Last week we brought together the leaders of the five premier high-net worth insurance carriers to discuss the role of the trusted advisor in the evolving insurance marketplace. Over 125 of Palm Beach’s most influential attorneys, CPAs, realtors and wealth managers gained insight as to how the most progressive advisors have differentiated their practices and successfully added value by offering complimentary personal risk management and insurance reviews. Read more on gaining the competitive advantage in the high-net worth marketplace in the
Celedinas employees received an “extra sweet treat” from their company when an Ice Cream Truck pulled up in front of the offices.
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