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
06.02.25
Why Valuing Your Employees Changes Everything
Most people work to live; they don’t live to work. That simple idea shapes how I lead. Because if you’re not thinking about the human side of your team, you’re missing the whole point of leadership.
05.20.25
The Moment That Changed the Track of My Career
There’s one moment in my career that I can say, without hesitation, completely changed my trajectory.
05.05.25
The Day I Realized I Was Holding Everyone Back
There was a moment, years ago, that I’ll never forget. My team sat me down and said, “Mark, you’re the problem.”
Oof. Not exactly what you hope to hear as a leader.
04.23.25
Financial Awareness Month
Money can be complicated – but being intentional about it doesn’t have to be.