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BC May 2023 Newsletter
May is Disability Income Awareness Month!
May 14, 20232 min read

What level of Long Term Care are you looking for? Cost of LTC Calculator
What level of Long Term Care are you looking for? There are a few different types of care levels. In-Home Care Homemaker Services...
May 9, 20232 min read

BC April 2023 Newsletter
How are you helping your clients win in 2023? The season is almost over (tomorrow)!
Apr 17, 20231 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


BC March 2023 Newsletter
We trust you are doing well.
Here are a few of our latest updates:
Recent Q & A
Mar 14, 20231 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

BC February 2023 Newsletter
Hey there!
We trust this email finds you well! 2023 is off to a great start.
Here are a few of our latest updates:
Feb 27, 20232 min read

BC January 2023 Newsletter
Every New Year comes with many items to look forward towards.
Anniversaries, Graduations, Wedding, Birthdays, Vacations, Family Gatherings
Jan 30, 20231 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 December 2022 Newsletter
We hope that your year was filled with a few successes along the way, health, wealth, professional growth, and hopefully a vacation or two.
Dec 18, 20221 min read

Only Fee-Only Podcast November 2022 Episodes
Check out these short clips from November 2022's podcast episodes:
Nov 22, 20221 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 October 2022 Newsletter
Happy Halloween!
XYPNLive is a pillar in our calendar every year.
XYPNLive 2022 was a blast!
Oct 30, 20221 min read

September 2022 Newsletter | Life Insurance Awareness Month #LIAM | BC Brokerage
September 2022 Newsletter | Life Insurance Awareness Month #LIAM | BC Brokerage
Sep 19, 20221 min read

BC August 2022 Newsletter
Q3 / Q4 have historically been the busiest times of year for insurance. Why? It's time to get these action items knocked out and completed
Aug 15, 20222 min read

Only Fee-Only Podcast with Lei Dang
Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their
Aug 9, 20221 min read

Only Fee-Only Podcast w/ Max Pashman CFP®
MAX PASHMAN, CFP®
FINANCIAL PLANNER
Your priorities should be addressed by what's best for your needs rather than someone else's sales quot
Aug 2, 20221 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
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