This September marks the 20th Anniversary of Life Insurance Awareness Month (LIAM), brought to you by NAIFA partner, Life Happens. Over the last two decades, the goal of LIAM has remained the same, to educate more people about the importance of life insurance to protect their loved ones financially. Then that’s where you as an . . . read more
The Massachusetts Medical Loss Ratio for Dental Insurance Plans Initiative will appear on the ballot as an indirect state statute on Nov. 8, 2022. It would require dental insurance carriers to submit plans for medical loss ratios (MLRs) to the insurance commissioner. If passed, it would establish the ratio at 83% and require insurers to . . . read more
Andrew Altenbach Managing Associate & Financial Advisor The Bulfinch Group Andrew provides financial, business and estate planning solutions for professionals and businesses nationwide. He guides clients regarding investments, insurance, retirement planning, wealth transfer and asset protection solutions, business continuity and exit planning, executive retention programs, and sophisticated risk management techniques. Outside of his practice, you . . . read more
Phoebe Story, MS Partner & Financial Advisor Northwestern Mutual/Legacy Financial Group Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business . . . read more
Drake Richey, AIF, CEPA Financial Planner Commonwealth Financial Group Bush & Company Drake holds over 15 years of experience in the financial services industry. He began his career as an Analyst at Fitch Ratings in the Residential Mortgage-Backed Securities and Public Finance groups, writing and publishing independent credit research on 50 companies annually. He then . . . read more
Robert Basiri, RICP Centinel Financial Group, LLC Robert Basiri is a financial advisor with Centinel Financial Group, LLC. Robert attended Roger Williams University in Bristol, Rhode Island and graduated with a Bachelor of Science in Finance. Robert was raised in Framingham and currently resides in Chestnut Hill, MA with his wife Ashley, where he plays . . . read more