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

09.13.23

Top 10 Management Mistakes to Avoid

Here’s how to avoid management mistakes and be a successful manager! My hope is that by learning from these common pitfalls, you’ll be equipped to avoid them and find greater success for yourself and your team.

09.12.23

Workplace Collaboration: The Secret to Success

Effective leaders actively encourage open communication, value diverse perspectives and create psychological safety within their teams.  

Leadership isn’t about being in charge; it’s about empowering others to succeed. 

08.14.23

The Role of AI in Reshaping Leadership in 2023

Integrating AI into leadership practices offers significant potential for organizations, but to ensure a smooth implementation of AI tools, leaders must work to foster an AI-ready culture within their organizations.