Jack Roger
Stories (14)
Filter by community
Common Mistakes Companies Make with Corporate Insurance for Employees
Taking care of your team and giving corporate insurance for employees is not a perk; it is a strategic investment for your organization's future. Even with all possible good intentions after the best planning, many organizations fail in the effective implementation of their programs regarding insurance. This could lead to a waste of money, a disgruntled workforce, and compliance issues.
By Jack Roger8 months ago in Journal
Do You Need a Financial Advisor or a Financial Planner? Here’s the Difference
What’s the best way to structure your wealth when investments, taxes, and legacy planning all demand attention? For high-net-worth individuals, this question comes up often. As wealth grows, so does the complexity of financial decisions. From managing global portfolios to structuring family transfers, each move requires clarity.
By Jack Roger9 months ago in Journal
