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...

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

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

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...

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

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

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

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

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

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

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

Since we started BC Brokerage in January of 2020, we have always been asked about Property and Casualty insurance by fee-only planners.

Thankfully, on 2/2/24, Punxsutawney Phil didn't see his shadow, thus, an early spring is ahead! We trust your 2024 is off to a great start.

Happy Holidays! Happy Holidays and New Year from the BC Team! We trust you had a great year in 2023 in all apsects of life, and we wish...

Hello there! We trust you had a great Thanksgiving with family and friends!

Hello there! It's almost Halloween, but it's almost always a spooky season with some insurance agents! 😂 Happy Fall, Happy October,...