After nearly 30 years helping people sell their life insurance policies for cash settlements, Scott Page has shifted gears to a consultative role apart from the settlement industry he helped create. So, the guy who helped make Betty White a spokesperson for a senior financial solution is now serving as CEO for LifeGuide Partners, an… Read more »
Posts Categorized: Financial Services
Sigma Tax Pro Reminds Tax Pros To Enroll Early With Banking Partners To Ensure They Take Full Advantage Of Offerings
In an industry where the majority of revenue is earned in a 4 month period, it can be difficult to budget for the other 8 months. This leaves many tax professionals in desperate need of cash to get them through the final months leading up to tax season. It is doubly difficult because those final… Read more »
Compound Asset Management Recognized as Top 50 Innovative Company by Kairos Society at its Global K50 Summit
The Kairos Society is specifically recognizing Compound for the way that the firm helps consumers access the world’s best real estate markets through its family of real estate thematic funds (ReTFs). These funds, which are available to a broad range of institutional and retail investors, each own and manage a portfolio of properties in markets… Read more »
Budgetboost.co offering expert Budgeting and Financial Planning services
Budgetboost.co to provide budgeting and financial experts services exclusively to those who need financial planning. Budgeting is a way of developing a plan on how to spend the money wisely. It is essential to create a spending plan since it is helpful in determining in advance whether a person have adequate money in his pocket… Read more »
Counterpointesre Is Helping Preserve Resources And Make Energy Efficiency And Resiliency Improvements Affordable And Achievable For Businesses In Marion County.
Starting in early 2015 some of the very first PACE projects in all of Florida were financed in Marion County through CounterpointeSRE and the Florida PACE Funding Agency. And Marion County continues to lead the way today. Two recent Marion County projects to take advantage of C-PACE are the Ocala Hilton and the Paddock Mall…. Read more »
