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Category: Helpful Articles

BE BRAVE

In a prior post, we discussed a timeless lesson: to get through a hard time, you have to go through it. You have to fully experience it. Only then will it be “over,” so you can move on to the next…
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WHO’S IN YOUR WORLD?

Every person who buys life insurance makes a key decision: who is in my world? Who do I care about? Who is dependent on me? To whom do I want to leave a legacy?  Deep thinking, yes. But that’s the…
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YOU SHOULD BE ABLE TO TRUST THE PEOPLE WITH WHOM YOU DO BUSINESS

My father was an old-time insurance salesman who did not hesitate to criticize the way the industry was evolving. As I build my own career in the business, I find many of his beefs to be spot-on. One in particular…
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FEAR OF LIFE

Are you afraid of dying? It’s not a crazy question. As a matter of fact, I think fear of dying is very common. I would go as far as to say that discomfort with talking about death, is one of…
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HOW HEALTHY ARE YOU FISCALLY AND PHYSICALLY?

“Health and wealth” are really two sides of the same coin.  Let’s first take a look at fiscal health. People who enjoy fiscal health develop the means to pay their own way. They maintain reliable sources of income, including jobs, businesses,…
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“THE STAIN OF DIRTY MONEY IS HARD TO WASH OFF”

Anti-Money Laundering regulations were just taking hold in the life insurance industry, when I started my career in 1991. Stories of huge cash payments for policies were legion around the agency I joined when I started selling, and this was…
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BLESSINGS ARE ASSETS

Much is being said about the sad toll the Corona virus is taking on the World War II Generation. Let me tell you about a man from that time whom I knew and loved. Like many of his peers, his…
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ABOUT THE GOVERNMENT TAKEOVER OF RELIGIOUS CONGREGATIONS

So now a number of states have banned group prayer services. Criminal penalties will be assessed on people who break these laws. It’s instructive to think how we got to this point, and what the future might hold for government…
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“HERE I AM TODAY, WITH YOU”

I have the benefit of knowing my family history going back several generations. Let me tell you: we have been through a lot. Here are some of the major events that disrupted our lives: Pogroms in Russia The Tsarist Revolution…
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DO YOU REALLY UNDERSTAND YOUR FINANCIAL ADVISOR?

I’ve recently been featured as guest contributor in Advisors Magazine.  You can read the article here.
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