June 21, 2013

Long Term Care Insurance

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

June 7, 2013

Buy-Sell Planning and things to consider

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

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May 29, 2013

How Charitable Donations and Strategies may help enhance your Estate [CASE STUDY]

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

May 14, 2013

In case you missed it: April Thursday Insights programs available in Digital Format

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

May 7, 2013

On-Page Optimization as a Sample Marketing Plan for Financial Advisors

In this post, many

April 26, 2013

Health Care Reform 101 with Kristin Kahle at Thursday Insights

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.

April 23, 2013

Using real estate as an Investment to engage your clients

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.

April 16, 2013

Digital Education Corner: Contact information for Facebook, LinkedIn, Twitter

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.

April 12, 2013

Learn how to partner with SCI to grow your business and practice

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.