […]
November 2, 2015

ACA Reporting Whitepaper: Who, What, When, Why & How

Are you still uncertain about the employer requirements for the Affordable Care Act? Check out our latest white paper on ACA Reporting. Lanier Upshaw Whitepaper: ACA […]
September 29, 2015
Globe

The World is Flat

“The world is flat” is an expression borrowed from the title of a book written by Thomas Friedman in 2005.  What this expression implies is that […]
September 8, 2015

Don’t Be Hazardous to Your Own Health

Imagine, for a moment, that you have dedicated a significant portion of your life to building a company that is not only profitable, but also allows […]
August 25, 2015

Forecasting the Unforeseen

Fires, lightning, hurricanes, windstorms and tornadoes…the unforeseen can happen at any time.  Sadly, the aftermath of these “acts of god” can be as devastating to your […]
August 13, 2015

Going Paperless. . . No, Really!

We’re sure you’ve heard it before – the classic boast, “Oh yes, we’re paperless,” that many insurance agents make, usually right before they drop a five […]
July 27, 2015

9 Steps for a Safer Workplace

Workplace losses drive the cost of your Workers Compensation insurance, impacting your bottom line.  Safety pays, now more than ever. Working with your insurance broker and […]
February 29, 2016

Taking Matters Into Your Own Hands

Recently, I was speaking with a prospective client about some advice his current agent gave him. His agent told him if he had adequate health insurance […]
February 4, 2016

5 Reasons to Reconsider Your 401(k) Plan Provider

Rhiannon’s original info on 5 Reasons to Reconsider Your 401(k) Plan Provider can be found online here. Like what you read? Be sure to subscribe to her newsletter distribution. […]
January 12, 2016

Whitepaper: Privacy Solutions for the High Net Worth Individual

High net worth individuals lead uniquely complex lives.  Because of that, they can be a more attractive target for privacy theft, particularly on-line theft of identity […]
December 14, 2015
Florida Business Insurance - OSHA

OSHA Fines to Rise for First Time Since 1990

OSHA Fines Could Increase Over 80% Next Year Congress recently passed the budget agreement which contained a provision permitting OSHA to raise fines significantly starting in August 2016.  The […]
December 2, 2015

Millennials – Jumpstarting Tomorrow’s Leaders Today

Think back to the day when you first started your career.  The excitement of graduating college coupled with the uncertainty of this new opportunity.  Your thoughts […]
November 2, 2015

ACA Reporting Whitepaper: Who, What, When, Why & How

Are you still uncertain about the employer requirements for the Affordable Care Act? Check out our latest white paper on ACA Reporting. Lanier Upshaw Whitepaper: ACA […]
September 29, 2015
Globe

The World is Flat

“The world is flat” is an expression borrowed from the title of a book written by Thomas Friedman in 2005.  What this expression implies is that […]
September 8, 2015

Don’t Be Hazardous to Your Own Health

Imagine, for a moment, that you have dedicated a significant portion of your life to building a company that is not only profitable, but also allows […]
August 25, 2015

Forecasting the Unforeseen

Fires, lightning, hurricanes, windstorms and tornadoes…the unforeseen can happen at any time.  Sadly, the aftermath of these “acts of god” can be as devastating to your […]
August 13, 2015

Going Paperless. . . No, Really!

We’re sure you’ve heard it before – the classic boast, “Oh yes, we’re paperless,” that many insurance agents make, usually right before they drop a five […]