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Open Roles – We’re Hiring Personal Lines Customer Service Representative At our core, we believe that insurance isn’t just about policies and paperwork—it’s about people. That’s why we’re excited to open the doors for a new Personal Lines Customer Service…
Cargo Theft in Southern California: Smarter Criminals, Rising Risks
Car, Go… Gone! Why Businesses Can’t Ignore Cargo Theft in 2025 Cargo theft in the U.S. is reaching alarming levels. After jumping nearly 50% in 2024, incidents are already up another 22% in early 2025 (Overhaul, 2025). Criminals are becoming…
Phishing for Trouble: How Phone Number Spoofing Hooks Southern Californians
Why SoCal Residents Should Stay Alert to Fake Calls Picture this: You’re stuck in traffic on the 405, the sun’s finally out after the morning marine layer, and your phone rings. It looks like your bank’s 800 number—or worse, your…
How to Prepare for a Meeting with Your Financial Planner
Meeting with a financial planner is one of the best steps you can take toward building a secure financial future. But if you arrive unprepared, you may miss valuable opportunities to get personalized, actionable advice. Whether this is your first…
How Knowing Your Workers’ Comp Policy Dates Can Save You Money
Many business owners pay their workers’ compensation insurance premium once a year and then forget about it until it’s time to renew. But waiting until the last minute is not the best way to keep your costs down. Workers’ comp…