Monthly Archive: September 2024

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The Positive Benefits of Periodic Client Reviews

Start Slideshow My insurance agent loves the Panera Bread restaurant chain. Since we are friends, we meet for lunch once a month. This time, he brought our files under his arm. It was time...

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4 Big Takeaways From a Year of Podcasting

This is the latest in a series of columns about Social Security and retirement income planning. It’s been nearly a year since I started hosting ThinkAdvisor’s podcast series on all things retirement. In that...

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Axis Insurance Acquires Baker Insurance

Axis Insurance Expands Calgary Operations with Acquisition of Baker Insurance Toronto, ON (Sept. 26, 2024) – Axis Insurance Managers Inc. (Axis Insurance) is excited to announce the acquisition of Baker Insurance, a respected property...