Know How

Sam Halpern – Online Insurance Marketing Pioneer and Innovator

October 14, 2022 John King Build Your Practice, Compliance, Insurance Education, Insurance Training, Know How, Marketing, Top Executives

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the…

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Richard Szuch – Senior & Vulnerable Investor Financial Protection and Reporting

July 17, 2019 Dennis Anderson Compliance, Insurance Training, Know How, Regulatory Issues 00:16:54

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related…

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