Happy St. Patty's Day from BC Brokerage
Happy St. Patrick's Day!
Saint Patrick's Day, or the Feast of Saint Patrick, is a cultural and religious celebration held on 17 March, the traditional death date of Saint Patrick, the foremost patron saint of Ireland.
Around a year ago, COVID-19 started to make its way throughout the United States. We are thankful for where we are at today and where we continue to see trends go.
Thank you to everyone who has supported us along the way!
POLICY AUDITS
We've seen a huge influx of new client onboardings in the first few weeks of March.
Have an annual review or onboarding coming up? Let us run an analysis on their current policies to see if it is the best for their financial plan
ESTATE TAXES
As corporate returns were due 3/15 and personal 4/15 (unless you're in Texas), we've been getting alot of questions on our monthly calls as to what we are seeing on estate taxes in the future.
As nothing has been put into law yet, we are letting our planners know that this is a topic they should have on their mind as we near closer to the sunset of the Tax Cuts and Jobs Act of 2017 which ends in 2025.
We are the go to insurance solution for Fee-Only financial planners to add as an extension of their team.
Insurance can be complicated.
BC makes insurance simple.
Check out our latest updates to our website and how we continue to simplify the insurance process.
BC Brokerage, LLC
PO BOX 441032
Indianapolis, IN, 46202
bc-brokerage.com | 765.730.7146