Who’s looking out for you and your family?

While there have been quite a few attempts recently to remove some consumer protections such as delaying the implementation of the final phase of the DOL Fiduciary Rule while Trump consumer protection chief requests $0 in funding for the Consumer Financial Protection Bureau in 2018 (last year, $217.1 million was requested). The CFPB doesn’t currently … Read more

Special Price of .99 cents for all of my books.

Pleased to announce that digital versions of all of my books are on sale for .99 cents on Amazon  & all online book retailers or on my website (here)  . Thank you for your support and please share. Leaving a review is a great way to say thank you if you like the books.

9 Insurance Questions for 2018

Change is coming slowly to the insurance industry and while 2017 showed much movement, 2018 will be the year that brings the next step in evolution for the insurance industry. In this post, I pose some of the questions and possible answers for the insurance industry this year. 1) Will this be the year that … Read more

Who’s Best Interest?

Over the last few year’s there has been much discussion about how insurance agents and (other member’s of the financial services industry) should align with those of consumers. Under a commission based compensation system, there is always a financial incentive for an insurance policy (or investment) to be recommended that will result in higher compensation … Read more

Insurance, interrupted…..

With a new year, comes speculation if this will finally be the year that the insurance industry will be disrupted. The reality is that it will be more of an evolution rather than a complete shake-up due many factors including the complex insurance regulatory environment, significant capital requirements among there factors. It appears that the … Read more

Siri, please update the insurance industry:

Insurance is one of the world’s oldest industries with the concept of insurance dating back four thousand plus years. The Babylonians developed a system that was recorded in the famous Code of Hammurabi, c. 1750 BC, and practiced by early Mediterranean sailing merchants. If a merchant received a loan to fund his shipment, he would … Read more

Insurance Made Easy Thunderclap

Thank you to all the support for my new book “Insurance Made Easy” which is an Amazon #1 Bestseller in multiple categories (click here to view on Amazon). I was hoping you might do me a favor and help me spread the word about the launch of Insurance Made Easy: A Comprehensive Roadmap to the … Read more