WJ Rossi Speaks At Million Dollar Round Table

We are proud to report that our very own WJ Rossi spoke at Million Dollar Round Tableā€™s (MDRT) annual conference last month. MDRT is the Premier Association of Financial ProfessionalsĀ®, and is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries.

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How Can Technology Help Me Manage My Money?

It may seem that there’s an app or software program for every purpose, and that includes managing your money. Here are some examples where technology may be useful in helping you get a handle on your money.

Creating a budget: There are multiple apps available that enable you to input your monthly income and expenses to generate a budget that fits your needs.

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