Juicing the Harvest Event Recap & What’s Ahead
In October, the Professional Advisor Community gathered in support of the local nonprofit A Precious Child (APC) and the Marshall Fire Families. Our vision was to create an event…
Article Published in Estate Planning Magazine: Why Billionaires Acquire Life Insurance
Have you ever wondered why the ultra-affluent acquire life insurance as part of their wealth succession and estate planning…especially those who have significant liquid assets? Auctoris has been working with…
Inside Voices with Richard Hartmann
In this Vodcast, Richard Hartmann provides perspectives on generating business, how to serve clients, the importance of building a planning team and more. This segment was featured by the M…
COVID-19 Effects on Our Clients & Underwriting Processes
We hope that this message finds you and your family well during this difficult time. At Auctoris we are sensitive to the conversations you are having with your clients considering…