Every business has or should have a portfolio of insurance policies to protect itself-from an employment liability policy to a third party liability policy to specialized policies. The problem is that insurance companies are not in the business of paying out on claims, rather they are in the business of collecting premiums and then making money off of those premiums-which can make things challenging for the policyholder.
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The job market has evolved—and so has your experience. If you're reentering the workforce after a layoff or career pause, or simply curious about what else is out there, it’s okay to feel uncertain.
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Whether you're the sole provider or part of a dual-income household, your income likely funds essential needs: mortgage or rent, childcare, tuition, retirement savings, and more. Life insurance ensures your family or loved ones can maintain their lifestyle if you’re no longer here to provide for them.
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In California, fire season officially starts June 1st but as anyone who resides in California knows, our fire season is all year long now. I am sure that you are aware of the physical steps that you can take to harden your home, but have you considered what steps you should take now to make your homeowner’s insurance work best for you? Here are some tips:
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You likely check this regularly for clients. But have you checked your own this year? Are you on track to capture your full employer match? Are you maximizing contributions if that’s a goal for you? The contribution limit for 2025 is $23,000 ($30,500 if you are age 50 or older).
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