Sherri Banta Group

10/26/2026

October is Breast Cancer Awareness Month 🎀

A cancer diagnosis can change your life in an instant. While we can’t always prepare for the unexpected, we can prepare financially.

Did you know that all of the life insurance policies we offer include a Critical Illness Rider? This benefit allows you to access a portion of your life insurance death benefit while you’re still living if you’re diagnosed with a qualifying critical illness, such as certain cancers.

Because the last thing you should have to worry about while focusing on healing is how to pay the bills.

Life insurance isn’t just about what you leave behind. It’s also about protecting the life you’re living.

Let’s talk about how living benefits can fit into your financial plan. 💕

10/23/2026

💗 October, being Breast Cancer Awareness Month, we’re here to remind you to take care of you 💗

As important as it is to keep up with recommended screenings, it is just as important to keep up with your financial wellness.

Your health is your greatest wealth. Advocate for yourself and never underestimate your intuition. 💗

Sending love to anyone who has received a diagnosis - no matter the circumstance, we’re here for you.

10/22/2026

Have you heard of a partial Roth conversion? 🩵 It is worth a conversation!

Converting a portion of eligible retirement funds to a Roth account will create more tax flexibility down the road.

The key? Understanding the importance of future taxes and how they play a role in your financial plan.

We can’t give tax or legal advice, but we sure can share facts - and we do.
Your future self will thank you for planning ahead! 😊 Let’s make your money make sense.

10/20/2026

We believe in our products, and we can’t offer what we don’t have! 🩵

When it comes to protecting your health and growing your money, confidence and clarity matter.

We are committed to what we recommend - that’s why we offer only A rated carriers.

Here’s to building trust, making your money make sense, and giving your future self something to thank you for! 🩵

10/16/2026

Happy National Boss’s Day! 🩵

If you’re growing your own business, rolling over an old 401(k) to start your business, creating a retirement plan for your business, or becoming your own BOSS…

Congratulations! Today is YOUR day to be recognized 😊

An entrepreneur is someone who takes on the risk of starting a new business and creates firms to turn ideas into reality.

While it can involve significant risk and lots of gumption, Sherri Banta Group is here to help you navigate what happens after the business plan. After all, we opened our doors in 2011 and know from experience what it takes to build and keep a business.

Cheers to believing in yourself and staying the course to be of service.

Let’s make a plan together to protect it.

10/15/2026

Medicare Open Enrollment Begins Today. 🩵
Medicare’s Annual Enrollment Period runs today through December 7.

Take some time to review your current Medicare health and drug coverage and make sure it still fits your needs for the year ahead.

For those of you new to Medicare, because there are more people turning 65 today than ever before, know we have the support available to make it easy for you.

Have questions? Our Medicare BackOffice support is here to help - at no cost to you.

Let’s make Medicare a little easier together 🩵

https://www.sherribantagroup.com/blog-posts-good-newsletter/medicare-open-enrollment-is-almost-here

Learn what to review during Medicare Open Enrollment, October 15–December 7, and how our Medicare BackOffice can help you navigate coverage changes with confidence.

10/13/2026

Life Insurance Can Protect More Than Your Family. 🩵 What if your life insurance could also help while you’re living?

All of the life insurance policies we offer include living benefits that will provide access to funds if you experience a qualifying critical or chronic illness. It’s one more way life insurance can help protect your financial plan you’ve worked hard to build. Protection for today. Peace of mind for tomorrow. 🩵

10/12/2026

Our Q3 GOOD Newsletter is here! 🩵

A few helpful reads on fiduciary planning, 401(k)s, protecting what matters, and taking a fresh look at your financial plan this fall. Plus, a little life lately!
Take a look - and share it with someone who could use some GOOD News - and some feel-good finances.

https://www.sherribantagroup.com/blog-posts-good-newsletter/q3-2026-good-newsletter

Explore Sherri Banta Group’s Q3 recap, with helpful financial insights, fiduciary guidance, life insurance tips, retirement planning resources, and more.