Entries by Julie Ward

Cyber Risks & Liabilities: Ransomware Considerations for Board Members

In the Digital Age it is more important than ever to make sure that both you and your business are protected from Cyber Security threats. More and more we are seeing that businesses are falling prey to Cyber Attacks and worrying about whether or not they are covered for these attacks. This article discusses the […]

Kelly Moore Addresses Today’s Most Common Benefits Questions from Employees

Kelly Moore, CEBS, is a Certified Employee Benefit Specialist with more than 20 years of experience at leading benefits firms, including OneDigital and Marsh. As a member of the Conrey Financial Services team, Kelly specializes in helping clients design and maintain employee benefits programs while navigating the risk of constant evolution. This year’s open enrollment […]

Michael Robinson Advocates the Importance of Insurance and Annuity Checkups

During more than 24 years in the insurance and financial services industry, Michael Robinson has helped many clients better prepare to meet their long-term financial goals. Key to his efforts are regular, objective assessments of life insurance and annuity products they’ve incorporated in their plans—or may benefit from adding. Now a member of the Conrey […]

Financial Planners and Insurance Specialists: An Alliance of Expertise

By Mike Lambrakis, CFP® Conrey Financial Services You know good finances take smart planning. But how about your insurance? Among financially aware people, property and casualty insurance is so ubiquitous that virtually everyone has policies. Yet I have become convinced that despite the billions of premiums paid per year, most policyholders don’t give their coverage […]

National Insurance Awareness Day: Why June 28 Should Be on Your Calendar

Amid life’s many uncertainties, and especially in extraordinary times such as these, it’s good to step back every so often to take an objective look at where you stand. Fortunately, June 28th has been designated “National Insurance Awareness Day.” It’s an annual reminder to review your insurance cover; to assure it is proper and adequate; […]

CARES Act Retirement Plan Provisions

On March 27th, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), was approved by Congress, to afford massive relief for those suffering as a result of the Coronavirus pandemic. Besides the financial relief afforded to individuals, as well as loans and other concessions for businesses, the bill includes the following provisions to help […]

How Can a CFP® Optimize Your Financial Future?

The CFP® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most respected credentials in the financial services industry. Two of the newest members of the Conrey team, Mike Lambrakis, CFP® and Michael Hu, CFP®, exemplify the benefits this certification offers to our clients by expressing the Conrey Difference in all areas of financial planning and […]

Courtney Rader Recognized as 2019 Player of the Year

As her website profile reveals, Personal Lines Account Manager Courtney Rader credits her lifelong passion for dance, launched by her early aspirations of Broadway stardom, with keeping her on her toes. Now Courtney’s talent for helping her clients make all the right moves with their insurance decisions has put her in the spotlight as the […]