BY JOE RUSSO Great strides have taken place in the financial services industry in recent decades. We’ve developed widely accessible and sophisticated fiduciary savings vehicles that allow Americans to plan for secured financial futures in […]
BY DAVID E. APPEL SINCE THE PANDEMIC BEGAN, clients and advisors alike are taking extra precautions when planning for the future. This often entails exploring the benefits of plans such as long-term care, disability or […]
BY AMY EVANS In October 2021, my employee benefits agency was acquired by Shorepoint Insurance Services, an Acrisure agency partner, and I joined Shorepoint as an Associate VP of Employee Benefits. California Broker Magazine editors […]
BY DENNIS HEALY Even though we’ve left 2021 behind, the level of volatility caused by the greatest workplace disruption in decades lingers, and new COVID-19 variants continue to emerge. It’s caused many businesses to go […]
Financial Wellness is Top of Mind for 95% of Workers BY MIKE WILBERT Just as COVID-19 has affected employees and employers in the past two years, it has changed the employee benefits landscape as well. […]
SOMETHING OLD, SOMETHING NEW, SOMETHING CHALLENGING AND SOMETHING TO PURSUE…PART ONE BY DOROTHY COCIU WITH MARILYN MONAHAN Have you ever planned something for a really long time, spent energy, time, effort on it, only to […]
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