Vetting a Premium Finance Deal A family office called me in to review and analyze a proposed premium finance deal. After gathering the details of Read More
Is Association Term Insurance Really a Good Deal? Young professionals don’t stay young forever. If your client is in his 20s and is a young lawyer, accountant, doctor Read More
Life Insurance Reviews Don’t Always End in Disappointment Just as with routine physicals, a “well visit” can identify opportunity. Sometimes I think my job is basically giving people Read More