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

07.23.24

Building a Culture of Accountability: Holding Yourself and Others Responsible

Cultivating a culture of accountability is the secret sauce for driving personal excellence and organizational victory. Accountability isn’t just a buzzword; it’s a crucial practice that ensures everyone is responsible for their actions, contributing to a more productive and positive workplace. Let’s explore how to build and sustain this culture by holding ourselves and others accountable. 

07.09.24

Transformative Leadership: Inspiring Change and Innovation in Organizations

With the fast-paced nature of business these days, transformative leadership stands out as our guide for driving change and igniting new ideas. This style of leadership goes beyond traditional management techniques, focusing on empowering and motivating employees to exceed their expectations and drive the organization toward unprecedented success.