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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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Resilient, the Insurance Industry Is Poised To Rebound in 2021

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.

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Mark Williams of Brokers International: 5 Things You Should Ask Before You Purchase a Life Insurance Policy

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.

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Dream vs Goal: The Benefits of Goal Setting — Four Key Steps to Meeting Your Goals

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.

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Tips for Managing Your Retirement Money Amid the Pandemic

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.

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How to Make Core Values Matter at Your Organization

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.

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