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.
How to avoid giving bad advice to your clients about life insurance
Life insurance is the foundation of our finanacial portfolio. It is the only insurance product for which we are guaranteed to make a claim (assuming we keep the policy in force.) It covers the most disasterous of all risks –… Read MoreWho merits great wealth?
Gerry W. Beyer of the Wills, Trusts, and Estates Prof Blog, just published the results of a survey of wealthy people. You know what they are worrried about? Not spoiling their kids with their inheritance. They will actually set condtions… Read MoreShould 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… Read MoreDO YOU REALLY UNDERSTAND YOUR FINANCIAL ADVISOR?
I’ve recently been featured as guest contributor in Advisors Magazine. You can read the article here. Read MoreWALMART 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… Read MoreEXECUTORS 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… Read MoreWHAT 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… Read More
“Life Insurance Magic –