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June 2022 Client Newsletter Thumbnail

June 2022 Client Newsletter

The Five Main Obligations for Financial Professionals Best Interest – Financial professionals must act in the best interest of the consumer under the circumstances known at the time the recommendation is made, without placing the financial professional’s or the insurer’s financial interest ahead of the consumer’s interest

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May 2022 Client Newsletter Thumbnail

May 2022 Client Newsletter

Happy Memorial Day Memorial Day, originally called Decoration Day, is a day of remembrance for those who have died in service of the United States of America. Over two dozen cities and towns claim to be the birthplace of Memorial Day. While Waterloo N.Y. was officially declared the birthplace of Memorial Day by President Lyndon Johnson in May 1966, it’s difficult to prove conclusively the origins of the day.

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