Buying a home is a milestone. But protecting it? That’s a responsibility. Whether you're a first-time buyer or reviewing your current...

"What are some ways we can talk to our clients about taxes and insurance?" 🧾 Tax Season Considerations With Tax Day falling on April...

Your ability to earn an income is your most valuable asset—especially as a physician. This article breaks down the basics of doctor disability income insurance, explaining why it’s essential, what features to look for (like own-occupation coverage), and how much you really need. Whether you're in training or running a practice, protecting your income with the right policy is a critical part of financial planning.

Term insurance ladders are a popular strategy for structuring life insurance coverage. The idea is simple: layer multiple term policies...

Happy February, we trust you are doing well! Broc's best content of the month: Be a lot cooler if you did… have the right coverage...

Umbrella insurance is often overlooked, but it can be the difference between a minor legal issue and financial devastation.

Happy 2025! We trust you are doing well! We are looking forward to another year of helping financial planner's and their clients with the

Thinking of turning your primary home into a rental? Before you hand over the keys, there’s something you can’t  afford to skip: updating...

Filing a renter’s insurance claim isn’t something most people do often—which means when something does  go wrong, you may not know where...

Happy fall, we trust you are doing well! Thanksgiving is almost here!  We trust you...

When it comes to protecting your health and finances, not all insurance is created equal. Many people think their health insurance...

XYPN Live October 15-17th!  Broc + Peter will be hosting an exhibit booth on Wednesday, Oct 16th!

For many families in their late 40s to early 60s, life is full—and complicated.You may have:👨‍👩‍👧‍👦 Two kids (one in college, one...

Life insurance is an important foundation for every financial plan.  Make sure your clients have the right coverage and that their benefi

Reviewing your long-term disability income insurance policy is essential to ensure it truly protects your income if you can’t work. Start by understanding how “disability” is defined—own-occupation offers the best protection for professionals. Then check the monthly benefit amount, waiting period, and how long benefits will last. Make sure your policy includes partial disability benefits and consider valuable riders like cost-of-living adjustments or future increase options.

Happy Summer 2024! Here are some quick updates: We are nearing 100 Only Fee-Only podcast episodes! Nancy Bleeke Noel, Brittany...

When it comes to protecting your home, most people assume their homeowners insurance has them covered for anything Mother Nature throws...

Happy June! We trust you are doing well and enjoying Summer of 2024.  Here are a few updates over at BC Brokerage: We've always been creat