Press

I shared insights with GO Banking Rates on saving for retirement and maintaining an emergency fund — this article, with my insights as well as other financial experts, is a helpful resource for financial planning.

I was profiled in a ThinkAdvisor piece, diving a bit into my background, hobbies, and insights on the insurance and annuities industry. Check it out to see what the trends are to watch and how I envision the industry changing.

Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

If you have pre-existing conditions and you want to apply for life insurance, don’t worry. As I shared with Business Insider, there are options available for individuals with conditions like diabetes, cancer and more.

It’s a big question for many: Do I have to pay taxes on a life insurance payout? I joined Ronda Lee of Business Insider to bring some clarity to this question.

It’s always helpful to find a tax break, so many people have the question, “Are life insurance premiums tax deductible?” In most cases, they aren’t — but I share with Business Insider a few instances where you can write off your life insurance premiums.

One of the most common questions surrounding life insurance has to do with coverage when the insured dies by suicide. I spoke with Ronda Lee of Business Insider to help clarify carriers’ policies in such circumstances.

Many people put off retirement planning until retirement itself moves more into focus. But to maximize the impact of your efforts to plan for a secure financial future, start as early as you can. Here’s where you should start.

Curious about when to use permanent life insurance or other retirement strategies as you plan for your future? I recently shared my insights on this topic for this Business Insider article.