• How to Be Good

    By westernadmin | Friday, February 28, 2020

    What a therapist, scholar, monk, C.E.O. and others can teach us about bringing our best to everything we do, every day. (more…)

  • ESG Tool by Refinitiv

    By westernadmin | Tuesday, February 25, 2020

    In today’s world of globalization and interdependence and in times of financial crisis, issues such as climate change, biodiversity, human (more…)

  • Working Wardrobe Drive Kicks Off

    By westernadmin | Monday, February 24, 2020

    Thank you to Advisor Victor DeLucie, the first to donate professional clothing for the drive to replenish the inventory of (more…)

  • WIS Gives Back! #RebuildWW

    By westernadmin | Thursday, February 20, 2020

    Dear WIS Family, We were saddened to hear that a wonderful Southern California charity, Working Wardrobes, lost everything earlier this month (more…)

  • Inside WIS: Lake Tahoe 2020 with Don Biz

    By westernadmin | Thursday, February 20, 2020

    Time is running out to register for this year’s Lake Tahoe Symposium. There are only a few rooms left at the resort and they’re filling up fast! Don’t miss out on what should be (more…)

  • eMoney Webinar – Wed, Feb 26 @ 10 AM PT

    By westernadmin | Tuesday, February 18, 2020

    eMoney is hosting a webinar for those advisors looking to learn more about how to digitize the client experience for (more…)

  • WIS Holiday Schedule – Presidents’ Day

    By westernadmin | Friday, February 14, 2020

    In observance of the Presidents' Day holiday, WIS will be closed Monday, February 17, 2020. All Financial Markets – Closed (more…)

  • Love is in the Air!

    By westernadmin | Friday, February 14, 2020

    We're celebrating Valentine's Day with a super sweet dessert potluck at the home office, with everything from cookie cakes to (more…)

  • Black Creek Group Visits Pasadena Home Office

    By westernadmin | Thursday, February 13, 2020

    Some of our local WIS advisors were joined yesterday by Black Creek Group’s John Norris, Managing Director, and Aaron McBride, Wholesaler. John and Aaron (more…)

  • IMO Spotlight, Ep. 4: CPS Insurance Services

    By westernadmin | Tuesday, February 11, 2020

    Ken Dunn and CPS Insurance Services' Brandon Hauck star in our latest IMO spotlight, where they provide several WIS insurance updates since 2019, go over the latest (more…)

  • Financial Satisfaction Hits Record High for Americans

    By westernadmin | Monday, February 10, 2020

    Record stock market performance and a strong labor market have bolstered Americans' personal financial satisfaction to an all-time high.  Here's how to make sense of (more…)

  • John Hancock Aspire

    By westernadmin | Sunday, February 9, 2020

    A Life Policy for People Living with Diabetes CPS INSURANCE SERVICES      LEARN MORE 

  • Petaluma Symposium by Producers Choice and Riskalyze

    By westernadmin | Friday, February 7, 2020

    Join us for an informative discussion regarding how implementing insurance into your practice can help optimize your client’s retirement success. Attendees will learn (more…)

  • 4 Changes That Could Affect Social Security in 2020

    By westernadmin | Wednesday, February 5, 2020

    If you’re one of almost 69 million Americans who receive Social Security or Supplemental Security Income benefits, you’ll notice a small change in your monthly check (more…)

  • WIS Advisor Doron Kochavi Explores Easter Island!

    By westernadmin | Tuesday, February 4, 2020

    Doron and his wife, Phyllis, continued their trek throughout the southern hemisphere by journeying to Easter Island, a territory of Chile located in the southeastern Pacific (more…)

  • Highland Capital Advisor Forum – Thu, 2/6

    By westernadmin | Monday, February 3, 2020

    Highland Capital Brokerage is committed to partnering with financial advisors using our core competencies of life insurance, annuities, and long term care.  We distinguish (more…)

  • Happy Anniversary Trifecta!

    By westernadmin | Monday, February 3, 2020

    Many of you know our Director of Technology, Rinaldo Ritonga, but perhaps you may not realize how long Rinaldo has been with us.  Rinaldo started at WIS on his (more…)