The Strategic Partner Circle gives FPA members the opportunity to check out additional items of interest from our strategic partners!

Events & Webinars

Articles, White Papers, Videos & Commentary

Transamerica, Marcie Carvalho 
Help clients turn uncertainty into confidence with the Meeting the Moment Retirement Income Questionnaire—a simple way to uncover goals, priorities, and income needs to guide more meaningful retirement conversations
Transamerica Retirement Income Questionnaire

Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson
Navigating the California Homeowners Insurance Crisis