Monday, August 28, 2017

You Don't Have To Be Famous To Screw Up Your Estate

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Did you know that Prince didn't have a will at the time of his death?  Now a judge is having to distribute the musician's $300 milli...
Thursday, August 17, 2017

Why Small Business Owners Need a Buy-Sell Agrement

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What happens when a partner in a business dies?  How does this impact the surviving partner? Let's create a scenario.  Bill and Mary o...
Friday, July 21, 2017

The Agents' Problems With Health #Insurance

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As we all know, health insurance changed dramatically in this country several years ago with the ACA or Obamacare rules.  Instead of individ...
Wednesday, June 14, 2017

"You're Going To Be Great At This!" now available on Amazon.com

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Recently, Chris Castanes, the president of Surf Financial Brokers, has released his first book, "You're Going To Be Great At This!...
Tuesday, May 16, 2017

Does Your Beneficiary Know Where To Find Your Life Insurance Policy?

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So you've purchased a life insurance policy because you are very responsible and want to make sure that your loved ones have enough mone...
Wednesday, May 3, 2017

Do You Have the Face For Life Insurance?

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Once again a new technology is changing how we can expedite life insurance sales.  According to NerdWallet, Lapetus Solutions has developed ...
Monday, March 27, 2017

Great News For Business Owners Who Offer (Or Would Like To) Benefits

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Part of our work at Surf Financial Brokers is helping businesses who wish to offer benefits to their employees.  Through our network of agen...