Skip to content
Primary Menu
  • About
  • Entries
  • Best Of
  • Contact Us

Insurance & Investing Insights

brokers

  • Home
  • brokers
Category: Entries

Decoding Insurer Speak

Posted On December 11, 2023December 11, 2023 By Ian3 Comments

One of my main roles as an investor was trying to assess the difference between what companies said and what they were actually telling you with their actions. Company scripts for investor calls rarely directly answered your questions. I had to read between the lines or listen for what was Continue Reading

Category: Best Of/Entries

The Revenge of the Balance Sheet

Posted On April 4, 2023April 10, 2023 By Ian3 Comments

I’ve been building up to this piece for a while now. It’s a little bit like the end of the season episode where you get the payoff for the various plotlines. Today I’m going to tie together all my skepticism of MGAs, my views on overvalued brokers, the importance of Continue Reading

Category: Entries

How Would An Insurance Broker Collapse?

Posted On August 31, 2022August 31, 2022 By Ian5 Comments

I originally planned to write something else this week but there was a lot of interest in last week’s broker piece so I thought I would dive a little deeper into some of the issues I didn’t get to address. Namely, if I’m right and brokerage valuations do retrench, what Continue Reading

Category: Best Of/Entries

Insurance Brokers Are Ridiculously Overvalued

Posted On August 21, 2022December 15, 2022 By Ian2 Comments

Before we get started, isn’t Informed planning to be an agent? Why would I talk down distribution valuations? Because we don’t do self serving here. We speak truth and me telling you brokers are still cheap isn’t going to stop the market from puking them someday. Don’t fight the facts. Continue Reading

Category: Entries

Will the Brokers Bear the Cost of Business Interruption?

Posted On April 23, 2020April 23, 2020 By Ian1 Comment

This is going to be a very short post but wanted to get this thought out there and no reason to write more than is necessary. There is obviously a lot of concern about the potential for insurers to be found responsible for covid related business interruption losses. There are Continue Reading

Load More Posts

Recent Posts

  • USAA Has Lost Its Mission
  • How State Farm Lost $8B In California
  • The California Fires And What Comes Next
  • Predicting the Everest Reserve Charge
  • The Evolving Terror Liability Risk

Recent Comments

  • Annonymous on USAA Has Lost Its Mission
  • Seth on USAA Has Lost Its Mission
  • Seth on USAA Has Lost Its Mission
  • N Bailey on USAA Has Lost Its Mission
  • BJ on USAA Has Lost Its Mission

Archives

  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 1,026 other subscribers

Categories

  • Best Of
  • Entries