Forge & Link Financial Group, LLC.

🇺🇸 **Happy Labor Day from Forge & Link Financial Group!**

Today, we celebrate the hard work, dedication, and perseverance that go into building a career, growing a business, providing for a family, and creating a financial future you can be proud of.

And because September is **Life Insurance Awareness Month**, Labor Day is also a great reminder:

**You've worked hard to build it. Have you taken the time to protect it?** 🛡️

As your income and wealth grow, life insurance planning can become about more than simply replacing income. It's worth considering how your protection strategy fits alongside your investments, retirement goals, business interests, family responsibilities, and legacy objectives.

This month, we'll continue sharing questions and insights designed to help you take a closer look at that part of your financial picture.

💡 **Today's question:** When was the last time you reviewed your life insurance as part of your overall financial plan?

Enjoy the holiday, spend some time with the people who matter most, and celebrate everything your hard work has helped you build.

**Happy Labor Day from all of us at Forge & Link Financial Group!** 🇺🇸

📩 If it's been a while since your last review, **DM us "REVIEW"** to start a second-opinion conversation.

Forge & Link Financial Group is honored to share that William White was elected to serve as AAC during New York Life’s Executive Council in Denver, Colorado! 🙏🏾💙

We’re grateful for the vote of confidence from agents and advisors across the country. William is honored to represent them and advocate for their families, businesses, clients, and communities.

Thank you to everyone who supported him. We’re excited for what’s ahead in 2027! 💪🏾🔥

#2027

Today is a bittersweet day for Forge & Link Financial.

After more than two years with the practice, today marks Krystal Jones’ final day with Forge & Link Financial as she begins an exciting new chapter in her life and career.

Krystal joined the team in April 2024, and the impact she has made since then is difficult to put into words. She has been an exceptional Executive Assistant, but that title alone does not begin to capture what she has meant to the practice.

Krystal has raised the bar at Forge & Link Financial in every way. She has cared deeply for clients, supported the team, anticipated needs before they were ever spoken, and consistently made the practice better. Most importantly, she has raised the standard for what it means to be part of Forge & Link Financial.

While the team is incredibly sad to see her go, there is also tremendous excitement for what lies ahead.

Krystal is pursuing her calling, where she will have the opportunity to serve others through music and make an impact in an entirely new way. The same heart, dedication, compassion, and excellence she brought to Forge & Link Financial will undoubtedly make a difference in the lives of the people she serves next.

Forge & Link Financial is better because Krystal was part of it. Her fingerprints will remain on the practice, the team, and the client experience for years to come.

There is tremendous gratitude for everything Krystal has given to Forge & Link Financial, sadness in seeing her leave, and even greater excitement for the difference she is going to make in this next chapter.

Once Forge & Link, always Forge & Link. ❤️

Please join the entire Forge & Link Financial team in thanking Krystal and wishing her the very best on the journey ahead!

Happy Birthday to Krystal Jones! 🎉

Today, we celebrate a truly gifted, resilient, and multitalented professional who plays an essential role at Forge & Link Financial Group. Her dedication, strength, attention to detail, and commitment to excellence make a difference every day.

Thank you for all you do, Krystal. We appreciate you and hope your birthday is as amazing as you are!

🇺🇸 On this Memorial Day, we pause with deep gratitude to honor the brave soldiers who gave their lives for the greater good of our society. Their sacrifice protects the freedoms we hold dear, and it never goes unnoticed. We at Forge & Link Financial Group honor them today and every day. 🙏🎖️

Happy Birthday to one of our own, Jaylen Jackson!

Jaylen is quickly establishing himself as one of the most promising young professionals in the financial services industry. It’s been a privilege to work alongside him, both as a teammate and mentor, and to watch his growth firsthand.

His dedication, character, and commitment to serving others set him apart—and I have no doubt he will continue to make a meaningful impact in both this industry and the community.

Looking forward to what’s ahead. Wishing you a great year, Jaylen!

Did you know a well-balanced retirement strategy isn’t just about saving—it’s about how you save? Watch this story to see how Antonio and Maria were able to keep more of what they earned and gain greater control over their retirement income, and then let’s see if we can do the same for you.

Financial Insights Series on Vimeo Join the web’s most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD with no ads.

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.
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