A client portal is a secure, password protected area of a website that allows users to access their personal information online. You can find client portals on websites for many banks, wealth managers, condo associations, and online shopping websites. Client portals give clients a one-stop way to …
Insurance in the “new” normal – post COVID 19
As daily briefings of new cases of COVID shift to daily updates on what businesses are now back open to the public, it’s a good time to think about what’s happened over the last 3 months. As well as how to plan for what is to come. For many, the shift to working from home allowed them to make cha …
Own a house or a condo? Here are some tips for stopping damage before it happens.
Most people spend more money on where they live than any other purchase. Whether you own a house or a condo, it just makes sense to make sure you’re doing everything you can to protect your investment from potential damage. Making sure you have the right insurance is part of that but condo and home i …
