Monthly Archives: February 2014

How Do You Custody Investments?

According to Wisconsin law, mutual insurance companies must hold all their investment securities themselves or in the custody of a bank or bank trust department. This rule is designed for the protection of the company and its policyholders. Assets held … Continue reading

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Help…I still haven’t received my 1099

From the desk of Charlie McCullough I have never been described as a planner.  Most people would consider me a procrastinator.  This year, however, I got an early start on one of my least favorite jobs – getting the paperwork … Continue reading

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