Join Peachie and other awesome speakers for this fun networking and educational event at TheLink

Just got back from an amazing week in West Palm Beach! I had the incredible opportunity to attend the Invest in Women conference, where I connected with brilliant financial advisors, industry leaders, and expert speakers. We're all united in our mission to revolutionize the financial advisory landscape for female clients.

On this International Women's Day, I am filled with gratitude as I reflect on the extraordinary influence of one incredible woman in my life - my mother, Dr. Nenita F. Buan. An accomplished multi-degreed Filipina, her story of resilience, dedication, and sacrifice has not only shaped my journey but has also been a source of inspiration for countless others, including her students and my sisters, who have followed in her footsteps of success.

Imagine if the most critical element of your estate plan was the one you've neglected. The silent threat lurking in many estate plans isn't something obscure; it's the absence of life insurance. This oversight could jeopardize everything you've worked for. Dive into our insightful discussion to uncover how life insurance is not just an add-on, but a fundamental pillar in safeguarding your legacy and protecting your loved ones.

In the dynamic world of estate planning, understanding the upcoming shifts in tax laws is crucial. The 2024 landscape brings important changes, but it's the significant adjustments in 2026 that demand your immediate attention. This guide not only demystifies current terms and exemptions but also highlights the critical impact of future changes on your legacy. Read on to discover how acting now could safeguard your financial future.

One of the many secrets of having great energy is what you eat! This is a staple at home and in my kids' lunch box! I hope you enjoy them as much as we all do.

Let's take a closer look at the rollercoaster ride that is owning a business. Life often throws curveballs, and for business owners, these can mean unexpected changes in their business journey. Many times, these changes aren't planned – they just happen. This really makes us think about how important it is to be ready for anything. Here, are the 5 Ds of unplanned business exits...

Hey lovebirds! 💕 With Valentine’s Day on the horizon, it’s not just about heart-shaped chocolates and roses. It’s also a fab time to chat about something super crucial for your journey together: money. Yep, it’s not the most romantic topic, but getting your financial ducks in a row before you say “I do” can be a real game-changer for your happily ever after. Let’s dive into some must-have money convos to have with your sweetheart.

Happy Cheese Lover's Day! As a devout cheese lover myself, I’m excited to take you on a delectable journey through some of the world’s most beloved cheeses. From the creamy Brie of France to the sharp Cheddar of England, let’s explore together the rich variety that cheese has to offer...

I'm excited to share a small business success story that I came across. It's a real gem, especially for those of us looking to recruit great employees and keep our teams thriving.

Financial planners often ask me about the intricacies of the Pension Protection Act (PPA). It’s a topic that’s close to my heart, and for good reason – it significantly reshaped the landscape of pensions, particularly in the realms of annuities and long-term care.

You asked for it, so here it is! I'm thrilled to share with you my recipe for creating the most delicious fondue. This isn't just any fondue - it's made in my treasured Staub Swiss Alps fondue set that journeyed all the way from Switzerland to my kitchen (thanks to my awesome sister in law)!

When it comes to life insurance, there is often a cloud of misunderstanding hovering over the differences between permanent and term life insurance. A crucial point that many miss is that not all permanent policies are solely for accumulating cash values. It's essential to break down these misconceptions and understand the unique purposes of these insurance types, especially for financial advisors who are passionate about investments yet hesitant about life insurance.

3rd installment of our educational series on estate and inheritance taxes: I'm going to get rid of a lot of industry jargon and simplify things about this topic. If your net worth is high enough to be subject to federal estate taxes, here's a simple breakdown of what happens...

Welcome to the 2nd installment of our insightful series focused on estate and inheritance taxes, and the strategic use of insurance to navigate these critical aspects of financial planning. In this series, we delve deep into the often-overlooked yet vital elements of wealth management, providing you with expert guidance and actionable solutions to safeguard your clients' legacies.

Inside this blog, you'll find a way to get your very own Tax Guide for 2024, courtesy of Pacific Life, one of the awesome carriers we work with. It's packed with nuggets of wisdom to help you conquer the tax game like a pro.

In case you didn't know, apart from insurance, I’m totally into cooking and baking too! And guess what I'm sharing today? It's my super-duper easy jasmine rice recipe. And yes, it’s cooked in my absolute fave Staub pot. It's a game-changer!

As the clock ticks down on 2023, we at Peach Insurance Services, are filled with gratitude and excitement. It's a time to celebrate the journey we've shared and to look forward with optimism to the year ahead. Our heartfelt wish to each of you: may 2024 be a beacon of prosperity, success, and excellent health.

In over a quarter-century in the insurance game, I may have seen it all! Many people treat buying life insurance like a trip to multiple car dealerships, expecting to haggle and find the best deal. But here's a secret: that's not how it works, and this misconception could be costing you big time. Let me pull back the curtain on life insurance pricing and underwriting, and show you how to outsmart the system for better rates.

This is a real case study comparing two carriers' IUL products. Same design. Different results.

Merry Christmas and a Happy Near Year from all of us at Peach Insurance Services!

Join us for this second segment of Tanya's exclusive interview of Peachie, where they both blend professional insights with personal passions, illustrating a multifaceted approach to success and empowerment.

Peachie highly recommends Bobby Samuelson's review of Whole Life Insurance for its clear and succinct explanation of how these policies work. Samuelson addresses skepticism surrounding life insurance, particularly focusing on Whole Life's cash accumulation features. He counters critiques by detailing the mechanics of fixed permanent insurance policies, emphasizing the guaranteed nature of policy charges and interest rates in Whole Life.

As the Hanukkah candles prepare to light up homes with warmth and joy, we have a heartfelt message for our Jewish community. Join us in celebrating the Festival of Lights and discover our wishes for a season filled with peace, joy, and togetherness.

Watch a rare interview of our CEO, Peachie Thompson, by the esteemed Tanya Cosmini of Realty One Group. Hear a small part of Peachie's journey as a first-generation immigrant, as she defied odds and "literally" soared to the heights of the insurance industry. Her ascent from humble beginnings to becoming a leading figure in insurance is not just inspiring; it embodies the power of resilience and hard work.

As the golden hues of autumn paint our days and Thanksgiving draws near, we at Peach Insurance feel a deep sense of gratitude that we're eager to share with you. This season isn't just about the bountiful feasts or the festive gatherings; it's a time to reflect on the blessings of the past year, the strength of our relationships, and the future we're building together. In this special message, we want to take a moment to express our sincerest thanks to you - our clients, financial planners, families, employees, and friends - who are the very heart of our journey.

For financial planners, mastering the intricacies of estate and inheritance taxes is crucial. This article sheds light on this often-overlooked aspect of wealth management. Dive into this insightful piece to discover how you can enhance your role as a financial planner and offer comprehensive solutions to your clients. This article is part of a series about estate and inheritance taxes and the strategic use of insurance.

As a realtor, you're no stranger to the ever-changing landscapes of both property markets and life's unpredictable nature. Having worked closely with many of you, I understand the unique challenges and opportunities that come with being self-employed in real estate. I'm here to share my insights on why your fellow realtors are coming to me for advice on disability and life insurance and why these products are not just beneficial but essential for your financial well-being.

Join Peachie as she recounts her transformative experience at The Link's recent Women's Day event. From inspiring speakers to meaningful connections, this review offers a glimpse into a day filled with insights, empowerment, and a celebration of women's diverse paths to success. Read on to find out why this event is a must-attend for anyone looking to be inspired and uplifted by the power of women supporting women! 🌟👩‍💼🌸

In my last article, we talked about the basic options for care. Here we talk about something no one wants to talk about when it comes to long term care...

As we age, our care needs often change, and understanding the various options available can be overwhelming. This article aims to simplify and explain the different types of care available for senior citizens, helping you or your loved one make informed decisions about your care.

Choosing a long-term care policy is a critical decision, and understanding the difference between indemnity and reimbursement methods is key. These methods dictate how your benefits will be paid out, impacting everything from your out-of-pocket expenses to the flexibility in managing your care. Whether it's flexibility in spending, coverage for specific care needs, or considering tax implications, each method offers unique advantages and challenges. Dive into our comprehensive comparison to make an informed choice about your long-term care policy. Uncover insights on the pros and cons of each method, key considerations for your lifestyle, and debunk common misconceptions. Your journey to the right long-term care insurance starts here. For more information or detailed guidance, especially for financial advisors, feel free to reach out at contact@peachinsurance.net.

Struggling to fit driver's education into your teen's busy schedule? Peachie, a parent and community leader, has teamed up with NAIFA FL and MyImprov Traffic School to offer an exclusive pricing/discount for Florida's online New Driver Education and other driving courses. This flexible and affordable solution is perfect for busy student-athletes like Peachie's daughter. We hope it helps you!

Are you navigating the complex world of Long-Term Care (LTC) options? Look no further! In this insightful article, we compare four LTC choices – Traditional LTC, Hybrid LTC, Life Insurance with riders, and Annuity with riders. Each option has its unique advantages and challenges, and understanding these differences is key to securing your future. Whether you're planning for yourself or a loved one, our comprehensive comparison will illuminate the path to the best LTC solution for your specific needs. Dive in to uncover the nuances of each option and make an empowered decision for your long-term care strategy.

Did you know that you can turn taxable gains to tax-free long-term care benefits? This strategy, perfect for nonqualified annuities with sizeable gains, avoids traditional underwriting challenges and offers significant tax benefits. It even allows adding a non-owner spouse to the LTC contract for comprehensive coverage. Efficient and innovative, this approach is a game-changer in financial planning. Want to learn how to leverage this strategy? Read more.

Do you have a female family member such as daughter or niece that you are counting on being your caregiver? If yes, read on...

Prepare for the inevitable changes in health and safeguard your future. Read more to discover how you can protect your savings and maintain independence during your retirement years. Your future self will thank you for making this informed decision!"

As Thanksgiving approaches, we prepare for cherished family gatherings, filled with laughter, love, and the bittersweet realization of time's passage. Amidst the joy and festive spirit, this season also brings a crucial moment for reflection, particularly for those of us in our 40s and 50s. It's a time to acknowledge a subtle but significant shift in our family dynamics: the aging of our parents.

We never know what's around the corner, but with a little prep, we can make sure we're ready for anything. Research shows that as we gracefully age, 70% of us will need some sort of assistance. That's why it's important to chat and jot down our plans. Don't know where to begin? Start with our simple checklist. Bonus points for getting your family or crew involved.

In this article, I shared a surprising and eye-opening experience that almost qualified me to file a long-term care claim, despite my active lifestyle at just 40-something years old. I found myself in the midst of excruciating back pain and mobility challenges, and I'll candidly and somewhat humorously narrate my journey from immobility to recovery. My story serves as a reminder that long-term care insurance is not exclusive to older individuals and underscores the importance of being prepared for unexpected health challenges. Keep reading to explore how my experience led me to develop a newfound appreciation for health and long-term care insurance. 🍑💪

Peachie has an exclusive discount for all Peach Insurance Services clients and friends that she would like to share with you!

Long-term care, catering to those who can't perform daily tasks due to cognitive impairments or physical challenges, is becoming increasingly vital yet expensive. While many believe government health provisions or standard health insurance will cover these costs, the reality is less reassuring. Options like Medicaid and Medicare offer limited coverage, and traditional health insurance doesn't address LTC at all. The burden then falls to personal savings or on children, neither of which are ideal solutions. Investing in Long-Term Care Insurance emerges as the most practical and protective measure, ensuring individuals' security and peace of mind for their future. Read on...

Delve into the essentials of Long-Term Care (LTC) – a lifeline for many who require ongoing assistance with daily activities. This guide sheds light on the core Activities of Daily Living, the financial and emotional benefits of LTC solutions, and the pressing need to plan early. From protecting hard-earned savings to ensuring control over one's care preferences, discover how LTC planning not only provides for you but also supports loved ones in crucial times. For those seeking a roadmap to a confident future, this is your starting point. Lookout for my other LTC articles!

Peek into Peachie's latest article, "Reflections for Wealthy Couples on Long-term Care Insurance & Self-Insuring." It discusses the high-stakes game of self-insuring your long-term care needs and suggests a strategic alternative. How might health uncertainties and market fluctuations affect your meticulous planning? The article, backed by reliable data, urges you to consider the financial impact of long-term care on your spouse's future and your hard-built legacy. But fear not, it also provides a solution—long-term care insurance isn't about spending more, but smartly securing your future. This concise read could be your guide to leveraging long-term care for preserving your wealth and ensuring a comfortable life ahead.

Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.

Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping. They talk about how Greenwise is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as how to make the most out of this uniquely awesome store. The store is getting converted into a regular Publix. Now is the time to watch this episode before it's too late. This was recorded in January, way before we learned of this upcoming change!

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.

In celebration of Financial Literacy Month, we highlighted the importance of three essential types of insurance: life insurance, disability insurance, and long-term care insurance.

Watch Peachie's short message about our new website and two (2) new apps: The Peach App and Peach Instant Quote.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.

We are ecstatic to unveil our new website along with two critical technologies that help the consumers and financial advisors with the policy buying process: The Peach App and Peach Instant Quote. Both are proprietary and resulted from Peachie and Jack's decades of experience in the insurance and tech industries. Here's the official press release!

Here's what you need to know about the Setting Every Community Up for Retirement Enhancement (SECURE 2.0 Act)

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.

Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow". What it means for advisors, business owners, employees, employers and clients. They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.

Happy Holidays from all of us at Peach Insurance Services! Watch Peachie's holiday message to you 2022.

On average about two-thirds of today's 65-year-olds may need long-term care support, and 20 percent will need it for longer than 5 years. Yet too often they stop short of preparing for future needs because they're confused by the myths surrounding LTC products and services.

Peachie and NAIFA FL President George Royal representing Florida at NAIFA’s national leadership conference in Washington DC! The leaders were chosen because of their success leading a highly engaged board and living the NAIFA vision. We are so proud of you, George and Peachie!

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world.

Peachie talked about Emergency Continuity Planning for Advisors at the XYPN Live 2022 last Tuesday, October 11, 2022.

Peachie talked about Emergency Continuity Planning for Advisors at the Financial Planning Association Annual Conference last Thursday, October 6, 2022.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.

Every holiday season, my girls and I make these yummy gingerbread cookies for Santa! It is easy, delicious, and a lot of fun to make. It is our annual family tradition to make every Christmas eve, so Santa gets freshly baked cookies with his hot cocoa right before he drops off our gifts and goes back to the north pole with our elves! We hope you enjoy making these cookies together as much as we do! Arielle & Elysse’s Gingerbread Cookies Recipe

To an awesome CEO and a person of the utmost standard, happy birthday to you! Your team at Peach Insurance Services wishes you a wonderful day. Thank you for your leadership. Cheers!

For the month of October, my team and I hope to help the National Breast Cancer Foundation and all breast cancer warriors out there to spread the word about breast cancer. Below you will find some helpful books and information from the National Breast Cancer Foundation.

Peachie was inspired by the positive feedback and number of attendees for NAIFA NE FL’s September luncheon.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a tool to protect your income.

If you’re an entrepreneur, leader, or simply want to lead a purposeful life, I urge you to go through this journey of intense self-discovery, learning and being vulnerable enough to forge lifetime friendships while improving to become a better leader and person.

I am stoked to be able to support Pine Island Academy, as an official Partners in Education sponsor. I am so grateful for the local families that come to me for life, long term, disability insurance, and annuity planning needs. It is such an honor to be serving my neighbors and community.

Take a break from working IN your business to work ON your business! Join Peachie and XYPN in Denver, Colorado. Hear a real-life story of a financial advisor and a real case study! Join Peachie and a powerhouse of women Bridget Grimes, Brooklyn Brock and Jonah Toleno, as they talk about emergency continuity planning for financial advisors. #XYPNLIVE 2022 Home (xyplanningnetwork.com)

Peachie was invited to guest on Tom McManus' show, The Horse's Mouth.

Peachie will be the closing speaker at the FPA of Northeast Florida’s Annual Conference on October 6 at the University of North Florida.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship.

September is well-celebrated in the insurance industry as Life Insurance Awareness month. As someone who has been in this industry for 25 years, I have processed claims and seen firsthand what it means for the loved ones left behind to receive a life insurance check during such a difficult time.

We are stoked to show you our official logo refresh! Tell us what you think. But wait! This is just the beginning. Something much cooler than our new logo is coming up. Stay tuned for more updates.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.

Just Peachie Show's podcast version is now live on iHeart for your listening pleasure. You may now listen to the show using iHeart Podcast, Amazon Music, Spotify, Apple or Google Podcasts.

On July 15th, we celebrated our 2nd year anniversary! I am very grateful for your continued support and belief in me and my team. I am thrilled to announce that we will be launching our proprietary Peach App soon so stay tuned for that!

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an Airbnb ambassador and expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham. They talk about the cultural differences of immigrants and how financial advisors can help.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the topic of 'flow' and Head of Product at Shaping Wealth, Mr. Jordan Hutchinson

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.

I am excited to speak at the 2022 NAIFA-FL Financial Advisors Sales Symposium along with 3-Time Olympic Gold Medalist and NBC Sportscaster, Rowdy Gaines and a strong line-up of speakers such as Susan Combs, Dr. Vasco Valov, Tony Moore, Bryon Holz, Joe Jordan and Harlan Accola.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, and has been in the insurance brokerage business for 23 years.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a dedicated educator, Jo Lawson, Director and Facilitator of Sapna Academy. They talk about self-directed learning and its benefits for the development of children and its difference from traditional learning. Empowerment of children and instilling a sense of compassion and empathy were also one of the topics.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Dr. Vasco Valov, Founder of Abundant Life Health Center and awesome health guru. They talk about how he helps high performers and some health tips for people desiring to get healthy

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita. They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.

Peachie presented to the Malayalee Association of North Florida about Women Empowerment. What a great way to celebrate this Women's month!

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They talked about financial issues of professional women especially women in executive positions. Financial anxiety was also tackled during their discussion.

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the "bonus success" story after I finished a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

Happy Birthday, Brooklyn! For Brooklyn's birthday, I am giving her my lumpia recipe! Brooklyn is one of my awesome financial advisors whom I also consider my friend. She is a foodie like me and expressed the desire to cook Filipino food for her husband. So, what better way to start than giving her my lumpia recipe. If you're reading this, then it's your lucky day because here, you will find my Filipino lumpia recipe. And who doesn't love lumpia???

Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner.

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy!

Peachie interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do have them integrated. Also, here you will learn one key difference between a fee-based financial planner and fee-only financial planner.

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the fifth one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

Just Peachie Show's podcast version is now live on Audible & Amazon Music for your listening pleasure. You may now listen to the show using either Audible, Amazon Music, Spotify, Apple or Google Podcasts.

Just Peachie Show's podcast version is now live on Spotify for your listening pleasure. You may now listen to the show using either Spotify, Apple or Google Podcasts.

Peachie interviews global innovation expert and award-winning entrepreneur, Ms. Sara Frasca. They talk about innovation, how to think outside the box, a positive disruption tool and how a restaurant called Trasca & Eatery thrived during the recent pandemic.

Happy New Year from our house to your house!

We wish you and your family a MERRY CHRISTMAS and HAPPY HOLIDAYS!

Happy Thanksgiving!

Just Peachie Show's podcast version is now live on Google Podcasts for your listening pleasure. You may now listen to the show using either Apple or Google Podcasts.

Here is a short video about Long Term Care from Mutual of Omaha, one of the many carriers we represent.

Peachie and Marina talk about global financial planning and some things to think about before becoming a US citizen. Learn about tax requirements, financial considerations and insurance planning if you are a Swiss American living in the US or a Swiss citizen living in the US. Curious about Comilonas?

Just Peachie Show's podcast version is now live on Apple Podcast for your listening pleasure. Google and Spotify coming very soon.

Women Empowering Women in Nocatee continues to grow. We held our 3rd event/first conference at the Link. We had amazing speakers. Ponte Vedra Recorder wrote a nice article about the group.

What is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors? What is a fee-only advisor? How do financial advisors get paid? Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®. In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.

Find out what consumers control, which factors have a big impact on insurance pricing and some things to consider when planning for the unexpected.

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the fourth one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

September is well celebrated in the insurance industry as the Life Insurance Awareness month. This year, Jacksonville's mayor did something awesome!

Is estate planning just for the super wealthy? When and how do I get a will done? What is a trust? Peachie interviews esteemed estate planning attorney Bill O'Leary. In this inaugural episode, they demystify trusts, wills and estates for you.

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the third one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

Peachie shares the genesis of the Just Peachie show and what she hopes to deliver to her viewers.

Have you ever done something you never thought you would do? Here, I share a short version of how I decided to have my own YouTube channel to help demystify insurance, taxes, finance and lifestyle for the consumers.

After celebrating our first year anniversary, we have moved to an innovation hub in the heart of Nocatee Town Center, Ponte Vedra!

We are grateful for you, as we celebrate the first year anniversary of Peach Insurance Services, LLC.

Here's an interview done by Ms. Dee Omahen of Ponte Vedra Parkbench where I share my vision for Peach Insurance Services as it relates to my own community.

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the second one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

How can you help business owners with ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future? An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the first one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

Ever wonder if speed networking events are for you? Learn about it here as well as how to prepare, what to expect before and after the event.

On top of my favorite gifts to give are the gift of time, food and experience. If it is not possible to do this, do not worry! You probably also waited the last minute to buy a gift so, I'll share with you some of my favorite gifts to give. *Most* of them you could get via Amazon Prime (you're welcome!)

Curious about the cost of long term care services? How about the actual cost in your state? Here, I'm sharing a personal experience with you as well as something that may help when planning for what may be the inevitable for some.

It is critical for a financial advisor to help make sure clients do not outlive their retirement funds or that chronic illness does not derail a well thought-out financial plan. Could Life Insurance help with these matters?

A disability could derail a very sound financial plan. The risk is actually more common than you think. 43% of people will have a disability event lasting up to 90 days or more by the time they are age 65.

Channel some French Provençal vibes by way of my secret recipe for Bouillabaisse. This seafood soup/fish stew is always a hit when I serve it. I recently made it and people kept asking me for the recipe so here it is for you to enjoy. Bon appetit!

Read my article that's been chosen and published by insurance industry leading magazine InsuranceNewsNet. In this article, I talk about how the pandemic paved the way for faster life insurance underwriting, what accelerated underwriting is, key pointers and some best practices for insurance advisors to use.

According to the US Bureau of Labor Statistics in 2018, 60% of employees have access to life insurance through work (aka group life insurance). How does this differ from "individual" life insurance and when does it make sense to purchase an individual policy?

Have you ever cooked duck? I roasted a duck for the first time in my life just recently. It turned out really delicious and was a hit! My friends and family kept asking me for the recipe so I am sharing it with you. Enjoy!

Do we have to insure both spouses or just the breadwinner? How much life insurance should a non-working spouse have? As an advisor, make sure you are well-equipped to discuss this sensitive topic.

The kids and I look forward to our annual tradition of Easter egg dyeing at home. Here, I'm sharing my easy homemade Easter egg dye recipe with you. Enjoy!

When Covid-19 came, a group of people were instantly rejected for life, LTC or disability insurance. Recently, things have changed. Learn how it was and where the insurance industry is now when it comes to approving or denying prospects with the current Covid-19 environment.

Traditional underwriting typically takes an average of 30-90 days for completion. With technology paired with accelerated underwriting, that timeframe could be shortened to days, hours, sometimes even minutes. Learn how it could benefit you!

On March 9th, the U.S. House of Representatives voted to pass H.R. 842, the Protecting the Right to Organize (PRO) Act along mostly party lines. This bill seeks to reform current labor law in a variety of areas. Why should we pay attention to it? What does it mean for independent insurance advisors and what does it mean for the consumers?

Industry veteran Peachie Thompson launched insurance services firm focused on consumer best interest for fee-only advisors and clients.