This Employ­ee Ben­e­fit Advi­sor inter­view from Sep­tem­ber 2016 dis­cuss­es our unique Umbrel­la part­ner­ship pro­gram that gives a life­line to small CA bro­ker­ages – the inter­view is with found­ing part­ners Kei­th McNeil & Jor­dan Shields. The pro­gram is a com­pre­hen­sive sys­tem for han­dling renewals and real­is­tic suc­ces­sion plans for own­ers, their employ­ees and clients and has expand­ed ABG’s reach and client base across California.

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