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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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Investing in 2021: Tips from a pro

It’s never too late to start taking control of your financial situation. I joined WNEP-16 to discuss tips for investing in 2021.

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Whole life insurance lasts forever and can help you build wealth, but it’s expensive

I was able to talk with Ronda Lee at Business Insider again, this time to share insights into the benefits of whole life insurance policies.

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Financial Security on the Korelin Economics Report

I had a chance recently to talk with Al Korelin of the Korelin Economics Report about financial security and the benefit of having a strong retirement strategy.

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NAFA Welcomes 2021 Board of Directors

I was recently named to the 2021 board of directors of the National Association for Fixed Annuities, a tremendous honor from a group of my peers. I look forward to serving this association throughout my term.

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