01.28.21

Cash surrender value is the money you’ll receive if you cancel permanent life insurance, and there are tax implications

What is cash surrender value, and what might it mean for your financial planning strategy? I spoke with Ronda Lee of Business Insider about the ins and outs of this feature of permanent life insurance policies. Read the full article today.

Latest Posts

09.24.25

Why Smart Leaders Start Budgeting Early for 2026

If there’s one thing I’ve learned in my career, it’s that the best leaders don’t wait until the last minute to plan for the future. Whether you’re running a team of five or five hundred, the earlier you start planning and budgeting, the stronger your results will be, not just for you, but for everyone who counts on you. 

09.09.25

Traveling the World Shaped How I Lead

One of the greatest lessons I’ve learned as a leader is that perspective is everything. You can sit in meetings, read reports, and talk strategy all day long, but if you’re only seeing the world from your desk, your view will always be limited.