The Brookshire Balance

 

Your Monthly Guide to Life, Wealth, and Security.


 

Protecting What Matters Most

At Brookshire Financial Group, we believe peace of mind starts with preparation. Life changes quickly — and your insurance coverage should evolve with it. Whether it’s a new home, a growing family, or a career move, reviewing your policy annually ensures your loved ones remain protected, no matter what tomorrow brings.

This Month’s Tip: Review Your Beneficiaries

Many clients forget to update their beneficiaries after major life events such as marriage, divorce, or the birth of a child. A quick review can prevent confusion later and ensure your coverage aligns with your intentions.

 

Did You know?

Term life insurance can often be converted into permanent coverage without a new medical exam. This flexibility allows you to maintain protection as your long-term goals change.

We’re Here to Help

Our advisors are available to help you evaluate your current coverage and identify opportunities to enhance your protection strategy.

Schedule a review today and take the next step toward lasting financial security.

Already a valued client of our office? Don’t worry, we have utilized this method to help you and your family!

 

 


Want to explore how your policy can work harder for you? Let's chat!


Here are some of our Testimonials…

“I would like to take the time to acknowledge the professionalism that I received from Ms. Beckett Brookshire. She was efficient and reliable. She first assisted my husband with obtaining a policy. Her turn around time was literally 24 hours. I was speechless to see how fast she made it all happen. I was with Mutual of Omaha a trusted company however, I wanted to obtain a little more insurance. I wanted to be fair and go through my agent, I waited for a week and things seem to move in slow motion, I decided to see if Ms. Brookshire could assist me, within a few days she obtained me a policy. We are grateful for her time and attention. I even reached out to her while on vacation she in no way made me feel that I was bothering her or that she still could not assist me.

That is the customer service that we all need. She is an asset to your company, and if she is on your team know that she earns the title” One team committed to excellence.”

-I.G.

Have not submitted a testimonial yet? Click here to submit a review now!

 

 
 
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Brookshire Financial Group is not connected with or endorsed by the United States government or the federal Medicare program.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options
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