Webinars

Don’t leave your family money, leave them life insurance!
Kenya started her State Farm Agency in 2007 and prior to becoming an agent she was a team member for... Read more

A Unique Solution to Long Term Care Funding Needs
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Lisa has been in the health... Read more

Financial Planning Wellness Must Knows
Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading integrated financial planners with... Read more
Podcasts
Blog Posts
Protecting Your Nest Egg from Long-Term Care Costs
You’ve spent years building your savings, planning for retirement, and making smart financial moves. But there’s one expense that can... Read more
Protecting Seniors from Scams and Fraud in Southwest Florida
As technology continues to evolve, so do the tactics of scammers targeting vulnerable individuals—especially the aging population. In Southwest Florida,... Read more
How Baby Boomers Are Redefining Spending in Retirement
Baby Boomers: Spending smarter in retirement. Baby Boomers, individuals born between 1946 and 1964, have long been a significant force... Read more