Oct 20, 20214 min readMonthly NewsletterOCTOBER = Financial Planning Month!Fall is in full swing, and so are the year end tasks for your clients' financial plans! ADVANCED FINANCIAL PLANNING IDEA OF THE MONTH:...
Sep 15, 20213 min readMonthly NewsletterSeptember Newsletter | BC Brokerage | Life Insurance Awareness MonthStatistics on Life Insurance 54% Percent of American adults have some form of life insurance 27% Of American adult only have life...
Jun 16, 20213 min readLife InsuranceJune BC Brokerage Monthly NewsletterOur June BC Newsletter is Here! Did you know the first day of summer starts on June 20th?
Mar 17, 20215 min readLife InsuranceIrrevocable Life Insurance Trusts (ILIT) 101An ILIT is created to own and control a life insurance policy on an insured individual, as well as to manage and distribute the proceeds.