Financial advisors are well aware that their work isn’t only about the numbers. For Mark Delp, focusing on addressing clients’ emotions helps avoid investing blunders. “It’s making people feel listened to,” Delp, branch manager...
Article 0 Comments Conifer Holdings announced that it completed the sale of its insurance agency operations for consideration equal to $45 million (subject to transaction expenses and customary purchase price adjustments), plus possible additional...
CBN Announces 2024 Membership Expansion with Addition of its Newest Member Toronto, ON (Sept. 3, 2024) – Canadian Broker Network (CBN), Canada’s leading network of independent insurance brokers, is pleased to announce its 2024...
Guidewire HazardHub Enhanced Wildfire Risk Score data indicates that the top states for wildfire risk, based on the percentage of homes receiving an “F” rating for wildfire risk Helsinki, Finland (Aug. 22, 2024) –...
Article 0 Comments The city of Los Angeles will pay $38.2 million to settle a 2017 lawsuit after “falsely” stating on federal documents that its multifamily affordable housing units built with federal funds were...
Now, you can see what assets are left and create a plan to mitigate or eliminate future tax burdens. Include: Reducing RMDs (required minimum distributions): Explore options to minimize tax liabilities associated with distributions from...
What You Need to Know Many owners over 60 have no idea about how to retire. One problem: What would happen to their company? Another problem: The best workers are leaving for employers with...
In other words, the policies will die before the insureds! Choices While retirement income planning frequently targets funding only to 90 or 95, there are many opportunities along the way to adjust the plan...
What You Need to Know Survey participants came from households with annual income between $50,000 and $199,000. A quarter envision doing some form of paid work in retirement. Only 15% of middle-class savers have...
Introducing Coalition Security Awareness Training — By Alok Ojha, Head of Products, Security Business, Coalition Inc. — Coalition is guided by a single mission: protect the unprotected. To meet that mission, we offer both...
