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Posted by: In: Uncategorized Nov 27, 2019

Our office will close at 2.00 PM PST today (Wednesday, November 27th).  We will resume normal business hours on Monday, December 2nd.

Posted by: In: Uncategorized Aug 21, 2019

The State of California has implemented what they call CalSavers – a state mandated retirement plan phased in over the next 3 years. All employers will be mandated to join the CalSavers plan or implement one of their own.

Posted by: In: Uncategorized Oct 09, 2018

Two significant regulatory changes are affecting the Life Insurance Industry — Principle-Based Reserving (PBR) and a new standard mortality table, the 2017 Commissioners Standard Ordinary (CSO) Table.