September 2026 Newsletter
Happy September!
We are at XYPN Live this week in San Diego!
Come by our booth and the closing party to say hi!
Broc, Peter, Charles, Rodney, and Cassidy will all be in attendance.
XYPN Live San Diego
2026 this week!
Conferences are some of our favorite ways to connect with the planners we work with!
This year we are going to GPN and XYPN. Next year we will be back for both, along with some NAPFA!
Have a Fee-Only conference we should go to? Let us know; we would love to hear.
BC continues to grow!
We welcome Cassidy to the BC Brokerage team as of 9/21/2026.
She will be helping grow and maintain relationships with financial planners.
Have a financial planning colleague who should be working with BC Brokerage? Let us know!
Life Insurance Awareness Month | September 2026
Review coverage as life changes. Marriage, children, a home purchase, a new business, or approaching retirement can change how much protection a client needs and how long they need it.
Look beyond the coverage amount. Check the policy term, ownership, beneficiaries, premiums, and how existing coverage fits with the client’s current assets and obligations.
Identify gaps during planning reviews. A client may have employer coverage that ends with a job change, or an older policy based on assumptions that no longer apply.
Keep the recommendation tied to the full plan. Fee-only financial planners understand each client’s goals, cash flow, and family responsibilities. That context helps make an insurance review more useful.
Bring in an insurance partner when needed. BC Brokerage can help evaluate existing policies, compare options, and guide clients through applications and underwriting, so you can give each client a clear, practical recommendation.
New podcasts for September
Here to help!
Have insurance questions in Q4?
We are ready for you and your clients.
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