September is National Preparedness Month

National Preparedness Month (NPM), recognized each September, provides an opportunity to remind us that we all must prepare ourselves and our families now and throughout the year. This NPM will focus on planning, with an overarching theme: Disasters Happen. Prepare Now. Learn How. Take time to learn lifesaving skills − such as CPR and first … Read more

Questions & Answers on Life Insurance (giveaway & special $0.99 sale)

September is Life Insurance Awareness Month and to help spread Awareness on Life Insurance and improve Financial Literacy, Questions and Answers on Life Insurance and The Questions Answers on Life Insurance Workbook will be available through the end of September for $0.99 on Amazon Kindle format. And, I’m giving away 100 copies of Questions and … Read more

A Focus on Sales Practices from the SEC

In a positive sign, the SEC is moving forward with consideration of a significant rule-making package that would support members of the financial services industry to act more directly in consumers best interests and to provide clear and complete communication. In a recent public statement, Securities and Exchange Commission Chairman Jay Clayton said that: Retail … Read more

Is InsureTech still a thing?

Technology and insurance are transitioning to their most logical form.  The future of insurance will be an evolution rather than an evolution. Technology companies are finding they can provide the most value to insurance companies by working with them.  According to a recent report “Breaking Boundaries: How InsurTech is Moving Beyond Insurance”  by Startupbootcamp”, insurers … Read more

Podcast Guest: Profiles in Risk – E51: The Insurance Bill of Rights

Thanks to Nick Lamparelli & Tony Canas of for the opportunity to be a guest on their Podcast “Profiles in Risk” to discuss the Insurance Bill of Rights. It was a great opportunity to discuss the overall opportunity for the insurance industry to adopt a policy owner first approach. You can listen to the podcast here. … Read more

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.