Coastal Wealth Brokerage

As the year winds down, we wanted to take a moment to reintroduce ourselves and share what sets Coastal Wealth Brokerage apart. 🌟 We’re here to empower insurance advisors with the tools, resources, and expertise to elevate their practice and better serve their clients. Let’s make 2025 the year of growth, opportunity, and lasting partnerships. Ready to learn more? Connect with us today, and let’s build something incredible together! #CoastalWealthBrokerage #YearEndReflections #PartnershipsMatter #InsuranceAdvisorSolutions

We’re Celebrating 25 Years in Coral Gables with a Toy Drive! 🎁 In honor of their 25th anniversary, LINQ Financial Group with Coastal Wealth is hosting a holiday toy drive to to bring smiles to children in our local community! Let’s make this holiday season a little brighter for those in need. 📅 When: December 12th, 2024 📍 Where: 2100 Ponce De Leon Blvd. 6th Floor. Coral Gables, Fl 33134 🎁 Donate new, unwrapped toys and help spread holiday cheer! 🎅 Enjoy hot chocolate, cookies, and photos with Santa! Let’s come together to give back to our community. Every toy counts! ❤️ #CoralGables #ToyDrive #CommunityGiving #HolidayCheer #GivingBack #25YearsStrong

Here’s your official reminder to log off, relax, and recharge—because spreadsheets and strategies can wait till Monday. 😉 Have a fantastic weekend from all of us at Coastal Wealth Brokerage! 🎉 #WeekendMode #WorkHardRelaxHarder

📊 Advanced Sales Series: Prepare for the Sunset of TCJA Provisions Join us on December 10, 2024, from 12:00 to 12:30 PM EST for an essential discussion: "Where Do We Go From Here? You Can’t Predict, But You Can Prepare." Hear from Patrick Olearcek (Head of Advanced Sales) and Michele Collins (Director of Advanced Sales) as they share strategies to help your clients navigate the upcoming sunset of the 2017 Tax Cuts and Jobs Act (TCJA). 🔑 Don’t miss this opportunity to explore actionable insights for maximizing tax relief while there’s still time! 📅 Save the date and register now: bit.ly/Dec10thSalesSeries #AdvancedSales #TCJASunset #FinancialPlanning

🚀 Unlock Your Potential with Coastal Wealth Brokerage Are you an insurance advisor looking to elevate your business? Coastal Wealth Brokerage offers: ✔️ Access to industry-leading tools ✔️ Comprehensive resources to grow your practice ✔️ A wide range of options to better serve your clients 📩 Connect with us today and discover how we can help you achieve more for your clients and your career: coastalwealthbenefits.com 💡 Your success starts here. Let’s build it together. #InsuranceAdvisors #BrokerageSupport #WeAreCoastalWealth #AdvisorSuccess

🎃👻 Happy Halloween from Coastal Wealth! 👻🎃 Wishing you a spook-tacular day filled with treats, fun, and maybe even a little financial magic! 🧙♀️✨ Don't let your financial future be scary—plan ahead and enjoy peace of mind. Stay safe, have fun, and enjoy all the thrills this Halloween brings! 🎉🍬 #HappyHalloween #CoastalWealth #FinancialPlanning #TreatYourself #WeAreCoastalWealth

⭐️ There's a library full of resources, and a calendar full of events - waiting for you on our website: https://lnkd.in/eqdq9GBM

📢 Exciting News from Coastal Wealth Brokerage! We're hosting a series of upcoming virtual events you won't want to miss. Join us to gain valuable insights, learn from industry experts, and connect with a community of like-minded professionals! 🔗 Register now to reserve your spot (bit.lyCWBrokerageEvents) and stay tuned for more details on each session. Let's keep growing together! 💼 #CoastalWealthEvents #VirtualLearning #FinancialSuccess

Let's get rid of that paper work. It's time to streamline and optimize! Advisors, we're talking to you. Connect with us this week and let's take things to the next level: https://lnkd.in/eRi8iCJc #cwbrokerage #coastalwealthbrokerage #insurance #insuranceadvisor

Advisors, we have you covered: coastalwealthbrokerage.com 🏆