News & Events

Thursday, January 17th

January 2019 Newsletter

2019 brings about changes to California’s employment laws and some exciting changes to Morris & Garritano. Check out this month’s newsletter to learn about our friend and long-time insurance agent Frank Sheahan, new or updated labor laws, and what you can expect for heath care in 2019.


Wednesday, January 9th

Frank Sheahan Announces Retirement and Transitions Clients to M&G

After 48 years of providing superior service to his clients, Frank Sheahan has announced his retirement from the insurance industry. As of January, 2019, Sheahan will transition the service of his accounts to Morris & Garritano Insurance. Sheahan notes, “It is important that my clients be protected and taken care of. When thinking of who would provide the best possible service, with the best possible people, only one name came to mind – Morris & Garritano.”

Prior to his time in the insurance industry, as Sheahan puts it, he was “just a punk kid from New Jersey whose dad gave him three options – the Army, the Navy, or the Air Force.” In 1963, after a semester at Rutgers, he joined the Army as a buck private performing Morse code for his battalion commander. He gradually made his way up the ranks to become a Captain in the Special Forces, also known as the Green Berets. He was deployed to Vietnam in January 1968 and served overseas until his departure from the army in 1969. Sheahan then ran a military unit in Sausalito as a reservist while attending college in San Francisco.

Sheahan’s insurance career started on February 11, 1971 when he joined Aetna Life and Casualty after graduating first in his class from San Francisco State University. He gained experience selling life insurance and mortgage policies by walking door-to-door, enjoying every opportunity to meet new people. In 1973 he came to the Central Coast to work for a prominent Property and Casualty insurance company, Neal Truesdale. After 7 years with the agency, Sheahan started his own firm, offering services for group medical, individual medical, and pension plans. He ran that operation from 1980 until his retirement this year. “I love what I do and am grateful to have had the opportunity to work with so many wonderful people. My clients are my family – some have been with me for 35 years.”

Sheahan not only served his clients but served our community as well. He was President of the Mustang Booster Club in 1981, President of the SLO Chamber of Commerce in 1983 and 1984, was named the SLO Chamber’s Citizen of the Year in 1989, and has participated in numerous organizations over the years. He has been a long-time friend and colleague of the Morris family. Our CEO, Brendan Morris, notes “I’ve admired Frank for many years, and our approach to insurance is very similar – ensuring that our clients are provided peace of mind and service they can trust. We are honored and excited to be able to assist Frank’s clients and embrace the opportunity to build new relationships along the way.”


Monday, December 17th

December 2018 Newsletter

With the end of one great year, comes the start of another. We’ve got a jump start on some changes you can expect in 2019 including: new requirements for sexual harassment prevention training, labor law seminars, and ACA reporting deadlines. This edition is packed full of great information!


Monday, December 3rd

BAN Webinar: End of Year Compliance Update Dec. 19th

Join us for an informative end-of-year webinar where Stacy H. Barrow, Esq. will provide an overview of all things compliance in 2018, along with a look at what to expect in 2019. Attendees will receive an update on legal and regulatory changes under the ACA in 2018, a review of other agency guidance in 2018 applicable to health and welfare plans, an update on recent court cases affecting health and welfare plans, and what to expect in 2019.

Key takeaways include:

  1. A better understanding of major changes in employee benefits law in 2018
  2. Knowledge of court cases that were most impactful to employee benefit plans in 2018
  3. An understanding of potential changes and guidance expected for 2019

December 19, 2018

9:00 am to 10:00 am PST

Password (if requested): EOY1219

This webinar is provided at no charge to the Smart Partners® of Benefit Advisors Network and their clients and friends. It has been approved for HRCI & SHRM CE approval. It is eligible for SHRM, HRCI, and CEBS credits. If you have further questions please contact Morris & Garritano at 805-543-6887.

 

Legal Disclaimer: Benefit Advisors Network is not a legal entity and nothing herein should be construed as legal advice. Always consult an attorney on all legal and compliance matters. Benefit Advisors Network is not responsible for the accuracy of the information contained herein. © Copyright 2018 Benefit Advisors Network. Smart Partners. All rights reserved.


Tuesday, November 20th

November 2018 Newsletter

As we gear up for Thanksgiving, we would like to offer our sincere gratitude to all of your for reading our M&G | exposure Newsletter. We do our best to provide you with informative, relevant, and interesting topics each month. We hope that you find value in the publication and that it is helpful in your daily business operations. So, without further adieu, please enjoy November’s edition!


Wednesday, November 14th

Donations for Fire Victims

If you are looking for a way to help the fire victims, our friends at Meathead Movers are hosting a collection this week. There is a list of needed (new only) items on their website. https://www.meatheadmovers.com/blog/donations-for-california-fire-victims/

Donations can be brought to any of their locations through Thursday 11/15 by 6pm. They will also have a truck parked outside WineSneak in SLO from 5pm – 8pm today and Thursday.

Our SLO office is putting together a collection, so feel free to drop anything off with us and we’ll make sure it gets on the trucks.


Friday, November 9th

BAN Webinar: Top HR Tech Myths | Nov. 14th

Ever wonder about some of the things you hear about HR Technology? Then this webinar is for you. Josh Hoover, from Benefit Technology Resources, will walk attendees through the top myths coming up in the HR Technology industry today and how they may impact your organization and HR strategy. See whether these myths will be confirmed or debunked!

Myths such as:

  • Is a single database the best way to go in managing my HR strategy?
  • Will one database be able to cover all aspects of HR?
  • Will I outsource myself out of a job? Will today’s HR technology automate everything that I do today?
  • Does a higher price mean better solution when it comes to what’s available with today’s HR technology?

November 14, 2018

9:00 am to 10:00 am PST

This webinar is provided at no charge to the Smart Partners® of Benefit Advisors Network and their clients and friends. It has been approved for HRCI & SHRM CE approval.
If you have further questions please contact Morris & Garritano at 805-543-6887.

 

Legal Disclaimer: Benefit Advisors Network is not a legal entity and nothing herein should be construed as legal advice. Always consult an attorney on all legal and compliance matters. Benefit Advisors Network is not responsible for the accuracy of the information contained herein. © Copyright 2018 Benefit Advisors Network. Smart Partners. All rights reserved.


Friday, November 9th

M&G No Shave November 2018

The men of M&G are on a mission to grow cancer awareness and raise funds for the Hearst Cancer Resource Center, but we need your help to make the month a success!

No Shave November is a month long journey in which participants forgo shaving to raise cancer awareness by embracing our hair, which many cancer patients lose.

We will document the beard growing progress throughout the month and provide updates along the way. You can follow along by clicking the “interested” or “going” button on our Facebook event page, Morris & Garrtitano’s No Shave November. Feel free to leave comments with encouragement, support, or kind-hearted heckling to motivate our guys to keep it up!

While donations are of course appreciated, you can also help by spreading the word! Please share our Facebook event with your friends, family, colleagues – anyone who might be looking for a great cause to support! The more people we get involved, the greater impact we can make!

You can also help support our soon-to-be shaggy guys and the Hearst Cancer Resource Center by making a donation directly to the HCRC donation page, https://www.supportfrenchhospital.org/no-shave-november

Be sure to click on the Tribute Information box and donate “in honor of M&G No Shave November.” All donations are tax-deductible.

 


Monday, October 22nd

October 2018 Newsletter

Whether you are gearing up to take the kids out trick-or-treating, heading to a costume party, or curling up on the couch to watch a scary movie – our M&G | exposure newsletter is the perfect October treat. We are excited to announce two new honors awarded to M&G, along with a couple of upcoming HR seminars, some great information about Covered California, and insight into a particular commercial insurance coverage.


Wednesday, October 10th

M&G Awarded ‘Best Agency to Work For’ and ‘Agency of the Year’

We are excited to announce that Morris & Garritano was recently honored with not one, but two industry awards. Click on the publication covers below to read the full articles.

For the second year in a row, M&G was named one of Insurance Journal’s ‘Best Agencies to Work For.’ It is a true testament to the spirit of our employees that we have been able to maintain our culture while bringing in new team members and growing as an agency.

This award was based on our own employees’ nominations and responses to Insurance Journal’s anonymous survey about work-life balance, competitive wages and growth opportunities, community involvement, and overall job satisfaction.

Alternatively, from a client services perspective, we were recognized as one of three recipients in the nation for National Underwriter’s ‘Agency of the Year’. This award is based on an evaluation of our client services, claims-handling, employment of new technologies, agency marketing, and customer retention.

Thank you to our amazing employees, colleagues, and clients for trusting us to serve you and provide you with peace of mind throughout the years and for generations to come. We love what we do, and we love that we get to do it for all of YOU!