I’m Speaking at the LAAHU Vanguard Council’s 17′-18′ Summer Kickoff Party on August 15th, 2017

This article was co-authored with Christine Roberts of Mullen & Henzell, LLP and originally appeared on Employee Benefit Adviser. Two of the most populous and legislatively influential states in the nation — California and New…

This article was originally published on E is for ERISA and was co-authored with Christine P. Roberts of Mullen & Henzell LLP. Click here for the original post. There is still a lot of debate going…

Last week, I attended the National Association of Health Underwriters (NAHU) Capitol Conference in Washington, D.C. In addition to listening to speakers who shared their views on healthcare reform, I attended three meetings with California…

This article was originally published on E is for ERISA and was co-authored with Christine P. Roberts of Mullen & Henzell LLP. Click here for the original post. Passed in December 2016, the 21st Century Cures…

Dear Valued Clients: I am excited to share that I will be attending the annual legislative conference for my professional association, the National Association of Health Underwriters (NAHU), from February 13-15 in Washington, D.C. Representing…

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans. Read the full article on Employee Benefit Adviser.

Dear Valued Clients: President-Elect Trump has made it very clear that he intends to repeal and replace the Affordable Care Act (“Obamacare”) when he takes office in ten weeks. While this won’t happen immediately, and…