Peter C. Ciravolo
BC January 2023 Newsletter
Every New Year comes with many items to look forward towards.
and much, much more!
We hope you make 2023 the best year possible, and give it your all!
We've added the ability to hierarchy in the portal. This allows for added compliance at larger firms who want to have their clients separate advisor to advisor.
The portal continues to be upgraded and integrated into the process.
See a feature you would like to add? Let us know and we can see how we can add it throughout our next updates.
January Podcasts: Only Fee-Only
Only Fee-Only Podcast Link New FAQ Series on Mondays
Even more transparency
Insurance agents don't have an ADV or disclosure that is mandatory. We are thinking of creating our own "Insurance ADV" to become even more transparent. What are your thoughts? What would you like to see in the document? Disclosures
We look forward to continued partnership!
Throughout 2023, let BC make insurance easy for you and your clients. Let's make 2023 a great year!
Our mailing address is: PO BOX 441032 Indianapolis, IN, 46244
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BC Brokerage | PO BOX 441032 Indianapolis, IN, 46202