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

Social Security: By the Numbers

Social Security: By the Numbers

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

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Retirement Income and the Traditional Portfolio

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Perception vs. Reality

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow