Disability insurance

Coldstream Wealth Management Enhances Pacific Northwest Team with Addition of Experienced Wealth Manager Kevin Peterson

Retrieved on: 
Thursday, November 9, 2023

SEATTLE, Nov. 9, 2023 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced the addition of experienced wealth manager Kevin Peterson to its newly formed Kirkland, Washington, team.

Key Points: 
  • Peterson brings $45M in assets under management, 25 years of experience to newly formed Kirkland, Washington-based team
    SEATTLE, Nov. 9, 2023 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced the addition of experienced wealth manager Kevin Peterson to its newly formed Kirkland, Washington, team.
  • Prior to joining Coldstream, Peterson served as a partner at The Summit Partners, a Bellevue, Washington-based wealth management firm where he was a financial adviser affiliated with Eagle Strategies, an agent of New York Life Insurance.
  • In June 2022, Coldstream announced a merger with LWM Wealth Management, a Kenai, Alaska-based firm with approximately $170 million in assets under management.
  • In September 2021, Coldstream announced a merger with Rosenbaum Financial, a Portland, Oregon-based firm with approximately $463 million in assets under management.

Legal Organization Serving Social Security Disability Applicants Calls for No-Cost Upgrades to Improve Application and Appeals Process for the Most Vulnerable, Testifying Before the House Ways and Means Committee

Retrieved on: 
Thursday, October 26, 2023

The organization speaks for thousands of professionals who represent Social Security disability applicants.

Key Points: 
  • The organization speaks for thousands of professionals who represent Social Security disability applicants.
  • According to Camp, these delays harm the most vulnerable, including disabled, homeless, and terminally ill applicants.
  • “What’s more, most of these delays are unnecessary — a byproduct of inefficient processes and outdated requirements,” he said.
  • SSA routinely uses third-party paid examiners to evaluate applicants’ medical conditions instead of relying on the applicants’ treating doctors.

Allsup Highlights Importance Of Suicide Prevention Awareness, National 988 Hotline This September

Retrieved on: 
Wednesday, September 27, 2023

Allsup , a nationwide provider of Social Security disability, veterans disability appeal, return to work, and healthcare benefits services, joins organizations nationwide in raising awareness and celebrating the first anniversary of the 988 national suicide prevention and mental health crisis hotline.

Key Points: 
  • Allsup , a nationwide provider of Social Security disability, veterans disability appeal, return to work, and healthcare benefits services, joins organizations nationwide in raising awareness and celebrating the first anniversary of the 988 national suicide prevention and mental health crisis hotline.
  • “Our services at Allsup are designed to assist individuals in securing the necessary support, potentially serving as a financial lifeline during their most vulnerable moments.
  • As the nation commemorates Suicide Prevention Month, Allsup encourages everyone to educate themselves and others about suicide awareness and prevention, and the resources available for help.
  • If you or someone you know is in crisis, please call or text the National Suicide Prevention Lifeline at 988 or visit 988lifeline.org for support.

The Inner Circle Acknowledges, John (Jack) Collins as a Top Pinnacle Professional for contributions to the field of Law

Retrieved on: 
Friday, September 15, 2023

SALYERSVILLE, Ky., Sept. 15, 2023 /PRNewswire/ -- Prominently featured in The Inner Circle, John (Jack) Collins is acknowledged as a Top Pinnacle Professional for contributions to the field of Law.

Key Points: 
  • SALYERSVILLE, Ky., Sept. 15, 2023 /PRNewswire/ -- Prominently featured in The Inner Circle, John (Jack) Collins is acknowledged as a Top Pinnacle Professional for contributions to the field of Law.
  • Mr. Collins pursued higher education at Northern Kentucky University where he graduated with his Bachelor of Science degree in 1974.
  • He then studied at the University of Kentucky where he earned a J.D.
  • He would like to dedicate this honorable recognition with special thanks to his Mentor, Joe Savage.

Majesco’s Strategic Acquisition of ClaimVantage Proves Highly Rewarding: Continues to Expand Thriving Customer Base and Product Investment

Retrieved on: 
Tuesday, August 8, 2023

Expanded 21 existing customer relationships with adoption of new lines of business, new users, new components, or new components like absence management.

Key Points: 
  • Expanded 21 existing customer relationships with adoption of new lines of business, new users, new components, or new components like absence management.
  • Majesco customer Fullscope RMS, who implemented ClaimVantage solution, was the recipient of the 2021 Salesforce Partner Innovation Award, highlighting their business transformation.
  • Majesco ClaimVantage Claims and IDAM were recognized by Datos (formerly Aite-Novarica) as Dominant in the August 2021 Life/Health/Annuities Claims Report.
  • Majesco’s recent report notes that this is only the beginning of accelerating geographic and demographic employee shifts.

Marc Whitehead & Associates Proudly Announces Its First-ever Partners

Retrieved on: 
Wednesday, June 28, 2023

HOUSTON, June 28, 2023 /PRNewswire/ -- We are pleased to announce the promotion of Anthony Vessel and Britney McDonald as Partners at Marc Whitehead & Associates, Attorneys at Law, LLP.

Key Points: 
  • HOUSTON, June 28, 2023 /PRNewswire/ -- We are pleased to announce the promotion of Anthony Vessel and Britney McDonald as Partners at Marc Whitehead & Associates, Attorneys at Law, LLP.
  • Anthony Vessel began working at Marc Whitehead & Associates while still a law student and serving as a law clerk.
  • "At the time, I was the only associate attorney, where founding partner Marc Whitehead and I did everything."
  • View original content to download multimedia: https://www.prnewswire.com/news-releases/marc-whitehead--associates-prou...
    SOURCE Marc Whitehead & Associates, Attorneys at Law, LLP

Keches Law Donates $30K for Career Opportunities for Boston's Black Youth

Retrieved on: 
Wednesday, June 14, 2023

BOSTON, June 14, 2023 /PRNewswire/ -- Keches Law Group (Keches Law), a leading personal injury law firm in Massachusetts, announced its partnership with Community Mentoring Team (CMT) to support CMT's mission of creating economic equity for young people of color in Boston. The firm donated $30,000 to fund operations and resources (tool belts, exam fees, etc.) for CMT mentees working toward licensing in various construction unions.

Key Points: 
  • BOSTON, June 14, 2023 /PRNewswire/ -- Keches Law Group (Keches Law) , a leading personal injury law firm in Massachusetts, announced its partnership with Community Mentoring Team (CMT) to support CMT's mission of creating economic equity for young people of color in Boston.
  • Founded in 2018, CMT is a nonprofit workforce development and mentorship program to create a thriving and self-sustaining Black community in Boston.
  • Keches Law is one of the largest and most well-respected personal injury and workers' compensation law firms in Massachusetts.
  • Keches Law also prioritizes community involvement and charitable causes through their non-profit organization, Keches Cares.

Social Security may be failing well over a million people with disabilities – and COVID-19 is making the problem worse

Retrieved on: 
Saturday, April 15, 2023

The Social Security Administration operates two programs intended to provide benefits to people with disabilities: Disability Insurance and Supplemental Security Income, the latter of which hinges on financial need.

Key Points: 
  • The Social Security Administration operates two programs intended to provide benefits to people with disabilities: Disability Insurance and Supplemental Security Income, the latter of which hinges on financial need.
  • Their shared goal is to ensure that people with work-limiting disabilities are able to maintain a decent standard of living.
  • The survey included information on disabilities and finances for tens of thousands of people from across the country and was linked to disability benefit records from the Social Security Administration.
  • I found that those receiving benefits, and particularly Supplemental Security Income, struggled more and experienced less financial security than their peers.

United States Disability Insurance Segment Series Subscription 2023: Key Issues and Developments in the Market - ResearchAndMarkets.com

Retrieved on: 
Thursday, January 5, 2023

The "United States Disability Insurance Segment Series Subscription - 2 Issues Per Annum" newsletter from Conning, Inc has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "United States Disability Insurance Segment Series Subscription - 2 Issues Per Annum" newsletter from Conning, Inc has been added to ResearchAndMarkets.com's offering.
  • Disability Insurance will pay a benefit during the period of disability.
  • The Insurance Segment Reports contain key issues and developments in the market including market constituents, market forces, products and product features, financial results, and future outlook for the Disability Insurance line of business.
  • As with all Insurance Segment Reports the key insurers in the segment are ranked with a five-year comparison.

New Thought Leadership from Majesco and Deloitte Reveal Key Differentiators to Capitalize on Market Opportunities in Integrated Disability and Absence Management

Retrieved on: 
Tuesday, December 6, 2022

The report underscores the importance of prioritizing modern, integrated claims and absence management capabilities to meet these market and operational demands.

Key Points: 
  • The report underscores the importance of prioritizing modern, integrated claims and absence management capabilities to meet these market and operational demands.
  • For insurers, managing profitability for disability and absence management products and solutions, continues to be critical.
  • Those insurers who are prepared to administer their customers disability insurance and absence on an integrated basis, seamlessly, are well poised to capitalize on the growing market demand.
  • Learn more by downloading Raising the Competitive Bar: Simplifying the Operational Complexity of Disability Insurance and Absence Management on the website.