The Latest News
Life Insurance Awareness Month
Life insurance companies date back to the 1700s in our country but Life Insurance Awareness Month was only established in 2004. An industry education group known as Life Happens developed…
PGAC Q&A
Life insurance, long term care, disability, retirement, and financial discussions are extremely complex, and each family is different, therefore this kind of planning should not be transactional. I aim to build…
The New CAP® Cohort 2023
The new cohort of the 2023 Central Florida Chartered Advisor (CAP®) in Philanthropy Study Group is launched! CAP® is a designation earned from The American College of Financial Services after…