Author: News Room

Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual products––including annuities, life insurance and…

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Jeff Stukey discusses his approach to helping his clients create a savings plan that makes sense for a successful future based on his proprietary “aging science” approach, which impacts longevity. Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. When it…

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Jake Hanks discusses how he helps people realize the dream of home ownership. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jake-hanks-loan-officer-with-synergy-one-lending/ When buying a home, the first step is to get pre-qualified or pre-approved for a mortgage. But there is a difference between the two. Pre-qualification is a simple process that estimates how much someone could borrow…

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Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to support better their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is…

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