Written by: Peter Ciravolo, Co-Founder @ BC Brokerage BC Brokerage is a national insurance brokerage specializing in helping fee-only financial planners and their clients obtain life, disability, long-term care, annuity, home, auto, umbrella, and business insurance in all 50 states. www.bc-brokerage.com —---------- If you’re a Fee-Only financial planner, you’ve probably invested a lot of time in building a solid compliance program, refining your financial planning process, an

Happy Fall, we trust you are doing well! We had a great time at XYPN Live Austin 2025! It's always great to connect with the current planners we work with, along with connecting with new ones. Who's ready for San Diego 2026? We know we are! Want to connect for a virtual coffee before year's end with Broc and Peter? Year-End Business Submissions Working with clients during the fall surge with their insurance? Make sure your clients get their intake forms in November. Many carr

Happy Life Insurance Awareness Month! #LIAM Life Happens created and coordinates #LIAM every September to remind Americans about the importance of life insurance for their financial security. Refer your clients even faster! Added to the BC website, "Refer Client" allows advisors to refer their clients directly from the website + advisor portal. Fill out a short form, and have an automated email be sent to your clients! This instantly adds them to your advisor portal as well!

BC trusts this newsletter finds you well! Here's a quick update on August. Check out Broc and Dev's latest skit: September is coming, and...

Happy Summer 2025! We trust you are doing well. As we cross the halfway point of the year, July is more than just summer travel and...

Happy halfway point of 2025! Our team is growing! We welcome Dev Thompson to the BC Brokerage team! As Advisor Relationship Manager, Dev...

When it comes to life insurance, timing isn’t just everything—it can be the difference between long-term protection and last-minute panic. At BC Brokerage, we often see two distinct approaches to insurance: active and reactive planning. Understanding the difference is key to protecting your future and your family.

May is Disability Income Awareness Month! #DIAM Are you clients protected in the event of a disability? Disability is about protecting...

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...

As we wrap up another year, we at BC Brokerage want to take a moment to express our heartfelt gratitude for your trust and support.  Your partnership has made 2024 a year to remember, and we’re excited to continue serving you and your clients in the years ahead. This holiday season, we hope you find time to relax, celebrate, and create cherished memories with your loved ones.  May the new year bring you joy, health, and prosperity! T3 Survey is out! 2025 T3/Inside Information

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...