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Blog and Education

An older man relaxing and laying down in an inner tube on relaxing water.
Mark Starr | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Mark Starr | Feb 9, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Jimmy Lee | Jul 3, 2023

Weekly Market Commentary 07.03.2023

Showing remarkable resilience...
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Amber Kodad | Jul 3, 2023

Having Kids? Financial Items to Consider

You found the spouse of your dreams and got married. So now what?! For some, the next step is to have kids...
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Jimmy Lee | Jun 26, 2023

Weekly Market Commentary 06.26.2023

The Artificial Intelligence (AI) Express is traveling fast...
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Jimmy Lee | Jun 20, 2023

Weekly Market Commentary 06.20.2023

Rebalancing ahead!...
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a person's hand moving a mouse with a laptop and keyboard nearby
Raymond Bell | Jun 13, 2023

Accelerated Underwriting, E-Applications, and E-Policy Delivery

Technology has revolutionized various processes, and life insurance is no exception...
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Jimmy Lee | Jun 12, 2023

Weekly Market Commentary 06.12.2023

Leaping over the wall of worry...
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Jimmy Lee | Jun 5, 2023

Weekly Market Commentary 06.05.2023

As Gomer Pyle used to say, “Surprise, surprise, surprise!”
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large house at dusk
Megan Wilsey | Jun 1, 2023

5 Considerations When Renting Your Home

Generating rental income can be an excellent way to earn passive income, while offsetting some of your expenses!
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Jimmy Lee | May 30, 2023

Weekly Market Commentary 05.30.2023

It's a three-ring circus...
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Jimmy Lee | May 22, 2023

Weekly Market Commentary 05.22.2023

Investors aren’t happy, but stocks are up...
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