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

05.14.24

Building Bridges: Leading Across Generations in the Workplace

In today’s diverse workforce, leaders are tasked with navigating the intricate landscape of multiple generations working side by side. It’s a challenge that requires not just understanding, but empathy and adaptability. Leading across generations isn’t about erasing differences; it’s about building bridges that connect, inspire and empower every member of your team. 

05.01.24

Embracing Feedback for Fueling Growth in Your Team

In the journey of leadership, there’s a potent tool often overlooked or mishandled: feedback. It’s not just a mere exchange of opinions; it’s the cornerstone of growth, both individually and collectively. As leaders, our role extends beyond steering the ship; it’s about nurturing an environment where feedback isn’t feared but embraced—a culture where growth is the norm.