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Sounds bites with Tim + Alexis Woodward of Blend Wealth
NEW ONLY FEE-ONLY EPISODE DROPPED TODAY! Peter C. Ciravolo and I had so much fun to talking to Tim Woodward, CFP®, CDAA™, MBA and Alexis...
Jun 21, 20221 min read

Cody Garrett and BC Brokerage Only Fee-Only Podcast
Did we get to sing with the amazing Cody Garrett, CFP® on the most recent episode of Only-Fee Only?
YUP!
Jun 6, 20221 min read

Disability Income Awareness Webinar w/ BC Brokerage
Don't forget to sign up for our upcoming webinar!
May 15, 20221 min read

CARPE #DIAM w/ BC Brokerage 2022
Spring is here, May is here, and so is Disability Income Awareness Month (DIAM)!
We understand that disability income isn't the most excit
May 11, 20222 min read


Disability income insurance is a conversation.
Example of how to start the convo with your clients:
May 5, 20222 min read

Only Fee-Only Highlights - Silvia Manent
We talked about prenups, building a business on instagram, working with successful women, and also got into how being from Spain has shaped
May 3, 20221 min read

Q1 2022 Podcasts - BC Brokerage
The CrossRoads Podcast, The AdvisorLab, and the Balanced Advisor Podcast - all great listens!
Apr 19, 20221 min read


Only Fee-Only Highlights - Justin Castelli
Justin Castelli shares with Broc and Peter his career story! Highlights included here.
Apr 13, 20221 min read


Long Term Care - What to Consider with Dr. Rodney Mogen
Long-term care can be confusing to understand. There are different types of LTC products and that comes with different pricing and options.
Mar 21, 20221 min read


#11 Filtering Out the Bullsh*t Surrounding Life Insurance w/ Broc Buckles - BC Brokerage
We recently did an episode with Colton Etherton, CFP® and it was a blast!
We talked about the insurance industry
Mar 16, 20221 min read

Instagram live today with Silvia Manent, CFA, CFP®! Broc Buckles / - Insurance for Business Owners
It was a blast doing an Instagram live today with Silvia Manent, CFA, CFP®! She always brings the energy. We talked about different types...
Mar 13, 20221 min read


Ep 26: Accomplishing Professional Balance with Broc Buckles
Ep 26: Accomplishing Professional Balance with Broc Buckles
Mar 8, 20222 min read

Q1/ Feb 2022 BC Brokerage Newsletter
2022 is the year of education at
BC Brokerage
Our main focus in 2022 is to simplify and educate the landscape of insurance.
We understan
Feb 23, 20223 min read


What triggers a disability income policy to pay out?| BC Brokerage | Insurance for Fee-Only Planners
What triggers a Disability income policy to pay out?
Every policy definition is different. Here are a few things to look for:
Feb 15, 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


What income info do you need for Disability Income underwriting? | BC Brokerage
What income info do you need for Disability Income underwriting?
There are really 2 different buckets here:
1099/business owner/entrep
Feb 8, 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


What is a disability income elimination period? | BC BROKERAGE - Insurance for Fee-Only Planners
What is a disability income elimination period?
Elimination periods are also often known as "time deductibles."
Jan 31, 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
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