Two Minutes with Tom | Fidelity Bond

  In this edition of Two Minutes with Tom, Tom Gaumond discusses fidelity bonds and their role in protecting retirement plan assets. Fidelity bonds are often required when starting or maintaining a 401(k) plan. They help protect the plan from losses caused by fraud or dishonesty. Tom explains the ERISA requirements and outlines two ways businesses can […]

What is An Umbrella Policy?

Umbrella insurance is designed to protect you from large liability claims that exceed the limits of your existing insurance policies. Also known as excess liability coverage, it provides an extra layer of protection for your assets if you are held responsible for a serious accident or lawsuit. An umbrella policy works alongside your home, auto, or other[…..]