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Use Technology To Align Employee Benefits and Organizational Improvement

With businesses eager to get back to normal operations, why would we consider implementing a permanent remote work program at Brokers International? Because it’s rare to find an opportunity that aligns an organizational cost-savings initiative, recruitment and retention benefits, and employee morale enhancement.

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Planning for Retirement: Six Tips for a Winning Strategy

When you near retirement, if you don’t already have a plan in place you’ve missed some of your best opportunities for a winning retirement strategy. Start as early as you can, but if you do find yourself playing catch-up, don’t worry; these six tips can help you get your plan on track.

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Mortgage protection insurance covers home loan payments if you die, but regular life insurance could be better

Not many people are familiar with mortgage protection insurance; it might be worth a conversation with a financial professional to see if it’s right for you. This article is a good starting point — I shared some insights that can help clarify this type of policy.

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You can buy insurance on someone else, but being family isn’t enough to qualify

To get life insurance for someone else, you need two things: an insurable interest in their lives, and their permission. Here are some insights about these requirements I shared with Ronda Lee of Business Insider.

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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.

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2021 consumer financial planning tips

I spoke with Kirsten Joyce of CBS 8 News Now in Las Vegas to share some tips for consumers looking to boost their financial planning strategies. Check out the interview and get some ideas for your own financial plans.

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Boost Your Productivity With These Unique Tips

Without an intentional and thought-out approach, any productivity initiative is likely to produce more sizzle than substance and ultimately lead to lower productivity rates for your employees. Here is how I approach productivity, both in my own career and at my company, Brokers International.

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A ‘return of premium’ rider offers a refund if you outlive your term life insurance policy, but it will cost you extra

You never want to use your life insurance, but when a term policy ends, what happens to the money you’ve put into it over the years? I spoke with Ronda Lee at Business Insider about policy add-ons that can let you recoup your premiums when the policy expires.

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Married couples have two options when it comes to life insurance: joint or separate policies

If you’re married, a traditional individual life insurance policy might not be your best choice. I spoke with Ronda Lee at Business Insider about joint life insurance policies and why they are worth a look.

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Survivorship life insurance is a joint policy for couples, and it could make sense if there’s an age gap or health issues

Survivorship life insurance may not fit everyone’s situation, but it’s definitely something to discuss with a financial professional. I shared some insights on these unique policies with Ronda Lee of Business Insider — check out the article to see if this type of policy is right for you.

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