Summit Financial Group, Inc.

If you work in high-risk industries like construction or transportation, it's crucial to ensure you and your family have the appropriate insurance coverages in case of injury or disability. This month, remember to recognize the signs of traumatic brain injuries (TBIs), such as dizziness, nausea, and confusion. Protect yourself and your loved ones by being aware of these invisible injuries and securing the right coverage before you may need to use it. #BrainInjuryAwareness #IndividualInsuranceServices #ReachYourSummit

Our #Investments team has been recognized as a 2025 National Association of Plan Advisors Top DC Advisor Team—an honor we have achieved for four consecutive years. This distinction reflects our commitment to providing thoughtful, strategic retirement plan solutions that help companies and their employees in their journey to a stronger financial future. Congratulations to our dedicated team Kaci Skidgel, CPFA?, C(k)P?, AIF? Brandon Schultz, CPFA? Rick WheelerPeter Reardon, AIF? Kathy Vancuren Nathan Dinsmore Myers Brown, MBA George Purdy Derek T. Dorris, M.Ed. Jeff Waller Molly Archer David Seeds Dale Young #ReachYourSummit #401k #NAPA

Did you know? According to the U.S. Securities and Exchange Commission (SEC), 70% of day traders lose money, and the majority of day traders fail to profit. Just like picking the perfect bracket, making sound investments requires strategy and careful planning – though limiting yourself to your own devices may not be the best approach. With tax season in full swing, now is the perfect time to consult with your advisor and review your portfolio for tax efficiency. Ensure your investments are as solid as your top-seeded teams to help maximize your returns while minimizing tax liabilities. #MarchMadness #WealthManagement #TaxSeason #ReachYourSummit?

Dale Young recently traveled to Washington, D.C., to meet with the BrightFocus Foundation, supporting their mission to fund groundbreaking research for #Alzheimer’s, macular degeneration, and glaucoma. As a new National Board member, Dale is dedicated to driving meaningful impact in the fight against these diseases. MM+M (Medical Marketing and Media) recently announced the appointment of Dale Young and John S. Penn, PhD, to the BrightFocus Board of Directors in this article: https://lnkd.in/exUeixwN During their visit, Young and Dr. Penn reflected on the power of medical innovation while standing before a display featuring the mechanical heart used in a groundbreaking 1982 transplant—a reminder of how research and advancements can change lives. #BrightFocus #ReachYourSummit Patricia Stewart

We are excited to welcome Nancy Morsey, Michael Kerr, and Lexi Bullock as new additions to our #EmployeeBenefits team. When asked what motivates them in their careers, ??Nancy says that the ability to help others and make a positive influence has always motivated her throughout her career.? ?? Michael embraces a challenge, and says his children are always making him strive to be better. ???????? Lexi shared that her family inspires her to keep pushing forward and strive to make a meaningful impact. These three bring energy to our #team, and we are grateful to have them on board. Welcome Nancy, Mike, and Lexi! #reachyoursummit #newhires Nancy Morsey, Mike Kerr, and Lexi Bullock are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera or its registered representatives

Our own Kaci Skidgel, CPFA?, C(k)P?, AIF? spoke alongside Alison Howard of Crowe Dunlevy at the SouthWest Benefits Association #Benefits Administration Workshop on “Fiduciary Futureproofing” for Retirement and Benefits plans.? ? #ERISA #ReachYourSummit Alison Howard is not affiliated or registered with Cetera Advisor Networks LLC.

Paid leave laws can get complicated fast. A key update from the DOL: If an employee’s PFML qualifies under FMLA, it must be designated as FMLA leave—but employers can’t force accrued paid time off to run alongside it. Knowing the rules now can help avoid compliance headaches later. #FMLA #ReachYourSummit #HRCompliance

Feeling Lucky?? #StPatricksDay #ReachYourSummit?

In today’s evolving risk landscape, Side A Difference in Conditions (DIC) coverage is a critical safeguard for directors and officers. Unlike standard D&O policies, Side A DIC exclusively protects individual executives when the company cannot indemnify them. Key benefits include: - Personal Asset Protection when corporate indemnification is unavailable. - Difference in Conditions (DIC) Feature to fill gaps when standard D&O policies do not respond. - Drop-Down Coverage that activates if primary insurers deny claims or limits are exhausted. As regulatory scrutiny and litigation risks increase, organizations must evaluate their D&O insurance structure to ensure adequate protection. How is your organization approaching Side A DIC coverage? #ReachYourSummit #RiskManagement #DirectorsAndOfficers

Sleep Awareness Week is here! This week let's prioritize healthy sleep habits to support workplace safety. Insufficient sleep not only increases the risk of auto accidents on the way to work, but also workplace accidents and injuries. As advisors of risk management, we want to take this time to emphasize the importance of sleep in reducing these risks. So, take note, and make steps to get some good sleep! #SleepAwarenessWeek #RiskManagement #ReachYourSummit