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Category: Inside The Industry

What you need to know about the life insurance marketplace and products. My humble commentary on political, legal, and economic trends that affect the industry.

THE WONDERFUL WIZARD OF ODDS

In the early days of my career, I worked with a senior agent whom we called “The Wonderful Wizard of Odds.” Clearly it was a play on the “Wizard of Oz.” But unlike the fraud “behind the curtain” in the…
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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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Should I Buy Life Insurance For My Cat?

Estate planning for pets is a big field now. The majority of American homes have one. Attorney Rachel Hirschfeld points out that pets are property, so their care becomes an issue if the owner predeceases them. This is especially true…
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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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WALMART DISRUPTS THE HEALTHCARE MARKETPLACE!

Giant retailer Walmart just opened up its first first health clinic in a Georgia store. Here’s what I love about this innovation: Comprehensive primary care: primary medical, dental, vision, and mental health care are provided. Professional staffing: the clinic is…
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EXECUTORS OF LEONA HELMSLEY’S ESTATE AWARDED $100 MILLION IN FEES

I am glad to hear that a New York surrogate court awarded the executors of the estate of Leona Helmsley $100 million in fees. The entire estate was worth $5 billion. Having served myself as an executor for the estate…
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WHAT I DON’T WANT WITH MY MEDICAL INSURANCE

I’ll tell you what I don’t want when it comes to medical insurance: I don’t want the federal government taking over the entire marketplace just to make sure a small percentage of the population has coverage. The vast majority of…
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The Basics of Premium Financing

The Basics of Premium Financing

What Is Premium Financing? Premium financing is basically just borrowing money to pay life insurance premiums. High-net-worth individuals and companies…
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Listen to My Radio Show Interview!

Listen to my recent interview on the WGSN-DB Business Showcase Show! The show’s host, Cece Shatz and I discuss life insurance, review unusual scenarios, and answer your most pressing questions about all things insurance. Listen to the recording now here!
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THE WORLD CLASS FACES REALITY AND BUYS LIFE INSURANCE

“The World Class Operates From Objective Reality”(1)                                  Mental toughness expert Steve Siebold points out a distinguishing feature of the consciousness of the world class:…
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