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BC October 2022 Newsletter
Happy Halloween!
XYPNLive is a pillar in our calendar every year.
XYPNLive 2022 was a blast!
Oct 30, 20221 min read
Accelerated Underwriting - Having Realistic Expectations
20-30% of applicants qualify for accelerated underwriting - allowing them to bypass the need to take a medical exam
Dec 5, 20211 min read
July BC Newsletter - BC Brokerage
Summer 2021 is here in full swing! Have you been to any fun places? We would love to see and hear from you!! Broc was able to celebrate...
Jul 20, 20212 min read
At BC Brokerage, we make insurance simple!
At BC Brokerage we make insurance simple. Check out this short clip on how we make insurance simple for our Fee-Only advisors and our...
Feb 26, 20211 min read
BC Pharmacy? How do we work with Fee Only Planners?
Learn how Fee-Only planners use BC Brokerage as an extension of their team to implement their clients' risk management solutions today!
Feb 15, 20211 min read
1035 Exchanges - What are they? Frequently Asked Questions (FAQ)
By definition: A 1035 exchange is a provision in the Internal Revenue Service (IRS) code allowing for a tax-free transfer
Nov 24, 20204 min read
Drew Feutz, CFP Fee Only Spotlight Series Q & A BC Brokerage
It seems Drew was born to be a financial planner. Growing up, he always wanted to help people. When he discovered the world of wealth manage
Nov 22, 20201 min read
Thomas Kopelman and BC Brokerage Fee Only Series
It was great getting the opportunity to talk to Thomas Kopelman with RLS Wealth on the beautiful Butler University Campus
Nov 12, 20201 min read
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