What are your insurance gaps?

The recent earthquakes in Southern California are a good reminder that a financial service should match your needs and goals. This comes under the GET READY! Principle that You should receive customized service appropriate to your needs and goals. Your potential financial needs should be reviewed for each type of financial product under consideration and take … Read more

Book Give-Aways and Promotions

May is Disability Insurance Awareness Month. Did you know that 3 in 10 workers entering the workforce today will become disabled for some period of time before they retire (Social Security Administration, Fact Sheet, January 31, 2007)? Here’s Ten Things That You Need To Know About Disability Insurance. To Promote Awareness: Insurance Made Easy (here) … Read more

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

Disability Insurance – Who Me?

Disability insurance is one of the most overlooked forms of coverage despite it being one of the most necessary types of coverage. The odds of becoming disabled because of an accident, injury or illness can be up to 1 in 4 people according to the Social Security Administration. The average duration of a disability insurance … Read more

Everything You Need To Know About Paramed Insurance Exams

Life Insurance premiums are based on many components and the premium you end up paying can vary significantly in your approach to reviewing your life insurance needs.  It’s always good to review your health history with multiple insurance companies as each company has it’s own underwriting criteria. It’s alway important to review your options and … 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

Interview with Mutual of Omaha: Does Your Business Need “Key Person” Coverage?

Thanks to Kristin Colella of RSL Media for the opportunity to be a resource for her article on Mutualofomaha.com on “Does Your Business Need Key Person Coverage”. Kristin takes a look at the impact to a business of a key person becoming disabled or dying and how insurance can be used to protect against that loss financially.  When a … Read more

10 Insurance Questions for 2017

Love it or hate it, 2016 was a year that brought many surprises. And 2017 is looking like another year of unexpected outcomes. As the saying goes “May you live in interesting times.” And we are living in interesting times. While this applies to the U.S.A. and the world in general, this also applies to … Read more