Newsletter & More

Are you in the know?

return of the family vacation

We packed it all in this trip: snorkeling, hiking, SUPing, a visit to the Buddhist temple, and topped it off with a catamaran sunset cruise.  Time really does fly when you’re having fun!  Now it’s back to work.  Luckily, our job is to protect families and their vacations.

not so hidden talents

From mural art to jewelry maker, find out what your clients’ hidden talents might be.  This will come into play when discussing their retirement plans.  Turning a hobby into a business and utilizing Ebay/Amazon/Etsy/Ecommerce are two of the top home business incomes for retirees.

volleyball, megalodons, and jellyfish

Life can be busy and overwhelming, but in the end it comes down to this: spending time with family and friends. I love that our job is to help people achieve this same goal.

New West Shorts

Overlooked Opportunity – Agribusiness

Agribusiness owners’ need for legacy planning services provides you with an opportunity to fill an important role in the farming and ranching communities.

SummitLife – NEW from NLG

email : Webview : SummitLife – NEW from National Life Group ( SummitLife – It’s Hot and On Top!

Product News & Updates

Our Carriers

Email Successfully Added

Newsletter Sign Up

Are you in the know?