877-415-8342 | 419-678-2326 service@preferredcenter.com
I Need Your Help – And It Will Be FUN!

I Need Your Help – And It Will Be FUN!

We got some GREAT news.  On Saturday Feb 24th 7:00 PM in the Niswonger Performing Arts Center in Van Wert, Alexis will be competing as a finalist in the Ohio Has Talent contest sponsored by Cardinal Hospice. She will be singing and dancing the Judy Garland version of “I Got Rhythm” (Video of Judy Here).  If you would like to see Alexis’ latest choir performance click here.
The winner of the event is chosen by audience vote and yes, I’m trying to help her get as many votes as possible!
I have purchased the majority of a balcony section so her fans and supporters could all sit together and have a great time.  The tickets are only $12 each and we would love to have as many of you show up as possible.  If I need more tickets, I’ll get more!

This Is What I Need You To Do!

  1. Share this with everyone you know! (seriously – pass it on)
  2. Contact your friends and family to make a party of the event!
  3. Click Here to tell me how many tickets you want.
We would really appreciate your support and it is for a great cause so everyone wins.
God Bless,
Dan
Trailblazer Tuesday – Finding Your “Why” (Purpose) 12-12-17

Trailblazer Tuesday – Finding Your “Why” (Purpose) 12-12-17

How To: Finding Your “Why” (Purpose)

I know we talked about a couple “guides” to finding your why or purpose, so here are the links.

Simon Sinek’s website (highly recommended!)  Click Here.

Summary of Simon’s website just to give you an idea how it works – but I recommend Simon’s website.  Click Here

Alternate method – Finding Your Why Through Those You Admire – no partner needed.  Click Here

Free Workshops – See How Preferred Planning is Making A Difference

Free Workshops – See How Preferred Planning is Making A Difference

4 Free Planning Workshops Every Month

We are offering free workshops almost every Monday evening.
All the workshops start go from 5:30 – 6:30 PM.
Just show up (bring a friend) and we’ll make it worth your while.

1st Monday: Retirement and Social Security Planning - Click for more information

 [ Retirement & Social Security Planning ]

Retirement should be Secure so you can Socialize.

  • When: First Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • How much do I really need to save for retirement?
    • When should you start to collect Social Security and how should you file?
    • Over 90% of Americans do NOT maximize their Social Security benefits.
    • You really could live to be 100, but will it kill you financially?
    • What about taxes on Social Security? Earning limits?
    • It’s a puzzle, but when it all comes together, it can be beautiful.
2nd Monday: Life Financial Roadtrip Planning - Click for more information

[ Life Financial Road Trip Planning ]

Dreams → Goals → Reality.

  • When: Second Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Some topics we will discuss:
      • Your Financial Goals
      • Life Insurance
      • Your Retirement Goals
    • It’s time to get organized! - Waiting is the most common reason for failing.
    • Think of life a little like planning a great road trip
      • Where are you now?
      • Where do you want to end up at?
      • What stops do you want to make along the way?
    • You know you’ll get lost, so be ready.  
3rd Monday: Medicare, Med-Supp Planning - Click for more information

[ Medicare, Medicare Supplements, Prescription Drug Plans and Alphabet Soup ]

  • When: Third Monday of every month, 5:30 - 6:30 PM
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • You have Medicare parts A, B, C & D
    • Then you have Med Supp Plans A, B, C, D, F, K, L, M, N
    • Of course there’s prescription drug plans
    • And Medicare Select Plans
    • And despite all that confusion, we can make your decision relatively easy.
4th Monday: Estate Planning & Long Term Care - Click for more information

[ Estate Planning ]

You can't take it with you,  but don't have to give it to Uncle Sam either!

  • When: Fourth Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Great, you have a Will. If that is all you have this is what will happen when you die
      • It will take about 14 months to settle your estate (Ohio average)
      • Your Probate cost will be from 3% - 8% of your estate (Ohio average approx. 5%)
      • Everything you own becomes public information.
    • A little planning can get your estate settled in under a month, at little or no cost, and completely private!
    • So which plan do you think your heirs would prefer?
Impact Of A Disability Tool

Impact Of A Disability Tool

Impact-of-a-Disability-tool-2

If you haven’t thought about being disabled, perhaps you should. This is just a few simple questions to guide you along the way. When you want a little more information, call to set an appointment with one of our planners, or attend a workshop, or both!

 

2nd Monday: Life Financial Roadtrip Planning - Click for more information

[ Life Financial Road Trip Planning ]

Dreams → Goals → Reality.

  • When: Second Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Some topics we will discuss:
      • Your Financial Goals
      • Life Insurance
      • Your Retirement Goals
    • It’s time to get organized! - Waiting is the most common reason for failing.
    • Think of life a little like planning a great road trip
      • Where are you now?
      • Where do you want to end up at?
      • What stops do you want to make along the way?
    • You know you’ll get lost, so be ready.  
4th Monday: Estate Planning & Long Term Care - Click for more information

[ Estate Planning ]

You can't take it with you,  but don't have to give it to Uncle Sam either!

  • When: Fourth Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Great, you have a Will. If that is all you have this is what will happen when you die
      • It will take about 14 months to settle your estate (Ohio average)
      • Your Probate cost will be from 3% - 8% of your estate (Ohio average approx. 5%)
      • Everything you own becomes public information.
    • A little planning can get your estate settled in under a month, at little or no cost, and completely private!
    • So which plan do you think your heirs would prefer?
1st Monday: Retirement and Social Security Planning - Click for more information

 [ Retirement & Social Security Planning ]

Retirement should be Secure so you can Socialize.

  • When: First Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • How much do I really need to save for retirement?
    • When should you start to collect Social Security and how should you file?
    • Over 90% of Americans do NOT maximize their Social Security benefits.
    • You really could live to be 100, but will it kill you financially?
    • What about taxes on Social Security? Earning limits?
    • It’s a puzzle, but when it all comes together, it can be beautiful.
3rd Monday: Medicare, Med-Supp Planning - Click for more information

[ Medicare, Medicare Supplements, Prescription Drug Plans and Alphabet Soup ]

  • When: Third Monday of every month, 5:30 - 6:30 PM
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • You have Medicare parts A, B, C & D
    • Then you have Med Supp Plans A, B, C, D, F, K, L, M, N
    • Of course there’s prescription drug plans
    • And Medicare Select Plans
    • And despite all that confusion, we can make your decision relatively easy.

 

Life Goals and Needs Planning Tool

Life Goals and Needs Planning Tool

This should give you a great idea where you are and where you need to be. Check it out, but it’s only the start. Let us help you get the safely. Make an appointment with one of our planners, or attend a workshop, or both!

2nd Monday: Life Financial Roadtrip Planning - Click for more information

[ Life Financial Road Trip Planning ]

Dreams → Goals → Reality.

  • When: Second Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Some topics we will discuss:
      • Your Financial Goals
      • Life Insurance
      • Your Retirement Goals
    • It’s time to get organized! - Waiting is the most common reason for failing.
    • Think of life a little like planning a great road trip
      • Where are you now?
      • Where do you want to end up at?
      • What stops do you want to make along the way?
    • You know you’ll get lost, so be ready.  
1st Monday: Retirement and Social Security Planning - Click for more information

 [ Retirement & Social Security Planning ]

Retirement should be Secure so you can Socialize.

  • When: First Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • How much do I really need to save for retirement?
    • When should you start to collect Social Security and how should you file?
    • Over 90% of Americans do NOT maximize their Social Security benefits.
    • You really could live to be 100, but will it kill you financially?
    • What about taxes on Social Security? Earning limits?
    • It’s a puzzle, but when it all comes together, it can be beautiful.
3rd Monday: Medicare, Med-Supp Planning - Click for more information

[ Medicare, Medicare Supplements, Prescription Drug Plans and Alphabet Soup ]

  • When: Third Monday of every month, 5:30 - 6:30 PM
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • You have Medicare parts A, B, C & D
    • Then you have Med Supp Plans A, B, C, D, F, K, L, M, N
    • Of course there’s prescription drug plans
    • And Medicare Select Plans
    • And despite all that confusion, we can make your decision relatively easy.
4th Monday: Estate Planning & Long Term Care - Click for more information

[ Estate Planning ]

You can't take it with you,  but don't have to give it to Uncle Sam either!

  • When: Fourth Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Great, you have a Will. If that is all you have this is what will happen when you die
      • It will take about 14 months to settle your estate (Ohio average)
      • Your Probate cost will be from 3% - 8% of your estate (Ohio average approx. 5%)
      • Everything you own becomes public information.
    • A little planning can get your estate settled in under a month, at little or no cost, and completely private!
    • So which plan do you think your heirs would prefer?

 

Social Security Planning Tool

Social Security Planning Tool

Social Security Planning Tool

It may seem like a no brainer, but it isn’t. There are a lot of things to consider that can make a big difference to your long term finances. If you make a mistake, you have 12 months to “fix it”, but after that, you’re stuck with it for life. I think getting it right the first time is important.

 

1st Monday: Retirement and Social Security Planning - Click for more information

 [ Retirement & Social Security Planning ]

Retirement should be Secure so you can Socialize.

  • When: First Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • How much do I really need to save for retirement?
    • When should you start to collect Social Security and how should you file?
    • Over 90% of Americans do NOT maximize their Social Security benefits.
    • You really could live to be 100, but will it kill you financially?
    • What about taxes on Social Security? Earning limits?
    • It’s a puzzle, but when it all comes together, it can be beautiful.
3rd Monday: Medicare, Med-Supp Planning - Click for more information

[ Medicare, Medicare Supplements, Prescription Drug Plans and Alphabet Soup ]

  • When: Third Monday of every month, 5:30 - 6:30 PM
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • You have Medicare parts A, B, C & D
    • Then you have Med Supp Plans A, B, C, D, F, K, L, M, N
    • Of course there’s prescription drug plans
    • And Medicare Select Plans
    • And despite all that confusion, we can make your decision relatively easy.
2nd Monday: Life Financial Roadtrip Planning - Click for more information

[ Life Financial Road Trip Planning ]

Dreams → Goals → Reality.

  • When: Second Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Some topics we will discuss:
      • Your Financial Goals
      • Life Insurance
      • Your Retirement Goals
    • It’s time to get organized! - Waiting is the most common reason for failing.
    • Think of life a little like planning a great road trip
      • Where are you now?
      • Where do you want to end up at?
      • What stops do you want to make along the way?
    • You know you’ll get lost, so be ready.  
4th Monday: Estate Planning & Long Term Care - Click for more information

[ Estate Planning ]

You can't take it with you,  but don't have to give it to Uncle Sam either!

  • When: Fourth Monday of every month, 5:30 - 6:30 PM 
  • Where: The Banquet Room at Preferred Insurance Center, 809 W Main St, Coldwater, OH 45828
  • What: There's a lot to think about.
    • Great, you have a Will. If that is all you have this is what will happen when you die
      • It will take about 14 months to settle your estate (Ohio average)
      • Your Probate cost will be from 3% - 8% of your estate (Ohio average approx. 5%)
      • Everything you own becomes public information.
    • A little planning can get your estate settled in under a month, at little or no cost, and completely private!
    • So which plan do you think your heirs would prefer?

 

You’re A Good Man Charlie Brown!

You’re A Good Man Charlie Brown!

The amazing Coldwater High School Drama club is doing another, just barely off Broadway production, and it’s an all-time favorite:

You’re A Good Man Charlie Brown

You can get a preview here, but to catch the whole show you need to go to the Coldwater High School Auditeria for one (or all 🙂 ) of the following shows!

Friday, April 28th – 7PM
Saturday, April 29th – 7PM
Sunday, April 30th – 2PM

2018 St. Henry Garage Sales

2018 St. Henry Garage Sales

Fill out the form and we will email you the link to the map and listing.

**NEW** Have the Google map and listing texted to your cell phone.
Simply add your phone number when filling out the form and check the YES box.

By downloading the Google Map & Listing You Can:

  • See location of each garage sale on Google Map
  • See full description of each garage sale
  • See days and hours each garage sale is open
Fill out my online form.

   

John Maxwell Laws of Growth Classes

John Maxwell Laws of Growth Classes

Mastermind Group Study on

“The 15 Invaluable Laws of Growth”

Facilitated by: David Finchum
Cost: Early Sign up (By 3/15/17) $179+Book
Sign up After 3/15/17 $199
David is an independent certified coach, teacher and speaker with The John Maxwell Team

You are invited to a Mastermind Group study on “The 15 Invaluable Laws of Growth” by John Maxwell. This is a 7-week in-depth study that will help you understand how personal growth really works. Learn how you can develop yourself to become a more effective and fulfilled individual.

ARE YOU READY FOR GROWTH?


Sign Up Today! (Limited seating available)

Location: Preferred Insurance Center
Duration: 7 weeks
Dates: April 4, 11, 25, May 2, 9, 16 & 23
Time: 8:00 – 9:00AM OR 9:30 – 10:30AM

Leadership: Adding Value To People
More Video: The Five Levels of Leaderships
Fill out my online form.
Learn More About John Maxwell >

john-maxwell-logo-website-small-with-photo

  • John Maxwell has been voted the #1 leadership and management expert in the world by Inc. Magazine
  • John Maxwell was voted the top leadership professional guru six years in a row on Leadership Gurus.net.
  • John Maxwell is a #1 New York Times best selling author of over 77 books, with more than 24 million volumes sold in fifty languages. Three of his books, The 21 Irrefutable Laws of Leadership, Developing the Leader Within You, and The 21 Indispensable Qualities of a Leader have each sold over one million copies.
  •  John Maxwell Team (JMT), an elite group of over 11,000 certified coaches, teachers, speakers, trainers and professionals have helped people worldwide create a leadership legacy within their own spheres of influence.
  • John Maxwell Team members inspire positive life transformation and help others achieve their highest vision and goals, both personally and professionally.