News

Advice, industry updates, event recaps, and more

When Business IS Personal

Over the weekend, one of my most respected colleagues shared feedback that I was well-respected in the insurance industry. It got me thinking about how much that means and how people use personal...

read more

Upcoming events we’ll be attending

RETIRETECH  2024 CONFERENCE
April 8-10, 2024
The Fontainebleau, Las Vegas

Hear James speak, network with other professionals, and learn from experts across the senior health, wealth, and agetech ecosystem.