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News and Articles
2023 is well underway and we wanted to reach out to wish a Happy Family Day to you and your loved ones. No matter your plans for the long weekend, we hope you are able to enjoy some quality time with family and friends. We have had a great start
With fall well underway and the holiday season quickly approaching we thought it would be a good time for another newsletter. Market wise, please see the link below for Optimizes full report, and as always if there are any questions please don’t hesitate to get in touch. On a personal
What is life insurance for?
Life Insurance is important, as it protects your family and lets you leave them a non-taxable amount at the time of death. It is also used to cover your mortgage and your personal loans, such as your car loan. Your individual life insurance follows you when you retire, and you
Market Update With the doom and gloom that controls media today, we figure it would be a good time to provide another market update with some proper context. We’ve had a lot of good conversations over the last month despite the challenges currently in the markets. In our opinion Optimize
Spring greetings from Joe and Stu! To start off with an important announcement, Joe and Karalee had an early arrival this spring: Kal Thor Quach – born 8:52pm on Apr. 3, 2022, 4lbs 1oz, 18 inches. Congratulations Joe and Karalee! We are actively adding insurance contracts right now to facilitate
Greetings and Happy 2022 from Joe and Stu! Since we’ve taken over management at the end of 2021 we’ve been actively trying to connect with everyone one-on-one. If you haven’t heard from us, please know you will soon! If you have an immediate need, please reach out by calling, texting
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