White Papers Archive | Starkweather & Shepley Insurance Brokerage https://starshep.com/white-paper Insurance… Solutions… Integrity… since 1879. Wed, 29 Apr 2026 12:36:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://starshep.com/wp-content/uploads/2019/03/cropped-starshep-avatar-blue-32x32.png White Papers Archive | Starkweather & Shepley Insurance Brokerage https://starshep.com/white-paper 32 32 Employee Benefits: Group Medical Captive Insurance https://starshep.com/white-paper/employee-benefits-group-medical-captive-insurance Mon, 22 Apr 2024 14:50:49 +0000 https://starshep.com/?post_type=whitepaper&p=4085 • Group medical captive insurance allows small to midsize companies to share the risk of a self-funded insurance plan while saving money and gaining control of […]

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]]> Fraudulent-‘wire’ claims bedevil RIAs and their E&O insurers in 2023 https://starshep.com/white-paper/fraudulent-wire-claims-bedevil-rias-and-their-eo-insurers-in-2023 Wed, 10 Apr 2024 13:50:18 +0000 https://starshep.com/?post_type=whitepaper&p=4069  Some insurers saw a spike in 2022 claims although experience varied, and impact was mitigated by shared risk.  Interested to read the full article? Enter your […]

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]]> How One Small Click Led To Big Headaches For A Tax And Accounting Firms https://starshep.com/white-paper/how-one-small-click-led-to-big-headaches-for-a-tax-and-accounting-firms Fri, 29 Mar 2024 18:21:53 +0000 https://starshep.com/?post_type=whitepaper&p=4062 Navigating the risks of email scams during tax season? Gain valuable insights from @Jessica Thayer, SVP and Financial Institutions Practice Leader at Starkweather & Shepley. In […]

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]]> Lessons Learned in Business Succession Planning as Connelly v. United States Unfolds https://starshep.com/white-paper/lessons-learned-in-business-succession-planning-as-connelly-v-united-states-unfolds Tue, 26 Mar 2024 15:20:48 +0000 https://starshep.com/?post_type=whitepaper&p=4057 Written by: Starkweather & Shepley Insurance and Pannone Lopes Devereaux & O’Gara LLC Attention small and medium business owners! A recent federal court decision in the […]

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]]> Navigating CCO liability risks: Tips for staying out of the SEC’s crosshairs https://starshep.com/white-paper/navigating-cco-liability-risks-tips-for-staying-out-of-the-secs-crosshairs Tue, 03 Oct 2023 18:27:25 +0000 https://starshep.com/?post_type=whitepaper&p=4017 The issue of chief compliance officer (CCO) liability has long been debated; it has become a grave concern for CCOs, CEOs, and other C-suite executives who put […]

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]]> State of the Florida Marketplace https://starshep.com/white-paper/state-of-the-florida-marketplace Tue, 29 Aug 2023 18:06:16 +0000 https://starshep.com/?post_type=whitepaper&p=3998 It’s a tough time to be a homeowner in Florida; the insurance market stands at a critical juncture influenced by a confluence of climate risks, regulatory […]

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]]> The Effects of COVID on the Insurance Industry https://starshep.com/white-paper/the-effects-of-covid-on-the-insurance-industry Fri, 15 Apr 2022 11:44:11 +0000 https://starshep.com/?post_type=whitepaper&p=3878 With COVID-19 nearing its second year of being a part of our collective consciousness, it has continued to become evident that the virus is here to […]

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]]> Building Back Better: Are You Insuring Your Home for the Right Amount? https://starshep.com/white-paper/building-back-better-are-you-insuring-your-home-for-the-right-amount Thu, 07 Apr 2022 16:15:41 +0000 https://starshep.com/?post_type=whitepaper&p=3875 When it comes to homeownership, there are a number of essential elements that everyone has to take into consideration. For example, there is the matter of […]

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]]> Six Common Mistakes Advisers Make When Procuring Professional Liability Insurance And How To Address Them https://starshep.com/white-paper/six-common-mistakes-advisers-make-when-procuring-professional-liability-insurance-and-how-to-address-them Tue, 21 Sep 2021 19:21:15 +0000 https://starshep.com/?post_type=whitepaper&p=3823 Investment advisers work hard to build their businesses, so it’s vital to protect their firms from catastrophic losses that can arise from unexpected regulatory actions or […]

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]]> Federal Mandate for COVID-19 Vaccine: What’s Next? • September 2021 https://starshep.com/white-paper/federal-mandate-for-covid-19-vaccine-whats-next-september-2021 Tue, 21 Sep 2021 19:17:40 +0000 https://starshep.com/?post_type=whitepaper&p=3821 We already know that employers can mandate the COVID-19 vaccine, as outlined in previous articles where the Equal Employment Opportunity Commission (EEOC) made it clear in […]

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]]> “Ransomware Attacks Are Up, Spawning Widespread Harm” https://starshep.com/white-paper/cyber2021 Wed, 02 Jun 2021 18:54:36 +0000 https://starshep.com/?post_type=whitepaper&p=3792 We are constantly hearing about Cyber and Ransomware attacks in the news. The Wall Street Journal’s headline on May 12, 2021, was “Ransomware Attacks Are Up, […]

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]]> Risk – What do I do with that? https://starshep.com/white-paper/risk-what-do-i-do-with-that Thu, 25 Mar 2021 19:25:23 +0000 https://starshep.com/?post_type=whitepaper&p=3765 Risk – What do I do with that? “Everyone has a plan until they get punched in the mouth” This famous quote by Mike Tyson seems […]

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]]> 10 Considerations for Managing Risk with Professional Liability Insurance https://starshep.com/white-paper/10-considerations-for-managing-risk-with-professional-liability-insurance Wed, 13 Nov 2019 20:21:31 +0000 http://starshep.com/?post_type=whitepaper&p=3517 Insights to help you protect your firm within the evolving risk environment. In brief: Understand: Be aware of your risks and the insurance solutions available to […]

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]]> Mitigating Cybersecurity Risk Via Insurance https://starshep.com/white-paper/mitigating-cybersecurity-risk-via-insurance Wed, 03 Oct 2018 16:26:15 +0000 https://starshep.com/?p=2486 Cyber insurance is now a ‘must-have.’ Make sure you and your insurance professional understand its many moving parts. Sooner or later, any business that handles customer […]

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]]> Association Health Plans: Things to Consider https://starshep.com/white-paper/association-health-plans-things-to-consider Tue, 24 Jul 2018 13:50:02 +0000 https://starshep.com/?p=2309 The Department of Labor (DOL) has recently released the much anticipated Final Association Health Plan (AHP) rules. The rules are designed to make it easier for […]

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]]> What is a GIA or General Indemnity Agreement? Why do my spouse and I both have to sign? https://starshep.com/white-paper/what-is-a-gia-or-general-indemnity-agreement-why-do-my-spouse-and-i-both-have-to-sign Tue, 24 Jul 2018 13:42:19 +0000 https://starshep.com/?p=2305 A General Indemnity Agreement (GIA) is a legal contract between a surety company and the principal looking to obtain surety credit.

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]]> Bid Bond Must Letter https://starshep.com/white-paper/bid-bond-must-letter Fri, 18 May 2018 11:28:11 +0000 https://starshep.com/?p=2065 What you may not know about bid bonds can cause severe damage and financial loss to your business. Interesting thought when bids bonds are provided free of charge at no cost to your company! Download White Paper...

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]]> Do I need a personal umbrella policy? https://starshep.com/white-paper/need-personal-umbrella-policy Wed, 07 Jun 2017 12:12:32 +0000 https://starshep.com/wp/?p=1486 Odds are, your auto and home insurance policies might not be enough to cover a catastrophic loss. Without adequate protection, all of your personal assets, even […]

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]]> Cyber Liability Insurance: Who’s on First? https://starshep.com/white-paper/cyber-liability-insurance-whos-first Tue, 06 Jun 2017 16:29:22 +0000 https://starshep.com/wp/?p=1451 By Andrew Fotopulos — Recently, insurance coverage for various types of cyber liability has begun to be offered in the insurance market. However, there is still quite a bit of confusion surrounding what types of exposures are covered under cyber insurance, leaving many asking ‘Who’s on first?’

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]]> Now that you’ve seen the problem, why haven’t you discovered the solution? https://starshep.com/white-paper/now-youve-seen-problem-havent-discovered-solution Tue, 06 Jun 2017 16:20:01 +0000 https://starshep.com/wp/?p=1448 Once again, the federal government has held a chief compliance officer personally liable for failing to stop a company's misconduct. The CCO worked at Banamex USA in Los Angeles, a banking subsidiary of Citigroup Inc. that just signed a nonprosecution agreement on Monday, but agreed to pay a $97.4 million penalty for money laundering and other criminal violations.

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