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For clients living in coastal areas, hurricanes and rising tides aren't rare events — they’re part of life. Yet too many financial plans fail to account for the real and growing…
As extreme weather intensifies, population trends shift, and insurers tighten policy language, financial professionals must stay ahead of regional risk trends to properly advise…
In January 2025, California faced unprecedented wildfires that reshaped the property insurance market, particularly in the Los Angeles area. These events, fueled by a historic…
The Sharing Economy: A new social trend has arisen in the last few years, especially in the High Net Worth/Affluent space, of sharing and borrowing, instead of owning, and the…
The Sharing Economy: A new social trend has arisen in the last few years, especially in the High Net Worth/Affluent space, of sharing and borrowing, instead of owning, and the…