The latest from John Pettit

- by Allied Insights

3 ways to proactively mitigate fraud

Reported fraud continues to increase in frequency, complexity, and severity. According to the Federal Trade Commission (FTC) the top 5 types of scams include: Imposter scams, fake internet services, false ...

- by Scott Richardson, CLU, ChFC, CU Management

BOLI and benefits: Two peas in a pod

Since the early 1980s, business-owned life insurance or BOLI has been the go-to strategy for banks and credit unions to offset the cost of executive and employee benefits. At the ...