Blog

Stop treating yourself like the worst employee in your business

Amy Greene | Quick question that might make you squirm: If you treated your team members the way you treat yourself financially… Would they stay? Imagine telling your VA: “I’ll pay you when I have a good month and once… Read More

This Nearly Took My Marriage

Angie Carlson | Budgeting was supposed to fix our financial challenges.  Instead it nearly took my marriage. Let me take you back to my darkest financial moment. And yet another fight with my husband about why we were over budget.… Read More

Angie Carlson

Angie Carlson is a financial coach who helps couples break free from money rules so they can enjoy their wealth without guilt. Drawing from her own journey of overcoming seemingly impossible challenges – from having no hearing for her first… Read More

Procle Healthworks for Physical Therapy Units

Procle Healthworks offers a comprehensive digital platform designed to improve patient engagement, optimize therapy delivery, and enhance outcomes for physical therapy units. 1. Holistic Patient EngagementProcle Healthworks ensures consistent communication with patients throughout their therapy journey, fostering motivation and adherence… Read More

Procle for nursing homes and assisted living facilities!

Procle is ideal for nursing homes and assisted living facilities! Here are two benefits they reap. Set up a meeting with our managing partners, so your prospects can learn how! Procle Healthworks offers a comprehensive digital platform designed to enhance… Read More

Procle Healthworks for Dentists and Dental Units

Procle Healthworks offers an innovative digital platform tailored to improve patient engagement, streamline dental care processes, and enhance overall clinic efficiency. 1. Holistic Patient EngagementProcle Healthworks ensures seamless communication with dental patients throughout their care journey—before, during, and after procedures.… Read More

Procle Healthworks for Home Health Agencies

Procle Healthworks provides a cutting-edge platform designed to optimize operations, improve patient outcomes, and streamline care delivery for home health agencies. 1. Comprehensive Patient EngagementProcle Healthworks enables seamless communication with patients and caregivers, ensuring consistent care coordination and improved adherence… Read More

Policies for individual business owners, employees, and self-employed professionals:

For individual business owners, employees, and self-employed professionals: Life insurance  Disability income insurance Business overhead insurance Long-term care insurance Immediate and deferred annuities Professional liability insurance Medicare supplements International travel temporary medical insurance Read More

Life Insurance Policy Reviews

Comprehensive Review of Permanent life insurance: Conducted by: Independent third party – industry leader Checks for: Adequate funding Performance as projected Fair pricing Sufficient protection Criteria for evaluation: Financial strength and claims-paying ability Cost competitiveness Pricing stability Relative policy value… Read More

Insurance policies for corporate directors, officers, and executives:

You can indemnify your corporation against potential losses due to death, disability, legal and fiduciary misconduct, and public disgrace/adverse media exposure. Coverages include: Key Person Life insurance: Your company can receive cash quickly in the unfortunate death of a key… Read More