Wealth advisors spend years helping clients build, invest, and preserve their assets. But personal insurance can sit outside that conversation until something goes wrong and a claim reveals a gap. These gaps often happen because wealth rarely grows in a straight line. As clients become more successful, their lives often become more complicated too. They […]
Duncan Supply knows a thing or two about longevity. Founded in 1936 by Russell Duncan, the fourth-generation family-owned business has grown from its refrigeration roots into a heating, air conditioning, and refrigeration wholesale distributor with locations across multiple states. Through that growth, some principles have stayed remarkably consistent. “We truly live that depression mindset of […]
At Gregory & Appel, we’ve spent over a century helping businesses navigate the complex world of insurance and risk management. We’ve seen firsthand how rising healthcare costs can strain companies and limit their ability to provide meaningful employee benefits. That’s why we’re passionate about employee benefits captives: a powerful solution that puts control back in […]
Recently, Gregory & Appel brought local CFOs and HR leaders together for our Balancing Cost, Care, & Risk roundtable. We brought together leaders wrestling with the same fundamental challenge: how do we protect our people without breaking the bank? Here's what we learned together. 1. Start with Shared Organizational Values When HR and finance agree […]
A healthcare organization can look calm from the waiting room. Patients check in, phones ring, clinicians move from one room to the next and the day keeps moving. But anyone who leads a healthcare organization like a hospital system knows how much is happening behind the scenes. A staffing shortage changes the rhythm of the […]
Running a resort or timeshare takes a lot of behind-the-scenes work. Guests may only see the finished experience, but boards and property leaders are thinking about everything it takes to protect the property, support the team, and keep operations moving. Insurance is a big part of that, but it can be hard to know what […]
While many people think of cyber risk as a business issue, affluent families are often targets because of their personal, financial, and lifestyle information connected to their accounts and devices. Unfortunately, a cyber incident can affect far more than a laptop or email account. It can disrupt access to financial records, expose private information, trigger fraudulent transfers, or create expensive […]
