October 2025 Newsletter

Happy Fall, we trust you are doing well!

We had a great time at XYPN Live Austin 2025!

It's always great to connect with the current planners we work with, along with connecting with new ones.

Who's ready for San Diego 2026? We know we are!

Want to connect for a virtual coffee before year's end with Broc and Peter?

Schedule with Broc and Peter

Year-End Business Submissions

Working with clients during the fall

surge with their insurance?

Make sure your clients get their

intake forms in November. Many carriers undergo a lot of business in Q4, so to make sure your client gets through underwriting, we suggest submitting before Thanksgiving!

Average Processing Times

Term Life: 2-6 weeks (accelerated vs. traditional)

Disability: 2-6 weeks, depending on medical records.

Long Term Care: 6-8 weeks, depending on medical records.

Annuity: 5-7 days from application submission

Home/Auto: 3-7 days depending on data intake

Umbrella: 3-5 days from intake form submission

Small Business: 1-2 weeks

Large Business: 90 days before renewal

Get a Quote!

New Only Fee-Only podcasts!

Check out the latest podcast episodes!

Fall surge is here!

BC can help!

Policy Reviews?

New Policy Implementation?

Property and Casualty?

                           Here to help!

Policy Analysis

Term Quoter