I’ve known Mike James, or MJ as most of us know him, through nearly every stage of his 35-year career, from his start as an intern to his new role … Read more
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When a complex issue arises and I need a balanced perspective, Dave O’Malley is one of the people I turn to. As President and CEO of Penn Mutual, he sees … Read more
Kristin Cook has spent 22 years at National Life, starting her career as an underwriter before spending two years in the field as a Regional Vice President supporting affiliated advisors. … Read more
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net worth … Read more