Hello everyone!
We trust you are all enjoying your summer of 2022. We look forward to helping our Fee-Only planners implement their clients' insurance recommendations and needs this fall during the fall surge meeting season. 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 for the financial plan! If we can help with any current policy analysis, quotes, or jump on the phone with you and/or the client, please let us know. We are here as an extension of your team! Want to improve your copywriting on social media?
Check out the latest Only Fee-Only episode with Max Pashman!
Some tweets of ours in August:
Underwriting tip of the month:
Catch you at XPYN Live 2022 in Denver!
We have a vendor booth, as well as a private cocktail party planned with strategic partners!
Stayed tuned!
Update on Peter's nomad journey
Peter has been living the digital nomad life the since June 1. You wouldn't know this unless we posted about it. This is one of the great things of working in 2022 - the ability to work from anywhere, at any time. Laptop, wifi, and of course, coffee. Follow along on Twitter, Instagram, and Linkedin.
July / August
Miami, Key West, Toronto, Montreal, UP Michigan, Chicago, Germany (Berlin), Amsterdam, Brussels, Paris.
I will also be heading to London, Gibraltar, Morocco, and Portugal before heading to Lake Tahoe for Labor Day!
FINAL NOTE: Broc and I thank you for your continued support. We couldn't be helping as many Fee-Only planners without your help. Cheers to mutual growth!
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Our mailing address is:
PO BOX 441032
Indianapolis, IN, 46256
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