Insights for Customer Stories
Prioritizing Work-Life Balance Through Financial Planning
Matthew and Billie Porter own a sixth-generation family potato farm in Maine. With family at the heart of their business, spending quality time together is…
April 2, 2025
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6 min read
Painting the Financial Picture
Carrie Leeb is an artist and entrepreneur from San Francisco. She’s been creating from the time she was a little girl and grew that passion…
April 6, 2023
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5 min watch
Ozark Motor Lines: The Benefits of Family Business Planning
Ozark Motor Lines is a trucking transportation company with a rich family history. Ozark was started by the Higginbotham family out of Memphis, Tennessee in…
February 1, 2021
| 5 min watch
Losing a Loved One: A Life Insurance Claim Story
Tim Goodroad never planned to sit in front of a camera and share his life insurance claim story. He never thought he would receive a…
September 14, 2020
| 6 min watch
Disability income protection: Recovery after a plane crash
Ken and Kathy Byrd experienced a remarkable journey of recovery after a plane crash that nearly took Ken’s life while he was flying his personal…
February 10, 2020
| 6 min watch
Financial Wellness for Employees Through Retirement Plans
For business owner, Corry Lawler, providing financial wellness for employees was a priority since day one. Corry is the chief executive officer of a general,…
November 8, 2019
| 5 min read
Financial Strategy for a Growing Business
When Kim Allen and Corry Lawler became friends, they didn’t expect to sit down and discuss comprehensive business planning for Corry’s family company. But when…
November 4, 2019
| 5 min watch
An Indian American Entrepreneur’s Success Story: Building a Legacy
Ajay Bansal is an Indian American entrepreneur whose determination, skill and smart succession planning led to an American dream success story.
April 10, 2019
| 5 min watch