Month: March 2018

When we launched our Direct-to-Resident insurance program last year, the goal was simple: Deliver tangible value to residents in the form of educational content and comprehensive insurance coverage. To date, more than 1,000 residents have signed up for an insurance policy. The program is currently available in California, New York, and New Jersey, and we…

CASH MANAGEMENT Valencia Shores Master – Lake Worth, FL: Moved $4,300,000 into partner banks, increasing client’s annual interest income by $33,300 Boca Pointe COA – Boca Raton, FL: Moved $600,000 into partner banks which increased interest income by $6,142 per year Wyndham Palms Homeowner’s Association – Kissimmee, FL: Increased interest earnings by $8,200 by moving…