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Get Ready: Now Available In e-book Format

I’m pleased to announce that Get Ready! is now available in all major e-book formats. In GET READY!, I explain how to organize your financial life with a comprehensive, easy to follow, step-by-step process. After explaining what, exactly, each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! … Read more

Get Ready Podcast: How Millennials and Technology Are Changing The Insurance Industry.

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that , you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your … Read more

Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

“Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more

Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse

  Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources – Neil Granger In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder … Read more

GET READY For Open Enrollment

Once a year, usually in late October or early November, a strange phenomenon occurs that is known as open enrollment. For most employees, open enrollment is where they can practice the fine art of pretending that if you ignore something, it will go away. However, what most employees don’t realize is that in this case, … Read more

September: Time To Review Your Insurance Portfolio

September is time to review your insurance portfolio, according to the GET READY! financial calendar. Download your free financial calendar (here). Reviewing your insurance policies now, will also help you be prepared for open enrollment. Doing so now, will help you make sure that your insurance coverage still meets your needs or if you will … Read more