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

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.