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Mortgage protection insurance covers home loan payments if you die, but regular life insurance could be better

Not many people are familiar with mortgage protection insurance; it might be worth a conversation with a financial professional to see if it’s right for you. This article is a good starting point — I shared some insights that can help clarify this type of policy.

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You can buy insurance on someone else, but being family isn’t enough to qualify

To get life insurance for someone else, you need two things: an insurable interest in their lives, and their permission. Here are some insights about these requirements I shared with Ronda Lee of Business Insider.

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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.

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A ‘return of premium’ rider offers a refund if you outlive your term life insurance policy, but it will cost you extra

You never want to use your life insurance, but when a term policy ends, what happens to the money you’ve put into it over the years? I spoke with Ronda Lee at Business Insider about policy add-ons that can let you recoup your premiums when the policy expires.

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Married couples have two options when it comes to life insurance: joint or separate policies

If you’re married, a traditional individual life insurance policy might not be your best choice. I spoke with Ronda Lee at Business Insider about joint life insurance policies and why they are worth a look.

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Survivorship life insurance is a joint policy for couples, and it could make sense if there’s an age gap or health issues

Survivorship life insurance may not fit everyone’s situation, but it’s definitely something to discuss with a financial professional. I shared some insights on these unique policies with Ronda Lee of Business Insider — check out the article to see if this type of policy is right for you.

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Whole life insurance lasts forever and can help you build wealth, but it’s expensive

I was able to talk with Ronda Lee at Business Insider again, this time to share insights into the benefits of whole life insurance policies.

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NAFA Welcomes 2021 Board of Directors

I was recently named to the 2021 board of directors of the National Association for Fixed Annuities, a tremendous honor from a group of my peers. I look forward to serving this association throughout my term.

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Mark Williams of Brokers International: 5 Things You Should Ask Before You Purchase a Life Insurance Policy

Buying a life insurance policy can be one of the most important financial decisions you make — I spoke with Jason Hartman of Authority Magazine to discuss 5 critical questions you need to consider before buying a policy.

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Smokers pay at least double for life insurance, but you can expect lower rates if you decide to quit

If you’re a smoker, life insurance premiums will be significantly higher than for non-smokers. I shared some insights with Ronda Lee of Business Insider, including policy options for those in the process of quitting.

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