In many ways much has changed; in others not so much. From the servicing desk, to marketing, to new business development , to continuing professional education, to partner, my responsibilities have happily ramped up; but the constant has been the relevance of our services to our … [Read more...]
Unconquerable Human Spirit by Brian Etherington
Having contracted polio at the age of nine months many years ago and listened to the stories of how my Mother and Father coped in that pandemic; I never thought for a moment that the modern world would in my lifetime be brought to its knees by another. I was placed in quarantine in Hamilton General … [Read more...]
Pandemic Accelerates Estate & Wealth Management Planning
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure; which when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal planning … [Read more...]
Pandemic Accelerates Estate & Wealth Management Planning
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure which, when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal … [Read more...]
An Old And Reliable Friend
These past four plus months have created many shocking developments for families, businesses and communities around the globe; offset in some small way by acts of kindness, inclusion and courage which provide hope for a more equitable and just world post pandemic. One of these latter emerging … [Read more...]
Just in Case Planning
My post of May 13th (Things To Keep In Mind) confirmed that many of our clients are currently reviewing the risk protection aspect of their estate plans in light of hopefully temporary pandemic related diminishment of business valuations, investment portfolios and employee benefit coverages. It was … [Read more...]
A Great Time to Talk
In the normal scheme of things most employee and executive benefit and pension plans tend to wander from their initial design. Almost without fail, the original relevance of these programs to the corporation’s mission statement diminishes, either because the company’s philosophy has changed or the … [Read more...]
Underwriting in a Pandemic
During my almost 30 years of managing Etherington Generation’s Underwriting & Service desk we have seen many dramatic and positive advances. Of course, just as technology develops even more improvements, the necessary financial , medical and privacy compliance regulations expand. These latter … [Read more...]
Just in Time vs Just in Case Planning: Incredible Times & Consequences
We have all found ourself in a strange place over the past 3 months as an invisible enemy penetrated the ramparts of the world , bringing with it dread or distress. Suddenly, on a dime, thoughts of Spring Break, record stock market valuations, consumer confidence and low unemployment, summer … [Read more...]
Things to Keep in Mind
Worried, stunned and fearful as we all are by the way our world has suddenly and dramatically changed , the first thing we have to all remember, including this writer, is that treatments will emerge, a vaccine will be discovered and life will resume. Saddened by the incredible manner in which this … [Read more...]
- « Previous Page
- 1
- 2
- 3
- 4
- …
- 10
- Next Page »