Recent Headlines
Within Insurance
Insurd Limited Celebrates Fourth Anniversary with Rapid Growth Across Premium, People and Lines of Business
insurd Limited is celebrating its fourth anniversary this year with significant growth across all areas of the business, marking its position as one of the fastest-growing independent insurance brokers in the UK. Since launching in 2022, insurd has achieved exceptional increases in Gross Written... - June 14, 2026 - insurd Limited
Group Benefit Services Acquires Integrity Administrators: Delivering Client Savings and Service Excellence
Group Benefit Services, Inc. (GBS) is thrilled to announce its strategic acquisition of Integrity Administrators, Inc. (IAI), a longstanding third-party administrator based in Sacramento, California. This partnership promises both immediate and long-term benefits for clients through innovative... - June 13, 2026 - Group Benefit Services, Inc.
Pay Them Faster. Watch the Price Drop. A 48-Year Veteran Makes the Case for Rewiring Healthcare from the Inside.
Lawrence Thompson, founder and CEO of Benefit Systems Inc. and a nearly five-decade veteran of the payer, TPA, and self-insurance industries, joined the CLEARly Beneficial Podcast with a set of proposals that are specific, documented, and ready to implement. The system does not need more diagnosis. It needs someone willing to pull the trigger. - June 11, 2026 - CLEAR Healthcare Solutions
The Framework Already Exists. The Question is Whether Anyone Will Use It.
Peter Hayes, retired president and CEO of the Healthcare Purchaser Alliance of Maine, former benefits director at Hannaford Supermarkets, and two-time gubernatorial appointee to Maine’s Health Care Reform Commission, joined the CLEARly Beneficial Podcast to make the case that American healthcare does not lack solutions. It lacks the will to implement them. - June 11, 2026 - CLEAR Healthcare Solutions
myLifeSite Launches Dual Websites to Meet Growing Demand for Financial Clarity in Senior Living
myLifeSite's expanded digital footprint includes a dedicated B2B product site for senior living communities, as well as a consumer-facing site featuring an enhanced directory of life plan communities (CCRCs) for consumers. - June 11, 2026 - My LifeSite
Ella Rivkin Featured as Expert Contributor in National Small Business Hiring and Compliance Article
ERPS Group Founder and CEO Ella Rivkin was featured as an expert source in a national business publication discussing employee background checks, hiring compliance, and risk management. Her insights help small business owners make informed hiring decisions while protecting their organizations and maintaining regulatory compliance. - June 10, 2026 - ERPS Group
Insurance on B Street Opens as First Business in New B Street Complex at Babcock Ranch
Insurance on B Street, a boutique office of Way Better Insurance, officially opened June 8, 2026, as the first business in Babcock Ranch’s new B Street complex. The independent agency offers home, auto, flood, umbrella, condo, renters, golf cart, and select business insurance, with a focus on clear answers, local service, and a more personal insurance experience for Babcock Ranch and Southwest Florida. - June 09, 2026 - Insurance on B Street
Ella Rivkin’s Tax Strategy Webinar Draws Business Owners Nationwide Seeking Proactive Financial Planning
ERPS Group founder Ella Rivkin recently hosted a nationwide webinar, “7 Top Deductions Most Business Owners Miss,” helping entrepreneurs uncover tax-saving opportunities, improve cash flow, and better understand proactive financial planning strategies. - June 05, 2026 - ERPS Group
Fiduciary Law Center Launches Lifetime Income Practice to Support Employers, Advisors and Service Providers Navigating Retirement Income Solutions
Fiduciary Law Center announces the launch of it's new practice, Lifetime Income Practice. - May 24, 2026 - Pension Resource Institute
The American Board of Trial Advocates (ABOTA) of Central Florida Has Selected Kurt E. Alexander, Esq. 2026 Trial Lawyer of the Year
The American Board of Trial Advocates (ABOTA) of Central Florida has selected Kurt E. Alexander, double Board Certified in Civil Trial Law, and recently elected to the Board of Governors of The Florida Bar, its 2026 Trial Lawyer of the Year. - May 20, 2026 - Alexander Trial Law LLC
Predict Health Acquires Insightin Health Platform to Create a Unified AI Solution for Payer Intelligence and Member Engagement
Combined platform will help health plans identify risk earlier, activate personalized member engagement, and improve retention, quality, care gap closure, and member experience through AI-driven intelligence and orchestration. - May 19, 2026 - Predict Health
SAN Group Recognizes Outstanding Member Agencies with 2026 SAN Awards
SAN recognized several top-performing member agencies during their Annual Business Meeting held April 24 at Mohegan Sun. - May 17, 2026 - SAN Group
How a Gen X Son Inherited a $2.3 Million Orange County Home — and Never Had to Sell It
A 56 year old Orange County man inherited a $2.3 million home with a reverse mortgage on it — and never had to sell it. Mortgage CEO Jeff Wetzell of Liquid Home Equity introduces the living inheritance — a strategy helping California Boomer parents and Gen X homeowners unlock home equity across two generations, while most families never even have the conversation. - May 16, 2026 - Liquid Home Equity, Inc.
While Everyone Races Toward AI — This Orange County Mortgage CEO is Betting on Human Intelligence
As AI transforms financial services, Orange County mortgage CEO Jeff Wetzell of Liquid Home Equity is deliberately moving in the opposite direction. With 26 years of experience and 15 years exclusively in reverse mortgages, Wetzell believes today's modern senior deserves human expertise — not an algorithm — when making the biggest financial decision of their retirement. - May 11, 2026 - Liquid Home Equity, Inc.
K2view Survey Reveals 96% of Enterprise Development and Test Environments Are Not Fully Compliant with Data Privacy Requirements
A new enterprise survey from K2view reveals major compliance gaps once sensitive data moves outside production systems. The research found that 76% of organizations experienced a sensitive-data incident in non-production environments over the past three years, while only 4% report development and test environments are fully compliant with data privacy requirements. - May 09, 2026 - K2view
innoviHealth Introduces “Aimee” - Accurate, Purpose-Built AI Medical Coding and Information-Discovery Tool
“Aimee” to debut in Find-A-Code as trusted AI resource for rapidly providing solutions to simple and complex coding workflow requirements. - May 04, 2026 - innoviHealth
Ella Rivkin Featured in Forbes Advisor for Expertise on Small Business Bookkeeping
Ella Rivkin, CEO of ERPS Group, is featured in Forbes Advisor, sharing expert insights on small business bookkeeping and the importance of proper financial structure for business owners. - May 01, 2026 - ERPS Group
Staffing Agency Fair Employment (SAFE) Act Gains Strong Momentum as Senate Judiciary Advances SB 1032 with Broad Support
The California State Senate has taken a significant step forward in advancing meaningful reform in the staffing industry, as the Senate Judiciary Committee approved SB 1032, the Staffing Agency Fair Employment (SAFE) Act, with a decisive bipartisan vote of 11–2, earlier this week. - April 26, 2026 - Partnership Organization for Workplace Ethics and Reform
Amanda Bussa - 2026 Certified Merger & Acquisition Advisor Credential - Bussa Financial Partners
The Alliance of M&A Advisors is pleased to announce that Amanda Bussa of Bussa Financial Partners has successfully completed the prestigious Certified Merger & Acquisition Advisor (CM&AA) course, earning their certification in middle-market corporate finance, advisory, and transaction... - April 22, 2026 - Bussa Financial Partners
Ella Rivkin Featured in DOTmed Healthcare Business News, Reveals 5 Key Financial Metrics Transforming Medical Practice Profitability
Ella Rivkin, Founder of ERPS Group, was featured in DOTmed Healthcare Business News, outlining five key financial metrics every medical practice owner should track monthly. Her article helps physicians improve cash flow, profitability, and decision-making by focusing on simple, data-driven insights to strengthen long-term financial health. - April 10, 2026 - ERPS Group
Roche Surety, Inc. and Roche Surety and Casualty Co., Inc. Announce Missy Martin as Vice President
Roche Surety, Inc. and Roche Surety and Casualty Co., Inc. have announced the promotion of Missy Martin to Vice President, strengthening the company’s executive leadership team. Martin, who has been with Roche since 1991, brings 35 years of experience and industry knowledge spanning all levels of the bail bond surety profession. - April 02, 2026 - Roche Surety, Inc.
PandaGuarantee Launches Low-Cost Rent Guarantor Service
Backed by an A+ AM Best-rated insurance carrier partner, PandaGuarantee offers guarantor surety bonds, protecting property owners against tenant default, and giving renters a lower-cost path to approval and more housing options. - March 31, 2026 - PandaGuarantee
DV Crash Course™ Launches to Help Drivers Recover Post Accident Diminished Value
New Method Addresses the $25 Billion Blind Spot in U.S. Auto Insurance - March 30, 2026 - DV Crash Course LLC
Healthbook+ Appoints Nationally Recognized Lifestyle Medicine Leader Dr. Amy Mechley as Chief Clinical and Strategy Officer
HealthBook+ appointed physician executive Dr. Amy Mechley as Chief Clinical and Strategy Officer to lead clinical strategy, governance, and enterprise health initiatives. With nearly 30 years of experience and leadership in Lifestyle Medicine, she will help advance PaiGE, the company’s Agentic Medical Partner, ensuring clinically validated AI that reduces clinician workload, improves workflows, and enables better patient outcomes. - March 18, 2026 - HealthBook+
Medivest Announces Strategic Acquisition by Physician Life Care Planning
Medivest, a national leader in professional administration and Medicare Secondary Payer (MSP) compliance solutions, today announced that it has been acquired by Physician Life Care Planning (PLCP), the nation’s leading provider of damages valuation services. - February 26, 2026 - Medivest
Skyline Title Support Launches FinCEN Compliance Reporting Service Ahead of March 2026 Federal Deadline
Skyline Title Support announces its turnkey FinCEN Compliance Reporting service for title companies and settlement agents. Effective March 1, 2026, the new federal rule requires reporting on non-financed residential transactions involving legal entities and trusts. Skyline handles beneficial owner data collection, transaction tracking, and Real Estate Report filing through FinCEN's BSA E-Filing system, helping title teams stay compliant without disrupting closings. - February 25, 2026 - Skyline Title Support
SAN Group Welcomes Lynn Marcou as Agency Growth Coach
Supporting Member Agencies Across Northern New England and Massachusetts - February 22, 2026 - SAN Group
Draycott Place Partners Announces Strategic Alignment with Britehorn Securities
Draycott Place Partners today announced that the firm has joined Britehorn Securities’ broker-dealer platform, marking a strategic alignment rooted in a shared history of mergers and acquisitions within the title agent and real estate services sector. Draycott Place Partners and Britehorn... - February 18, 2026 - Draycott Place Partners LLC
Local Business Owner Joins a Community of Bold Leaders Dedicated to Ending Breast Cancer
As a Susan G. Komen® VIPink Ambassador, Jason Landtroop is Raising Vital Funds to Support Research, Advocacy, Patient Care, and Education in the Fight Against Breast Cancer - February 18, 2026 - Landtroop Insurance Agency
POWER Applauds Introduction of SAFE Act to Strengthen Oversight of Temporary Staffing Agencies and Protect California Workers
California is one of the few large labor markets that does not currently require comprehensive statewide registration and licensing of temporary staffing agencies before they begin operations. (See attached chart) - February 12, 2026 - POWER
Ella Rivkin Featured in Luxury Miami Magazine for Her Strategic Approach to Tax Planning and Wealth Protection
The ERPS Group CEO shares insights on navigating Miami’s unique tax landscape and why strategy—not income alone—determines long-term financial success. - January 29, 2026 - ERPS Group
Title Junction to Host Free Florida Homestead Exemption Filing Events This February
To help local homeowners save on property taxes, Title Junction is offering two free Homestead Exemption Filing Help Days this February, providing hands-on assistance to ensure residents don’t miss the March 1 deadline. - January 25, 2026 - Title Junction LLC
Garden State Coverage Launches Free Insurance Review Clinics for NJ Drivers and Small Businesses in Union and Passaic Counties
Garden State Coverage, a woman-owned insurance brokerage based in Union County, NJ, is launching free insurance policy review clinics to help local drivers and small business owners avoid costly coverage gaps. Founded by Moroccan-American broker Naima Elhassari, the initiative focuses on vehicle-dependent workers and multilingual communities in Union and Passaic Counties, where insurance confusion often leads to financial vulnerability. - January 22, 2026 - Garden State Coverage
SAN Group Welcomes Sherri Warcholic as Regional Vice President for Connecticut and Rhode Island
She will partner closely with Ian Osborn, Agency Growth Coach, for the same region. - January 10, 2026 - SAN Group
Blue Williams Merges with Heard & Medack, Continuing to Expand Legal Presence
Blue Williams, LLC and Houston’s Heard & Medack announced a merger effective January 1, 2026, expanding Blue Williams’ Texas presence. Heard & Medack attorneys join the Blue Williams Houston office, strengthening trial capabilities and service offerings statewide. The merger adds seasoned litigators Joe Heard and David Medack to the Houston team, enhancing the firm’s capacity to handle complex litigation across multiple practice areas. - January 08, 2026 - Blue Williams, LLC
Four Industry Veterans Launch Vereo Partners: Bringing Enterprise-Level Benefits Expertise to the Northwest's Mid-Market Employers
Four veteran benefits professionals with over 120 years of combined experience have launched Vereo Partners, a new employee benefits brokerage firm serving mid-market employers across the Pacific Northwest. Launched on December 11, 2025, by Brandon Boynton, Faina Marsh, Ryan Murphy, and Jason Schilperoort, the firm brings enterprise-level benefits expertise to organizations that typically lack access to Fortune 1000-caliber strategic consulting. - December 16, 2025 - Vereo Partners
P.O.W.E.R. Officially Launches New Association and Coalition to Expose Fraud, Protect Workers, and Restore Fairness in California’s Temporary Staffing Industry
Today, POWER proudly announces its official launch as a laser-focused non-profit organized to take direct action against fraud and criminal activity in California’s temporary staffing industry. - December 10, 2025 - Partnership Organization for Workplace Ethics and Reform
Healthcare Services Group Adds Director of Business Development
HSG Family of Companies hires former broker to lead sales and marketing efforts in Missouri, Kansas, and Illinois. - December 05, 2025 - Healthcare Services Group
Solving Healthcare’s Biggest Challenges: Why Member Intelligence and the Member Journey Matter More Than Ever
Payors and healthcare leaders are experiencing shrinking margins, rising CAHPS/HOS pressure, and increasing member expectations. Predict Health just released new results showing how health plans are using member intelligence, AI, real-world data, and advanced analytics to improve Stars, reduce churn, and strengthen retention. - December 02, 2025 - Predict Health
Pacific Crest Insurance Announces Ben Howard
Pacific Crest Services Welcomes Insurance Industry Veteran Ben Howard as Director of Carrier & Agency Relations - November 26, 2025 - Pacific Crest Services
Way Better Insurance Announces Local Hiring Push Ahead of New B Street Office Opening in Babcock Ranch
Way Better Insurance is launching a local hiring push as it prepares to open its new B Street office in Babcock Ranch in early 2026. While construction continues, the agency is operating from its Fort Myers headquarters and building a dedicated team of community-focused agents who live in or near Babcock Ranch. The expansion reflects strong growth in the area and the agency’s commitment to providing personalized home, auto, flood, and hurricane insurance solutions for local residents. - November 22, 2025 - Insurance on B Street
Bryson Financial Announces Expansion with New Newport Beach Office
Bryson Financial, a trusted insurance, benefits, and wealth management company serving private equity firms, is proud to announce the opening of its expansion office in Newport Beach on December 1. - November 19, 2025 - Bryson Financial
Lacher Acquires SHV Partners
Lacher is excited to announce the acquisition of SHV Partners, founded and led by consultant, entrepreneur, and thought leader Scott Hackman, strengthening Lacher’s growing consultancy practice and bringing together two purpose-driven firms to deliver a more comprehensive suite of consulting solutions to help business owners and organizational leaders build healthy, human-centered organizations where both people and business thrive. - November 07, 2025 - Lacher
Image Access Corp. Announces Availability of ImageTrust 7.5
Simpler, Faster, & More Powerful AI Orchestration - November 05, 2025 - Image Access Corp
TRICOR Insurance Welcomes Dan Wellik as Vice President of Business Insurance Sales
TRICOR Insurance is proud to announce that Dan Wellik has joined the team as a Vice President of Business Insurance Sales. Dan brings 12 years of experience in the insurance industry, specializing in commercial property and casualty. Prior to joining TRICOR Insurance, he served as Agency President at AssuredPartners, where he led a top-performing and growing sales team and also managed key client portfolios across multiple sectors. - November 03, 2025 - TRICOR Insurance
The Resource Center Insurance Services Partners with Cincinnati Insurance Company to Enhance Personal Lines Insurance Offerings
The Resource Center Insurance Services has partnered with Cincinnati Insurance Company to expand personal lines insurance in Southwest Missouri. This collaboration provides clients with more comprehensive coverage and highlights both companies' commitment to personalized service and strong customer relationships. - October 27, 2025 - The Resource Center, Inc.
Gold Harbor Insurance Launches National Awareness Campaign for Working and Retired Americans and Families Seeking Affordable Final Expense Life Insurance
Gold Harbor Insurance is a trusted provider of family-focused life insurance and has launched a national awareness campaign to educate working and retired Americans, including seniors, veterans, first responders, contractors, and other blue-collar professionals on affordable Final Expense coverage designed to protect families from rising funeral and medical costs. - October 26, 2025 - Gold Harbor Insurance LLC
American Protection Corp Expands Comprehensive Mechanical Breakdown Insurance Plans to Include Annual Maintenance Benefits
American Protection Corp. is proud to announce innovative Mechanical Breakdown Insurance Plans that go beyond traditional coverage by integrating essential annual vehicle maintenance benefits—helping drivers keep their cars running smoothly and worry-free. By combining Mechanical Breakdown... - October 20, 2025 - American Protection Corp.
A Fiduciary Standard for the Future of Employee Health Plans
Paul H. Flowers Jr. becomes the first African American to earn the prestigious accolade. Vows to put $1B+ back into the NWI/Chicagoland economy through education and benefits consultation. - October 13, 2025 - Superior Insurance Advisors
2026 Tax Deductible Limits for Long-Term Care Insurance Increase 3 Percent
Increased 2026 tax deductible limits for long-term care insurance have just been announced by the IRS according to the American Association for Long-Term Care Insurance. “The tax deductibility of tax-qualified long-term care insurance premiums is an incredible benefit potentially for many... - October 11, 2025 - American Association for Long-Term Care Insurance