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Category: Know Your Broker

The life insurance salesman must really be a “renaissance man”…part business owner, part financial professional, part spiritual guide. I want to share with you a few things about myself, my company, and my life.

Be Like Water

As a BaGua Kung Fu practitioner, I take heart from the wisdom of the masters who came before me, and who teach me to this day. Bruce Lee is one of them. Bruce was an expert at applying the principles…
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Big Thinking does not mean having Big Goals

Matt Furey is one of my favorite self-development teachers. I have been learning from him for years. Below you will find his approach towards goal setting. The idea is to Think Small, so you can Grow Big over time. Incremenetal…
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WHAT I DO AND HOW I CAN HELP

Do you want to know what sets me apart from other businesses? I am dedicated to putting my clients’ best interests first and making the life insurance process streamlined and clear. My passion is to ensure that my clients have…
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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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Do You Dare to Be Different?

To be yourself often means standing out from the crowd. Many successful people know this. As a matter of fact, business writer Catherine Kaputa talks about how many entrepreneurs that have made it are contrarians. Here is one example that should be…
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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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THE BEST EXPLANATION FOR PULLING OUT OF SYRIA I HAVE FOUND

There has been much debate about the pros and cons of President Trump’s decisions to pull troops out of Syria. The commentary below is the best explanation I have found for why it is the right move. The author 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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TAKING A KNEE – FOR THE FREE MARKET

The hot controversy over NFL players taking a knee during the national anthem, has an angle that has been under- played, but which is nonetheless crucial. It deals with the corporate responsibility – or lack thereof – of the league.…
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OFFERING HELP TO PEOPLE WHO THINK LIFE IS A GAME

Matt Walsh at the Daily Wire has a keen insight into the epidemic of horrific mass shootings that have hit our country in the last fifteen years or so. His research points to the “gamification of terror:” people who constantly…
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