We have exciting news to share with our valued clients and financial planning partners. As an independent insurance brokerage representing multiple carriers, we're pleased to announce that OneAmerica Financial, one of our trusted long-term care partners, has just launched an innovative collaboration...

Hi, I'm Peachie Thompson, AALU, ALMI, ACS - and this is why I care so deeply about proper insurance guidance. Watch the video after you read my blog.

As financial advisors, we know that technical knowledge alone isn't enough to build a thriving practice. The true differentiator is our ability to connect with clients on a human level and establish deep, lasting trust.

I'm not an accountant, but I know how stressful tax season can be, especially when you’re down to the wire. If you’re reading this with just one day left before the deadline, take a deep breath—you’re not alone, and there’s still time to get through this. I even included some helpful links and docum...

Are you looking for straightforward answers about aging well? I'm excited to share a valuable resource I've not only been featured in but also contributed to: Oliver C. Brown's "Aging with Health, Happiness & Wisdom: Everything Seniors Need to Know But May Not Know... All in One Place."

In a recent enlightening LIVE interview with Carolynn Castillo of Probate Property Angels, our very own Peachie breaks down the often complex world of life insurance and long-term care insurance into simple, digestible information that anyone can understand and apply to their financial planning.

I'm absolutely thrilled to share the fantastic results from our recent live webinar with The Wellness & Legacy Group! On March 25, 2025, I had the pleasure of delivering a live and interactive presentation on integrating insurance planning into the death care industry. Read on...

As a concerned IB parent at Nease High School, I've been closely reviewing Florida House Bill 5101, which contains significant changes to education funding that will directly impact our advanced academic programs. After analyzing the specifics of this bill, I'm sharing this information to raise awar...

Is a Continuing Care Retirement Community Right for You? Are you considering a Continuing Care Retirement Community (CCRC) for your future? You're making an important decision that will affect both your lifestyle and financial security in retirement. While CCRCs offer an appealing package of housing...

Don't Make This Common Retirement Planning Mistake You've done your research on Continuing Care Retirement Communities (CCRCs) and perhaps you're close to making a decision. But now you're wondering: "With a CCRC contract that includes care services, do I still need long-term care insurance?" It's...