Monthly Archives: December 2025

Save the Date! NAIFA Los Angeles – Pathway to Excellence Event

The Los Angeles chapter of NAIFA has announced the Pathway to Excellence Event which will be held on April 9, 2026 at 11:00 AM at the Knollwood Country Club in Granada Hills, CA.  The event will bring to the podium keynote speaker, former NBA player and financial services specialist Christopher Gandy. Another highlight of the […]

Read More

Bridging the Gap to Medicare

Despite the strides the Affordable Care Act has made in the world of healthcare, medical insurance gaps exist in this country.  It’s true, not every senior-aged individual living in the United States qualifies for Medicare at the same point in life.  ACA guidelines and state and federal insurance regulations occasionally leave some American demographics without […]

Read More

A Solution to Severance Liabilities

As corporate takeovers, mergers and acquisitions continue to be regular occurrences in many business markets, continued employee downsizing throughout most industries is inevitable.  When addressing potential employer liabilities, conscientious business owners will provide comprehensive severance packages at the moment of employee termination to help the newly unemployed through the sometimes-difficult transition. American business severance agreements […]

Read More

Case Study Snapshot: Business Loan Failure to Survive

A young dentist was attempting to purchase the thriving dental practice of an aging colleague.  The cost of the practice required the young man to take out a business loan from a commercial lender.  One of the pivotal closing requirements of the lender was a $1,200,000 life insurance policy on the young dentist with a […]

Read More