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Changing how Black Americans use life insurance could shrink the racial wealth gap

How can life insurance support wealth building for Black Americans and their families? I spoke with writer Ronda Lee to share some insights on ways to leverage the cash value found in permanent life policies to that end.

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Whole life insurance is a type of permanent life insurance with unchanging premiums

What is whole life insurance, and what are some of the benefits of this type of policy? I shared some insights with Ronda Lee and Paul Kim of Business Insider — here are a few of the main points.

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How Much is Life Insurance?

When you’re considering buying a life insurance policy, you need to decide which type of policy makes the most sense for you. I spoke with Erin Gobler of Sound Dollar to provide some helpful information consumers can use when making that decision — check it out here.

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The Top 18 Money Skills To Learn in Your 30s and 40s

I shared insights with GO Banking Rates on saving for retirement and maintaining an emergency fund — this article, with my insights as well as other financial experts, is a helpful resource for financial planning.

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Brokers International’s Mark Williams on the Annuity Market Force to Watch

I was profiled in a ThinkAdvisor piece, diving a bit into my background, hobbies, and insights on the insurance and annuities industry. Check it out to see what the trends are to watch and how I envision the industry changing.

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Retirement security isn’t a guarantee anymore. How employers can help

Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

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11 Steps To Fix Your Finances

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

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Can I get life insurance if I have pre-existing conditions?

If you have pre-existing conditions and you want to apply for life insurance, don’t worry. As I shared with Business Insider, there are options available for individuals with conditions like diabetes, cancer and more.

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Is life insurance taxable?

It’s a big question for many: Do I have to pay taxes on a life insurance payout? I joined Ronda Lee of Business Insider to bring some clarity to this question.

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Are Life Insurance Premiums Tax Deductible?

It’s always helpful to find a tax break, so many people have the question, “Are life insurance premiums tax deductible?” In most cases, they aren’t — but I share with Business Insider a few instances where you can write off your life insurance premiums.

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