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September 2024 Newsletter
Life insurance is an important foundation for every financial plan.
Make sure your clients have the
right coverage and that their benefi
Sep 22, 20242 min read

The correct amount of life insurance? How to calculate
Determining the correct amount of life insurance involves assessing various factors to ensure that the coverage adequately meets the needs
Apr 2, 20232 min read

What is term life insurance?
Term life insurance is generally considered appropriate in various situations. Here are some instances when it may be worth considering term
Feb 28, 20232 min read


Are you a Fee-Only Planner? Connect with BC Brokerage for Your Clients’ Insurance
WEALTHTENDER.COM Disclaimer: To make Wealthtender free for our readers, we earn money from advertisers, including financial pros/firms
Jan 22, 20234 min read

TAXES AND CONTENT CREATION WITH BROC BUCKLES & PETER CIRAVOLO
Purchasing insurance was once a rigid and unpleasant experience, usually including meeting with an agent and being sold to for the next hour
Jan 16, 202322 min read

BC November 2022 Newsletter
2022 has been the year of systems at BC Brokerage.
To keep up with the growing demand for our services, we've needed to update, refine, an
Nov 16, 20222 min read


BC June 2022 Newsletter
Happy Summer 2022! Have you listened to the latest Only Fee-Only? Our latest guest is Angel Escobedo of Capasso Planning Partners. Some...
Jun 26, 20221 min read

How long is underwriting?
What's the deal with underwriting and how long does it take? The truth is that it depends on the situation. In this video, I explain what...
Jun 22, 20221 min read


What is a collateral assignment for life insurance? BC Brokerage | Insurance for Fee-Only Planners
A collateral assignment of life insurance is a conditional assignment which makes a lender the primary beneficiary of a whole or partial
Feb 9, 20221 min read


Is there a time and place for permanent insurance? YES!
Here are some legitimate reasons to implement permanent insurance policies.
1) Estate planning for high net worth individuals.
2) Special
Feb 1, 20221 min read


Best life insurance carriers for....
Many people have questions as to what life insurance companies are the best for different products and underwriting situations. Here are som
Jan 30, 20221 min read


Finding the WHY behind the insurance need | BC Brokerage | Insurance for Fee-Only Planners
Finding the WHY behind the insurance need | BC Brokerage | Insurance for Fee-Only Planners
Jan 26, 20221 min read


How much life insurance do I need? BC Brokerage | Insurance for Fee-Only financial planners
How much life insurance do I need? BC Brokerage | Insurance for Fee-Only financial planners
Jan 25, 20221 min read


Accelerated Underwriting - Having Realistic Expectations
20-30% of applicants qualify for accelerated underwriting - allowing them to bypass the need to take a medical exam
Dec 5, 20211 min read

Term Life Insurance Quote Comparison - BC Brokerage
Not all term insurance policies are the same - this is why we provide our clients with the top 3 results for your potential term life insura
Nov 30, 20211 min read


Hybrid / Asset Based Long Term Care (LTC) Solutions
Few keys 🔑 and benefits to hybrid/asset-based Long Term Care insurance policies: -level premiums entire length of contract (no...
Oct 21, 20211 min read


Items to consider when looking at Term Life Insurance
Not all term life insurance is the same. Learn the pros, cons, and what to look out for in this article.
Oct 4, 20212 min read

Insurance Myth #3
False! You can (and should!) advise clients on what types of products they should purchase, how much they should purchase, what companies...
Sep 21, 20211 min read

September Newsletter | BC Brokerage | Life Insurance Awareness Month
Statistics on Life Insurance 54% Percent of American adults have some form of life insurance 27% Of American adult only have life...
Sep 15, 20213 min read

Insurance Myth #2
This should be pretty obvious (especially if you've followed us the last 1.5+ years!), but it’s worth saying: this is a myth! The terms...
Sep 14, 20211 min read
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