We look forward to working with you this year and beyond.
Monday, January 15, 2024
Annual Reviews and the Political Landscape
It's a new year and a great time to create strong plans that can withstand a changing economic and political landscape. Start with annual reviews. Review client's beneficiaries and review their policies for outstanding loans that could put them at risk. Contact us to discuss your clients and how we can help you with these important reviews.
Planning insights to help your clients thrive in 2024
Tune into the latest episode of Hancock Talks, where host Carly Brooks is joined by Kevin Blanton, an Associate Counsel, Advanced Markets Group at John Hancock. They dive into the latest legislative trends and planning opportunities that may enhance client discussions in the year ahead. LISTEN NOW.
The Liberty Company Insurance Brokers, LLC | Innovative Solutions Insurance Services, LLC, 222 N Pacific Coast Highway, Suite 2000, El Segundo, CA 90245, USA, | Liberty CA License #0D79653 | Innovative CA License #0C15062
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Disclaimer: Innovative Solutions Insurance Services does not give legal or tax advice. This information is general in nature, may be subject to change, and does not constitute legal, tax or accounting advice from any company, its employees, financial professionals or other representatives. Applicable laws and regulations are complex and subject to change. For advice concerning your individual circumstances, consult a professional attorney, tax advisor or accountant. Underwriting offers are subjective and still subject to carrier requirements and full underwriting interpretation.