Providing consultative services to the St. Louis Metropolitan area and throughout the nation.

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Why Anniversaries are Important

Why Anniversaries are Important

Anniversaries aren’t always about fancy dinners, chocolate, and pretty flowers. It can be about saving your clients’ money too! Do you have clients that are on a Medicare Supplement plan in Missouri? Did you know that they can switch to another carrier, like plan to...
March Madness

March Madness

AEP seemed like a blur. Call after call, meeting after meeting. Before you knew it, it was December 7th! You made every effort to meet with all your clients to make sure they were on the best plan for their needs starting January 1st. But what happens to that client...
IRA Contribution FAQs

IRA Contribution FAQs

With a few weeks to go before Tax Day, we often get phone calls with questions about Roth IRAs and Traditional IRAs. Read more to learn the answers to many frequently asked questions by our clients.