Insurtech Briefly Podcast: Licensing, Google and Lead Gens
New York State lawmakers introduced a new bill this past week hoping to reverse recent structural changes to the Consumer Directed Personal Assistance Program (CDPAP) by allowing multiple licensed Fiscal Intermediaries...more
A new bill was introduced in the New York State Senate last week in an attempt to address recent changes made to the Consumer Directed Personal Assistance Program (CDPAP), which effective April 1, 2025, will allow only a...more
Since 2014, many private company mergers and acquisitions intermediaries have chosen not to register as broker-dealers. That’s because a 2014 SEC no-action letter took the position that intermediaries that limited their...more