The Briefcase Newsletter / What’s Your Number? Insights on Life Insurance and More

By Emily Shacklett

The Briefcase newsletter is designed specifically for executives and professionals. Each quarter we will provide helpful advice, tips, and relevant content that we hope will further your career.

What’s Your Number?

Dive into an engaging and insightful conversation with Wealth Advisor Emily Shacklett and Elaine Eisner from the Eisner Gohn Group as they unravel the complexities of insurance in a way that’s both fun and informative. In this episode, they tackle the big question, “What is your number?” and explore topics like life insurance, long-term care, and disability insurance. Whether you’re curious about how much insurance you need or are looking for ways to protect your financial future, this podcast is packed with valuable insights and practical tips.

Coach’s Corner

Joe Jurec – Growth Leader & ITS Coach

In this video, CultureShoc’s Growth Leader & ITS Coach, Joe Jurec, shares 3 tips to help courageous leaders create healthier workplace cultures. Start the new year strong with these 3 acronyms: ITS, TEA and EARTH. Watching this video will help you identify what storms you need to charge into; reallocate your time, energy, and attention; and improve your effort, attitude, reaction, thoughts and habits.

Tech Trends

Prioritizing Cybersecurity to Protect Your Organization

In today’s evolving digital world, cybersecurity is a necessity for businesses rather than a mere IT issue. A growing number of cyberthreats, from ransomware, phishing, and data breaches impact all organizations. Executives play a crucial role in the company’s ability to safeguard systems, protect sensitive data, and preserve the company’s operations, reputation, and financial performance.

Read More.

I-Team Ticker

Check out the latest tweet from the Fairport Investment Team:

Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

Click here for definitions of and disclosures specific to commonly used terms.

Executives & Professionals