Apr 30, 2025 | Events, News
Second Generation, First to Lead A Year That Comes Full Circle Over the years, I’ve held many titles—advisor, President, board member, angel investor. But the one that continues to hold the most weight is first. Earlier this week, I had the honor of delivering a...
Apr 24, 2025 | News, Press Release
Bringing seamless data automation to insurance sales, White Swan and Paperclip are transforming how agents sell insurance online. HACKENSACK, N.J., March 26, 2025 (GLOBE NEWSWIRE) — Paperclip, a publicly traded leader in insurance data management and automation,...
Sep 23, 2024 | Events, News
Full Event Recap RETIRETECH 2024 RECAP The Shape of Distribution To Come Consolidation has permanently changed the face of independent distribution forever. Or has it? In this video, James and his panel explores the next phase of consolidation and new forms of...
Jun 11, 2024 | Events, News
TransGlobal Holding Co. Summit Last month, our Founder, James Wong, shared insights and strategies at the TransGlobal Holding Co. Summit. From discussing key threats in the industry to exploring opportunities for growth, it was a day packed with valuable information...
Feb 12, 2024 | News, Public Relations
James Joins That Annuity Show Podcast James Wong shares his perspective on the future of annuity distribution. Last week, James joined That Annuity Show where he discussed building strong relationships today to navigate the industry’s changing landscape...
