News

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.

Do you have questions about how to handle your retirement strategy in light of the coronavirus pandemic? I sat down with Roop Raj of Fox 2 Detroit to discuss specific tips related to managing your finances for retirement.

I’ve learned that when you effectively and consistently communicate your core values, and tie your core values to employees’ everyday work, they really can drive bottom line results for your business. That’s why core values matter.

If you’re a smoker, life insurance premiums will be significantly higher than for non-smokers. I shared some insights with Ronda Lee of Business Insider, including policy options for those in the process of quitting.

Life insurance (and mortality) can be difficult to discuss, but if you have an insurable interest in your parents, it might be time to have that conversation. I spoke with Ronda Lee of Business Insider about how to approach this issue.

Rewards and recognition are like religion. If you practice your beliefs once or twice a year, it doesn’t impact your behavior. It’s the same with reward systems for employees. If the only raise your employees receive is tied to company performance metrics that are reported on once a year, you’ve done nothing but mask a cost-of-living adjustment in merit-based pay.

Wondering how home mortgage payment decisions factor into your larger financial strategies? I was able to share my perspective with Cheryl Winokur Munk of the Wall Street Journal — read the article here.