Insights

How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
How a term-to-permanent life insurance contract conversion works
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​
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21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang Emily Gang, The Medicare Coach, offers pre-retirees an overview of Medicare so they can prepare for healthcare in retirement. Choosing the right Medicare plan is complicated, which is why learning more about the plans is essential. To workers who are delaying retirement, she explains how Medicare can be a better option than an employer health plan in some cases. She reveals tips about when to begin preparing for Medicare and ways to save money once they have started Medicare. She explains all the parts of Medicare and how what retirees will be required to pay is determined. She also talks through options they have for covering the gaps in coverage. The key with Medicare is to plan ahead and review your plan during enrollment periods, especially prescription drug plans. • Tuesday, September 29 at 1:00pm • Tuesday, September 29 at 7:30pm Registration Link: https://thrivent.zoom.us/webinar/register/6317701446125/WN_tazHTWzFTSaFVa9m1QQeYQ
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21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings Tuesday, September 29 at 1:00 p.m. Tuesday, September 29 at 7:30 p.m. How to Avoid Confusion About Medicare. If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2 Registration Link: https://thrivent.zoom.us/webinar/register/6317701446125/WN_tazHTWzFTSaFVa9m1QQeYQ
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An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe ​ Let’s discuss how an annuity can fit into your retirement income strategy.
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I had the pleasure of partnering with my colleague Javarne Smith and the City of East Orange for an inspiring Women, Wealth & Wisdom event on Saturday, September 12th. The event was inspirational, informative, and fun and was the kickoff to a monthly series of financial literacy workshops at East Orange Public Library on the fourth Tuesday of each month.
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Had fun presenting at the Association of African American Advisors Vision Conference on Friday, September 11 with my colleagues Chandel Stricland, Clark Gregor and Glynise Finney. We spoke with the investment advisors in the audience about integrating the client’s top priority values into the financial advice decision making process. Also was blessed to hear from keynote speaker John Hope Bryant.
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Had fun presenting at the Association of African American Advisors Vision Conference on Friday, September 11 with my colleagues Chandel Stricland, Clark Gregor and Glynise Finney. We spoke with the investment advisors in the audience about integrating the client’s top priority values into the financial advice decision making process. Also was blessed to hear from keynote speaker John Hope Bryant.
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Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
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I had the pleasure of presenting college planning strategies to the bright, talented, and hospitable members of the Essex County Jack & Jill organization on Saturday, September 12.
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I had the pleasure of partnering with my colleague Javarne Smith and the City of East Orange for an inspiring Women, Wealth & Wisdom event on Saturday, September 12th. The event was inspirational, informative, and fun and was the kickoff to a monthly series of financial literacy workshops at East Orange Public Library on the fourth Tuesday of each month.
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I had the pleasure of partnering with my colleague Javarne Smith and the City of East Orange for an inspiring Women, Wealth & Wisdom event on Saturday, September 12th. The event was inspirational, informative, and fun and was the kickoff to a monthly series of financial literacy workshops at East Orange Public Library on the fourth Tuesday of each month.
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Had fun presenting at the Association of African American Advisors Vision Conference on Friday, September 11 with my colleagues Chandel Stricland, Clark Gregor and Glynise Finney. We spoke with the investment advisors in the audience about integrating the client’s top priority values into the financial advice decision making process. Also was blessed to hear from keynote speaker John Hope Bryant.
Empowering Success in Homeschool College Admissions
Empowering Success in Homeschool College AdmissionsIf you wish to schedule an appointment with Bill Leach, please call 908-840-4527. ------------------------------------------------------------------------------------------------------------------------------------------ Homeschool College Admissions: What Parents Need to Know https://collegeaidpro.com/homeschool-college-admissions/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz--x_z5Fxrsz8AZV-u-OnAnzU5RCAsqAwzs9VAPLQPHt3z6DQFFMcAdzphDyGzngLE1Us6Xlcx8ABQTg7DRYgUXUDjmsAUDUpRgMuElox6qUU30aDME&_hsmi=438726270&utm_content=438726270&utm_source=hs_email If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Top 17 Private Scholarship Opportunities for September 16th - September 22nd, 2026
Top 17 Private Scholarship Opportunities for September 16th - September 22nd, 2026The link below lists the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students. Top 17 Private Scholarship Opportunities for September 16th – September 22nd, 2026 https://collegeaidpro.com/top-17-private-scholarship-opportunities-for-september-16th-september-22nd-2026/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz--QXu2i0vTTkgW2747scCcNoMJYh8QEoMVUAAvCeCMDV0l-0GgZnfe_Ig30zL5NMG0ioo-Lsz4Ge08qrx8de4qKB-y7aZjmZ8brbkEI4Fa8RlLC5-8&_hsmi=438726270&utm_content=438726270&utm_source=hs_email If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
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An annuity is an insurance contract that can guarantee income in retirement. It can help address a concern a lot of retirees have: outliving their savings. Discover some of the basics about annuities and how one can be customized to fit your needs: https://bit.ly/4goM2pe
Top 14 Private Scholarship Opportunities for August 31st - September 12th, 2026
Top 14 Private Scholarship Opportunities for August 31st - September 12th, 2026The link below lists the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students. Top 21 Private Scholarship Opportunities for September 8th – September 15th, 2026 https://collegeaidpro.com/top-21-private-scholarship-opportunities-for-september-8th-september-15th-2026/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-8SSDeuMZuMOWqjTK1_mnlrNloSNqm61t9_E5Sex_o5qsv2omTOyJ8gJ-ZZ4zrketZ2L9Gg2SYkJFwJ2Z5VpzNerMnwlKZJo59DYiLOesipBrGKVpg&_hsmi=437602598&utm_content=437602598&utm_source=hs_email If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Brilliant Strategies for College Admissions: Navigating the Difficult Journey
Brilliant Strategies for College Admissions: Navigating the Difficult JourneyWhat Really Happens After You Submit a College Application? An Inside Look at College Admissions https://collegeaidpro.com/an-inside-look-at-college-admissions/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz--Gk4tj6ZLtGSuzvvsDn7mOJ1l64P0iugUnrANoamuf9vXivIJEJldwn9MhUTLhE6Gdq40sOCp_Pzrl8wWvVpJjEtaqVt9Mvh7sGsh9pEmec4jLnFo&_hsmi=437602598&utm_content=437602598&utm_source=hs_email If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.