World Investment Advisors (formerly Pensionmark)

We have exciting news to share...Pensionmark is now World Investment Advisors! World Investment Advisors offers advisors and clients a “best of both worlds” proposition that combines high-touch, personalized service experiences with the centralized resources and support of a large national firm. Our new name better represents our broader, holistic financial services offering and strengthens alignment with our parent company, World Insurance Associates LLC, one of the fastest growing insurance brokerages in the U.S. We are still the same firm you know and trust, and we look forward to entering this new era together. Learn more here: https://lnkd.in/g4mTTDDV

Making decisions about #medicare can be overwhelming. You might be asking yourself questions such as how do you sort through your coverage options, when do you enroll, and what to do if you have other health insurance. In our blog post we dive into these important topics and many more. Making Decisions About Medicare https://hubs.li/Q02VKg7W0

Sharing our latest episode of "The Active Advisor" with Ben Westney from World Investment Advisors (formerly Pensionmark). Give it a listen! https://lnkd.in/gzunQns5

Determining if your plan focuses enough on getting your employees ready for retirement is important to think about! Our 8-step assessment is a great way to review if you are prioritizing employee retirement readiness. We cover topics such as automatic enrollment and escalation, employer contributions, and financial education/planning resources. Click the post below to learn more! #retirementready #employeeretirementplan https://hubs.li/Q02TtYB70

Great Day of sharing new ideas on how our team can improve our CLIENT EXPERIENCE! We have an awesome Team/Family…. We thank you all for what you do for our clients! WD World Investment Advisors (formerly Pensionmark)

#FlashbackFriday! Check out these highlights from the 2024 South Carolina #Retirement Plan & #Risk Summit at Charleston Country Club! This event, part of the 2024 Retirement Plan Road Show, brought together proactive plan sponsors from across #SouthCarolina to discuss top strategies and emerging trends. Events like this continue nationwide—click here to see upcoming locations: https://lnkd.in/gUjtqWK Featured Hosts & Guest Speakers - James Lyday, AIF®, CPFA® - Managing Director, World Investment Advisors Nashville - Jeff Seymour - Managing Director, World Investment Advisors (formerly Pensionmark) - Keith Roberts - Principal, Division Leader, World Insurance Associates LLC - David Walker - Client Advisor, World Insurance Associates LLC - Scott Peterson - Chief Information Security Officer, Cyber Solutions Discussion Topics - What Every #Fiduciary Needs to Know for 2024 - Plan Sponsor Challenges & Fears - Convergence of #Healthcare & Retirement - Risk Exposures & Solutions for Fiduciaries - Business Email Compromise - The Fastest-Growing #Cyber Threat + More!

Staying on top of your investments is key to long-term financial success! Our latest blog dives into the essential strategies for effectively monitoring and adjusting your portfolio to stay aligned with your goals. #InvestmentPortfolio #FinancialSucess https://hubs.li/Q02VKfbT0

Our Plan Sponsors Ask Q4 blog post addresses the three big questions that plan sponsors have on their minds. These questions include topics such as the pros and cons of adding lifetime income options to your plan and how other plan sponsors are staying educated on SECURE Act 2.0 provisions. Click our blog post below to learn what other questions plan sponsors are asking! #PlanSponsorsAsk #SECUREAct https://hubs.li/Q02Ttl1g0

Regional Growth Leader, Shannon Main, hosted the West Coast Regional Meeting in Orange County. It was a productive day with advisor panels, industry trends, words from our partners, team collaboration and firm best practices.

Thank you to all that joined us for our Client Appreciation Luncheon this year. It’s truly an honor and pleasure to work with such a great clientele base on both our retirement plan side and individual and family investment and financial planning. Thank you to our partners for your support and an AWESOME WD World Investment Advisors (formerly Pensionmark) Team! Here’s to a great 2024 and looking forward to all the exciting things to come this next year, CHEERS EVERYONE!!!!!