Annuity and Insurance Planning

Annuity and Insurance Planning Expertise

Annuities and insurance solutions can be complex, with evolving products and intricate tax implications. Our team brings years of experience navigating this landscape to deliver clear, personalized strategies. We take the time to understand your life goals, income needs, and risk tolerance—then craft a customized plan that balances growth potential with long-term protection.

Schedule with Jacob Today!

Understand

We meet with you to understand your life goals, risk tolerance, and income needs.

Review

We work with annuity and insurance companies to evaluate available products to meet your goals.

Recommend

Through a planning conversation, we discuss with you the available product options and determine the best option to meet your goals.

Jacob Yarochowicz

Wealth Manager

(785) 309-7007

jacob@bewealth.com

Jacob specializes in insurance, helping clients navigate their financial futures with confidence. Since joining Be Wealth in September 2020, Jacob has focused on retirement planning and wealth management, guided by his philosophy:...

Megan Kingry

Wealth Assistant

(785) 309-7007

megan@bewealth.com

Megan supports the BeWealth team by assisting with behind-the-scenes tasks that help ensure a smooth client experience. She has always enjoyed helping others and brings that passion to her role each day.She began her career as a...