Sterrett Financial Group

09/08/2025

should NOT be this hard. There are products out there giving 8% or more in guaranteed income from your current retirement assets.

No more watching the markets, because you really shouldn't care. No more running out of money - you've got grandkids to spoil, not bills to stress over.

Ask us how - book an appointment, or just DM us. It's easier than planning that trip to Disney.

08/15/2025

Health insurance.... It's that time!

Well, not quite. But almost. And everyone (I mean EVERYONE) is in for a big surprise when they see their Marketplace premiums next year.

I won't even post the % increase we're looking at, but it's big. You've been warned (and will continue to be).

When you look at other options, reach out. This one is solid, and only getting better with more networks.

Low deductibles, copays, unlimited benefits, and ranges from 10%-50% lower cost than similar Marketplace plans.

James Sterrett

10/25/2024

is NEARLY here! So many things have changed over the past year with the health insurance plans - it would BEHOOVE you to reach out, or simply utilize the shopping platform to compare what you have vs. what's available.

https://www.healthsherpa.com/?_agent_id=SFG

Reach out with any questions, and check out the link above 🙌

Sterrett Financial Group

10/15/2024

Never hurts to be #1 Allianz

Sterrett Financial Group

10/03/2024

With right around the corner, I want to make sure you know there are MANY choices out there for your health insurance next year.

You NEED to shop your plans. Not want, NEED to. There's been so many changes over the past few years in the insurance world that, if you have just been re-enrolling every year, you are drastically behind.

Let's catch you up - reach out with any questions.

10/01/2024

Well, it's October 1st... The great rates from are gone. BUT we still have strong numbers from both F&G and Corebridge Financial for at least a few more weeks.

Strong confinement/nursing home benefits and high income payout percentages... If none of that makes sense, maybe you should ask why?

Reach out!

Sterrett Financial Group

09/09/2024

Even with (AEP and OEP) right around the corner... September is an INCREDIBLY important month in the insurance world, as it's .

Life insurance does NOT just have to be about dying - it's called , after all... Use it when YOU need it.

One of my favorite carriers and products (although each client is different, and the product has to fit their needs) is Allianz and their Accumulation IUL (the newest upgrade from their LifePro+).

Allianz only has one Life Insurance product, and they do the industry justice with it. Living benefits, great cash-building potential with high upside indexes that can be locked-in, and a solid A-rated carrier with underwriting status upgrades.

I sound like I'm selling a car at this point, but for those who kept reading, don't hesitate to reach out with any questions.

There are plenty of great carriers out there - go with the ones that specialize in the space.

Sterrett Financial Group

09/06/2024

It's ...

Just in case you forgot, Sterrett Financial Group happens to know a little bit about life insurance.

No, we don't set the prices. However, we WILL be able to tell you quickly if you're overpaying for less benefits (hint, you probably are).

If you want to put some cash back in your pocket (or start saving some for later), reach out.

Have an amazing weekend!

08/26/2024

- be careful how you're setting up with your . Also... stop getting sold terrible plans by agents who don't even know the laws they're trying to skirt.

Sterrett Financial Group

Learn about the tax implications of life insurance premiums, including when they might be taxable and whether they are tax deductible.

08/10/2024

Found the bear! After he ran through my backyard.

Please let him do his thing.

Residents of Mascoutah Illinois