In the most fundamental teachings of insurance, we are taught that life insurance creates an immediate estate. We also learn that annuities can be employed to liquidate an estate. But how do you financially safeguard an estate, especially during those integral income accumulation years when an individual’s economic attributes take shape, build, ride the inherent […]
As corporate takeovers, mergers and acquisitions continue to be regular occurrences in many business markets, occasional workforce reorganization and downsizing throughout most industries are inevitable. Most importantly for employment liability safeguards, tactful and conscientious business owners will provide comprehensive severance packages at the moment of termination to assist the severed employee through that often-difficult life […]
The employee benefits market, although mostly rewarding to its advisors, continues to be a complicated and sometimes muddled playing field. American companies, no matter their size, are at times being forced to provide benefits which they can hardly afford, and compliance and management headaches have surpassed most common levels of reason. Human resources personnel and […]
A big thank you to all the corporate sponsors, all the volunteers and everyone else who participated in and/or made donations during last month’s Petersen International ALS Golf Classic. Thank you to our friends and colleagues who traveled out to Southern California from all over the U.S. to spend time with us. As in years […]