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Jun 28, 2018

The DOL Fiduciary Rule is dead.  It went out with an unceremonious whimper last week.  Financial media sources covered the news almost no one cares about through short articles noting the progress that led to the death of the Rule sprinkling in a comment or two from sources who cared to opine on the subject. […]

The...


Jun 21, 2018

Today’s topic is not so much about the mechanics of everyday life insurance but diverges into the seedy underbelly of the industry and the problems that certain transactions have caused. Well, one particular transaction is in the news as we speak and rightfully so. We’re revisiting a topic that we covered six...


Jun 14, 2018

It occurred to me recently that 2018 marks a milestone anniversary for me.  I've now worked professionally in the financial services/insurance industry for 10 years.  That's 10 years of being paid to assist people to navigate various financial mazes.  Most usually the primary topic at hand is life insurance, but there...


Jun 7, 2018

There are so many questions floating around the internet that center around indexed universal life insurance pros and cons. Indexed universal life insurance is the hottest thing going in the life insurance industry at the moment, tough to deny that.  Sales continue to lead all other categories, and it's safe to assume...