Shore Tompkins Actuarial Resources

🏢💰 Business Owners: Is Your Retirement as Solid as Your Company? At Shore Tompkins, we know you've built more than just a business—you've created a legacy. Let's make sure your retirement plan matches your ambition! Our tailored strategies help you: • Craft a bulletproof succession plan • Explore profitable exit options • Maximize your retirement savings Don't leave your future to chance. With Shore Tompkins, transform years of hard work into a retirement that's as impressive as your business achievements. Ready to take charge of your retirement journey? Contact us today: https://hubs.la/Q02DKJsj0 #ShoreTompkins #LibertyPartner #RetirementPlanning #BusinessLegacy #FinancialFuture

At Shore Tompkins, #Caring isn't just a word - it's a way of life deeply woven into everything we do. 💜 For us, Caring means leading with empathy and compassion in every client interaction: 👂 Listening attentively to understand your unique needs and challenges, without judgment. 🤝 Treating you with genuine warmth, kindness and respect. 💪 Being your fierce advocate & always safeguarding your best interests. What does Caring mean to you? Share your thoughts in the comments below! #ShoreTompkins #LibertyPartner #Caring #CoreValue

Is your retirement plan ready for summer's big changes? 🌞🆕 Our latest newsletter unpacks essential updates for plan sponsors: - Expanded Fiduciary Rule: Are you unknowingly crossing new lines? - Plan Theft Prevention: Cutting-edge strategies to protect your participants - IRS Forfeiture Regulations: Turning unused funds into opportunities Don't let these changes catch you off guard! 📖Dive into the full newsletter here: https://hubs.la/Q02HST-m0 🤝 Need personalized guidance? Contact us today to discuss how these changes impact your plan or participants: https://hubs.la/Q02HSY070 #ShoreTompkins #LibertyPartner #RetirementPlanSponsors #FiduciaryRule #PlanCompliance

It's #GetToKnowYourCustomersDay, and we couldn't be more grateful for YOU, our amazing clients! 🥳 Today is all about expressing our sincere gratitude and appreciation for the incredible customers we have the privilege of serving. You are the foundation of our success. 💪 Thank you for inspiring us to be better and for allowing us to be a part of your journey. Here’s to many more years of successful partnership! #ShoreTompkins #LibertyPartner #GetToKnowYourCustomersDay

🤓 Calling all insurance enthusiasts! Today, we celebrate #InsuranceNerdDay! – a day to embrace our love for policies, coverages, and all things insurance-related. At Shore Tompkins, we're especially grateful for our talented team of insurance professionals. Their unwavering dedication and deep knowledge of the industry empower us to deliver outstanding solutions for our clients. Tag an insurance nerd you admire in the comments, and let's swap our favorite insurance fun facts. 🙌 #ShoreTompkins #LibertyPartner

Is your practice ready for the DOL's new fiduciary rule? ️🆕 The Department of Labor (DOL) recently finalized their game-changing rule impacting how financial advisors offer investment advice. Our latest newsletter unpacks everything you need to know: • Expanded Fiduciary Services: What new activities now require a fiduciary approach? • Compliance Deadlines: Understand the two-phase implementation timeline. ⏰ • Actionable Steps: Learn how to identify fiduciary services, educate your team, and stay compliant. • Plus! Don't miss key reminders about important deadlines. Stay informed! Dive into the full newsletter here: https://hubs.la/Q02Gqdh30 Questions? We're here to help! Contact us today to discuss how these changes impact your practice or clients: https://hubs.la/Q02Gqy6b0 #ShoreTompkins #LibertyPartner #FiduciaryRule #DOLGuidance #FinancialAdvisors

🎆 Celebrating America: Happy Fourth of July! Today, we honor the spirit of freedom and independence that makes our nation great. Whether you're watching fireworks light up the sky, enjoying a BBQ with family, or simply soaking up the sun, let’s make this day unforgettable and cherish the moments that bring us together! How are you celebrating the 4th of July? Share your plans and traditions with us in the comments below!⬇️ #ShoreTompkins #LibertyPartner #FourthofJuly #CelebrateFreedom

🚨 It's Time to Level Up Your Insurance IQ! Insurance can be confusing, but at Shore Tompkins, we're here to help you navigate it like a pro! 💪 Today, on #NationalInsuranceAwarenessDay, we're shining a spotlight on the importance of understanding your coverage and making informed decisions. 🧭 Here's your game plan for mastering the insurance world: 1. 📚 Read the Fine Print: Dust off those policies and review the details. Knowledge is power when it comes to knowing what's covered. 2. 💬 Ask Questions: Don't be afraid to reach out to your insurance advisor and get clarification on anything that seems unclear. 3. 🔎 Compare Quotes: Loyalty is great, but scoring the best value is even better. Shop around to ensure you're getting the coverage you need at a price you can afford. 4. 🌱 Adapt as You Grow: Life changes like getting married or buying a new home, often require adjustments to your insurance plans. Stay ahead of the game! Interested in diving deeper and learning more? Drop your insurance questions below, and let's get started on your journey today! 👇 #ShoreTompkins #LibertyPartner #InsuranceTips

Freedom Rings On: Today, we celebrate Juneteenth - the annual commemoration of U.S. slavery's end. Together, let's honor the legacy of those who fought for freedom and work towards a future built on justice and equity for all. Interested in learning more? Check out the Smithsonian’s National Museum of African American History & Culture's captivating online exhibit on Juneteenth: https://hubs.la/Q02z8_Sg0 #ShoreTompkins #LibertyPartner #Juneteenth

Plan forfeitures have new rules under SECURE 2.0! 🏆🆕 Are you up to speed on the IRS's proposed regulations? Our June newsletter has you covered with: 📗 Deadlines for using plan forfeitures 📘 Allowable uses under the new guidelines 📙 Action steps for plan sponsors to stay compliant Don't get caught off guard! Dive into the full newsletter here: https://hubs.la/Q02ClN_Q0 Have questions on how these changes impact your retirement plans? Our team is standing by to provide personalized guidance. Contact us today: https://hubs.la/Q02ClGrg0 #ShoreTompkins #LibertyPartner #RetirementPlanning #SECURE2.0 #IRSGuidance