Why Every Driver in Orange County Needs Uninsured Motorist Coverage
As Insurance Rates Rise, So Does the Risk of Driving Uninsured As auto insurance premiums continue to climb, more drivers are making dangerous decisions to save money: skipping insurance altogether or purchasing only the state-mandated minimum coverage. According to a…
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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…