January 2026 Newsletter

We trust this newsletter finds you well!

Here's a quick update at BC Brokerage:

Broc and Peter scuba diving in El Salvador a few weeks ago.

Broc's been into it for a few years and has encouraged Peter to get his open-water license for a few months. First dive together.

New team member at BC!

We are so happy to have Charles Priest joining the team at BC Brokerage.

Charles brings 16+ years of Property and Casualty insurance experience to the BC Brokerage team.

Charles will be the go-to for all things property and casualty. He is eager to meet all of the planners we work with and their clients!

New podcasts in January 2026:

Get Now

2 years with Carmen @ BC

We were able to connect with Carmen in January. She has been with BC for 2 years!

Carmen helps Broc and Peter with administrative tasks and supports with personal lines P+C insurance quoting.

We added a new business phone #

317.800.7260

Feel free to call the team as needed.

Ext. 1 = new advisors or new clients

Ext. 2 = anything with Life, Disability, LTC, Annuity

Ext. 3 = anything with Property and Casualty

Ext. 4 = accounting, contracting, licensing, tech support.

Q1 insurance reviews?

As you build and service your clients in 2026, let us know how we can be of service!

We look forward to serving you

and your clients in 2026!

Broc - Business Development

Peter - Operations

Rodney - Life/DI/LTC Annuity Expert

Charles - Property and Casualty Expert

Carmen - Admin/Customer Success

Recent Posts