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Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics, featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.

Insurance Sales: Follow the Money

How is your insurance agent paid? Explore commissions, captive agents, brokers, and why compensation matters when evaluating financial advice.

Why Planning for Aging Has to Start Before There’s a Crisis

One overlooked sign of aging can expose years of risk, making long-term care planning more important than most families often realize.

Kyle Busch v. Pacific Life

It’s a cautionary tale: life insurance isn’t inherently good or bad. It’s a tool. And the outcome depends on design, transparency, and ongoing management.

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About the Author

Sarah Leitzke

Director

Sarah is the Director of our Risk Management department at The Bahnsen Group and works out of our Minnesota office. She specializes in utilizing and tailoring life, disability, and long-term care insurance solutions to protect client wealth.  Her department oversees annuity reviews as well as advanced solutions like private placement insurance products. Sarah collaborates closely with our Planning Department and Family Office Solutions team to appropriately integrate insurance into our planning process.