Skip to Content
Close Icon

Insurance Services

Estate Planning Education

Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...
Read More

Tags: Estate Planning, Financial Education, Financial Services, Financial Wellness, First Option Financial Services

October is Financial Planning Month

Financial Planning Month 2020

Posted On: October 3, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

October Is Financial Planning Month Six areas of personal finance to review.


When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...

Read More

Tags: Financial Planning, Financial Planning Month, Financial Services, First Option Financial Services, Insurance, Investments, October, Personal Finance, Trust, Wealth Management

Community Cafe

Long Term Care

Posted On: September 30, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

Tags: Benefits, Community Cafe, Insurance, Long Term Care, Long Term Care Planning, Senior Care

Community Cafe

An Overview of Social Security Rules and Benefits

Posted On: September 3, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks

 

Tags: Benefits, Community Cafe, Financial Services, Financial Wellness, First Option Financial Services, Rules, Social Security

Life Insurance Awareness Month

Life Insurance Awareness Month 2020

Posted On: September 1, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Tips & Tricks

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

If you don’t have any life insurance, you’re not alone. Life insurance is one of those “someday” things for many people – but the cheapest time to buy it is probably today.

There are two kinds of life insurance: term and permanent. Additionally, there are three kinds of permanent life insurance: whole, universal, and variable.

How...

Read More

Tags: Financial Services, Financial Wellness, First Option Financial Services, Insurance, Ivy Cole, Life Insurance

Community Cafe

What you need to know about powers of attorneys and healthcare directives

Posted On: July 29, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Community Cafe, Financial Services, First Option Financial Services, Healthcare directives, Powers of Attorneys

Community Cafe

Is your Trusted Advisor a Sales Person or a Business Owner?

Posted On: July 22, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Business Owners, Community Cafe, Employees, Relationships, Sales, Trusted Advisor

Community Cafe

2nd Marriages & Blended Families

Posted On: July 15, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Blended Families, Community Cafe, Estate Plan, merge assets, pre-nuptial agreement, Second Marriage

Community Cafe

I've Finished My Estate Plan, Now What

Posted On: July 8, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Community Cafe, Estate Plan, Estate Planning

Community Cafe

More Money & Less Taxes in Retirement

Posted On: July 1, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

Tags: Community Cafe, Retirement, Taxes

Select Online Account