BC December 2022 Newsletter

Happy Holidays!

We trust this newsletter finds you well during this Holiday season. We hope that your year was filled with a few successes along the way, health, wealth, professional growth, and hopefully a vacation or two.

Check out our latest podcast episodes:

Great reminder for year-end: Check those beneficiaries!

BC can be changed to Agent of Record on *most* policies, and we can help manage your client policies going forward! This is a great value add for your clients.

Setting realistic expectations with clients is crucial when it comes to insurance.

• They may not get the best rating.

• They may have to take an exam.

• Medical records can take 4-8 weeks.

• You may need to lower your coverage to fit your budget.

- Best of luck to everyone in 2023. We wish you the best in life and business!

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