Plan. Risk. Live Your Life to the Fullest. need to plan right in order to get the most out of life.

And you need to be a smart shopper in order to plan right.

On this blog I give you the inside scoop…

I show you how the world of life insurance really works…

And I give you the top tips to make your way through it easily.

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My most recent blog posts:

What is a tax-free 1035 Exchange? (8/15/2017) - Let’s suppose you have a life insurance policy, but find a better deal with another carrier. You want to replace the current policy with a new one. The thing is,… Read More
If I surrender this life insurance policy and take the $40,000, are there any tax consequences? (8/15/2017) - Here are a few things you to think about: Anything above your cost basis – the total premiums paid – would be taxable as ordinary income. Call the carrier and… Read More
What should I be ready for when managing my mother’s annuities as she gets older? (8/15/2017) - I was in the same position as you. My mother was the same age, had three annuities, and I was the power of attorney. She was actually the one who… Read More
Honoring Your Parents: Accepting the Death of a Loved One (8/8/2017) - When someone close to us dies, it turns our world upside down. Whether it’s a friend, a coworker, or a neighborhood acquaintance, death often evokes upsetting emotions. These emotions can go to the extreme when it’s a parent’s death you are facing. As our parents reach the end of their life, it can be excruciatingly […]
The Role of a Life Insurance Super Specialist (8/8/2017) - Life insurance super specialists are experts in finding policies regardless of mortality risk. Read More

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What else is on this blog?

You can learn more about life insurance products and the life insurance industry:

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.

Winning The Life Insurance Game. How to make the application process work for you. My advice for people with specific risk factors, such as tough medical conditions and extreme hobbies, on how to get coverage at a reasonable rate.

The Conscious Consumer.  Thoughts on why people buy – or postpone buying – life insurance. I often call upon studies of neuroscience, psychology, religion, and spirituality to explain consumer behavior.

Partners Are People, Too.  Spouses, life partners, and business partners need to cooperate on financial matters, especially regarding sensitive topics such as life insurance. Here I offer some of the fruits of over 30 years of happy marriage 🙂 to help your decision-making dynamics run more smoothly.

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.


Want to learn more?
Read my free guide, How To Get Great Life Insurance Rates and learn how you can get life insurance companies to compete for your business, at no risk or extra cost.