The PLANit Group

06/01/2026

Plan confidently. Use this 2026 Tax Readiness Playbook to help plan and stay ahead of key tax law changes and opportunities all year long.

https://bit.ly/4o3Mtav

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

04/29/2026

Grow with a goal using this checklist to get clear on your financial priorities and spark proactive conversations with loved ones.

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03/12/2026

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s help make sure you’re protected.

02/12/2026

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage that fits your needs and budget while protecting the ones you love.

01/29/2026

Don’t let disability cost you and your family. I can help you determine how much coverage you need.

https://bit.ly/4a2aGqL

01/15/2026

Many people don’t realize the true financial impact that losing an income can have on their savings. Let’s make sure you’re protected.

We went on the streets to see how much people really know about disability income insurance. The answers may surprise you.

12/18/2025

Disability income insurance should be part of your holistic financial strategy. Let’s talk
about getting you the coverage that fits your needs and budget while helping protect
the ones you love.