Todd Rolland, President of Summit, Eric Wright, former Vice Chairman for HealthChoice and Frank Wilson, former Executive Director of HealthChoice, introduce Blue Class, a health plan alternative for Oklahoma’s education employees, offered exclusively by Summit and Blue Cross and Blue Shield.
Todd Rolland, Eric Wright and Frank Wilson are not affiliated with Cetera Advisor Networks LLC.
How consistent habits can help reduce risk and improve retirement outcomes. As a business leader, you’re doing more than “managing a retirement plan.” You’re helping your employees save for the future and offering a meaningful workplace benefit. A strong fiduciary process factors in by supporting your employees and your business. A strong 401(k) plan can help you: In real life, it rarely feels like managing risk. It feels like running a benefit that matters. When your process
A Summit Financial Group briefing | July 2026 As of July 2026, a new savings account for children is open for enrollment. It’s officially a tax-advantaged custodial investment account created under the 2025 tax law, though most people are calling it a Trump Account. If you have children or grandchildren under 18,
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