Our clients gave great feedback about our articles on why you need a financial team. Still haven’t gotten yours together? Read about how to get started.Last month, we talked about your insurance provider’s role on your financial team, and went over some commonly-asked questions. This month, we spoke to our wonderful local financial advisor, Candace Sallale of Sallale Financial Strategies, LLC … [Read more...]
Your Insurance Provider: Commonly-Asked Questions
At Ten Key, Inc., we work with many wonderful insurance professionals, and we’re happy to work with yours. Recently, we talked with Kaitlyn Pintarich of Berry Insurance about choosing a provider for your financial team. “The most important thing is trust,” she told us, “trust your team and follow your instincts. Your insurance agent should be a valued and trusted extension of your … [Read more...]
Building Your Financial Team: Your Insurance Provider
We’ve been talking about building your financial team, and we hope the information has been valuable to you! First of all, if you need to catch up, check out our articles on why you need a financial team and how to get started. Now we’d like to get into the subject of team members. Who will you choose for your financial team? It's time to build up your roster. First up? Your insurance … [Read more...]