October 2026 Newsletter
4 days ago
1 min read
We had a blast at XYPN this year!
At the beginning of September, Cassidy, Charles, Rodney, Broc, and Peter were able to make it to XYPN Live 2026 in San Diego. It is always great to meet new and current fee-only planners!
Completely New Portal Coming 11/4/2026
Biggest updates:
Faster loading speeds (100x!)
Easier submissions
Better UI/UX
Enriched policy data
Ability to add team members
On a platform that is easier and faster to push out updates
We'll send onboarding emails for the new portal; logins and passwords will remain the same. Our goal is to make this transition as easy as possible!
New podcasts:
Q4 means insurance reviews!
Have an insurance question?
Let us know how we can help.
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