Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Former Treas. Sec. Larry Summers is warning that newly signed tax and budget legislation poses threat to long-term fiscal stability of the U.S.
Focus Partners differentiates itself from traditional TAMPs by offering comprehensive planning support, advanced client service, and specialized skill that aims to help independent advisors scale their practices and win ultra-high-net-worth relationships without expanding internal staff.