Back to Insurance Planning & Risk Management Insights One Survey That Employers Should Never Ignore Philip Steele November 15, 2022
Meet The Author Philip Steele Partner Philip is a Partner with over thirty years of experience in retirement and financial services, and is widely considered a pioneer in the development of... Learn More
Behavioral Finance The Case for International Travel InsuranceWorld travel offers a myriad of experiences and memories, but it's not without risks. Travel insurance is a vital safety net, covering everything from lost…
Insurance Planning & Risk Management Understanding Your Medicare OptionsSoon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or…
Insurance Planning & Risk Management One Survey That Employers Should Never IgnoreFiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable…
Financial Planning What We Should Know About Homeowners Insurance in CaliforniaState of the Insurance Market in Summer 2022 California has been engulfed in extreme drought conditions in recent years, and as a byproduct of the…
Insurance Planning & Risk Management When It Comes to LLCs, Pay Attention to Liability DirectionWhen properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…