Sherri Banta Group

10/16/2026

Happy National Boss’s Day! 🩵

If you’re growing your own business, rolling over an old 401(k) to start your business, creating a retirement plan for your business, or becoming your own BOSS…

Congratulations! Today is YOUR day to be recognized 😊

An entrepreneur is someone who takes on the risk of starting a new business and creates firms to turn ideas into reality.

While it can involve significant risk and lots of gumption, Sherri Banta Group is here to help you navigate what happens after the business plan. After all, we opened our doors in 2011 and know from experience what it takes to build and keep a business.

Cheers to believing in yourself and staying the course to be of service.

Let’s make a plan together to protect it.

10/15/2026

Medicare Open Enrollment Begins Today. 🩵
Medicare’s Annual Enrollment Period runs today through December 7.

Take some time to review your current Medicare health and drug coverage and make sure it still fits your needs for the year ahead.

For those of you new to Medicare, because there are more people turning 65 today than ever before, know we have the support available to make it easy for you.

Have questions? Our Medicare BackOffice support is here to help - at no cost to you.

Let’s make Medicare a little easier together 🩵

https://www.sherribantagroup.com/blog-posts-good-newsletter/medicare-open-enrollment-is-almost-here

Learn what to review during Medicare Open Enrollment, October 15–December 7, and how our Medicare BackOffice can help you navigate coverage changes with confidence.

10/13/2026

Life Insurance Can Protect More Than Your Family. 🩵 What if your life insurance could also help while you’re living?

All of the life insurance policies we offer include living benefits that will provide access to funds if you experience a qualifying critical or chronic illness. It’s one more way life insurance can help protect your financial plan you’ve worked hard to build. Protection for today. Peace of mind for tomorrow. 🩵

10/12/2026

Our Q3 GOOD Newsletter is here! 🩵

A few helpful reads on fiduciary planning, 401(k)s, protecting what matters, and taking a fresh look at your financial plan this fall. Plus, a little life lately!
Take a look - and share it with someone who could use some GOOD News - and some feel-good finances.

https://www.sherribantagroup.com/blog-posts-good-newsletter/q3-2026-good-newsletter

Explore Sherri Banta Group’s Q3 recap, with helpful financial insights, fiduciary guidance, life insurance tips, retirement planning resources, and more.

10/07/2026

🌎 WORLD FINANCIAL PLANNING DAY is today!

Every year on the first Wednesday of October, we celebrate World Financial Planning Day - an annual reminder of the importance of financial planning.

It’s an opportunity for financial planners to educate clients on how to prepare for their financial future and create long-term financial goals.

Today and every day. 🩵
Sherri Banta Group

10/06/2026

Medicare’s Annual Election Period (AEP), also referred to as Medicare open enrollment, starts next week, October 15 through December 7.

AEP is an opportunity to help clients prepare for possible changes in health care costs because Medicare plans can change each year.

Premiums, deductibles, copayments, provider networks, covered services, prescription formularies, and pharmacy participation…

We encourage clients to review their Annual Notice of Change (ANOC) letter, sent out in September, and consider whether their current coverage still meets their needs.

And our Medicare BackOffice provides valuable guidance - a trusted Medicare expert to help you with plan-specific questions while we remain focused on your financial goals.

If you experienced a change in health, want to confirm doctors remain in network, or are concerned about premiums or out-of-pocket costs…we want you to be confident in your planning.

10/05/2026

The days get shorter. The leaves start to change. 🍂 It’s a good time to take a fresh look at your financial life.

Like the seasons change, life changes, too.
That doesn’t mean starting over. Sometimes, it means rerouting your money. Maybe some of your savings needs to stay accessible, while another portion could have a different job, or work harder for you.
The right strategy depends on your goals, your life, and what you want your money to accomplish💰
At Sherri Banta Group, we start with you. We take a look at the bigger picture, explain your options, and help you make good decisions so you’re confident about what comes next!

10/01/2026

October Is Breast Cancer Awareness Month. 💗 We talk about protecting your financial future year-round, and that includes preparing for the unexpected. All of the life insurance policies we offer include living benefits, giving you access to funds if you experience a qualifying critical or chronic illness.

If an unexpected diagnosis or illness happens, your focus should be on your health and getting well and - not wondering how you’re going to manage financially.

You can plan today to protect tomorrow. 🩵