Webinars & Videos

Inflation is currently affecting us all in many different ways. Learn how it has affected insurance rates in this 2-minute video from our Personal Lines…

Nicole Bryson, Retirement Account Manager and Education Specialist with TPG, talks about how the ups and downs of the market impact our retirement plan accounts.

Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.

Take a minute to learn the differences between a traditional 401(k) and a Roth 401(k).

Review the 2022 Q2 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.

This panel features experts in financial wellness in conversation with workplace wellbeing leaders, exploring barriers and fresh ideas for redefining financial wellness in our current…

Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through.

Review the 2022 Q1 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.

You may have been hearing a lot about reference-based pricing (RBP) these days. So, what is it, exactly? RBP is a method of determining an…

Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and Portfolio Manager Stuart Robertson talk it through.