SOGO WEALTH & RISK MANAGEMENT NEWSLETTER
New Focus on
Best Wishes for a Blessed 2018
Family, above all, is the reason that I do the work I do.
From my family to yours...
SOGO’s mission has always been to protect what matters most to you and that will still be our primary motivation that drives us as we serve our clients in the year ahead.
As I reflect back on 2017, I am feeling particularly blessed. Spending the holiday season surrounded by my loved ones puts life into perfect perspective.
After all what matters more than protecting your FAMILY?
Life insurance planning discussions are often put off because it requires people to face thoughts and emotions that we would rather not have. We are busy living and would rather not stop to think about what may happen when we die.
My goal is to change the conversation surrounding life insurance to place the focus on how it can create a better life for those you love. Additionally, life insurance policies can function as so much more than just a death benefit. They can also be important savings and investment vehicles to maximize the lifestyle you can expect to enjoy during your retirement.
Living your best life and ensuring that loved ones can continue a similar lifestyle is the essence of life insurance. Make it your goal in 2018 to talk to a life and financial professional to ensure that you and your family our truly protected.
Larry R. Ynman
However, it has particularly strong influence on my day-to-day work. In my role as the director of SOGO’s Life & Financial Division, I am passionate about helping clients understand the importance of life insurance.
You spent countless hours over the holidays trying to find the perfect gift for your loved ones. Then Christmas morning arrived with a crescendo of gift unveiling…wrapping paper filled the room and chaos ensued as children squealed with delight.
Then, just as quickly, the day was over. And that perfect gift will eventually end up at the bottom of the toy box.
Of course, we’ll recreate the same gifting frenzy all over again next year! But while the topic of gifts is still on our minds, now is a good time to heed some practical gift-giving advice from our friends at Life Happens.
Schedule an appointment
Now that the busy-ness of the holiday season has passed, look ahead and take time to learn more about life insurance...the gift that keeps on giving.
Life Insurance Resources
The Gift That Will Keep On Giving: Life Insurance
Life insurance needs calculator
What you need to know about life insurance
You probably have no shortage of gift-giving ideas, but here’s one item you may not have considered: getting life insurance for yourself. Yes, yourself. You see, life insurance is a way to show your love year ’round, and is a gift that will keep on giving, even when you are no longer here.
It’s the gift of security, ensuring that those who rely on you now will be taken care of should anything unexpected happen to you. For example, because Mike Rowe listened to his insurance agent and kept his life policy in force despite having financial challenges, his wife Cindy Lu and his four children were provided for when he died at age 47 of brain cancer.
It’s the gift of a future, an investment against your children’s potential and unexpected needs. The experience of Norm and Sandy Page (another of LIFE’s real LIFE stories) illustrates this in a very clear way. When the couple’s son, Adam, was born with Spina Bifida, Norm and Sandy used some of the cash value from their whole life policies to not only pay for medical items not covered under health insurance, but also to help their son pursue his dream of securing a spot on the U.S. National Sled Hockey Team. He succeeded, and, at 18, Adam won a gold medal at the Paralympic Games in Vancouver.
It’s the gift of love and a way to help ease the sorrow that comes with loss. Both Missy Junk, orphaned at age 16, and John Butcher, whose 37-year-old wife died from an undiagnosed heart condition, learned that while nothing can replace those who’ve gone, knowing that they cared enough to insure their lives is evidence of the love they had for those left behind.
(Source: Life Happens, Jaimee Niles)
Click the link to the left and schedule a no-obligation review with one of SOGO's Life & Financial Advisors TODAY!
If you haven't tried Chef Johnny Hernandez's new local restaurant, you're missing out!
Burgeteca is the only chef owned full service burger restaurant in San Antonio. Inspired by Mexican cuisine, Burgerteca features burgers with unique ingredients such as chiles, spices, moles and queso, and flavors like al Pastor, Pibil, and Chilaquiles. Burgerteca also includes a range of local craft beer and spirits, including a creative Mexican rum cocktail program and frozen Mexican desserts such as paletas, nieves, and raspas.
Chef Johnny Hernandez
WINTER | CLIENT SPOTLIGHT
Chef Hernandez has certainly left his mark across the nation as well as right here in his hometown of San Antonio. Chances are that if you've eaten out in SA, you've experienced the famed Chef's culinary talents. The addition of Burgerteca to Johnny Hernandez's food empire offers yet another tantalizing opportunity to satisfy your craving for food that is truly first-rate!
403 Blue Star
San Antonio, TX 78204
"Burgerteca reimagines the classic American hamburger and our signature burgers are inspired by the cooking traditions and regional flavors of Mexico."
For more information on Burgerteca or any of Chef Johnny Hernandez's restaurants ,visit:
Sunday – Thursday: 11:00 a.m. to 10:00 p.m.
Friday - Saturday: 11:00 a.m. to 11:00 a.m.
Sunday: 11:00 a.m. to 4:00 p.m.
Chef Hernandez has received acclaim in various national publications, has been featured as a guest judge on Bravo’s Top Chef and has appeared on several television productions on both the Cooking Channel and the Travel Channel. In 2016, Chef Hernandez showcased his culinary expertise and the flavors of Mexico at the White House as Guest Chef for former President Barack Obama.
"My values will always dictate my goals. My goals will never dictate my values.”
Front Desk Receptionist /CSR
"I love being able to help people on a daily basis, and I am looking forward to learning as much as I can and using that knowledge to be able to better help others. "
"I love being able to work for a minority and woman owned business that not only supports the local community but has a heart and passion for people."
Set your career on blast!
Be our next SOGO Success Story
Ambar is our new friendly face who greets our clients in the office and on the phone. She has over 5 years of customer service industry experience and is currently studying to obtain her Property & Casualty Insurance license. She is active in the Boys and Girls Club as well as San Antonio Pets Alive. During her time away from the office, she enjoys cooking, going to the theatre and spending time with her new husband, Rick, and their cat, Mochi. We are thrilled to have her extraordinary skills to help keep our office running smoothly.
Robyn recently joined SOGO as a Marketing Assistant in charge of SOGO's social media campaigns. She is currently a student at UTSA pursuing her MBA in Finance. Robyn is active in various student organizations on campus such as Black Student Society of America, VP of Nat'l Society of Leadership & Success and Pres. of UTSA Honors Alliance. Robyn is a social media enthusiast, avid reader of recipes she'll never make, and a fan of all things Spurs. She also enjoys running with her 2 rowdy puppies, Honey and Hendrix. SOGO is fortunate to have the energy and creative talents that Robyn brings to our team!
Jeremy has partnered with SOGO's Life & Financial Division to offer his many years of knowledge and experience to our clients as they prepare for retirement. He focuses on helping Baby Boomers protect their retirement savings and takes a disciplined-based investment approach that has earned him tremendous respect in the finance industry. He is also the founder & CEO of South Texas Wealth and is the author of several books on financial planning. We are eager to have Jeremy working with our clients and look forward to the impact he'll have as he helps clients reach their financial goals.
Giving back to our
Driscoll Middle School
Judson High School
Having some fun with the students at
Bulverde Creek Elementary Family Fair
SOGO is proud to be a
Partner in Education
Judson High School
Teacher Retirement Planning
Our Advisors present to faculty at area schools to help maximize their TRS
In our community
When You Give Referrals
How your referrals help
We appreciate when you refer us to your family & friends and consider that the greatest compliment. Your referrals help strengthen our business and enable us to share our blessings with others. Our new referral program allows you to directly influence our charitable giving and increases the opportunity we all have to postitively impact our community.
For every person who gets referred to us by a current client, we will donate $10 to our charity or cause for the quarter. (We ask all of our prospective clients if they were referred and by whom.) So keep the referrals coming and help us make a difference in our community!
Get social with SOGO
MARK YOUR CALENDARS
Communities in Schools is a network of passionate professionals working in public schools to surround students with a community of support, empowering them to stay in school and achieve in life.
Saturday, March 24 - Mark your calendar for a Client Appreciation Event to celebrate YOU! Get geared up for March Madness and enjoy some family-friendly fun with the SOGO team!
SOGO's 2018 1st Quarter Charity
Online Client Portal will soon be available for personal lines clients. Get 24/7 access to your account information, print important documents, request changes to policies, and more! Watch for more information to hit your inbox later this month!
Your referrals support the community