Monthly Archive: November 2023

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Westland Insurance partners with Prime Benefits Group, Inc.

Westland expands group benefits practice with latest partnership in Ontario Surrey, BC (Nov. 6, 2023) – Westland Insurance, Canada’s largest independently owned insurance broker, is pleased to announce its new partnership with Prime Benefits...

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15 Richest Americans in Sports: Forbes

Start Slideshow Forbes’ Real-Time Billionaires ranking tracks the daily ups and downs of the world’s wealthiest people. ThinkAdvisor took a look at the richest American men and women on the list with investments in sports. The...

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Does It Make Sense to Self-Fund Long-Term Care Expense?

What You Need to Know Some people do enjoy paying extra taxes. Most do not. Thoughts about tax bills could affect long-term care planning strategy. Question 1: From a financial planning perspective, which is...

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A CEO Walks Away: What’s Next for Eric Clarke, Orion

Eric Clarke, who founded Orion Advisor Solutions 24 years ago, retired as CEO earlier this month. But that doesn’t mean he’s stopped looking ahead at how Orion will help advisors use artificial intelligence in...