Author: adminTerri

Rick Magill recently completed the necessary requirements and was designated a Chartered Life Underwriter CLU® by the American College of Financial Services, a premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today,...

The SPC Newsletter is published quarterly and contains various articles and tips related to financial planning, business planning, employee benefits, healthcare and other related issues.  Be sure to visit our Newsletter page to download the latest release and prior archived publications....

Proactive Advisor Magazine features top financial advisers who offer insights on active money management, client service, and investment approaches.  Read the full article, Helping clients manage financial and benefits complexity....