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Blog & News

Life Insurance Awareness Month

September 6, 2018
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Life Insurance Portfolio Analysis

September is Life Insurance Awareness Month (#LIAM18) and this month is a good reminder to complete a “check up” on your life insurance portfolio.
If you have […]

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Rotarian of the Year – Awarded to Bill Simmermon

August 30, 2018
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Auctoris wishes to recognize and congratulate Bill Simmermon for being awarded the 2017/2018 recipient for Rotarian of the Year, by the Rotary Club of Highlands Ranch.

He received this award for his dedication and service, including: bringing in the most new members in the past year, serving […]

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AUCTORIS’ Kristin McGinnis Awarded Volunteer of the Year for CPGR

August 29, 2018
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Kristin McGinnis, Director of Communications for Auctoris, was awarded the 2018 Volunteer of the Year Award from Colorado Planned Giving Roundtable (CPGR). The award recognized her outstanding leadership and service on the Summer Symposium and Marketing Committees.

Kristin served on the Summer Symposium Committee as the lead for […]

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Know Your Advisor’s Succession Plan – By Auctoris Principal & Business Succession Strategist, William E. Roberts

October 17, 2017
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An often overlooked issue in family business succession planning is the succession plan concerning the advisors to the family.  It is a sensitive and sometimes delicate subject to broach with advisors who, oftentimes, have worked with the family for several years. That being said, it is a subject […]

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