On to 2022
December 2021 Newsletter | By: Ian Sachs, CFP®, CLU®
View on LinkedIn
Reflecting on the start of this year, we were eager to be leaving 2020 behind but understood that we were entering unchartered territory. We knew we had begun a “new normal” but had yet to figure out exactly what that would look like.
A common theme that I heard when speaking to clients was hope. Hope that we could find some level of normalcy. Hope that we could spend more time with our families. Hope that our children could get back to school and their friends. Hope that we could take that vacation. Hope to start living again.
As someone who works in life insurance and succession planning, it brought me so much happiness to see my clients, colleagues, and friends getting back to living life in a safe and healthy way – a new normal.
On behalf of your team at Risk Resource, we thank you for your continued trust and confidence in us. We have tremendous gratitude for our newest clients from 2021 as well as those who’ve been with us for years and even decades. We know there are many choices when it comes to your insurance and succession planning needs, and it is our greatest honor that you have chosen us as your trusted partner.
Our company is continuing to grow. We’ve been expanding our team, our strategic relationships, and completed an office remodel to provide an even better experience for our staff and clients. We are also excited to be rolling out new services and capabilities in 2022.
On a personal note, this year brought Alexa and I our greatest blessings – our twins – daughter Avery Cecilia and son Shia Nathan. It has been the most wonderful 10 months of our lives.
From our family to yours, we wish you a happy, healthy, and joyous holiday season and a prosperous New Year. Enjoy the holidays and spend time connecting with those who are most important to you. See you in the New Year!
All the best,
Ian Sachs, CFP®, CLU®
To read all our newsletters from 2021, please see below: