Steele Insurance Agency

09/02/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

08/31/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

08/28/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

08/26/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

08/24/2026

Ladies, what will your retirement look like?

How much income will you need? Where will that income come from? And how can you prepare for a retirement that could last many years?

Join us for A Woman's Journey to Lifetime Income in Retirement, featuring Traci Anderson, Field Vice President with Pacific Life.

📅 Wednesday, September 9, 2026
⏰ 5:45 p.m.
📍 Creekside Golf Course
6250 Clubhouse Dr., Salem, OR

We'll discuss important considerations women may face when preparing for retirement, including saving, investing, longevity, inflation, and retirement income planning.

This is a no obligation, educational presentation. Seating is limited.

RSVP by September 2:
📧 [email protected]
📞 503-751-1484

Zachary Steele is registered with, and securities are offered through Farmers Financial Solutions, LLC, Member FINRA & SIPC.

08/24/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.