Typically, we view insurance not as an investment, but as tool to protect assets or replace income. However, investing in one type of insurance, called reinsurance, is becoming increasingly popular. It even might be considered an asset class all of its own....
Watch this video on YouTube Here are three points about life insurance that many life insurance salespeople would prefer you not to know: 1. Not everyone needs it. 2. Those who most need it are often least able to afford it. 3. It is not a good investment. Let’s take...
Watch this video on YouTube I believe strongly in the value of financial planning and of working with a fiduciary planner who acts in your best interests. However, a planner is not necessarily the only money professional you may need to maintain your financial...
Watch this video on YouTube In my experience, the number-one reason people engage a financial planner is to sleep better at night. That doesn’t mean planners give advice on what kind of mattress to buy. The sleep aids we provide are more about peace of mind. For...
Watch this video on YouTube The stage in life when most adults have the most need for life insurance is when they are parents and their children are young. Unfortunately, this is often a time when financial resources are already stretched. Unlike health insurance and...
