Bill Daly

Annuity Spotlight Have Clients with Unwanted RMDs? View the Annuity Spotlight Annuity Spotlight Have Clients with Unwanted RMDs?… dated June 2, 2024. https://lnkd.in/gnkM2Fwk

Unlocking the puzzle of Minimum Essential Coverage (MEC) vs. minimum value, essential health benefits, and actuarial value. Discover the options and savings with MEC benefits for your business! https://lnkd.in/gv9zegCJ #HealthcareCoverage #MEC #ACACompliance

The Gryphon Group LLC unfurls its wings and reveals itself as ready to “Navigate Risk with Nobility”! On July 9, 2024, The Gryphon Group LLC, a boutique insurance and annuities brokerage focused on helping clients “Navigate Risk with Nobility” through the creation of estates and management of one’s unique wealth, opened it’s doors to the public for business in Greenville, South Carolina! David Gordon Green, the founder of the company, surrounded by his family, friends, and accompanied by the Honorable Liz Seman from the Greenville County Council, made the opening official with a ribbon cutting ceremony on the 5th floor of Noma Tower, next to the Hyatt Regency Hotel in downtown Greenville. Message from the owner:  “I founded The Gryphon Group LLC for many reasons, but the most important one is to honor the memory and vision of my late mentor, who taught me to invest more in people and philanthropy than any other entity.  In helping people to navigate both their unique and common risks with nobility by utilizing responsible insurance products, prioritizing the empowerment of employees to better serve clients, and funding noble causes in the community, I sincerely believe that The Gryphon Group LLC is the perfect vehicle for fulfilling this vision of generosity in business.” – David G. Green Whether you are an individual or family that is just starting your wealth management/estate creation journey, or you’re on a good path to financial security but would like to make that last little investment push worthwhile, The Gryphon Group LLC provides the tools to do that and help you feel confident in your path towards proper fund accumulation for your retirement, education, or entrepreneurial goals. Mr. Green is a commission based insurance broker, licensed in the state of South Carolina, focusing on the use of effective methods of wealth management/accumulation and promoting financial education in people of all ages.  He is supported by an established field marketing office (Gordon Marketing, Noblesville, Indiana), in order to provide additional expertise and product flexibility. Learn how to “Navigate Risk with Nobility” today through The Gryphon Group LLC, and schedule your complimentary consult with David G. Green by emailing [email protected] (include the word “Scheduling” in the Subject Line), or by calling 864-436-3993. (Virtual appointments provided on a case-by-case basis.) You can also visit our website at www.thegryphongroupllc.com for more information!

Inflation is a topic that often garners headlines, but its effects reach far beyond the cost of groceries and gas. One area where inflation has a significant impact is insurance rates. At Stoller Insurance Agency, we believe it’s important for our clients to understand how economic changes can influence their insurance premiums. In this blog post, we’ll explore how inflation is impacting insurance rates and what you can do to manage these changes effectively. Read more: https://lnkd.in/dN7y8K5A

Personal auto insurance underwriting profitability appears to finally be headed in a positive direction after recent years of record underwriting losses. But while these gains show improvement, it will likely take time for them to be reflected in flattening premium rate, according to the Insurance Information Institute (Triple-I).

Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. Read more about insurance coverage considerations for high-net-worth families: https://hubs.li/Q02xLsy40

Smart strategies for naming beneficiaries of minors can protect their financial future and ensure responsible management of funds. Instead of naming minors directly, consider alternatives like appointing a trusted adult, establishing a living trust, or using UTMA/UGMA accounts. Each option offers unique benefits that merit further exploration.