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Life Insurance Policy
Big Business

The Smart Investor’s Guide to Leveraging a Life Insurance Policy for Wealth Protection

A life insurance policy typically provides financial protection for family members following the policyholder's unfortunate demise. Certain insurance plans can also serve as financial assets, offering smart investors opportunities to preserve wealth and enhance their financial standing. Awareness of these techniques enables investors to improve their financial assets, secure their...
compass
CEO Spotlight

The Human Touch in Financial Planning: Cindy Giovacchino on Building Meaningful Client Relationships

As digital transactions and automated financial services grow, the personal touch in financial planning is more important than ever. Beyond numbers and investment strategies, financial planning is about understanding individual needs, goals, and values. A strong client-advisor relationship fosters trust, transparency, and long-term financial well-being. The Value of Personalized Financial...
Teleperformance
Big Business

Teleperformance Looks Ahead: Solid Results, AI Investments, and Fluid Governance Highlight 2024 Milestones

Teleperformance, a leading player in the global customer experience (CX) arena, has published its 2024 annual results, confirming robust revenue growth and reinforcing its emphasis on blending technology with human-led services. For chief executives evaluating strategic partnerships or exploring the future of work, Teleperformance’s approach offers a revealing case study...
David Steele, founder and CEO of One Wealth Advisors
CEO Spotlight

The Portfolio Life: David Steele on How You Should Be Rethinking Work-Life Integration for the Modern Era

The traditional notion of work-life balance increasingly feels like a relic of the past. Today's most successful individuals aren't seeking balance – they're pursuing integration. A "portfolio life," where professional pursuits, personal passions and purpose seamlessly intertwine, is emerging as a compelling alternative to conventional career paths. David Steele, founder...
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