by James Bush | Oct 4, 2024 | Vita Financial Workshop
Understanding the role of life insurance in your financial plan. Many of us have carefully structured plans to secure our financial future—whether through savings, investments, or real estate. However, without the appropriate protection, your assets and loved ones may...
by James Bush | Oct 3, 2024 | Vita Financial Workshop
Make your money work in harmony to improve overall financial results. Most of us have a variety of assets, including stocks, investment funds, retirement accounts, annuities, real estate, inheritances, and cash. Asset diversity makes sense, but managing that diversity...
by James Bush | Oct 1, 2024 | Blog
Big news from the Federal Reserve Board. Nick Benzor, Vita Collective Investment Committee Chair and CEO of Benzor Capital Wealth, and Dylan Baxter, a paraplanner at Vita Financial, recently sat down to discuss the implications of the Federal Reserve Board’s latest...
by James Bush | Sep 27, 2024 | Blog
Life Insurance: A Personalized Tool, Not One-Size-Fits-All At Vita, risk management is woven into our DNA. Our previous affiliations with prominent broker-dealers, such as Prudential and MassMutual, pillars of the risk management and insurance industry, played a...
by James Bush | Sep 27, 2024 | Blog
From Roman Risk Pools to Modern Algorithms: The History of Life Insurance Since September is Life Insurance Awareness Month, this is a good opportunity to review how life insurance started, and how it has evolved over the years. Did you know that the concept of shared...
