The pandemic has influenced all of our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. One impact has been to protect loved ones in case something happens to us. Let’s talk about the different types of life insurance that are available and which one(s) might make the most sense for you.
Leaving the business you have worked so hard to nurture is inevitable. To best preserve the value you have created, it is critical that you have a written strategy for you, your family, and your employees to help assure that when you are no longer in charge, everyone knows what will happen next.
As you put together your action strategies for making the most of Black Friday, Small Business Saturday, and Cyber Monday sales, take a few minutes to plan to participate in #GivingTuesday.
Stefano’s role is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success.
Joe passionately believes in the important role a financial advisor can play in the life of an individual and their family. As a result, he focuses his energies on attracting the best talent to Barnum, developing that talent, and leveraging the firm’s considerable resources to enable his advisors to achieve our mission of “enriching as many lives as possible”.
Elizabeth serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results. In addition, she has integrated the concept of “growth mindset” into the culture at Barnum.
In addition to serving as Barnum’s Chief Operating Officer, Mindee leads our Wealth Strategies Division, which includes specialists in the core product areas of insurance, annuities, and investments as well as financial planning and wealth management. She is a major catalyst for Barnum’s diversity, equity, and inclusion initiatives and is deeply committed to community service.
Throughout his career, Paul has been a tireless advocate for Barnum’s clients, its advisors and employees, and the communities it serves as well as for the financial services industry. He is committed to leading an environment and culture at Barnum that promotes productivity, creativity, diversity, equity, inclusion, and teamwork.
October is National Financial Planning Month, an ideal time to be proactive and develop your personal financial roadmap, which can be beneficial to any situation.
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