Monthly Archive: January 2024

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People Moves: Jewelers Mutual Makes Leadership Appointments

Article 0 Comments Jewelers Mutual Group, headquartered in Neenah, Wis., hired two new leadership team members. Nick Tenekedes is now senior vice president of digital solutions. Tenekedes joins Jewelers Mutual with over 15 years...

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529-to-Roth Rollovers: What We Still Don’t Know

What You Need to Know The IRS has yet to release detailed guidance on the rules around this Secure 2.0 provision, which took effect this year. There are a number of open questions, such...

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CFC Joins Quotey Marketplace

Whitby, ON (Jan. 22, 2024) – Quotey is delighted to announce that it has expanded its commercial and specialty insurer marketplace to include CFC’s Cyber insurance product. CFC is a global specialist insurance provider,...

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What Pills Is That Client On?

What You Need to Know The famous Medicare annual enrollment period is over until October. The lesser-known Medicare Advantage enrollment period is in progress right now. Clients whose drug coverage needs have changed might...

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S&P 500 Rises as Stocks Build on Record High

The so-called call wall has moved to 5,000 points from 4,800 — signaling that traders see the market clearing the next hurdle toward further gains, according to SpotGamma data. That points to a further...