JBC Companies iWIN Coaching On Purpose

Are You Meeting a Need and Making a Difference in Your Community?

  • Are you partnered with a winning team?
  • Are you confident in your plan to succeed?
  • Are you producing at your full potential?

Engage.

Partnering with you to identify and develop winning strategies.


Equip.

Providing you innovative tools, training and coaching to succeed.


Execute.

Producing extraordinary results that increase your relevance.

Helpful Content

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

View all articles arrow

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow