May is Disability Income Awareness Month! Most Common Disability Insurance Claims Most individual disability income (IDI) claims fall into a few key categories: -Musculoskeletal issues (back, joints, arthritis) – the #1 cause -Mental health (anxiety, depression, burnout) – rapidly increasing -Cancer – often leads to extended time off work -Injuries (accidents, fractures) -Cardiovascular conditions (heart attack, stroke) -Neurological disorders (MS, Parkinson’s, severe migrain

We trust you are doing well. Happy April! April is a perfect month to review your clients' Property and Casualty insurance. What's an easy insurance coverage to review? Umbrella!! April is an ideal time to review your umbrella insurance as spring often brings lifestyle changes—home renovations, travel plans, and increased outdoor activity—all of which can raise liability risks. It’s also a natural checkpoint after tax season to reassess your overall financial picture and ensu

Spring Insurance Reviews Charles has been helping business owner clients with their: Business Owner Policies General Liability Property Comercial Auto Workers' Comp Bonds Business Umbrella Inland Marine + more!!! Uptick in annuities this spring! Rodney on the team has been helping clients and planners with 1035 exchanges + rollover annuites. SPIAs (single premium income annuity) and MYGAs (multi-year guaranteed annuity) LTC (long-term care annuity) New Podcasts Q2 insurance r

Happy End of Month! What's the main focus here at BC Brokerage in 2026? Property and Casualty Insurance! Charles has been helping our planners and clients with their Property and Casualty policies. As we start our 3rd year offering Property and Casualty, Charles adds over 16+ years of experience to BC. HOME, CONDO, LANDLORD, AUTO, UMBRELLA, BOAT + MORE! GENERAL LIABILITY, PROFESSIONAL LIABILITY, WORKERS' COMP, CYBER + MORE! Rodney is the go-to for all things Life, Disability,

Your Ability to Earn an Income Is One of Your Greatest Assets Most people insure their homes, cars, jewelry, and valuables. Yet many fail to protect what may actually be their largest financial asset: their ability to earn income. A serious illness or injury can create enormous financial strain if it prevents someone from working for an extended period. Disability insurance is designed to help replace income when a person becomes unable to work due to illness or injury. Despi

We trust this newsletter finds you well! Here's a quick update at BC Brokerage: Broc and Peter scuba diving in El Salvador a few weeks ago. Broc's been into it for a few years and has encouraged Peter to get his open-water license for a few months. First dive together. New team member at BC! We are so happy to have Charles Priest joining the team at BC Brokerage. Charles brings 16+ years of Property and Casualty insurance experience to the BC Brokerage team. Charles will be t

Life Changes — Your Insurance Should Too Life insurance is one of the foundational pieces of financial security. It helps provide financial protection for loved ones in the event of an unexpected loss. However, many people purchase a policy and never review it again. That can create serious problems. Life changes constantly. Families grow, careers evolve, debts change, businesses expand, and retirement goals shift. A life insurance strategy that made sense ten years ago may n

Happy Holidays and New Year! Thank you, everyone, for a great 2025! We completed our 6th full year in business as BC Brokerge. We also completed our 2nd full year with Property and Casualty. In 2025, we were able to grow 50% in revenue. We will be adding a new team member on 1/20/2026 for support with Property and Casualty. We will be attending XYPN Live 2026 in San Diego, Sept 29 - Oct 1, as well as the Garrett Planning Network July 30 - August 1 in Minneapolis. 32 new podca

Happy Early Thanksgiving Day! November brings a mix of reflection and momentum: reviewing progress, preparing for year-end goals, and setting the stage for an even stronger 2026. BC is hiring! BC is looking to bring on an experienced Property and Casualty account manager. This person will handle quotes and client meetings. 3-5 years of equal experience required at a minimum. If you know someone looking for an awesome opportunity, we'd appreciate the referral! Remote, salari

Check out Broc's NAPFA article: I didn’t plan on getting into insurance. My introduction to the industry felt more like walking into a sales boiler room than a financial planning firm. Everything was transactional, not relational. Each day, I had to schedule a set number of meetings, starting with a list of 200 contacts, mostly friends, family, and old classmates, and follow a one-size-fits-all script. The message was simple: smile, dial, repeat. Asking thoughtful questions w