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INSIGHTS
Sharing our perspective on topics that matter.

What to do when the IRS writes you
Financial Planning Committee
May 9, 2025
When the Internal Revenue Service (IRS) has a question about a taxpayer’s tax return, needs to request a payment or notify someone about a change

Forbes Names JNBA Chairman and CEO Richard S. Brown to Best-in-State Wealth Advisors List in Minnesota
Carin Viertel, Managing Director
May 9, 2025
We’re excited to share that for the second year in a row, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named as

Build Your Team: The Professionals Who Can Support Your Wealth
Financial Planning Committee
May 9, 2025
When it comes to managing your wealth and financial resources, the complexity of the world today demands more than just a one-size-fits-all approach. There are