News

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.

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.

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.

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

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.

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.

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.

Long after we return to our pre-pandemic routines and behaviors, one of the long-lasting effects of the virus will be the adoption of technology and virtual activities that had previously remained on the fringes of society.

Buying a life insurance policy can be one of the most important financial decisions you make — I spoke with Jason Hartman of Authority Magazine to discuss 5 critical questions you need to consider before buying a policy.

In business, and in life, a lack of goals leads to sloppy work. Likewise, goals that are unattainable, poorly thought out or misaligned have the impact of demotivating people or causing people to not trust the process.