Trey Fairman and Teri Olsen will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how th

At our most recent Thursday Insights educational event (June 6, 2013) attorney Alex Matuk, Esq. and certified financial advisor Greg Banner shared their insights into the world of the

Aside from donating directly to a charity, a trust is a strategy that permits you to kindly make

Here at Southern California Institute, one of the programs we are widely know for is an edcuational and networking program called

In this post, many

Kristin Kahle is a Certified HealthCare Reform Specialist (CHRS), she is currently the Senior Vice President and General Manager for Benefits eXchange Alliance (BXA) and runs the San Diego and Hawaii office.

Using real estate as an investment to enage your clients and Understanding your clients' goals/objectives will be a key factor in your conversation with them.

For many people who utilize Social Media for their business, or for those who just started, there will come a time in which you will need to consult directly with a particular social media platform to address an issue only they can answer.

Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help.