Hank Plyler

08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/07/2026

Business owners have a lot to manage, and taking time to review your finances now can help you prepare for the months ahead.

Evaluating your cash flow, tax strategies, and retirement contributions before year-end may help identify opportunities and keep your business and personal financial goals on track. A proactive review today can make a meaningful difference tomorrow.



CRN202908-11673102

08/06/2026

The transition from high school to what's next is an exciting milestone—and a little planning can go a long way. Whether your student is considering college, trade school, or another path, now is the perfect time to start discussing goals, exploring options, and preparing for the financial decisions ahead. Taking it one step at a time can help set them up for success, wherever their journey leads.


CRN202908-11673102

08/05/2026

📚 School supplies, new clothes, extracurriculars—it all adds up. Creating a back-to-school budget can help you manage seasonal expenses without derailing your overall financial plan. Small savings strategies can make a big difference.

CRN202908-11673102

08/04/2026

Annuities have changed more than you think. Separate fact from fiction and explore how modern annuities can support your retirement goals.

Click here to read more in our latest blog: https://bit.ly/4fOKrHf

CRN202908-11610457

08/03/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

08/03/2026

Building strong financial habits starts with small, intentional steps. By reviewing your spending and reallocating even a small amount each month, you can create more opportunities to save, reduce debt, and move closer to your goals.


CRN202908-11673102

08/02/2026

What happens to your mortgage, your bills, your lifestyle if your paycheck suddenly stopped? Most people don't think about it until it's too late. Kourtney Zando, our VP of Income Protection, covers what you need to know about protecting your most valuable asset — your income. We're here to help make sure you're covered. 👇
https://bit.ly/4pU5oFA

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For most professionals, their ability to earn an income is their mo...

07/31/2026

☀️ Let's settle a few summer debates! 🍉

Choose your favorites, drop your answers in the comments, and see if your picks match everyone else's. Bonus points if you tell us which choice was the hardest to make!
Ready, set, debate! 😎


CRN202908-11496110

07/30/2026