Broker Check

September 2021 Edition 

Life Insurance Awareness Month 

#VITALNEWS


Featured Content

Our Process


Life Insurance is not just for parents! We have included the most important things you need to know on determining whether you need life insurance and important questions to ask yourself. 

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Our History


Check out this months outlook on the market. How is the market trending domestically and globally. What can we expect as result of potential government policy changes. 



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Our Values


Too often, people forget to share the wishes and plans they made should they become incapacitated or die. A Family Love Letter organizes the 'paper trail’ you create over your lifetime.

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"Forty-two percent of Americans say their household would face financial hardship within six months should a wage earner die unexpectedly — 25% would struggle financially within a month."

Investing


Goldman Sachs Market Pulse

Goldman Sachs Market Pulse

Check out this month's outlook on the market. Goldman Sachs provides their view on Covid-19 and how it may affect the market as well as US and Global economies, monetary policy and sticking to the ABC's of investment discipline. 

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Upcoming Events 

Understanding Different Types of Life Insurance

Understanding Different Types of Life Insurance

Wednesday, Sep. 8th @12pm 


REGISTER HERE
Medicare & Social Security Demystified!

Medicare & Social Security Demystified!

Thursday, Oct. 14th @12pm


REGISTER HERE
Q4 Market UpdateSave the Date

Q4 Market UpdateSave the Date


Tues.| Oct. 27th @12pm


COMING SOON

Team member spotlight

Sonalika Ramnani, RICP® | Financial Planner

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Meet, Sona Ramnani. She is one of our powerful female Financial Planners! She joined our team in 2015 and has been a valuable addition. She has a calming way of speaking to her clients about their finances making planning a less stressful process.  With being a Retirement Income Certified Professional (RICP) she helps many of our clients build an early path to retirement. 

Sona was born in Manhattan and raised in NJ. She is one of two children born to Indian parents. Her name means, Golden Goddess of the Sun. Sona is very dynamic having been raised with traditional customs but a progressive lifestyle. Growing up in a household hosting and attending events has given Sona a natural ability to curate events. Naturally, she is our go to for event ideas! 

Most people don't know this BUT, Sona has amazing culinary skills. We are not talking about making simple recipes or just one cuisine. Sona can throw down in the kitchen! She can prepare anything from seafood, traditional Indian food to Oriental cuisines! This is a daily event in her house. If you follow her on IG, you may have found yourself salivating at some of her reels! 

We love having Sona on the team. She has a great sense of humor, makes sure we don't forget to have fun and has great ideas! 

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